Marshall Ben Tisdale is a financial advisor with Edward Jones in Westford, MA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2003. Outside of advising, he is involved in managing several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors.

Raymond Beattie III is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at several Transamerica entities and Diversified Investors Securities Corp. Raymond is based in Worcester, MA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management strategies.

Chris Walkiewicz is currently a Branch Leader at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as ISR Leader at Fidelity Investments from 2022 to 2023, and before that, he was a Regional Sales Manager at Citizens Investment Services from 2019 to 2022. His professional experience reflects significant leadership roles within the financial services industry. Chris emphasizes building strong, lasting relationships in his work, focusing on accessibility, transparency, and proactive communication. He employs a thoughtful and personalized process aimed at simplifying complex financial matters and empowering clients to make confident, informed decisions. Outside of his professional responsibilities, Chris enjoys social events with friends and has interests in golf, running, and skiing.

Chris Amenita is a Planning Consultant at Fidelity Investments, a position held since 2023. In this role, Chris works directly with clients to develop and maintain personalized financial plans that reflect their goals and priorities. Chris is committed to ensuring clients receive an optimal experience with Fidelity through ongoing collaboration and plan management. Chris applies a client-centered approach to financial planning, focusing on what is most important to clients and their families. The professional experience is concentrated in creating tailored plans and providing continuous support to meet clients' evolving needs. Outside of their professional role, Chris is engaged in family activities and enjoys playing musical instruments. Personal interests also include parenthood, caring for pets, reading, and volunteering.

Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Bassam Bitar is a CFA® charterholder and holds a Series 63 license, with 13 years of industry experience. He has been with Edward Jones since 2023 and previously worked at Brighthouse Financial and FIDELITY Brokerage Services. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nolan McLaney is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and team members to assist clients in making informed financial decisions. He focuses on guiding clients in building financial plans that align with their goals and values. Nolan has held various roles at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. His experience within the company has provided him with a comprehensive understanding of client relationships and financial planning. Outside of his professional work, Nolan enjoys boating, fishing, fitness, football, and hiking.

Kimberly Van Eron is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She specializes in working with high net worth families to create and implement comprehensive financial plans. Kimberly has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Premium Services Representative, High Net Worth Case Manager, Portfolio Advisory Services Relationship Manager, and Financial Consultant. Her extensive experience within the firm has provided her with a deep understanding of wealth planning and portfolio management. She holds a California Insurance License.

Elina Doszhan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she worked at Bank of America N.A. for three years and at H&R Block for two years. She serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise, LLC provides a broad range of financial services to individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products.

Thomas Hayes is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Global Capital for six years before joining LPL Financial in 2017. 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 and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

William Spencer III is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® designation and has worked at OSAIC since 2018, following 11 years at Signator Investors, Inc. Outside of his advisory role, he is a partner at Spencer Financial, LLC, and serves as a trustee of The Sudbury Foundation, which awards grants to nonprofit organizations and financially needy college students. He also serves on the board of Lincoln Sudbury Youth Lacrosse. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Monique D'auteuil is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously at Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a trustee for a family trust established for her deceased brother’s children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mei Leung Dow is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Meek is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2018, following a nine-year tenure at CCO Investment Services Corp. Additionally, he operates Northeast Investment Advisors, a DBA for insurance and financial services, and is active as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various third-party money managers and program options tailored to diverse client needs.

Scott Kiernan is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2004. Outside of his advisory work, Kiernan is a share owner and performs general maintenance for a rental property LLC in Cape Cod. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Pescatore is a financial advisor with LPL Financial based in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including 14 years with Sagepoint Financial, Inc., and more recent roles at OSAIC and Legacy Financial Advisors, Inc. In addition to his advisory work, he is involved with Legacy Insurance Brokers LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing various investment strategies and technology-driven tools.

Veena Garg is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in the United States in the banking industry, initially working as a teller and then advancing to assistant branch manager. Following experience as an investment representative at Quick & Reilly, she became a financial advisor at Banc of America Investment Services and has been with Merrill Lynch since 2009. Ms. Garg serves a diverse client base that includes active and retired business owners and widows, primarily located in Worcester, Massachusetts, and other states. Her expertise encompasses investment portfolio construction tailored to clients' risk tolerance and liquidity needs. She also provides comprehensive financial planning services, including retirement and education planning, liability management, tax minimization, and estate planning strategies. Ms. Garg holds the Chartered Retirement Planning Counselor (CRPC®) designation and the Personal Investment Advisor (PIA) credential. She is fluent in English, Hindi, and Punjabi. In addition to her professional work, Ms. Garg volunteers in her community. Her personal interests include cooking, gardening, hiking, knitting and crocheting, reading, spending time with family, and practicing yoga.

Tim Dunn is Vice President and Financial Consultant at Fidelity Investments. He works with clients within the Private Client Group, focusing on all areas of wealth planning including investment planning, retirement planning, income protection, and family conversations. Since joining Fidelity Investments in 2008, Tim has held multiple roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President Financial Consultant. He follows a comprehensive process with each client, starting with understanding their needs and financial objectives, analyzing their current situation, and collaborating on strategies to improve their financial plan. Outside of his professional responsibilities, Tim has interests in concerts, fitness, food, golf, traveling, and volunteering.

Brendan Sheehan is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation from 2013 to 2017. He is a partner and agent at Waymark Wealth Management, where he is involved in non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Michael Muccio is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Ameriprise in Hopkinton, MA. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, GWFS Equities, Inc., and MML Investors Services. He is also an associate financial advisor with DES Group, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendation reports delivered through a centralized consulting team.