Timothy Keane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at Cetera, Investors Capital Corp., and B.B. Graham & Company, Inc. Keane is also a managing partner of Northeast Investment Advisors LLC and works as an agent for fixed insurance products, including life, health, disability, annuities, and long-term care. 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, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.

William Jarry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS Financial Services, MBSC Securities Corporation, and BNY Mellon. Outside of his advisory work, he owns and manages a ski condo rental in Lincoln, New Hampshire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Thomas Roach is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Michael Kulesza is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at North Atlantic Investment Partners, Edward Jones, and Planmember Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

John Foley is a financial advisor with MassMutual Investors Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at firms including Fidelity Investments and NEIRG Wealth Management. MassMutual Investors Services 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, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Robert Wetzel is a CFP® with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley. His career includes roles at Claro Advisors Inc., Columbia Management Investment Advisers, and Eaton Vance Management. He is also a board member of the Ruth H and Warren A Ellsworth Foundation, which focuses on grant making in areas such as art, education, and community welfare. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Lisa Correia is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2000, holding various positions including Planning Consultant, Senior Relationship Manager, Inside Wholesaler, Client Manager, and Service Trader. Prior to joining Fidelity, she worked as a Premier Client Manager at Bank of America from 2007 to 2009. Throughout her career, Lisa has developed expertise in wealth management and client relationship management. She focuses on collaborating and planning with clients to help them work towards their financial goals for both the present and the future. Outside of her professional work, Lisa's personal interests include hiking, music, painting, parenthood, pets, and traveling.

Stephen Caplan is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he helps clients organize their finances, develop clear financial roadmaps, and ensure their investments align with their life goals. He emphasizes understanding clients' priorities, assessing their current financial status, and creating coordinated plans that adapt as clients' lives evolve. Stephen's professional experience includes serving as an Investment Consultant at Fidelity Investments from 2021 to 2025, a Financial Advisor at Neponset Valley Financial Partners from 2016 to 2021, and an Internal Sales Consultant at New York Life Investments from 2012 to 2016. Outside of his professional work, Stephen has personal interests in cooking and baking, fitness, food, football, and golf.

Shane Walsh is a Series 66-licensed financial advisor with LPL Enterprise, based in Southborough, MA, and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Walsh volunteers as an assistant lacrosse coach at Saint John's High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products.

Nicholas D'angelo is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he held roles in various fields including hospitality and event services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Michelle Beausejour is a financial advisor with Mass Mutual Investors Services in Southborough, MA, holding a Series 63 designation and 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and offering event-driven planning services such as divorce and estate planning.

Stephen Colantuono is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with firms including Securities America Advisors, LPL Financial, and VOYA Financial Advisors. He is also involved with Wayside Financial Partners, providing advisory services and managing insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Monroe is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes positions at Merrill and roles outside finance such as at Enterprise Rent-a-Car and Worcester State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI in research.

Colin Noonan is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and Bank of America since 2024. His prior experience includes roles at P1 Logistics, Venture Home Solar, and Mass General Brigham. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Leo White is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Stratos Wealth Partners, Ltd., and American Express Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Blake Ellison is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside its financial planning solutions.

Kellie Jacques is a CFP®-certified financial advisor with Ameriprise Financial Services LLC and has 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, spanning a combined 11 years. Outside of her advisory role, she serves on the Board of Directors for the Salvation Army of Massachusetts, Greater Boston, and participates on committees for Financial Executives International. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with a focus on clients holding Ameriprise Managed Accounts.

Marvin Hale is a financial advisor with OSAIC in Natick, MA, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He worked at SagePoint Financial, Inc. for 14 years prior to joining OSAIC in 2023. Outside of his advisory role, he serves as president of the board for Hampshire Christian Academy and operates Hale Financial Planning Group, LLC, a firm focused on fixed insurance products. OSAIC serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations through a large network of advisors. The firm employs a range of investment tools and third-party platforms to provide integrated brokerage, advisory, and managed account services.