Michelle Beausejour is a financial advisor with Mass Mutual Investors Services in Southborough, MA, holding a Series 63 designation and 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and offering event-driven planning services such as divorce and estate planning.

Stephen Colantuono is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with firms including Securities America Advisors, LPL Financial, and VOYA Financial Advisors. He is also involved with Wayside Financial Partners, providing advisory services and managing insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 1998. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Monroe is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes positions at Merrill and roles outside finance such as at Enterprise Rent-a-Car and Worcester State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI in research.

Jordan Cellucci is a financial advisor at Morgan Stanley in Worcester, MA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Worcester Credit Union and has held various roles including community and public sector positions. Outside of his advisory work, he sells collectibles through the Mercari online marketplace. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer that serves both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling to support its financial advisory services.

Colin Noonan is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and Bank of America since 2024. His prior experience includes roles at P1 Logistics, Venture Home Solar, and Mass General Brigham. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Leo White is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for five years and has also held positions at Stratos Wealth Partners, Ltd, LPL Financial LLC, and Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives using various strategies and research tools.

Blake Ellison is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside its financial planning solutions.

Kellie Jacques is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2020. She previously worked at Wells Fargo Clearing from 2016 to 2020. Jacques serves on the Board of Directors for the Salvation Army of Massachusetts, Greater Boston, and is involved with Financial Executives International and community advisory committees. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with detailed retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Marvin Hale is a financial advisor with OSAIC in Natick, MA, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He worked at SagePoint Financial, Inc. for 14 years prior to joining OSAIC in 2023. Outside of his advisory role, he serves as president of the board for Hampshire Christian Academy and operates Hale Financial Planning Group, LLC, a firm focused on fixed insurance products. OSAIC serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations through a large network of advisors. The firm employs a range of investment tools and third-party platforms to provide integrated brokerage, advisory, and managed account services.

Ron Mastrangelo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and is also associated with Lightship Wealth Strategies. 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, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to illustrate potential outcomes, supporting clients through a broad advisor network and specialized advisory programs.

Daniel Precourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, alongside prior work at Charles J. Precourt & Son, Inc. He is also a partner in a family real estate management LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm typically implements investments through model-driven portfolios developed by internal and third-party strategists and offers access to various financial planning, asset management, and insurance products.

Rachael Conroy is a financial advisor with LPL Financial in Holliston, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Fidelity and Fidelity Personal Trust Company. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Bermani Mc Cann is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Enterprise Holdings Inc. Outside of his advisory role, he is involved with Streetlight Financial in insurance and benefits. 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 through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

James Fong is a CFP® with 43 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and its affiliates from 2006 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

James Billman Golemme is a financial advisor with LPL Financial in Westborough, MA, holding a Series 66 credential and 25 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for six years and has operated his own CPA practice since 1986. Outside of his advisory role, he owns and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Paul Couture is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. His career includes prior roles at Grove Point Investments, H. Beck, Inc., Osaic FS, Inc., and New England Securities. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolio programs, and institutional solutions.

Dan Martin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes positions at Eaton Vance, where he was an Internal Consultant from 2019 to 2023 and a Mutual Fund Services Representative from 2018 to 2019. Dan focuses on supporting clients and their families by empowering them to make confident financial decisions and helping them avoid common financial missteps. Outside of his professional work, he enjoys biking, fishing, hiking, running, skiing, and traveling.