Lars Petersen is a financial advisor with Raymond James Financial, holding a Series 66 credential and five years of industry experience. His work history includes roles at Capital Wealth Partners, Larsen Wealth Management, and Crux Wealth Advisors. 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, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mark Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 license and 35 years of industry experience. He has worked at LPL Financial since 2004 and has been associated with Bay Financial Advisors, Inc. and Crosspoint Financial Advisors during his career. Lefebvre is a half owner of Crosspoint Financial Advisors, where he has managerial duties in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, financial planning, and consulting services, leveraging both proprietary and third-party research and model portfolios.

Eric Timmins is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked with the Braintree Recreational Department and has been affiliated with Equitable Advisors since 2023. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.

Jonathan Lloyd is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop personalized wealth management plans aimed at accomplishing important goals and achieving long-term financial flexibility. Prior to his current position, Jonathan served as a Planning Consultant at Fidelity Investments from 2021 to 2023. He also has experience as a Wealth Management Advisor at UBS Financial Services between 2018 and 2021. Earlier in his career, he worked at State Street Global Advisors as a SPDR Product Analyst from 2017 to 2018 and as a Business Development Consultant from 2010 to 2017.

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.

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.

Douglas Beaudoin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA), providing guidance in areas such as risk management, financial planning, investments, taxes, insurance, estate planning, and retirement savings and income planning. His approach is consultative and client-focused, emphasizing genuine personal connections and clear communication without industry jargon. Douglas holds an Associate's Degree from Manchester Community College and a Bachelor's Degree from Southern New Hampshire University. He has lived in multiple states, including Florida, North Carolina, New Hampshire, and California, before settling in Massachusetts. Outside of his professional life, Douglas enjoys spending time with his family, which includes three children, and pursues interests such as football, golfing, ice hockey, table tennis, traveling, and watching movies.

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.

Yekaterina Ferraro is a financial advisor with LPL Financial in Lexington, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked with Citizens Securities Inc. and CITIZENS Bank. Outside her advisory role, she teaches at North Shore YMCA and works at Empower Yoga Studio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

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.

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.

Anthony Christopher is a Planning Consultant at Fidelity Investments, where he partners with individuals and their families to develop and implement individualized financial plans. He focuses on building ongoing relationships with clients to understand their financial goals and provide confidence in their financial decisions. Anthony has experience in various roles at Fidelity Investments, including positions as an Investment Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His career at Fidelity began in 2021 and has involved progressively responsible roles focused on client service and financial planning. In his personal time, Anthony engages in activities such as cooking and baking, football, golf, spending time at the lake, watching movies, and solving puzzles.

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.

Britton Wilson is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member and owner of Santucket, LLC, a real estate holding company based in Litchfield, CT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad branch footprint.

David Tremblay is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to develop, implement, and maintain financial plans that align with their individual needs and goals, adapting strategies as those needs evolve over time. He has extensive experience in the financial services industry, having held various roles including Managed Solutions Consultant and Portfolio Specialist at Fidelity Investments, Financial Consultant at Santander Investments, Financial Services Professional at New York Life, Product Manager at Fidelity Investments, Consultant at Watson Wyatt Worldwide, and Sales Support Consultant positions at MetLife, Allmerica Financial, and Aetna Life Insurance. His career spans from 1993 to the present. Outside of his professional work, David enjoys activities such as baseball, beach outings, biking, family activities, parenthood, and skiing.