Sandra Lalond is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Citizens Bank between 2013 and 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. 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.

Ryan Balon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets products and research to tailor investment strategies to clients’ goals.

Rachael Conroy is a financial advisor with LPL Financial in Holliston, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Fidelity and Fidelity Personal Trust Company. 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.

Devon French is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Republic Investment Management and American Tower Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to broader derivatives and commodities capabilities through affiliated entities.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Michael Duffy is a CFA® charterholder with five years of industry experience. He is currently with Cetera and previously worked at Wellington Management LLP and Rex Capital Advisors, among others. He holds Series 63 and Series 66 licenses. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, operating with over 10,000 advisors and managing more than $256 billion in assets.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Michael Galvin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at CUSO Financial Services, MML Investors Services, Mass Mutual Life Insurance Company, and other financial firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and employing various strategic and tactical allocation approaches.

Joseph Parlavecchio is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® and CFA® designations and has worked at Edward Jones since 2019, following a ten-year tenure at Edelman Financial Engines. Outside of his advisory role, Parlavecchio is involved in local community activities, serving as an elected Town Meeting Member in Milton, MA, and holding board positions with the Milton Chamber of Commerce, Milton Softball, and Milton Soccer. 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 and managed account strategies, operates under a fiduciary standard, and is notable for its extensive nationwide network of financial advisors and affiliated capabilities beyond advisory services.

Matthew Gorham is a financial advisor with LPL Financial in Norwood, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including prior work at Signator Investors, Inc. Outside of his advisory role, he has engaged in non-investment activities such as occasional work on a film set and participating in online surveys. 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, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Michael Kelleher is a CFP®-designated financial advisor with J.P. Morgan Securities in Mansfield, MA, bringing four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason McGrath is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Morningside Securities, LLC and Prime II Management. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, annual planning processes supported by firm-approved analytical tools.

Brian Kelley is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Ed Pollis is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans. He focuses on helping clients potentially grow, preserve, utilize, and distribute their wealth by addressing retirement, investment, and financial planning goals through Fidelity's resources and planning process. His professional experience spans over two decades, including roles such as Vice President and Head of Practice Management at Voya Financial Advisors from 2014 to 2021, Senior Relationship Manager at Charles Schwab & Co., Inc. from 2004 to 2014, Account Manager at Kobren Insight Management from 2001 to 2003, and Financial Advisor at Park Avenue Securities LLC from 1999 to 2001. Ed holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner, which reflects his commitment to professional standards in financial planning.

John Davis is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and Ohio National Life Insurance. He is also president of Cahill Davis Insurance Agency, Inc., which provides insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Kelly Hogan is a financial advisor at Edward Jones with three years of industry experience. Hogan holds the Series 66 designation and has held multiple roles at Edward Jones beginning in 2011, with intermittent periods outside the firm. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Debra Burns is a financial advisor at Edelman Financial Engines with 5 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Lion Street Financial, PRW Wealth Management LLC, and Mcguire Financial Services, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process featuring diversified model portfolios and offers both discretionary and non-discretionary advice across a range of account types.

Mary Ellen Weikert is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 37 years of experience in wealth planning, investment, and financial management. She provides specialized services to individuals, families, family offices, corporations, charitable gift programs, endowments, and foundations. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. Throughout her career, Mary Ellen has been recognized for her professional excellence and community service. She has been named to Forbes’ "Best-In-State Wealth Advisors" list from 2018 to 2022 and the "Top Women Wealth Advisors" list in 2017, 2018, 2020, and 2021. In 2015, she received the Bank of America Corporation’s David Brady Community Service Award, honoring her commitment to client service and community involvement. Mary Ellen holds the Personal Investment Advisor (PIA) designation and attended Sinclair College. In addition to her professional work, Mary Ellen serves in several leadership roles within the Atlanta community. She is Vice Chair and Trustee of the Emory St. Joseph Hospital Board, Chair of the Finance and Advisory Council for the Atlanta Catholic Archdiocese, and Trustee of The Parkinson’s Foundation. Mary Ellen is also active in speaking engagements on wealth and estate planning. She has been married to her husband, Scott, for more than 40 years and they have three children and three grandchildren. Her personal interests include cooking, gardening, golfing, reading, running marathons, spending time with family, and traveling.

Jack London is a ChFC® credentialed financial advisor with over 33 years of industry experience. He is currently with Edelman Financial Engines and has previously worked at several related firms within the organization. Outside of his financial advisory role, he serves as an on-call firefighter-EMT and director of emergency management for the Town of Dover, a special police officer for the Town of Wellesley, and a trustee for the Louis Wolfson Foundation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies across a range of account types.