Steven Johnson is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research since 2016. In addition to his advisory role, Johnson is a principal of Alpha Wealth Advisory and operates an independent insurance agency, Alpha Legacy Advisors, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Lea Mezzanotte is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within the company, including Relationship Manager and Financial Representative, illustrating her comprehensive understanding of financial services and client relationship management. Her approach involves working closely with clients to understand their personal preferences and financial situations. She utilizes Fidelity's tools to help clients build customized financial plans aimed at achieving their goals. Lea's experience across various roles at Fidelity has equipped her with practical knowledge in planning and financial representation. Outside of her professional work, Lea has personal interests in boating, lake activities, surfing, and volunteering. She also has a fondness for pets.

Inna Raneri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Daniel Gallagher is a CFA® charterholder with three years of industry experience. He is currently affiliated with J.P. Morgan Securities, where he has worked since 2023, following a 23-year tenure at BNY Mellon. Gallagher holds the Series 63 license and is based in Billerica, Massachusetts. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Joann Spera is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment for 15 years. Outside of her advisory role, she is involved in tax preparation and accounting services through her ownership of Jon-Son Tax Preparation and JON-SON ASSOCIATES. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Diana Smith is a financial professional at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services and South Shore Advisory Group. Smith serves as treasurer for the Sacred Heart Parents Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Paul Yannalfo is a financial advisor with LPL Financial in Andover, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory work, he is engaged in tax preparation and accounting services. 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 representatives. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party subadvisors, and proprietary research.

Patsy DiNuzzo is the Vice President and Branch Leader at the Burlington, MA Investor Center at Fidelity Investments, a role she has held since 2022. In this position, she helps lead the center by empowering the team to collaborate with individuals, families, and businesses to understand their goals and create strategic financial plans. Patsy has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investment Representative, Financial Consultant, and Vice President, Financial Consultant before her current leadership position. Her experience encompasses a comprehensive understanding of financial advising and client relationship management within the investment sector.

Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.

Dominic Rebelo is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2021 and has previous experience with Waddell and Reed Inc. and various insurance carriers. Outside of his advisory work, he serves as a board member of the Rotary Club of West Roxbury and Roslindale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.

Samuel Koppenaal is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Heartland Bank and Trust Company and Bank of America. Koppenaal has served in the National Guard since 2018. Merrill 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 supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Philip Summers is a financial advisor with Cambridge Investment Research Advisors and holds 0 years of industry experience. He has been affiliated with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. since 2026. Summers also has 18 years of experience with Generations Law Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment implementation platforms and strategies.

Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience and previously worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals utilizing various portfolio management and platform strategies.

Wendi Cowdrey Ragon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 34 years of industry experience. She has worked at LPL Financial since 2022 and has also held roles at CUNA Brokerage Services and CUNA Mutual Group since 2017, as well as prior experience at Voya Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 with access to research from LPL Research and third-party subadvisors.

Megan Bach is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been associated with Cetera and its affiliates since 2013 and also serves as vice president of finance for the Hickory Hill Swim & Tennis Club. Additionally, she acts as a co-troop leader for a Girl Scouts USA troop. Cetera Investment Advisers LLC is a multi-manager platform serving individual and institutional clients with portfolio management, financial planning, and retirement services. The firm supports a range of investment strategies, including automated allocations, third-party managers, and bespoke portfolios, managing over $256 billion in assets.

Kevin Sullivan is a financial advisor with LPL Financial in Stoneham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Salem Five Bank and LPL Financial since 2015. Outside of advising, he manages a two-unit rental property. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers financial planning and a range of advisory programs with discretionary and non-discretionary management, supported by internal and third-party research and technology-driven solutions.

Sheryl Wein is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Waddell & Reed, The Wein Group, and various insurance carriers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs along with financial planning, retirement consulting, and brokerage services supported by in-house and third-party research.

James Barri is a Financial Consultant at Fidelity Investments, where he partners with clients to develop, implement, and maintain financial plans tailored to their goals. He has been with Fidelity Investments since 2018, progressing through various roles that have expanded his experience and expertise in financial planning and client relationship management. James's career at Fidelity began as a Workplace Planning and Advice Associate in 2018, followed by positions as Financial Representative, Relationship Manager, and Planning Consultant before assuming his current role as Financial Consultant in 2025. This progression reflects his comprehensive experience in delivering financial advice and planning services to clients.