Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gabriel Goodhope is a CFP® and ChFC® with 25 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2016, including eight years at Financial Engines Advisors L.L.C. prior to the firm's merger. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Stephen Passias is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2000. Passias also serves as an agent of record on several homeowner insurance policies in Brockton, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and other financial planning services.

Ryan Mcconnell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Prior to his advisory career, he was employed in various roles including at Quincy College and Quirk Auto Dealers. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Linh Nguyen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Nguyen worked at Bank of America, N.A., and has experience in retail through Nordstrom Inc. Outside of financial advising, Nguyen operates an online store selling unused household items on eBay. 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Sean Flaherty is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cambridge Investment Research and Cantella & Co., Inc. Flaherty operates a business under the name Flaherty Wealth Management supporting his LPL activities. 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 financial planning, model portfolios, third-party asset management access, participant-level retirement advice, and institutional platforms, utilizing a broad range of investment strategies supported by research and technology tools.

Peter Mahoney is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Fidelity divisions since 1996. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Giordano is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at HomeSense, GNC, and The Home Depot, as well as positions during and after his time at the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios through systematic methodologies and oversees multiple affiliated and unaffiliated sub-advisers.

Richard Ringler is a financial advisor with Primerica Advisors in Mansfield, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1990. Outside of his advisory role, he occasionally acts as a notary and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Iryna Perry is a Series 66 licensed financial advisor at Merrill with two years of industry experience. Her prior work includes roles at Tapfin, Citizens Bank, Healthcare Financial Inc, Saks Fifth Avenue, and Swarovski. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Timothy Le Pain is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Kids Connect, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lionel Desrosiers is a financial advisor with Equitable Advisors in Needham, MA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. He serves as a board member of the Kendall Green Condominium II Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base including individuals, institutions, and charitable organizations. The firm’s advisory approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Francis Mc Namara is a financial advisor with LPL Financial in West Roxbury, MA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Rockland Trust, The Leaders Group, Wealthvest Marketing, Foresters Financial Services, Manulife Investment Management, and John Hancock Investment Management. 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, third-party asset management, and institutional platforms.

Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Benjamin Neil is a financial advisor with Primerica Advisors in Weymouth, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and also served at SWN Church for 11 years. Outside of advising, he is involved in entertainment through Great Scott Productions and is the owner and creator of Cube-it, both non-investment related ventures. 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 uses third-party asset managers and emphasizes a tiered wrap fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Matthew Mckay is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Fidelity and its affiliates since 2003, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles with multiple registered investment companies.

Stephen Lubin is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with LPL Financial and has previously worked at South Shore Bank, Infinex Investments, Citizens Securities, and other firms. 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.

Robert Spadano is a CFA® charterholder with 21 years of industry experience, currently serving at LPL Financial since 2006. Prior to that, he worked at First Financial Advisory Services Inc and First Allied Securities, Inc. He also operates a business under the name Seven Point Financial, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging technology and a large network of advisors to serve diverse client needs.

Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes two years at The Patriot Financial Group, LLC. 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 financial planning and investment solutions, including advisory and brokerage services delivered through a large network of representatives.

Jaclyn Stanley is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has worked at Ameriprise Financial Services, Inc. for 15 years prior to her current role. Outside of her advisory work, she is involved with Net Flows LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.