Colin Boutin is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, and Personal Retirement Planning, aiming to assist clients in creating strategies aligned with their financial goals. Colin approaches financial planning as a collaborative and strategic process, focusing on aligning various aspects to build clear and confident paths forward. Born and raised on the South Shore of Massachusetts, Colin attended the University of South Carolina, where he played Division I rugby. His academic focus included international business and economics, which shaped his global perspective on financial markets. He holds a Bachelor's Degree from the University of South Carolina and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Personal Investment Advisor (PIA). Outside of his professional work, Colin has interests in cooking, football, and spending time with his family. He is also involved in his community through coaching sports in his free time, mentoring others and fostering growth on and off the field.

Brian Smith is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member and director for girls' youth basketball teams with the Foxboro Youth Basketball Association. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Fitzgerald is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His prior roles include positions at Doordash, SagePoint Financial, and Securian Advisors of New England. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

William Slaney is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jack Citarell is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with families on their longer term goals by providing investment guidance, retirement planning, and legacy planning considerations. Prior to his current role, Jack served as a Planning Consultant at Fidelity Investments from 2023 to 2026 and as a Workplace Planning Consultant from 2021 to 2023. Outside of his professional career, Jack enjoys baseball, boating, fishing, football, golf, and participating in social events with friends.

Raymond Lazcano is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, Santander Securities, and Sovereign Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and proprietary research.

Cristina Destefanis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. Her prior roles include positions at Cantella & Co., Inc., where she worked for nine years. She is also a member of the Make-A-Wish Massachusetts and Rhode Island Emerging Community Leaders Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and unaffiliated model strategies.

Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Michael Klein is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm serves clients on a non-discretionary basis, with access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

James Ogborn is a financial advisor at LPL Financial with 15 years of industry experience. His previous roles include positions at Rockland Trust Company, Citizens Securities, Inc., and Northwestern Mutual Wealth Management Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and technology-driven investment solutions.

Frederick Gillis III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His career includes positions at Ameriprise Financial Services, Investment Professionals, and Wells Fargo Advisors. Outside of financial advising, he works part-time as security staff at Gillette Stadium. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to support its planning process.

Russell Beckwith is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2009. Outside of advising, he has involvement in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a centralized team and uses proprietary research and tools to support recommendations focused on dependable income and tax-aware withdrawal strategies.

Robert Andreola Jr. is a CFP® with 33 years of industry experience, currently serving at Edelman Financial Engines. He has been with the firm or its predecessors since 2016 and has operated Teachers Driving Academy since 2009. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Adrian Newman is a Planning Consultant who partners with individuals and families to create personalized wealth plans focused on the growth, protection, and distribution of assets. He works closely with clients to help them feel at ease while navigating important financial decisions. Adrian aims to collaborate with clients toward the goal of creating better financial outcomes for them and their families. His approach centers on understanding each client's unique financial situation and objectives to develop tailored strategies. Adrian's work emphasizes personalized planning and client comfort throughout the decision-making process. Outside of his professional role, Adrian's personal interests include baseball, football, hiking, softball, and engaging in family activities.

Sarah Black is a Financial Consultant at Fidelity Investments. She collaborates with individuals and families to develop comprehensive financial plans that align with their goals, values, and financial needs. Sarah utilizes Fidelity's tools and resources to support clients in making informed financial decisions and serves as an advocate throughout various life situations. Her experience at Fidelity Investments includes roles as a Financial Consultant since 2023, Planning Consultant from 2022 to 2023, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. This progression reflects her continued commitment within the company and her comprehensive understanding of financial planning and client relationship management.

Drew Hurley is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation. Prior to joining Fidelity, his work history includes multiple roles at Gettysburg College and Sacconnesset Golf Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Victoria Howard is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2026. In her role, she collaborates with dedicated teams to provide guidance aligned with clients' financial goals. Prior to this, Victoria held positions at Fidelity Investments including Relationship Manager from 2023 to 2026, Financial Representative from 2022 to 2023, and Customer Relationship Advocate from 2020 to 2022. Throughout her tenure at Fidelity Investments, Victoria has gained experience in client relationship management and financial planning. She focuses on building meaningful relationships with clients to support their financial objectives. Outside of her professional responsibilities, Victoria enjoys activities such as spending time at the beach, cooking and baking, engaging in family activities, attending social events with friends, hiking, and caring for pets.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Larm is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

Daniel O'Neill Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in a non-variable insurance business based in Waltham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.