Kristin Kissane is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including JJK Wealth Management, OSAIC, Office B&B, Signator Investors, and Riversource Fund Distributors. In addition to her advisory role, Kristin is a business owner of JM Sweeney LLC in Andover, MA. 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 diverse financial planning and advisory programs, combining proprietary and third-party research with a range of investment strategies and services.

James Reagan is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience with Keenan Financial and has worked in various educational and service roles before entering the financial sector. In addition to his advisory duties, Reagan is a licensed insurance agent and occasionally offers clients commissionable insurance products outside of his advisory role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term orientation.

John Golis is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Fidelity Investments. Outside of his advisory role, he creates video game-related content as a YouTuber. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term strategies.

Glen Duffy is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bruce Favorat is a CFP® with 43 years of industry experience. He has worked at OSAIC since 2024 and previously held positions at Securities America Advisors, Inc. and SSN Advisory, Inc. He also works as an independent insurance producer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across a broad range of securities.

Eric Evans is a financial advisor with Edward Jones in North Reading, MA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Rubin is a CFP® with 19 years of industry experience, currently advising at Edelman Financial Engines in Burlington, MA. He has worked with Financial Engines Advisors L.L.C. since 2018 and previously held roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of services from discretionary management to online advice.

Jeffrey Beck is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over 40 years. His other business activities include involvement with Prudential-sponsored non-variable insurance offerings. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.

Noel Dulac is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Life Insurance Company for 23 years before joining OSAIC in 2018. In addition to his advisory role, he serves as president of a condominium association and is a managing partner of a retirement fiduciary group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and access to multiple advisory platforms and third-party managers.

Mark Bilodeau is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial. He has worked at Linsco Private Ledger for 20 years prior to joining his current firm. 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 investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Stephen Shaw is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 14 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at Foresters Financial Services from 2011 to 2019. Shaw also works as an insurance broker through ITrust Advisors LLC, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations, offering financial planning, asset management, and educational seminars. The firm employs collaborative, annual financial planning engagements using approved software tools and provides a range of event-driven planning services.

Bill Hanna is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as a primary point of contact for clients, focusing on delivering personalized service tailored to individual needs and preferences. Bill has been with Fidelity Investments since 2011, progressing through roles including Portfolio Specialist, Wealth Management Relationship Manager, and currently Senior Relationship Manager. His experience encompasses facilitating conversations about wealth and investment planning across generations of families.

Nick Perfido is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide comprehensive financial planning services. His role involves using his knowledge of financial planning concepts to help clients build effective financial plans for themselves and their families. Nick has experience as a Financial Advisor at Merrill Lynch from 2020 to 2022 and previously worked as a Financial Representative at Fidelity Investments from 2015 to 2016. This background supports his work in financial planning and client advocacy. Outside of his professional responsibilities, Nick has interests that include biking, fitness, golf, music, and skiing.

Brian Yurovich is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lexington, MA, where he has worked since 2014. He has 11 years of industry experience and also serves in the United States Coast Guard. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary solutions, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Michael Bozzi is a Financial Consultant currently working at Fidelity Investments since 2022. He has held financial advisory roles at several firms, including Morgan Stanley as Vice President - Financial Advisor from 2020 to 2021 and Vice President - Business Development Manager from 2018 to 2020. Prior to that, he was a Wealth Management Advisor at TIAA from 2014 to 2018 and worked as a Private Wealth Associate with The Sharma Group at Merrill Lynch - Private Wealth Management from 2004 to 2014. Michael focuses on partnering with clients to understand their short- and long-term goals and helps design and execute customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout his practice. Outside of his professional work, Michael has personal interests in bowling, family activities, museums, parenthood, and pets.

Joshua Franklin is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He is also involved with David's World Famous, a business outside the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Barry Debany is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and owns Debany Financial Group, LLC, which provides financial services. Outside of finance, he is the executive producer of a musical performance scheduled for Carnegie Hall in 2027. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment advisory services through a multi-manager platform, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Roger Vaganis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. His prior experience includes roles at Bank of America, Merrill, and Massachusetts Mutual Life Insurance Company. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Eric Hobin is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is the owner of PEJEN Realty, a real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing a range of portfolio management strategies supported by extensive research and model options.