Ron Mastrangelo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and is also associated with Lightship Wealth Strategies. 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, pension plans, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to illustrate potential outcomes, supporting clients through a broad advisor network and specialized advisory programs.

Daniel Precourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, alongside prior work at Charles J. Precourt & Son, Inc. He is also a partner in a family real estate management LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm typically implements investments through model-driven portfolios developed by internal and third-party strategists and offers access to various financial planning, asset management, and insurance products.

Rachael Conroy is a financial advisor with LPL Financial in Holliston, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Fidelity and Fidelity Personal Trust Company. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Aric Friend is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience providing personalized financial planning. He serves as a strategic guide for individuals, families, and businesses seeking financial clarity and confidence. His expertise encompasses various aspects of wealth management, including retirement planning, education funding, and long-term financial goal setting. He holds a Master's Degree and a Bachelor's Degree from Nichols College and carries professional designations such as Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Aric is a member of the Central MA Conference of Football Officials (CMCFO) and participates in community activities through Burkett Little League. Outside of his professional role, Aric enjoys a variety of recreational activities, including baseball, basketball, boating, bowling, camping, fishing, football, skiing, and spending time with his family.

James Fong is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

James Billman Golemme is a financial advisor with LPL Financial in Westborough, MA, holding a Series 66 credential and 25 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for six years and has operated his own CPA practice since 1986. Outside of his advisory role, he owns and operates a tax preparation and accounting business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Shariq Yousfi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, and Empower. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Paul Couture is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. His career includes prior roles at Grove Point Investments, H. Beck, Inc., Osaic FS, Inc., and New England Securities. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolio programs, and institutional solutions.

Dan Martin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes positions at Eaton Vance, where he was an Internal Consultant from 2019 to 2023 and a Mutual Fund Services Representative from 2018 to 2019. Dan focuses on supporting clients and their families by empowering them to make confident financial decisions and helping them avoid common financial missteps. Outside of his professional work, he enjoys biking, fishing, hiking, running, skiing, and traveling.

Julie Cormier is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011 and holds a Series 63 designation. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized retirement-income consulting team to deliver non-discretionary, research-driven recommendations.

Andrew Long is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2013, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Andrew specializes in wealth planning, equity compensation strategy, and retirement planning. He is an Equity Compensation Associate® and a Certified Financial Planner®. His expertise includes income planning, tax-efficient investment strategy, analyzing stock options and RSUs, individual fixed income, and charitable endowments and donor advised funds. No additional information regarding Andrew's education or personal interests has been provided.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Margaret Green is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Sagepoint Financial and SII Investments. She is also the owner of True Wealth Advisor Group, a marketing DBA through which she operates alongside her advisory role. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Nathan Lucier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2001, progressing through various roles including Financial Consultant, Investment Consultant, Manager of Retirement Investment Services, and Retirement Investment Representative. Prior to joining Fidelity, he worked as a Financial Planner at Prudential from 2000 to 2001. With 25 years of experience in financial services, Nathan collaborates with clients to understand their needs and aspirations, focusing on building tailored financial plans that protect and grow their wealth. He aims to be a primary financial partner to his clients and their families, working closely with them to develop appropriate strategies. No information regarding Nathan's education, credentials, personal interests, or community involvement was provided.

Ellen Peloquin is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012, as well as previously at New York Life Investment Management LLC and Investors Capital Corp. She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios while maintaining oversight of sub-advisers and addressing conflicts of interest.

Jason Longtin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2026 and previously at Cetera and Cetera Advisors LLC. Outside of his advisory work, he co-owns a t-shirt production and sales business. 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 variety of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced research and operational tools.

Richard Shaw is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Cetera Advisors LLC and Advanced Financial Group. Shaw serves as an elected member of the West Boylston School Committee. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party investment managers across multiple program structures.

Dylan Moraes Ramos is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes multiple roles at Thrivent and related entities, as well as positions at Gordon College and Camp Woodhaven. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm supports clients through a combination of planning and managed account services under a consolidated billing approach.

Matthew Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at UniBank for Savings, People's Securities, Inc., Peoples United Bank, Infinex Investments, Inc., and United Bank. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on diversified investment strategies and technology-supported research tools.

Amy O'Connell is a financial advisor with LPL Financial holding a Series 66 designation. She has been in the industry since 1997, with prior experience at Ameriprise Financial, Balanced Wealth Advisors, and Cadaret Grant & Co., Inc. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.