Robert Greeley is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients and their families to navigate the complex world of financial planning, focusing on creating customized financial plans aimed at achieving personal and financial harmony both now and in the future. Robert has been with Fidelity Investments since 2019, gaining progressive experience through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This progression reflects his growing expertise in financial planning and client relationship management.

Joanna Bishop is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and portfolio management services utilizing both in-house and third-party managers.

Michael Peters is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at The RMR Group from 2014 to 2020. Peters has been with Thrivent since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services distinct.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with LPL Financial since 2016 and also has a background in the automotive rental industry through Atlanta Island Auto Rentals Inc. Susanne maintains outside involvement in non-investment administrative work associated with that business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with a focus on customizable investment strategies supported by research and technology tools.

Nicholas Weiler is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at UBS FS, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent LLC. Outside of his role at LPL, he is involved with Leopold Wealth Management, which provides tax preparation, accounting, and non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Berardi is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2008. Outside of his advisory role, he operates a tax preparation and bookkeeping business and is involved in the sale and service of traditional insurance products, including life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to diverse investment strategies and institutional platforms.

Timothy Gillespie Jr. is a Series 66-licensed financial advisor with Merrill, where he has worked since 2007, totaling 18 years of industry experience. He serves as a part-time co-lecturer for Columbia University’s School of Professional Studies, participating in their Master’s in Wealth Management program. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

John Boshar is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for 13 years and has been with LPL Financial for 19 years. Outside of his advisory role, he operates John Boshar Associates, Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by technology and extensive operational resources.

Joanne Leveroni is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. She has been with LPL Financial since 2009. Leveroni Financial Management Corp operates as her DBA. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management platforms.

Mark Lehoullier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016, following prior roles at Fidelity and VOYA Financial Advisors. He is also associated with 1776 Financial in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Stephen Coffey is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Needham, MA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he is involved with SIC Ventures, LLC, a business that supports Ameriprise Financial franchise operations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal strategies.

Brian Konish is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in local entrepreneurship education through his ownership of Koncentric, LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach that incorporates diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

Jacqueline Wilson is a CFP®-designated financial advisor with Edward Jones in Braintree, MA, where she has worked since 2013. She has 12 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

John Pimental is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Cetera, Questar Capital Corporation, and MSI Financial Services. He is an owner of Arrow Wealth Management LLC and serves as a board member of the Ocean State Business Development Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Philip Peck is a CFP®-designated financial advisor with LPL Financial, based in Westwood, MA, with 42 years of industry experience. He has been with LPL Financial since 1998 and has been practicing as Philip Peck CFP since 1994. Peck is also a Lieutenant Colonel in the United States Army Reserve, where he works on counterterrorism aspects of homeland security. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

Kimberly Carroll is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Mark Linnane is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 13 years of industry experience. He has been with LPL Financial since 2016 and also teaches at Quincy College. Prior to LPL, he worked at Mariner and MSI Financial Services, Inc. for one year each. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Nathan Mchugh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 credential and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is involved in receiving commission trails related to group benefits and life insurance plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementations and offers access to third-party asset managers and various financial planning services.