Kevin Sullivan is a financial advisor with LPL Financial in Stoneham, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior experience includes roles at Salem Five Bank, TIAA-CREF, Citizens Securities, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sheryl Wein is a Series 66-credentialed financial advisor with 26 years of experience, currently with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, INC. and various insurance carriers, as well as founding The Wein Group. 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, with account management that may involve discretionary or non-discretionary strategies.

James Barri is a Financial Consultant at Fidelity Investments, where he partners with clients to develop, implement, and maintain financial plans tailored to their goals. He has been with Fidelity Investments since 2018, progressing through various roles that have expanded his experience and expertise in financial planning and client relationship management. James's career at Fidelity began as a Workplace Planning and Advice Associate in 2018, followed by positions as Financial Representative, Relationship Manager, and Planning Consultant before assuming his current role as Financial Consultant in 2025. This progression reflects his comprehensive experience in delivering financial advice and planning services to clients.

Aaron Ezra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has a substantial history with Fidelity, having served in various roles including Planning Consultant, Investment Management Consultant, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant since 2018. Prior to his career at Fidelity, Aaron worked as a Relationship Banker at Huntington Bank from 2016 to 2018. In his current role, Aaron works closely with clients to develop financial plans tailored to their individual goals, concerns, and financial situations. He focuses on creating strategies that provide clients with peace of mind across all market conditions, allowing them to concentrate on living fulfilling lives. Outside of his professional work, Aaron enjoys baseball, movies, and puzzles.

Chad Battaglia is a Wealth Management Advisor and the Founding Partner and Managing Director of The Battaglia Group at Merrill Lynch Wealth Management. He began his career in financial services in 1998 and joined Merrill in 2004. He holds a Bachelor's degree in Finance from Bentley University and the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute® and The Wharton School of the University of Pennsylvania. He also holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. With over 25 years of experience, Chad works with executives, partners, business owners, entrepreneurs, and multigenerational families facing complex financial decisions. His expertise includes wealth planning, tax-efficient investing, retirement planning, risk management, equity compensation strategies, liquidity events, and multigenerational wealth transfer. Chad and his team provide a personalized, team-based approach to coordinate clients' financial lives and develop strategies aligned with their unique goals and values. Outside of his professional responsibilities, Chad enjoys spending time with his family on Cape Cod, golfing, traveling, and supporting charitable and community initiatives.

Mark Buchanan is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Farley Ribeiro is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Commonwealth Property & Casualty, assisting clients with property and casualty insurance connections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Elizabeth Ryan is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked at TD Ameritrade for 12 years before joining Charles Schwab and its affiliated bank. Ryan serves as a volunteer board member for two nonprofits, LexFun and The Cure JM Foundation, assisting with family-focused events and annual fundraising walks. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

William Ryan Jr. is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 registrations. Prior to joining OSAIC in 2018, he was with Signator Investors, Inc. for 45 years. Outside of his advisory role, he is the owner of Bill Ryan Photography and serves as a non-compensated trustee of the Chapel Hill Chauncy Hall School, a 501(c)(3) organization. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and various managed account programs supported by risk assessment tools and multiple custodial arrangements.

Brian Tierney is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He is dedicated to assisting clients and their families in co-creating financial plans tailored to their unique goals, with a focus on enhancing and protecting their wealth. Prior to his current position, Brian held several roles at Fidelity Investments, including Investment Consultant from 2023 to 2025, Financial Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This progression reflects his growing expertise in financial consulting and client relationship management. Outside of his professional work, Brian enjoys activities such as beach outings, boating, golf, hiking, snowboarding, and traveling.

Scott Coppock is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked for Citizens Securities, Inc. for 15 years prior to joining Ameriprise. Outside of his advisory role, he serves as a volunteer soccer and basketball coach. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, providing written recommendations and ongoing advice to clients approaching or in retirement.

Bryant Gauthier is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Carolyn Nolan is a CFP® professional with 22 years of experience, currently serving as a financial advisor at Ameriprise in Winchester, MA. She has been with Ameriprise and its affiliates since 2004. Outside of advisory work, she owns and operates a consulting business and runs a personal platform focused on lifestyle and motivational content unrelated to financial services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Alexander Chigas is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes multiple tenures at Fidelity Investments and five years at Morgan Stanley Private Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kristin Polito is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Morgan Stanley, and The Prudential Insurance Company of America. Polito has also engaged in volunteer management consulting with SCORE Boston. LPL Enterprise, LLC delivers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizes third-party asset managers, and offers financial planning, consulting, and access to various investment programs through its network of investment adviser representatives.

Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Sagepoint Financial, Capital Financial Services, and CUNA Brokerage Services. Shen is also the founder and president of Holistic Financial & Retirement Group, where he offers fixed insurance products through various insurance companies. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with multiple advisory and brokerage services, supported by a complex affiliate network and private-equity ownership.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has held concurrent roles at Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and previously Mariner. Outside of his advisory role, he is involved in health and group health insurance sales. Mass Mutual Investors Services 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, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and recommend investment strategies.

Justin Jones is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Jones also serves in a fiduciary capacity for an irrevocable trust. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including affiliated trust custody and insurance product facilitation.

Michael Nahill is a Wealth Management Advisor with Merrill Lynch Wealth Management. As the lead investment architect for Nahill, Dunn & Associates, he focuses on designing customized wealth management strategies and investment portfolios tailored to the unique goals of each client. His approach integrates a disciplined investment management process, responsive service, a client-focused team, and transparency regarding fees, risks, and outcomes. With over 30 years of capital markets experience, including more than 20 years advising professional investment managers at leading mutual funds, pension funds, endowments, and hedge funds, Nahill brings extensive expertise to his role. He specializes in areas such as family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Nahill holds a B.A. in Economics from Boston College and an M.B.A. from Columbia University. He is a CERTIFIED FINANCIAL PLANNER® certificant and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Nahill is committed to community involvement and follows the Merrill tradition of volunteering with local organizations. His personal interests include golfing, interior decorating, music, and reading.