Thomas Roach is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Michael Kulesza is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at North Atlantic Investment Partners, Edward Jones, and Planmember Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His prior experience includes roles at Citizens Bank, Merrill, Scottrade, and Wellesley Asset Management. He also serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Tristan Bezzant is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 17 years at Gilbane Building Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Stephen Colantuono is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with firms including Securities America Advisors, LPL Financial, and VOYA Financial Advisors. He is also involved with Wayside Financial Partners, providing advisory services and managing insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Peter Fredericks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Edward Jones, Lincoln Financial Securities, and Putnam Investment Management. Fredericks is also involved with Workers Federal Credit Union. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable investment strategies and technological tools.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Barry Bellwood is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. His other business activities include part-time 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 curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Abbie D'amico is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise since 2018 and has a concurrent role at Bentley University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a combination of proprietary research and third-party data.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with LPL Financial and its predecessor firm since 1998. Outside of his advisory role, he is involved with Delano Financial Management through the sale of fixed insurance and annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Duston Ladieu is a financial advisor with Mass Mutual Investors Services in Sudbury, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he consults for Help me Fund College Fund and owns a real estate business, AJTL Enterprises, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Isli Kola is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America and Phoenix Retail, as well as experience in Albania and academic positions at Bilkent University. 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 variety of clients including individuals, pension plans, and charitable organizations.

Wayne Carney Jr. is a financial advisor with LPL Financial in Leominster, MA, holding Series 63, 65, and 66 credentials and 30 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Chittenden Securities, LLC. In addition to his advisory role, he serves as a trust officer for Rollstone Bank and Trust, focusing on business development and investment reviews. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Leo White is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Stratos Wealth Partners, Ltd., and American Express Financial Advisors. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Kellie Jacques is a CFP®-certified financial advisor with Ameriprise Financial Services LLC and has 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, spanning a combined 11 years. Outside of her advisory role, she serves on the Board of Directors for the Salvation Army of Massachusetts, Greater Boston, and participates on committees for Financial Executives International. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with a focus on clients holding Ameriprise Managed Accounts.

Ron Mastrangelo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and is also associated with Lightship Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to illustrate potential outcomes, supporting clients through a broad advisor network and specialized advisory programs.

Antony Taylor is an Investment Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their specific goals and priorities. He assists clients in understanding their current financial situations, progressing toward their financial objectives, identifying potential risks to their plans, and providing savings and investment strategies suited to their needs. Before becoming an Investment Consultant in 2024, Antony held several roles at Fidelity Investments, including Workplace Planning Consultant II from 2019 to 2024, Workplace Planning Consultant I from 2018 to 2019, and Customer Relationship Advocate in 2018. This progression reflects his ongoing commitment to supporting clients in various stages of financial planning. Outside of his professional role, Antony has personal interests that include fitness, running, snowboarding, soccer, attending social events with friends, and traveling.

James Fong is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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, and Empower. 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 investment recommendations.

Mark Monahan is a Series 66-licensed financial advisor with LPL Financial and over 10 years of industry experience. He has worked at Crosspoint Financial Advisors, LLC and Advent Benefit Consultants. Outside of his advisory role, he is also a licensed notary and involved with an insurance agency. 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.