Eric Lesage is a certified financial planner (CFP®) with 15 years of industry experience. He is currently with OSAIC Wealth, Inc and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Lesage serves as a trustee of an irrevocable trust and is a partner in an insurance brokerage firm, in addition to acting as a notary public. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by multiple custodial and product arrangements.

Ian Fitch is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently serves as Commander of the James L Melvin American Legion Post 379. Fitch is also affiliated with the Boxford, MA Fire Department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to support client goals, and it maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Heather Watts is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, she worked at Invest Financial Corp from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 access, and institutional platforms.

Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

Meaghan Boermeester is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 credential and one year of industry experience. Her prior roles include positions at Tewksbury Public Schools and Grant Thornton LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Soukup is a financial advisor at Merrill with Series 66 and Series 63 credentials. He has been with Merrill and Bank of America since 2025. Prior to joining Merrill, his background includes roles at Cellular Solutions, LLC and Wireless Asset Slice, Inc. 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.

Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years. Fleming is also involved with Scott Advisory Group, providing financial planning services outside of her primary firm. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting various investment strategies and a broad range of program offerings.

Wilfred Smyly III is a financial advisor at Raymond James Financial Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Stoneham Financial Services, Stoneham Bank, and Infinex Investments. Smyly is based in Stoneham, Massachusetts. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Gregory Osborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior firms include Pinnacle Private Wealth and Money Concepts Capital Corp. He is involved with Warner Financial Group and collaborates on tax preparation and accounting services through Osborn Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Joshua Andreasen is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines in Burlington, MA, where he has worked since 2014 through various affiliated entities. Outside of his advisory role, Andreasen serves as a referee for a nonprofit organization that organizes local flag football games for the LGBTQ+ community. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Matthew Delaney is a financial advisor at LPL Financial with 18 years of industry experience. He has held his current position since 2011. Delaney holds Series 63 and Series 66 licenses. 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.

Zachary Spencer is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his current role, his work history includes roles in construction and education. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jonathan Meyers is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. His prior career includes roles at Citizens Securities Inc., Allstate Insurance Company, UBS Financial Services, and other firms. He is currently based at Hanscom Air Force Base in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Nicholas Shepard is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Curtis Kelley is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2014, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Curtis worked at Centinel Financial Group LLC, a member of the John Hancock Financial Network, where he held roles as Sales Manager from 2013 to 2014 and as Investment Advisor Representative from 2008 to 2014. With 18 years of experience in the financial services industry, Curtis focuses on helping individuals and families accumulate and protect their wealth across generations. He is dedicated to assisting clients in navigating the challenges and opportunities associated with financial planning. His professional approach is guided by his core values of compassion, loyalty, and candor.

Richard Ellington is a CFP® with 26 years of industry experience. He has been with Cetera since 2025 and previously worked at infinex Investments, Inc. for 11 years. Outside of financial advising, he owns and operates a short-term rental business and a mystery shopping service. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Murad Royal is a CFP® with 27 years of experience in financial advising, currently with Raymond James Financial in Chelmsford, MA. His career includes prior roles at LPL Financial, Citizens Securities, Merrill, and John Hancock Investment Management. Outside of his advisory work, he manages an Etsy account as a non-investment related activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Colby Crogan is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory role, Crogan serves on the boards of Lexington Youth Lacrosse and the Lexington Lions Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.