Joann Spera is a financial advisor with LPL Financial in Belmont, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Lincoln Investment for 15 years and has been involved with Jon Son Financial since 1999, where she also engages in tax preparation and accounting services. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and specialized institutional platforms.

Diana Smith is a financial professional with 20 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Ameriprise Financial Services and South Shore Advisory Group. She serves as treasurer for the Sacred Heart Parents Association and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Yannalfo is a financial advisor with LPL Financial in Andover, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he also engages in tax preparation and accounting services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Patsy DiNuzzo is the Vice President and Branch Leader at the Burlington, MA Investor Center at Fidelity Investments, a role she has held since 2022. In this position, she helps lead the center by empowering the team to collaborate with individuals, families, and businesses to understand their goals and create strategic financial plans. Patsy has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investment Representative, Financial Consultant, and Vice President, Financial Consultant before her current leadership position. Her experience encompasses a comprehensive understanding of financial advising and client relationship management within the investment sector.

Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.

Dominic Rebelo is a financial advisor with LPL Financial in Woburn, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Edward Jones and Waddell and Reed. Rebelo serves on the board of the Rotary Club of West Roxbury and Roslindale. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Salvatore Maniscalco Jr. is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Commonwealth Financial Network and Lexington Financial Group. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.

Samuel Koppenaal is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Heartland Bank and Trust Company and Bank of America. Koppenaal has served in the National Guard since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Philip Summers is affiliated with Cambridge Investment Research Advisors and holds no prior industry experience as a financial advisor. He has been with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. since 2026. Additionally, he has been associated with Generations Law Group since 2008. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and managing a multi-billion dollar asset base.

Jackson Harrigan is an Investment Advisor Representative at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cambridge Investment Research in 2024, he worked in academic roles at Bryant University and the University of Massachusetts Amherst. Harrigan is also involved with Bluebird Private Wealth LLC, operating under a separate advisory capacity. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms.

Wendi Cowdrey Ragon is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including CUNA Mutual Group, CUNA Brokerage Services, and Voya Financial Advisors. Her current role at LPL Financial began in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios and third-party subadvisors, supported by advanced operational tools.

Megan Bach is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of her advisory role, she serves as Vice President of Finance for the Hickory Hill Swim & Tennis Club and is a co-troop leader for a local Girl Scouts USA troop. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Kevin Sullivan is a financial advisor with LPL Financial in Stoneham, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior experience includes roles at Salem Five Bank, TIAA-CREF, Citizens Securities, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sheryl Wein is a Series 66-credentialed financial advisor with 26 years of experience, currently with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, INC. and various insurance carriers, as well as founding The Wein Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with account management that may involve discretionary or non-discretionary strategies.

James Barri is a Financial Consultant at Fidelity Investments, where he partners with clients to develop, implement, and maintain financial plans tailored to their goals. He has been with Fidelity Investments since 2018, progressing through various roles that have expanded his experience and expertise in financial planning and client relationship management. James's career at Fidelity began as a Workplace Planning and Advice Associate in 2018, followed by positions as Financial Representative, Relationship Manager, and Planning Consultant before assuming his current role as Financial Consultant in 2025. This progression reflects his comprehensive experience in delivering financial advice and planning services to clients.

Aaron Ezra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has a substantial history with Fidelity, having served in various roles including Planning Consultant, Investment Management Consultant, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant since 2018. Prior to his career at Fidelity, Aaron worked as a Relationship Banker at Huntington Bank from 2016 to 2018. In his current role, Aaron works closely with clients to develop financial plans tailored to their individual goals, concerns, and financial situations. He focuses on creating strategies that provide clients with peace of mind across all market conditions, allowing them to concentrate on living fulfilling lives. Outside of his professional work, Aaron enjoys baseball, movies, and puzzles.

Chad Battaglia is a Wealth Management Advisor and the Founding Partner and Managing Director of The Battaglia Group at Merrill Lynch Wealth Management. He began his career in financial services in 1998 and joined Merrill in 2004. He holds a Bachelor's degree in Finance from Bentley University and the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute® and The Wharton School of the University of Pennsylvania. He also holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. With over 25 years of experience, Chad works with executives, partners, business owners, entrepreneurs, and multigenerational families facing complex financial decisions. His expertise includes wealth planning, tax-efficient investing, retirement planning, risk management, equity compensation strategies, liquidity events, and multigenerational wealth transfer. Chad and his team provide a personalized, team-based approach to coordinate clients' financial lives and develop strategies aligned with their unique goals and values. Outside of his professional responsibilities, Chad enjoys spending time with his family on Cape Cod, golfing, traveling, and supporting charitable and community initiatives.

Mark Buchanan is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 12 years before joining Raymond James in 2025. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.