Gudeta Tura is a Series 66-licensed financial advisor with two years of industry experience, currently with Merrill in Cambridge, MA. Prior to joining Merrill, Tura worked at Bank of America, Citizens Securities, and Citizens Financial Group. Outside of finance, Tura supports the National Center for State Courts as a subject matter expert in rating interpreters for two Ethiopian languages as part of a language access program. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Colin Corrigan is a financial advisor with Edward Jones in Belmont, MA, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Fidelity Investments and various non-financial organizations such as Oakley Country Club and Cambridge’s Fresh Pond Golf Course. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andre De Oliveira is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

David Knechtle is a financial advisor with Thrivent Investment Management in Georgetown, MA, holding a Series 66 credential and possessing nine years of industry experience. His prior work includes roles at PIN Wealth, LLC and Securities America. He has been with Thrivent and its related entities since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and managed-account programs with a focus on comprehensive, written recommendations across various financial topics without discretionary trading authority for planning services.

Welson Cesar is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with a select group of clients, including individuals, families, and business owners, to build, manage, protect, and transition their wealth in a holistic manner. Welson holds the CERTIFIED FINANCIAL PLANNER™ designation, which underscores his commitment to providing sound financial guidance. Welson's professional experience spans several roles within the financial industry. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2022 to 2025. He also gained experience at J.P. Morgan Chase Bank, N.A., where he was a Private Client Advisor from 2019 to 2022, a Licensed Banker from 2017 to 2019, and a Personal Banker from 2016 to 2017. He holds a California Insurance License. Outside of his professional life, Welson engages in activities such as family time, social events with friends, gardening, hiking, kayaking, and parenthood.

Todd Kobelski is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads The Kobelski Group. He has been with Merrill Lynch since 2006, beginning his career as a financial advisor at Fidelity Private Wealth Management. Todd specializes in serving affluent individuals and families, focusing on areas such as education planning, family wealth management, legacy planning, socially responsible and ESG investing, tax minimization, and retirement income. Todd holds a Bachelor of Science in Business Administration from Villanova University and completed the Financial Planning Certificate Program at Bryant University. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. Additionally, Todd is registered with the National Football League Players Association as a financial advisor. Over his career, he has been recognized on the Forbes Best-in-State Wealth Advisors list from 2018 through 2026. Outside of his professional role, Todd resides in Acton, Massachusetts with his wife and two children. He is involved in his community through coaching youth sports, including Acton Boxborough Pop Warner, and participates in volunteer initiatives. His personal interests include adventure sports, basketball, boating, dancing, football, and surfing.

Brian Metro is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their short and long-term financial goals and assist in building sustainable financial plans. He prioritizes establishing strong trust and relationships with clients to gain a deeper understanding of their priorities. Brian has progressed through various roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, advancing through Investment Solutions Representative I, II, and III positions, and currently serving as a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Brian has interests in cooking and baking, fitness, football, golf, and spending time at the lake.

Janice Berner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. Outside of her advisory role, she provides consulting services as a divorce financial strategist. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis and collaborative planning processes to deliver investment strategy recommendations without discretionary management.

John Vanasse is a Senior Financial Advisor at Merrill Lynch Wealth Management. He advises a select group of corporate executives, business owners, affluent individuals, and families, focusing on simplifying their financial lives through comprehensive strategies tailored to their goals and values. His approach encompasses investment management, retirement planning, tax-efficient wealth strategies, and estate planning services. John joined Merrill in 2018, bringing four years of prior experience from an asset management company. He is passionate about building, preserving, and transferring wealth efficiently across generations and is supported by a team with extensive combined wealth management and investing experience. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income strategies. John earned a bachelor's degree in Economics with a concentration in Financial Markets from Colby College in 2014. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, John has served on the Board of Directors for the Notre Dame Education Center in South Boston. He enjoys boating, fishing, golfing, reading, and spending time with his family.

Gerald Jamgochian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial since 2017, following eleven years at National Planning Corporation and one year at Osaic FS, Inc. He is also an owner of a life insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives who implement both proprietary and third-party strategies.

Victoria Johnson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written 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 retirement advice through a centralized consulting team.

Brett LeClaire is the Vice President, Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2000, progressing through various roles including Vice President Financial Consultant, Financial Planning Consultant, Financial Representative II, and Full Trader. His experience spans financial consulting and planning, with a focus on client-centered service. Brett holds a California Insurance License, enabling him to provide insurance-related financial advice. He believes in prioritizing client care, stating, "I believe that if you truly care about your clients and put them first, they'll recognize it and connect with you."

Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Lauren Nohelty is a financial advisor at LPL Financial with a Series 66 designation. She has one year of industry experience and previously worked at B. Riley Financial, Wayfair LLC, TJX Companies, Dell EMC, and Babson College. Lauren also spent time at the University of Edinburgh prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. 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, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Savona Roberts is an Investment Consultant at Fidelity Investments, where she has been working since 2024. Prior to her current role, she served as a Financial Representative at the same firm from 2023 to 2024. In her role as an Investment Consultant, Savona focuses on empowering clients through education and fostering enthusiasm for financial planning. Her experience at Fidelity Investments has provided her with insight into client needs and financial strategies. Outside of her professional work, Savona enjoys running, attending social events with friends, and exploring culinary interests as a foodie.

Jennifer Baker Alves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. She has previously worked at Cantella & Co., Inc., Chestnut Hill Wealth Management Group, FedPoint, and John Hancock Life Insurance Company. Outside of her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians, with proprietary model strategies under the Founders Gate Capital brand.

Silas De Oliveira is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop tailored strategies to pursue their goals. Silas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UNINASSAU. His approach emphasizes understanding what matters most to clients and their families to create personalized financial plans.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Hannah Doherty is a financial advisor with UBS Financial Services in Boxford, MA. She holds a Series 66 designation and has 16 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.