Jillian Feehan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. She has also worked with Touchpoint Financial Advisor Group and Commonwealth Financial Network. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools such as risk profiling and probability modeling to guide clients and offers specialized services including municipal and public finance advisory work.

Vincent Zaccardi is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 34 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Raymond James. He serves as a director on the board of the Horizons Condominium Owners Association in Ogunquit, Maine. Raymond James & Associates is a large dual-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 and non-discretionary investment consulting through various advisory programs.

Kayla Karpacz is Vice President, Financial Consultant at Fidelity Investments, where she has been serving since 2018 in various capacities. She began her career at Fidelity as a Customer Relationship Advocate in 2018 and progressed through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before attaining her current position in 2025. In her role, Kayla partners with individuals and families to develop comprehensive financial plans tailored to their specific goals and needs. She emphasizes authenticity and transparency, aiming to provide clients with financial peace of mind and confidence in their decisions. Kayla holds a California Insurance License. Outside of her professional responsibilities, Kayla enjoys running and traveling.

Timothy Quigley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as positions at Border Cafe and the State Theatre New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies.

Griffin Barriere is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His background includes roles at Ameriprise since 2023 and prior employment at Saint Anselm College, Worcester Academy, and Westboro High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Mary McDonald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with LPL Financial since 2007 and also holds a role at Avidia Bank since 2005. Previously, she held a Massachusetts real estate license but has not actively practiced real estate since 1996. 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 other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive research, technology tools, and a broad network of advisors.

Gerard Mattaliano is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and Morgan Stanley. 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 wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Elizabeth Sampson is a CFP® professional with 35 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Waddell & Reed, Inc. and various insurance agencies. Sampson is also involved with Sampson West & Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by both proprietary and third-party strategies.

Kevin Haskell is a financial advisor with Cambridge Investment Research Advisors located in Concord, MA. He holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior work includes roles at Aegis Retirement Partners, Commonwealth Financial Network, and Summit Financial Corp. Outside of his advisory work, he is involved in several real estate ventures through LLC partnerships. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers both discretionary and non-discretionary investment strategies through a variety of platforms, with access to proprietary model strategies and unaffiliated third-party managers.

William Toomey is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Putnam Investments/Franklin Templeton Investments and Financial Engines Advisors, L.L.C. Before entering the financial services industry, he worked at Gentle Giant Moving Inc and Green Oak Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ian Stauder is a Senior Financial Advisor with the Caputo Group at Merrill Lynch Wealth Management. He has over a decade of financial experience, including prior work at Fidelity, where he developed an understanding of the complexities of wealth management, emphasizing the importance of professional guidance in preventing emotional decision-making. Ian works closely with a diverse group of clients, ranging from biotech entrepreneurs and executives to young professionals and families beginning to accumulate wealth. He employs a disciplined, planning-based approach and manages the firm's wealth analyses, tailoring strategies to each client's goals, risk tolerance, timeline, and liquidity needs. Ian focuses on helping clients articulate the purpose of their money and aligns financial plans accordingly, covering areas such as college planning, retirement planning, exit planning, and legacy planning. He encourages discussions with both spouses to understand their values and visions. Ian finds value in meeting with clients to assess progress toward their financial goals and to explain recommendations as needed. His expertise includes divorce transition planning, executive and equity compensation, family wealth management, philanthropic planning, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Economics from Wheaton College in Massachusetts and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Ian resides in Sudbury with his wife and three children. He is involved in community organizations such as Big Brother Big Sister and Habitat for Humanity. His personal interests include fishing, football, golfing, reading, skiing, spending time with family, and traveling.

Reilly Jenkins is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previous work history including roles at James Madison House and Fork in the Road LLC. Jenkins is also an associate financial advisor at Watermelon Bay, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jarrett Brink is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and BlackRock prior to his current role. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Erika Tsetsilas is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, Financial Representative, and Customer Relationship Advocate, accumulating experience in various aspects of financial services since 2021. Erika focuses on creating a collaborative financial planning process that centers on her clients' goals, drivers, and preferences. Her approach emphasizes compassion and integrity, aiming to make complex financial matters accessible and understandable. Outside of her professional work, Erika engages in personal interests such as golf, spending time at the lake, and skiing.

Jason Sigman is a financial advisor with Fidelity in Burlington, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and consultative services.

Gabriel Gonzalez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch, LPL Financial, and Bank of America. Gonzalez is also associated with First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Federico Medina is a financial advisor with Merrill holding a Series 66 designation and based in Waltham, MA. He has four years of experience at Merrill and one year at Bank of America, N.A., along with eleven years at Henley Enterprises. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a variety of clients, including individuals, high-net-worth clients, and institutions.

Gudeta Tura is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Tura worked at Citizens Securities, Inc. and Citizens Financial Group, INC, as well as spending nine years at 7-Eleven Inc. Outside of her advisory role, she contributes as a subject matter expert for the National Center for State Courts’ language access program, assisting in rating interpreters for Ethiopian languages. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Matthew Cohen is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to develop personalized financial strategies aimed at achieving long-term goals. His approach involves guiding clients through the complexities of managing multiple priorities, including retirement planning, college education funding, family wealth management, executive compensation, and tax minimization. With extensive experience in wealth management, Matthew helps clients establish disciplined financial plans tailored to their unique situations, focusing on areas such as retirement income, managing new wealth, small business strategies, and employee financial health. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Matthew earned his bachelor's degree from the University of New Hampshire and is a member of the Alpha Kappa Psi Professional Business Fraternity. In addition to his professional work, Matthew is involved in community service activities such as serving as a camp counselor for The Hole in the Wall Gang Camp and coordinating for the Downtown Evening Soup Kitchen, Inc. His personal interests include adventure sports, camping, hiking, pickleball, skydiving, soccer, softball, traveling, and spending time with his family.