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.

Lisa Joyce is a Series 66-registered financial advisor with Merrill, based in Wellesley Hills, MA, and has 18 years of industry experience. She has been with Merrill Lynch since 2010. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Alvarez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2008. Andrew is based in Chestnut Hill, MA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Thomas Lanahan is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2012 and concurrently operates 401 K Quote.Com, a business related to retirement planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Jason Batista is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 23 years of industry experience, having previously worked at Sagepoint Financial and SII Investments. Batista is also involved with Legacy Financial Advisors, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial services, utilizing model portfolios, research, and various management approaches.

Louis Kline is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked for Lincoln Financial Advisors for 16 years. He is also the managing partner at Dean Ave Planning Group LLC, a financial planning firm based in Franklin, MA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, with a variety of model-based and discretionary strategies tailored to client objectives.

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.

Mark Uzzell is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes roles at MassMutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, Metlife Securities Inc. from 2015 to 2017, and New England Securities from 2009 to 2017. In addition to his advisory work, he is an insurance agent involved in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved tools to develop and deliver written recommendations within annual, collaborative planning engagements.

Marcell Robateau is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co from 2016 to 2018. Robateau serves on the Community Preservation Committee in Randolph, Massachusetts, where he participates in local civic decisions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Andrius Jurkunas is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He previously worked at Citizens Securities, Inc. for 20 years before joining Ameriprise in 2020. Jurkunas serves on the Board of Trustees for the Isabella Stewart Gardner Museum. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephanie Lynne is a CFP® professional with 26 years of experience in the financial industry. She has worked with LPL Financial since 2016 and previously spent two years at Bay Financial Advisors, Inc. In addition to her advisory role, she teaches a CFP course at Boston University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

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.

Erin Murdock is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to her current role, she has held positions including program manager at Location Engine and work at Starbucks Coffee Company. Outside of finance, she is a consultant artist and musician and owns The Upcycled Maverick, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by model portfolios and research.

Laura Karoly is a Series 66-licensed financial advisor with Merrill in Wellesley Hills, MA, where she has worked since 2007. She has 14 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Ryan Hazel is a financial advisor with Ameriprise in Wrentham, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is involved in a payroll services business called The Walpole Office. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, offering tailored recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and provides a broad range of financial solutions through affiliated entities.

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.

Gregory Hart is a financial advisor with LPL Financial in Westwood, MA, holding the CFP®, PFS™, and Series 66 designations. He has 25 years of industry experience, including prior roles at Bay Financial Advisors and CohnReznick LLP. Hart has been affiliated with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and technology-supported strategies.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

Peter Smail is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.