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 and holds the Series 63 and Series 65 designations. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is a one-third partner in a real estate LLC that manages a rental property in Hudson, Massachusetts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with other financial services.

Rachael Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Aric Friend is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience providing personalized financial planning. He serves as a strategic guide for individuals, families, and businesses seeking financial clarity and confidence. His expertise encompasses various aspects of wealth management, including retirement planning, education funding, and long-term financial goal setting. He holds a Master's Degree and a Bachelor's Degree from Nichols College and carries professional designations such as Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Aric is a member of the Central MA Conference of Football Officials (CMCFO) and participates in community activities through Burkett Little League. Outside of his professional role, Aric enjoys a variety of recreational activities, including baseball, basketball, boating, bowling, camping, fishing, football, skiing, and spending time with his family.

Andrew Bermani Mc Cann is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Cambridge Investment Research Advisors and Enterprise Holdings Inc. Outside of his advisory role, he has interests in insurance and benefits through employment at Streetlight Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

James Fong is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

James Billman Golemme is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, following six years at Bay Financial Advisors, Inc. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Shariq Yousfi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, Empower, and Santander Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Paul Couture is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and at H. Beck, Inc. for ten years. He is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

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.

Julie Cormier is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011 and holds a Series 63 designation. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized retirement-income consulting team to deliver non-discretionary, research-driven recommendations.

Andrew Long is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2013, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Andrew specializes in wealth planning, equity compensation strategy, and retirement planning. He is an Equity Compensation Associate® and a Certified Financial Planner®. His expertise includes income planning, tax-efficient investment strategy, analyzing stock options and RSUs, individual fixed income, and charitable endowments and donor advised funds. No additional information regarding Andrew's education or personal interests has been provided.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Margaret Green is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Sagepoint Financial and SII Investments. She is also the owner of True Wealth Advisor Group, a marketing DBA through which she operates alongside her advisory role. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Nathan Lucier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2001, progressing through various roles including Financial Consultant, Investment Consultant, Manager of Retirement Investment Services, and Retirement Investment Representative. Prior to joining Fidelity, he worked as a Financial Planner at Prudential from 2000 to 2001. With 25 years of experience in financial services, Nathan collaborates with clients to understand their needs and aspirations, focusing on building tailored financial plans that protect and grow their wealth. He aims to be a primary financial partner to his clients and their families, working closely with them to develop appropriate strategies. No information regarding Nathan's education, credentials, personal interests, or community involvement was provided.

Ellen Peloquin is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and quantitative analysis, with oversight of affiliated and unaffiliated sub-advisers.

Daniel Martin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved with the Seven Hills Foundation for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

Jason Longtin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His prior roles include positions at Investors Capital Corp and Northeast Investment Advisors, LLC, where he continues to serve as a financial advisor. Outside of his advisory work, he is co-owner of a t-shirt production and sales business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kenneth Wood is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 designations and 39 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Voya Financial Advisors for five years. Outside of his advisory work, he is involved with East Coast Turf Products, Inc., a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

Jennifer Guadiz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Jennifer serves as a trustee of her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.