Leslie Le Duc is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and Point 32 Health for six years. Leslie is also engaged as an independent contractor providing accounting, bookkeeping, and payroll services, in addition to acting as a life and health insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple platforms.

Evans Menard is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. Prior to his financial services career, he spent six years with Kings Dining and Entertainment. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been affiliated with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. 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 individuals, high-net-worth clients, and institutional investors.

Steven Currie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as a trustee for a family trust and manages a non-investment-related LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Bellody is a financial advisor with LPL Financial based in Braintree, MA. He holds a Series 66 designation and has three years of industry experience, including roles at OSAIC, SagePoint Financial, and New England Silica. Outside of his advisory work, he serves as a referee in Boston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her primary role, she is a 45% owner of R & L Financial Group LLC, where she dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jay Gordon is a financial advisor with Ameriprise in Cohasset, MA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Michaelyn Bortolotti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley Smith Barney. She is also the owner of Davis Executive Wealth Management Group, a support company unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Catherine Johnson is a Series 66-licensed financial advisor with Ameriprise in Braintree, MA, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jonathan Fabrizio is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2010 and also works with Arsenal Financial, LLC since 2019. Outside of his advisory role, Fabrizio sells fixed insurance and annuity products through a local brokerage firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Emily Tuzik is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Fidelity, she has held various roles including tutoring at Providence College and working with the Town of Hanover. Outside of her advisory work, she sells clothing through a peer-to-peer online marketplace. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Elliot Herman is a CFP® with over 32 years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Financial Engines Advisors L.L.C., PRW Wealth Management LLC, and Lion Street Financial, LLC. He serves on several nonprofit boards and committees, including as Treasurer and head of the Finance Committee at One Family, Inc., and provides pro bono financial coaching to cancer patients through the FPA/Dana Farber Coaching Program. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines proprietary modeling with planner-led guidance and online tools, managing diversified portfolios with a long-term focus while operating as a fiduciary under ERISA and DOL guidelines.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Tom Erickson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with individuals and families to develop customized financial plans aimed at growing, protecting, and efficiently distributing their wealth. His approach involves simplifying clients' financial situations and co-creating a roadmap for their financial future to reduce retirement risks. Tom's experience with Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025 and Workplace Planning Consultant from 2020 to 2023. This progression reflects his continued commitment to financial planning and investment consulting within the organization. Outside of his professional work, Tom enjoys a range of outdoor activities such as beach visits, boating, hiking, scuba diving, snowboarding, and playing soccer.

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.

Thomas Miller is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Richard Spriano is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with The Patriot Financial Group. Outside of his advisory role, he owns Boston Drive, Inc., a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party subadvisors.

Colin Noonan is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and Bank of America since 2024. His prior experience includes roles at P1 Logistics, Venture Home Solar, and Mass General Brigham. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Andrew Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1999, working directly with affluent individuals and families, many of whom he and his team continue to serve. Andrew focuses on offering boutique-level attention and investment discipline to high-net-worth and ultra-high-net-worth clients, aiming to preserve and grow their wealth through sophisticated strategies. Andrew's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He works with clients such as senior-level financial industry executives, private business owners, wealthy retirees, endowments, and non-profit organizations across Massachusetts and 15 other states. He emphasizes investor behavior as the dominant driver of investment returns and collaborates with clients' accountants and attorneys to align tax and estate planning. Before his financial career, Andrew served four years in the United States Marine Corps, stationed at Camp Lejeune, Okinawa, Japan, Europe, Africa, and Haiti. He earned a bachelor's degree from the University of Delaware and holds professional designations including Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Retirement Manager Advisor. Andrew lives on the South Shore with his wife Holly, who is also his colleague, and their three children. He is actively involved with several veterans organizations and enjoys biking, golfing, hiking, skiing, and spending time with his family.

Paul Teixeira is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, he is involved with Teixeira Financial Group, where he offers fixed and indexed annuities, traditional life insurance, long-term care, and life settlements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-assessment methods to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.