Nicholas Soukup is a financial advisor at Merrill with Series 66 and Series 63 credentials. He has been with Merrill and Bank of America since 2025. Prior to joining Merrill, his background includes roles at Cellular Solutions, LLC and Wireless Asset Slice, Inc. 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.

Kevin Daley is a financial advisor with Ameriprise in Winchester, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Splitting Aces LLC, a restaurant investment. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years. Fleming is also involved with Scott Advisory Group, providing financial planning services outside of her primary firm. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting various investment strategies and a broad range of program offerings.

Wilfred Smyly III is a financial advisor at Raymond James Financial Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Stoneham Financial Services, Stoneham Bank, and Infinex Investments. Smyly is based in Stoneham, Massachusetts. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Lillian Eason is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2003, serving the firm for over 20 years in various capacities. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Paul Meaney is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of advising, he is involved in owning and managing real estate properties and works as an insurance agent offering fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment strategies and access to alternative investments through third-party platforms.

Gregory Osborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior firms include Pinnacle Private Wealth and Money Concepts Capital Corp. He is involved with Warner Financial Group and collaborates on tax preparation and accounting services through Osborn Financial Group. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Joshua Andreasen is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines in Burlington, MA, where he has worked since 2014 through various affiliated entities. Outside of his advisory role, Andreasen serves as a referee for a nonprofit organization that organizes local flag football games for the LGBTQ+ community. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Anthony Marken is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Marken is a Series 63 license holder. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Matthew Delaney is a financial advisor at LPL Financial with 18 years of industry experience. He has held his current position since 2011. Delaney holds Series 63 and Series 66 licenses. 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.

Zachary Spencer is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his current role, his work history includes roles in construction and education. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jonathan Meyers is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. His prior career includes roles at Citizens Securities Inc., Allstate Insurance Company, UBS Financial Services, and other firms. He is currently based at Hanscom Air Force Base in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Curtis Kelley is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2014, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Curtis worked at Centinel Financial Group LLC, a member of the John Hancock Financial Network, where he held roles as Sales Manager from 2013 to 2014 and as Investment Advisor Representative from 2008 to 2014. With 18 years of experience in the financial services industry, Curtis focuses on helping individuals and families accumulate and protect their wealth across generations. He is dedicated to assisting clients in navigating the challenges and opportunities associated with financial planning. His professional approach is guided by his core values of compassion, loyalty, and candor.

Richard Ellington is a CFP® with 26 years of industry experience. He has been with Cetera since 2025 and previously worked at infinex Investments, Inc. for 11 years. Outside of financial advising, he owns and operates a short-term rental business and a mystery shopping service. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Linda Durant is a financial advisor with Cetera in Lexington, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Lexington Financial Group since 1995 and joined Cetera and Cetera Wealth Services, LLC in 2026. She is also involved in selling fixed insurance at her branch location. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to numerous investment options and strategies.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Murad Royal is a CFP® with 27 years of experience in financial advising, currently with Raymond James Financial in Chelmsford, MA. His career includes prior roles at LPL Financial, Citizens Securities, Merrill, and John Hancock Investment Management. Outside of his advisory work, he manages an Etsy account as a non-investment related activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Colby Crogan is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory role, Crogan serves on the boards of Lexington Youth Lacrosse and the Lexington Lions Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Melissa Indelicato is a financial advisor at Ameriprise with 24 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Indelicato has been with Ameriprise since 2005 and serves on the board of Arthritis Associates as secretary and is an executive at the Cole Strange Foundation. 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 dependable income sources and tax-aware withdrawal strategies.