Mark Collier is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexi Tsolirides is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Prior to Merrill, Alexi has worked at Bank of America, Blue Lake Capital, and engaged with entrepreneurial and creative ventures including Win at Life LLC and Billy Clark Creative Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gina Palumbo is a financial advisor with Ameriprise in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. She is involved in managing her advisory practice through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning and recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Janath Desilva is a financial advisor with Osaic Wealth, Inc. based in Westford, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Signator Investors, Inc. for 26 years before joining Osaic in 2018. Outside of her advisory role, she is involved with Innovative Financial Group, LLC, where she engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Matthew Matossian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Geraci Law LLC and involvement with Needham Park and Recreation. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Rose Smart is a Series 65 licensed advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining the firm, she worked eight years with the Lincoln Public School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and custody platforms.

Vance Williams is a financial advisor with Edward Jones in Framingham, MA, holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Massachusetts Mutual Life Insurance Company and Mml Distributors LLC. Outside of finance, he works as a swim instructor at Life Time Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated financial products.

Dylan Presnal is a financial advisor with Ameriprise in Ludlow, MA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held positions at AlphaView Wealth Advisors, PeoplesBank, and Polish National Credit Union. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

Myky Tran is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Watertown, MA. His prior experience includes roles at Bank of America/Merrill Lynch and Charles Schwab Bank. Outside of his advisory work, he is a co-owner of a real estate LLC. 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 on a non-discretionary basis, combining large institutional advisory capabilities with brokerage and investment management functions.

Juan Santini is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Income Research + Management and Fisher Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy Furbush is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has four years of industry experience, including 14 years at State Street Corp and three years with Edward Jones in Worcester, MA. He has also earned coaching income from work related to NextJump Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a large network of advisors and branches. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Keith Najjar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Workers Credit Union, CUSO Financial Services, and Citizens Securities. He operates a business entity for his LPL practice under the name Workers Investments & Planning Solutions. 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and advisor tools.

Douglas Norberg is a financial advisor with Cambridge Investment Research Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at Commonwealth Financial Network and Summit Financial Corp. Outside of advisory work, he owns Aegis Retirement Partners LLC, a third-party pension administration services firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides customized investment solutions across various platforms and incorporates both proprietary and third-party model strategies.

Kristopher Horn is a financial advisor with LPL Financial in Waltham, MA, holding Series 63 and Series 65 registrations and totaling seven years of industry experience. He has been with LPL Financial since 2019 and concurrently works with Rockland Trust Company, where he has served since 2014. Horn is also a notary in Massachusetts. 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 portfolios, third-party asset management, and institutional platforms.

Paul Reed is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, AllState Insurance Company, and Equitable Advisors. Outside of finance, he performs as part of a guitar duo in local venues. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Rinaldi is a financial advisor with Edward Jones in Chelmsford, MA. He holds CFP®, CFA®, and Series 63 credentials and has six years of industry experience. His prior roles include positions at Baystate Financial, MassMutual, Northwestern Mutual, and Athena Capital Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Mark Luhtanen is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a finance committee member of the United Commandery, a fraternal organization in Norwood, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Eddie O'Grady is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles within Fidelity Investments, including Workplace Planning Consultant III and II, Retirement Solutions Representative, Stock Plan Consultant, and Financial Representative-Full Trader. Prior to his tenure at Fidelity, Eddie was a Wealth Manager at Brophy Wealth Management LLC from 2021 to 2022 and completed a Wealth Management Internship at Merrill Lynch in 2014. Throughout his career, Eddie has focused on helping clients design, implement, and maintain financial plans tailored to their individual needs and aspirations. His approach emphasizes reducing financial stress and enabling clients to pursue their goals with confidence. Outside of his professional work, Eddie enjoys baseball, family activities, fitness, hiking, and outdoor adventures.

Dennis Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he serves as a co-trustee of The Holland Family Trust, assisting with family health and well-being matters. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including institutional consulting and municipal advisory services.

Jessica Govoni is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the United Church of God. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.