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.

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.

Steven Steiger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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 services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Thomas Hayes is a financial advisor with LPL Financial based in Marlborough, MA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including six years at Bolton Global Capital prior to joining LPL Financial in 2017. 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, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets through a large network of professionals.

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.

Justin Turcotte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes 18 years at Commonwealth Financial Network and over two decades affiliated with Jonathan C. Wolff. He is also an officer and owner of Turcotte Wealth Management, Inc., which serves as his financial advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mary Costa is a CFP®-designated financial advisor with Ameriprise, based in Methuen, MA, and has 19 years of industry experience. She has worked at Ameriprise and its related entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Meek is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, CCO Investment Services Corp, and IFMG Securities. Outside of his advisory role, Meek operates a DBA for insurance and financial services and also works as an insurance agent selling life, annuities, and long-term care products. 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 financial planning, investment management, and advisory services, supported by a large network of advisors and an extensive platform that includes both advisory and non-advisory financial products.

Brendan Sheehan is a CFP® professional with 25 years of experience in the financial industry, currently serving at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation, Ameriprise, and Mintz Levin Financial Advisors LLC, among others. Sheehan is also a partner and agent at Waymark Wealth Management, LLC, where he focuses on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third-party asset managers, and a variety of financial tools and platforms.

Jennifer Taber is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she is employed by Net Flows, LLC in connection with her work at Ameriprise. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jacob Van Hillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Emergency Signal Systems and Mount Wachusett Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Peter Murphy is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously at Spencer Financial, LLC, Arch Insurance Group, and other firms. Murphy is involved as a registered assistant with Spencer Financial LLC, assisting service coordination for other advisors. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. Its investment approach utilizes firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Jonathan Crudale is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding a Series 66 credential and having 10 years of industry experience. His career includes positions at Wells Fargo Clearing Services LLC since 2019, Bank of America since 2017, Merrill from 2014 to 2019, and operating as a sole proprietor since 1995. He also holds a real estate license in Minnesota. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuel Baldwin is a CFP® with 26 years of industry experience and currently serves as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. for 13 years. Baldwin is also a member of the PIMCO Advisory Board, participating in meetings to provide feedback on advisor best practices. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a comprehensive investment approach that includes asset allocation tools, risk-tolerance analysis, and access to third-party money managers.

Brett Charbonneau is a financial advisor with Fidelity, holding the Series 66 credential and three years of industry experience. Prior to his current role, he has worked with companies including Grubhub Holdings Inc. and Uber Technologies Inc. Outside of advising, he has served as an independent contractor for rideshare and food delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Adrienne Snapp is a financial advisor with Ameriprise in Stow, MA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Nicholas Champney is a financial advisor with Wells Fargo Clearing in Framingham, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2008 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 investment advisory services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joan Antognoni is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Lyman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Lyman serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jonathan Furey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has held roles at Cetera and its affiliates since 2002 and co-owns Furey Insurance Agency, where he serves as president. He is also involved in accounting and tax preparation through McCarthy Hargrave and Co and co-owns Willington Financial, a tax and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with various program structures and custodial relationships.