Alfred Drouin is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Eric Timmins is a financial advisor at Equitable Advisors in Wellesley, MA, holding a Series 66 designation. He has been with Equitable Advisors since 2023, with prior experience including roles at the Braintree Recreational Department and Thayer Academy Summer Camp. Timmins attended Purdue University from 2021 to 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client services.

Anthony Di Chiara is a financial advisor with OSAIC, holding Series 66 and Series 65 licenses and bringing 18 years of industry experience. He worked at Sii for 10 years before joining OSAIC in 2018. In addition to his advisory role, he is involved in insurance brokerage and financial planning through an LLC. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to build portfolios consisting of various asset classes, managed on discretionary or non-discretionary bases.

Kevin Hansen is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at HMH Ventures LLC and involvement with the Hurricane Junior Golf Tour and Normanside Country Club. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, delivering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Phillip Closuit is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. He serves as a trustee for the account of a family member, acting in a fiduciary capacity since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Charles Steele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army for four years. Outside of his advisory work, he operates a self-produced YouTube channel where he creates content on a regular basis. Fidelity’s Strategic Advisers LLC, where Steele practices, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Elizabeth Barradas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Tim D'Ambrosia is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to enhance the financial planning experience for clients. He focuses on connecting with clients beyond their financial situations to align recommendations with their personal goals, preferences, and values. Tim began his role as a Planning Consultant in 2023. He dedicates his efforts to ensuring clients feel understood and supported throughout their financial journey. Outside of his professional responsibilities, Tim enjoys spending time at the beach, engaging in fitness activities, watching football and movies, visiting lakes, and traveling.

Jane Dobisz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 25 years of experience in personalized financial planning and wealth management. She focuses on understanding clients' priorities to develop flexible strategies that address changing market conditions. Jane works in areas including college education planning, retirement income, socially responsible and ESG investing, women and wealth, LGBT wealth planning, and services for endowments, foundations, and non-profits. Jane holds a Bachelor's Degree from the University of Vermont and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She follows a client-centered approach, emphasizing transparency and collaboration throughout the financial planning process. Jane is also committed to community involvement, volunteering with the Cambridge Zen Center and participating in community fundraising efforts. Outside of work, she enjoys biking, boating, cooking, golfing, painting, photography, reading, swimming, traveling, and writing.

Avi Finder is a financial advisor with Ameriprise in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise specializes in retirement-income planning services for individuals generally holding at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Judith Carlson Wang is a financial advisor with Edward Jones in Newton, MA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked for John Hancock Distributors LLC for 11 years before joining Edward Jones in 2022. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Paul Fortini is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2008. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he served in the United States Army and held roles in law enforcement and education, including positions with the Massachusetts State Police, Essex County Sheriffs Department, and North Andover Public Schools. Outside of his advisory work, he acts as a trustee for a local homeowners association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Carol Crowley is a CFP® professional with 13 years of experience, currently serving clients at Edward Jones since 2013. She holds a Series 66 designation and is based in Northborough, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Co since 2023. His prior work includes roles at the University of Alabama, Instacart, and Papa John’s. Mass Mutual 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, using firm-approved software for comprehensive goal analysis and written recommendations.

Brian Smith is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member and director for girls' youth basketball teams with the Foxboro Youth Basketball Association. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bernard Ravelson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual Investors Services, MassMutual Life Insurance, and METLIFE Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Joseph Gonthier is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2025. Prior to joining Ameriprise, he worked at AAFCPAs, Inc. and held several roles in finance and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.