Jason Tholander is a financial advisor with Raymond James Financial, holding a Series 66 license and 25 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he manages a property used as a branch office and is involved in supporting related business activities. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Scott Korn is a financial advisor with LPL Financial in Newton, MA, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2016 and previously spent six years with Merrill. 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, supported by extensive research and technology tools.

Dana Gilpatrick is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of advisory work, she owns a tax preparation business named Tax Bracket Management and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through multiple platform arrangements, combining proprietary and unaffiliated strategies tailored to client objectives.

Joel Malo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

Samuel Goldberg is a CFP® professional with 27 years of industry experience, currently associated with Raymond James Financial. He has held positions at firms including North Atlantic Investment Partners, Kruegold Asset Management, and Wells Fargo. Goldberg also serves as a co-trustee of a testamentary trust, managing its investments since 2006. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, while supporting portfolio management through a large advisor network.

Lee Schmertzler is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He previously worked at Pinnacle Pension Consultants LLC and M Holdings Securities, Inc. Schmertzler holds Series 63 and Series 65 licenses and is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm employs both discretionary and non-discretionary strategies across multiple platforms and maintains proprietary and third-party model portfolios.

Meaghan Harper is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Bath Savings Institution and Bentley University. Outside of her advisory work, she is involved with Array Services, LLC, through which she manages her advisory business. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement-income recommendations.

Jeremy Moss is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Ameriprise in Westwood, MA. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate tax-smart strategies, Social Security options, and income source analysis. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Howard Goldstein is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Cetera since 1999 and has prior experience in accounting, including ownership of an accounting office in Framingham, MA. His background also includes roles at the U.S. Department of Defense and various accounting firms. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment program platforms, supporting a multi-manager approach with over $256 billion in assets under management.

Phillip Wong is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2013. He is also the owner of Boston Wealth Management, a limited liability company that provides insurance products including life, disability, long-term care, annuities, and property/casualty coverage. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across different investment types.

Kailey White is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and the wealth management team to support clients' comprehensive financial planning needs. She partners with clients to understand their priorities, align their goals and values, and ensure their financial plans reflect what matters most to them. Kailey has been with Fidelity Investments since 2018. She began her career as a Financial Representative and progressed to the role of Relationship Manager before becoming a Planning Consultant in 2023.

Larry Xhama is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he is a stakeholder in OutsideIn Entertainment LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Paul Bruchez is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2004 and operates under the DBA Bruchez & Associates in Wellesley Hills, MA. 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 financial planning and portfolio management services, utilizing a network of advisors supported by research, technology tools, and diverse investment strategies.

Eric Howland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior experience includes roles at Sampson West & Associates Inc., Elizabeth Sampson, Richard West, and Waddell & Reed, Inc. He is also a commissioned notary in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors utilizing both proprietary and third-party strategies.

Kashif Ahmed is a financial advisor with LPL Financial in Bedford, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has been with LPL Financial since 2011. In addition to his advisory role, he teaches graduate courses in finance and investments at Suffolk University and serves as an adjunct professor at Bentley University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of over 22,800 advisors.

Randy Frederick is a Series 66 licensed financial advisor with LPL Financial, bringing five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Edward Jones from 2021 to 2024. He is also associated with Hanscom Federal Credit Union during the same period. 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, combining a large network of advisors with diverse investment strategies and technological tools.

Bruce Rogovin is a financial advisor with Wells Fargo Clearing in Waltham, MA. He holds the CFP® designation along with Series 63 and Series 65 licenses, and has 42 years of industry experience. Rogovin has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

Logan Greene is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to understand their individual visions and goals, co-creating financial plans that aim to provide peace of mind through collaboration and thorough analysis. Logan's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Advisor at Barnum Financial Group from 2021 to 2022. His approach focuses on understanding what is most important to each client and developing strategies tailored to their unique objectives. Outside of his professional work, Logan has interests in baseball, board games, fishing, golf, snowboarding, and volunteering.

Gary Dennis is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 designation and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is the owner of Tower Hill Financial, Inc., an LLC established for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools, and offers additional programs including wrap accounts, money-manager services, and educational seminars.

Gary Shilman is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Potomac Fund Management and BTS Asset Management. Shilman serves as a member of the Finance Committee for the Town of Natick, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers services such as tax-efficient investing and proxy voting.