Danielle Gaudette is a financial advisor with LPL Financial based in Hudson, MA, holding a Series 66 designation and six years of industry experience. She has worked at Avidia Bank and Avidia Investment Services since 2010 and has been associated with LPL Financial since 2019. Outside of her advisory role, she has a long-term involvement with Ski Ward Ski Area. 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 portfolios, and institutional platforms, supported by a large network of advisors and integrated technology tools.

Egor Shiroglazov is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill and Bank of America since 2017. 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 individuals, high-net-worth clients, and institutional investors.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Paul Meaney is a financial advisor at OSAIC with 40 years of industry experience. He previously spent 18 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in managing real estate properties and works as an insurance agent offering fixed life insurance and annuities. OSAIC serves a diverse clientele including retail and institutional investors by providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms and legacy programs.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that consider their full financial picture and what matters most to them. Connor provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Connor focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. His approach begins with understanding each client's unique financial situation and goals, allowing him to create flexible strategies responsive to changing market conditions and client needs. He holds a degree in finance from the University of Massachusetts, Amherst, and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Connor enjoys basketball, fishing, football, golfing, music, spending time with his family, and watching movies.

Michael Hodge is a CFP® with 31 years of industry experience, currently affiliated with Cetera since 2026. He previously worked at Commonwealth Financial Network for 27 years and has operated Hodge Associates, Inc. since 1998, where he is president and co-owner. Outside of financial advising, he is involved in tax preparation and accounting services through Hodge Associates, Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Nicholas Pomeroy is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Bank of New York Mellon and work within the Isenberg School of Management at the University of Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.

Jason Batista is a financial advisor with LPL Financial based in Westborough, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Sagepoint Financial, Inc., SII Investments, Inc., and Legacy Advisory Services, Inc. Batista is involved with Legacy Financial Advisors, a DBA for his LPL business activities. 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 portfolios, third-party asset management, and institutional platforms.

Louis Kline is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked for Lincoln Financial Advisors for 16 years. He is also the managing partner at Dean Ave Planning Group LLC, a financial planning firm based in Franklin, MA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, with a variety of model-based and discretionary strategies tailored to client objectives.

Marcus Cunha is a Planning Consultant with a background in financial services originating from Brazil. He has worked in various capacities within the financial sector, including roles at Fidelity Investments as a Relationship Manager, Financial Representative, and Financial Service Representative between 2024 and 2026. Prior to that, he held positions at Santander Bank N.A as an AVP - Senior Relationship Banker from 2022 to 2024, and at Bank of America as a Relationship Banker in 2022. Marcus holds the CFP4 designation and emphasizes a personalized, relationship-focused approach to financial planning. His professional experience centers on helping individuals and families navigate financial decisions by turning goals into actionable strategies and providing guidance to build confidence in their financial futures. Outside of his professional work, Marcus engages in personal interests such as cooking and baking, hiking, running, and soccer. He also participates in volunteering activities.

Erin Murdock is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. She concurrently manages outside roles as an artist and musician and operates a business called The Upcycled Maverick. 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 asset management solutions supported by technology and serves over 22,800 advisors nationwide.

Ryan Hazel is a financial advisor with Ameriprise in Wrentham, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is involved in a payroll services business called The Walpole Office. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, offering tailored recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and provides a broad range of financial solutions through affiliated entities.

Ko Dong is a financial advisor at LPL Financial with 19 years of industry experience. He previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, Ko Dong is involved in a real estate rental business based in Waltham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Patricia Hennedy is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Vincent Grimaldi is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors LLC and Citizens Securities, Inc. In addition to his advisory role, he is involved as a vice president and financial advisor at Northeast Investment Advisors and acts as an insurance agent selling life, health, annuities, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Tyler Smith is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America and involvement with Evolution Baseball LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and affiliations supporting a diverse array of investment strategies.

Terence O'Brien is a financial advisor at Merrill with 47 years of industry experience. He has held Series 63, Series 65, and Series 66 designations and has been with Merrill since 1978. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jonathan Wolff is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Commonwealth Financial Network for 18 years before joining Raymond James in 2024. Outside of advising, he is an artist who carves wooden whales and exhibits his work with the Artist Association of Nantucket. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work alongside targeted retirement plan services.

Aya Metwally is a Financial Consultant at Fidelity Investments where she advocates for clients by helping them identify investment opportunities and manage associated risks. She leverages her experience and personal financial planning expertise to assist clients in pursuing their life goals with confidence. Aya has held roles as a Financial Consultant at Fidelity Investments since 2025, a Financial Advisor at Morgan Stanley from 2018 to 2021, and a Licensed Banker at Citizens Bank from 2014 to 2018. She holds a California Insurance License. Outside of her professional work, Aya engages in biking, hiking, running, volunteering, and yoga.

Christine Theroux is a CFP® professional with 33 years of industry experience currently serving with Osaic. She has previously worked at firms including Royal Alliance, Horace Mann Investors, and MassMutual. Theroux is also the Director of Financial Planning at Boston Wealth Management, where she leads the financial planning process and serves as a Plan Advisor. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, using firm-provided tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.