Tara Grinham is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2013 and prior experience at Oppenheimer from 2011 to 2013. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Mark Freeman is a financial advisor with Edward Jones in Hudson, MA, holding a Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, Freeman serves as a trustee for Highland at Holliston Trust II and volunteers as a DECA advisor, assisting students with competition preparation and public speaking. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Kelly Fagan is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2024, Fagan worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Fagan has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. LPL Enterprise provides investment advisory and brokerage services to various clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Richard Baum is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding Series 63 and Series 65 credentials and 54 years of industry experience. He previously worked at Ameriprise Financial Services and Janney Montgomery Scott, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brandon Cardarelli is a CFP® professional with 18 years of experience in financial advising. He has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and Ameriprise. 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 portfolio programs, third-party asset management, and institutional platforms.

Daniel Wallach is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with LPL Financial since 2010 and previously with Ameriprise from 2004 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Amanda Ross is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2007. Outside of her advisory role, she serves as an adjunct faculty member teaching MBA students at Boston University and is a board member of the Boston Chamber of Commerce Women’s Network Advisory Board. 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 institutional investors.

Ryan Wakefield is a financial advisor with Merrill in Worcester, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, Wakefield owns a music production business where he composes and licenses music for use in songs, film, advertising, video games, and internet video. 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 model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Keith Pomeroy is a CFP® professional with over 32 years of industry experience, currently affiliated with Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee member for MassEdCO, a nonprofit focused on education and youth, where he also teaches a class to high school students annually. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment committee guidance.

Alec Duncan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and MCR Labs. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Nancy Oldakowski is a financial advisor at Morgan Stanley in Worcester, MA, with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Dennis Seeley Jr. is a financial advisor with Charles Schwab in Framingham, MA, holding a Series 66 credential and over 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously held positions at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, he is a part owner of Salon Moxie, LLC, where he assists occasionally. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Paul Kapur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James since 2016 and has additional experience with KTS Financial Group, LLC. Outside of his advisory work, Kapur holds ownership roles in several rental real estate properties and serves as a licensed real estate broker for his personal transactions. Raymond James Financial Services Advisors, Inc. provides a range of financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Jared Evangelous is a financial professional with 17 years of industry experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has previously worked at Empower Retirement for nine years. He is also involved with CCR Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a range of investment and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and operates as a multi-manager platform with over $256 billion in assets under management.

Ann Decaprio is a CFP® professional at LPL Financial with 18 years of industry experience. She has been with LPL Financial since 2008 and holds a Series 66 license. Outside of her advisory role, she is also a notary public. 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 management services through a large network of investment adviser representatives, using model portfolios, third-party subadvisors, and customized strategies.

Dabney Baum is a CFP® professional with eight years of experience in the financial industry. She currently works at Wells Fargo Clearing and has previously been affiliated with Ameriprise Financial Services and Janney Montgomery Scott. Outside of her advisory role, she serves on several nonprofit boards, including Boston Single Mothers By Choice and All Newton Music School, and operates a small Etsy business selling t-shirts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Christian Schneider is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Cambridge, he held roles at Guardian Life Insurance Company, Park Avenue Securities, and other firms. Outside of his advisory work, Schneider is involved in coaching. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and advisory platforms.

Ann Irons is a financial advisor with Ameriprise in Hopkinton, MA, holding Series 65 and Series 66 licenses and two years of industry experience. She has operated her own CPA firm, Ann M Irons, CPA LLC, since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Matthew Sanko is a financial advisor at Edward Jones in Northborough, MA, holding a Series 66 credential. He has one year of industry experience and has prior work history in public education and municipal service, including roles with Marlborough Public Schools, Benjamin Franklin Classical Charter Public School, and the Town of Hudson. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.