Aric Friend is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience providing personalized financial planning. He serves as a strategic guide for individuals, families, and businesses seeking financial clarity and confidence. His expertise encompasses various aspects of wealth management, including retirement planning, education funding, and long-term financial goal setting. He holds a Master's Degree and a Bachelor's Degree from Nichols College and carries professional designations such as Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Aric is a member of the Central MA Conference of Football Officials (CMCFO) and participates in community activities through Burkett Little League. Outside of his professional role, Aric enjoys a variety of recreational activities, including baseball, basketball, boating, bowling, camping, fishing, football, skiing, and spending time with his family.

Andrew Bermani Mc Cann is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Cambridge Investment Research Advisors and Enterprise Holdings Inc. Outside of his advisory role, he has interests in insurance and benefits through employment at Streetlight Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

James Billman Golemme is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, following six years at Bay Financial Advisors, Inc. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Shariq Yousfi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, Empower, and Santander Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Indu Sharma is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, United Bank, Infinex Investments, and Peoples United Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary advisory model and combines institutional advisory capabilities with broker-dealer and investment adviser registrations.

Dan Martin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes positions at Eaton Vance, where he was an Internal Consultant from 2019 to 2023 and a Mutual Fund Services Representative from 2018 to 2019. Dan focuses on supporting clients and their families by empowering them to make confident financial decisions and helping them avoid common financial missteps. Outside of his professional work, he enjoys biking, fishing, hiking, running, skiing, and traveling.

Julie Cormier is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011 and holds a Series 63 designation. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized retirement-income consulting team to deliver non-discretionary, research-driven recommendations.

Andrew Long is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2013, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Andrew specializes in wealth planning, equity compensation strategy, and retirement planning. He is an Equity Compensation Associate® and a Certified Financial Planner®. His expertise includes income planning, tax-efficient investment strategy, analyzing stock options and RSUs, individual fixed income, and charitable endowments and donor advised funds. No additional information regarding Andrew's education or personal interests has been provided.

Margaret Green is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Sagepoint Financial and SII Investments. She is also the owner of True Wealth Advisor Group, a marketing DBA through which she operates alongside her advisory role. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Nathan Lucier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2001, progressing through various roles including Financial Consultant, Investment Consultant, Manager of Retirement Investment Services, and Retirement Investment Representative. Prior to joining Fidelity, he worked as a Financial Planner at Prudential from 2000 to 2001. With 25 years of experience in financial services, Nathan collaborates with clients to understand their needs and aspirations, focusing on building tailored financial plans that protect and grow their wealth. He aims to be a primary financial partner to his clients and their families, working closely with them to develop appropriate strategies. No information regarding Nathan's education, credentials, personal interests, or community involvement was provided.

John Cooney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. Outside of advising, he is also an independent insurance agent and serves as treasurer for Cooney Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

Ellen Peloquin is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and quantitative analysis, with oversight of affiliated and unaffiliated sub-advisers.

Karen Maloney Hagel is a financial advisor at Ameriprise with 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she is president of Fantabulous LLC, a leadership and management consulting business, and serves on the finance committee of the Pakachoag Music School Board. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Martin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved with the Seven Hills Foundation for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

Jason Longtin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Cetera Advisors LLC, Investors Capital Corp, and Northeast Investment Advisors, LLC, where he has also operated as a financial advisor since 2001. Outside of his advisory work, he is involved in a family trust as an executor and co-owns a small business specializing in T-shirt production and sales. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform, featuring discretionary and non-discretionary strategies and access to affiliated and third-party money managers.

Kenneth Wood is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 designations and 39 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Voya Financial Advisors for five years. Outside of his advisory work, he is involved with East Coast Turf Products, Inc., a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

Jennifer Guadiz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Jennifer serves as a trustee of her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Richard Shaw is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, Shaw worked at Investors Capital Corporation and has operated Advanced Financial Group since 2003. He serves as an elected member of the West Boylston School Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and advisory services through a nationwide network of independent advisors.

Olympia Wheeler is a Financial Consultant currently working at Fidelity Investments since 2023. She assists clients in pursuing their short- and long-term financial goals by developing customized financial plans that align with their individual hopes and dreams. Her approach focuses on client-centered financial wellness and aims to maintain clarity and trust throughout the advisory relationship. With 30 years of industry experience, Ms. Wheeler has held various roles including Private Client Financial Advisor and Assistant Vice President at Citizens Securities, Inc., Financial Advisor at Prudential Advisors, Senior Product Marketing Manager and Assistant Vice President at MFS Investments, and positions in sales and marketing at Eaton Vance. This breadth of experience encompasses financial advising, client relations, product marketing, and sales within the investment sector. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Michael Hartwell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he contributes as a freelance blogger for Worcester Interactive and serves on the finance committee of First Parish Church of Fitchburg, as well as delivering guest sermons at the First Church of Christ, Unitarian. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels, offering financial planning, access to model portfolios, third-party asset management, and a range of financial products.