John Simeone is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Simeone serves as Vice President on the Board of Directors for Needham Junior Football and Cheer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor advice, with a focus on assets managed within Ameriprise accounts.

Andrew Grande is a financial advisor with LPL Enterprise who holds the Series 66, Series 63, and Series 65 designations and has 12 years of industry experience. His prior work includes roles at Northwestern Mutual, New York Life, and AllState. He is also involved as an event consultant with DMSE Sports. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Middlesex Savings Bank and multiple engagements at Saint Anselm College. Outside of his advisory work, he has experience working at Newcomb Farms Family Restaurant and in educational roles within Milton Public Schools. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Gabriella Koziol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2017, with prior experience at Axa Advisors and roles at Bryant University. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

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.

Christina Lashua is a financial advisor at Edward Jones in Leominster, MA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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.

Paul Meaney is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of advising, he is involved in owning and managing real estate properties and works as an insurance agent offering fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment strategies and access to alternative investments through third-party platforms.

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.

Eric Liu is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning his industry career in 2026. Prior to joining Equitable Advisors, he held brief positions at Cambridge Associates and Advisor Assist, LLC, and has experience from roles outside the financial sector. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalizing advice based on client information and risk tolerance.

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.

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.

Matthew Botelho is a financial advisor at Equitable Advisors with the Series 66 designation and joined the firm in 2025. He has prior experience working at The Ryan Center, URI Campus Rec, and Walgreens, along with a degree from the University of Rhode Island. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Ko Dong is a financial advisor with LPL Financial in Wayland, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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, utilizing various investment strategies and technologies, with oversight of over $819 billion in discretionary assets and a large network of advisors.

Sean Meehan is a Series 66 licensed financial advisor with Equitable Advisors in Wellesley, MA, holding six years of industry experience. His prior roles include positions at AXA Advisors, Rockland Trust, and involvement with isportsweb.com. Outside of advisory work, he is active in managing rental properties through several LLCs, overseeing property maintenance and tenant relations. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party asset managers, focusing on tailored solutions for various client needs.

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.

Nicholas Harvath is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Bentley University, Baystate Financial, BAE Systems, and the University of Massachusetts Lowell. Outside of his advisory role, he is employed part-time at Waverley Oaks Athletic Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.