Shane Walsh is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience and previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Walsh also serves as a volunteer assistant lacrosse coach at Saint John's High School in Shrewsbury, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform combining adviser programs with a range of financial products and supports clients through model portfolios, third-party managers, and discretionary implementation options.

Michelle Beausejour is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 28 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop detailed, written recommendations in annual planning engagements.

Stephen Colantuono is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has held prior roles at Securities America Advisors, LPL Financial, Voya Financial Advisors, and Wayside Financial Partners. Outside of his advisory role, he is involved in the sales and service of insurance products through Wayside Financial Partners. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple platforms, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.

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.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. 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 programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Outside of his advisory role, he is involved in the sale of fixed insurance, annuities, and long-term care products through Delano Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management options, supported by research and model portfolios from LPL Research and third-party subadvisors.

Derek Happy is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 17 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. In addition to his advisory practice, he manages and operates a financial planning business entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and models to provide comprehensive planning recommendations.

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.

David Monroe is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes positions at Merrill and roles outside finance such as at Enterprise Rent-a-Car and Worcester State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI in research.

Jordan Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Worcester Credit Union and held various roles in public and nonprofit sectors. Outside of his advisory role, he sells collectibles through the online marketplace Mercari. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to create tailored financial plans.

Colin Noonan is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America, P1 Logistics, and several other organizations across various roles. Noonan also held positions at Venture Home Solar and Mass General Brigham in 2021. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isli Kola is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Phoenix Retail, and Procredit Bank Albania. 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 clients including individuals, high-net-worth investors, and institutions.

Wayne Carney Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63, 65, and 66 designations and has been with LPL Financial since 2008. 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Blake Ellison is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside its financial planning solutions.

Marvin Hale is a financial advisor with OSAIC in Natick, MA, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He worked at SagePoint Financial, Inc. for 14 years prior to joining OSAIC in 2023. Outside of his advisory role, he serves as president of the board for Hampshire Christian Academy and operates Hale Financial Planning Group, LLC, a firm focused on fixed insurance products. OSAIC serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations through a large network of advisors. The firm employs a range of investment tools and third-party platforms to provide integrated brokerage, advisory, and managed account services.

Daniel Precourt is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 designations. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is a one-third partner in a real estate LLC that manages a rental property in Hudson, Massachusetts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with other financial services.

Peter Mina is a financial advisor at Ameriprise with 45 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a managing member of 324 Grove Advisors LLC, an entity used solely to collect rent and pay expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Rachael Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Aric Friend is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience providing personalized financial planning. He serves as a strategic guide for individuals, families, and businesses seeking financial clarity and confidence. His expertise encompasses various aspects of wealth management, including retirement planning, education funding, and long-term financial goal setting. He holds a Master's Degree and a Bachelor's Degree from Nichols College and carries professional designations such as Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Aric is a member of the Central MA Conference of Football Officials (CMCFO) and participates in community activities through Burkett Little League. Outside of his professional role, Aric enjoys a variety of recreational activities, including baseball, basketball, boating, bowling, camping, fishing, football, skiing, and spending time with his family.