Paul Mcnulty is a CFP® professional with 35 years of experience in the financial services industry. He has worked at LPL Financial since 2011, following prior roles at Citizens Securities, Banc of America Investment Services, and Quick & Reilly. Mcnulty operates under the DBA Boston Metro Advisor related to his LPL business. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management with options for customized strategies and the use of advisor-facing technology tools for support.

John Flynn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in Burlington, Massachusetts. He has been in the financial services industry since 1994, beginning his career as a Financial Advisor at BayBank. He joined Merrill Lynch in 2009 following the merger with Banc of America Investments. John focuses on forming long-term relationships and assisting clients with all aspects of their financial lives. John advises clients on wealth accumulation, preservation, and transfer through individually customized wealth management strategies using a defined process. He offers a wide range of services including portfolio development, education planning, liability management, retirement planning, and asset preservation, emphasizing a client's complete financial picture. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. John holds a Bachelor's degree from Boston College earned in 1987 and a Master's degree in Business Administration from Northeastern University obtained in 1998. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, John is interested in baseball, basketball, swimming, and spending time with his family. He is married with three children and engages in community volunteer activities aligned with Merrill's tradition of community participation.

Troy Derrick is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with two years of industry experience. His prior roles include positions at Commonwealth Financial Network, Morgan Stanley, and self-employment. Troy has experience working with Cantella, affiliated with Cambridge, as part of his business activities. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

David Reichert is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. Reichert is also involved as Head of Finance and Operations at GenX Financial, LLC, and serves on the advisory council of MH Retail Holdings LLC, where he provides advice on technology and process improvements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager programs.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Janney Montgomery Scott LLC and Wells Fargo Clearing. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations with a range of financial planning and portfolio management services. The firm combines internal research, manager selection, and advanced strategies including tax management and direct indexing to serve its clients.

Michael Balogh is a financial advisor at OSAIC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Boston Partners Financial Group LLC, Franklin Templeton, and BrightView Senior Living LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk assessment.

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

Gregory Spurr is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Empower Financial Services, Empower Advisory Group, Bank of America, and Merrill. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment approach that incorporates both quantitative and qualitative research and employs tax-aware and risk-management strategies.

Amy La Marche is a financial advisor with Edward Jones in Burlington, MA, holding a Series 66 designation and one year of industry experience. She previously worked at Salem Five Bank for nine years. La Marche serves as a trustee for the Legacy Family Trust in Lynnfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm has a large national network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Philip Stone is a financial advisor with LPL Financial in Lexington, MA, holding a Series 65 credential and 21 years of industry experience. He has been with LPL Financial since 2005 and has operated Stone & Company, P.C. since 1987. In addition to his advisory work, he is involved with Stone Acquisitions Group, LLC, which lists businesses for sale and provides buyer representation. 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, including financial planning and access to various portfolio management strategies, supported by technology tools and a broad platform of financial products and partnerships.

Adrienne Tubridy is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, following prior roles at Raymond James & Associates and a brief period outside the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Kevin Halloran is a CFP® professional with 16 years of industry experience. He is currently with Wells Fargo Clearing Services, where he has worked since 2026. His previous roles include positions at Santander Securities, Santander Bank, Citizens Securities, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arcadia Financial Group and Arcadia Wealth Management. He has also held roles with the YMCA of Greater Boston and Hannaford Supermarkets. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary strategies.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked in automotive sales and service roles over several years. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Dilruba Afroz is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at Bank of America and Walmart. Merrill, along 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 individual and institutional clients.

Joel Stein is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses, with 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities, and Prudential Insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Gregory Mclean is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has a background that includes roles at Rockland Trust, Advisors Asset Management, Signator Investors, Manulife Investment Management, and John Hancock Investment Management. Outside of advising, he serves as a relationship manager for Rockland Trust’s investment management group and acts as a non-variable insurance agent. 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 and institutional platforms, leveraging various investment strategies and operational tools.

Kelly Robertie is a financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining Edelman Financial Engines in 2025, Kelly worked for Sensible Financial Planning and Management, LLC, and has a background in education with roles at Peabody and Winthrop Public Schools. Kelly holds the Series 63 and Series 65 designations. 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 support and online tools, offering both discretionary and non-discretionary investment options.

Janis Larsen is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Alexandra Terista is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Suffolk University and Eversource Energy, and she currently serves in the US Navy Reserves. 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 financial planning and investment management services including model portfolios, third-party asset management, and institutional platforms.