Matthew Tullos is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at Lewis Financial and AGES Financial Services, Ltd. Outside of his advisory work, he has been involved with Matthew Tullos Ministries since 2022. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary and third-party investment strategies through multiple platforms.

Jonathon Salo is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing one year of industry experience. His prior roles include positions at MML Investors Services LLC, Capstone Partners Financial & Insurance Services, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he operates METRO Financial Strategies, a non-investment-related business based in Chelmsford, Massachusetts. 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, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Noah Trofimow is a financial advisor with Edward Jones in Woburn, MA, holding a Series 66 designation and two years of industry experience. His career includes roles at Edward Jones, LPL Financial, and Studio Three. He serves on the St. Jude Walk Committee, assisting with fundraising and event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Shaffer is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Primerica Financial Services since 2002 and has been with Primerica Advisors since 2018. Outside of advisory duties, he is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable accounts. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by unaffiliated asset managers.

Tracy Talbot is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 designations. She has 13 years of industry experience, having worked previously at International Assets Advisory, LLC and operating a sole proprietorship under Joan K. Norton Financial Advisor. Outside of her financial practice, she is involved in a casual sales venture focused on designer bags and accessories. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services delivered via affiliated broker-dealer and RIA relationships.

James Daisey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Hanscom Federal Credit Union, Workers Credit Union, Citizens Bank, and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of investment strategies and financial planning solutions.

Paul Sauerbrunn is a CFP®-certified financial advisor with 38 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2021. His prior experience includes over three decades at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Cummings Foundation. 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 portfolios, third-party asset management, and institutional platforms.

Joe Miller is a Financial Consultant at Fidelity, where he works with clients to help them understand their unique paths to financial wellness. He focuses on assisting individuals in achieving their retirement and investing goals through personalized planning. Joe has professional experience as a Financial Consultant at Fidelity since 2024. Prior to this, he worked as a Financial Planner at Prudential from 2016 to 2024. Outside of his professional work, Joe enjoys board games, cooking and baking, movies, music, parenthood, and theater.

Christian O'Brien is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A., as well as roles in education at Bowdoin College, Belmont Hill High School, and Malden Catholic High School. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Tartarini is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citigroup Global Markets, VOYA Financial Advisors, Sagepoint Financial, and multiple tenures at LPL Financial. 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 various financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Erik Rautenberg is an Investment Consultant at Fidelity Investments. He has been in this role since 2024, focusing on providing investment guidance to clients. Erik's experience includes serving as a Workplace Planning Associate at Fidelity Investments from 2021 to 2024. He employs a comprehensive and holistic approach to planning, aiming to build relationships that uncover the deeper goals and concerns of his clients to help them work towards their objectives.

Andrew Levesque is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He works directly with clients and their families to analyze current financial plans, develop tailored action plans, and execute these plans through ongoing one-on-one relationships. His focus includes addressing risks to income and assets and crafting customized financial strategies aimed at achieving individualized goals such as estate planning, charitable gifting, retirement planning, and education savings. Andrew has been with Fidelity Investments since 2013, progressing through various roles including Investment Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant I and II, and Defined Contribution Representative. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No information about his education, credentials, personal interests, or community involvement was provided.

Andrew Holt Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Waddell & Reed, Inc. for 18 years. Outside of his advisory role, he has been involved with the Acton Boxborough Youth Soccer and the Acton Memorial Library Foundation for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers diversified investment options and utilizes advanced research and operational tools while overseeing substantial discretionary assets and a large network of advisors.

Geoffrey Foster is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Fidelity Investments, Morgan Stanley, and E*TRADE Capital Management. Outside of finance, he is involved in musical performance and composition through his work with Kiyoshi Foster. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Sarthak Jena is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners align their wealth with their goals through personalized planning and investment guidance. He provides access to resources from Merrill and Bank of America to support his clients in areas such as investing, retirement planning, and managing unexpected financial needs. His expertise includes college education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Sarthak holds the Professional Investment Advisor (PIA) designation. Sarthak earned a Bachelor's Degree from Emory University and completed a Master of Business Administration (MBA) as well as a Master of Science in Finance (MSc Finance) from Hult International Business School. Outside of his professional work, his interests include cooking, music, pickleball, reading, running, soccer, spending time with his family, swimming, tennis, and writing.

Douglas Cook is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Pedro Cesa is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Merrill from 2022 to 2025 and had earlier roles at Bank of America Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Jennifer Nelson is a financial advisor with J.P. Morgan Securities in Nashua, NH, holding Series 63 and Series 65 licenses and eight years of industry experience. Her previous roles include positions at Citizens Securities Inc., New York Life Insurance Co., and the Commonwealth of Massachusetts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting with final decision authority retained by clients.

Sybil Durgin is a financial advisor at LPL Enterprise with 26 years of industry experience and holds a Series 63 designation. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MSI Financial Services. She is involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated insurance and trust services.

James Kelble is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Voya Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc. based in North Reading, MA. 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, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment solutions.