Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Peter Burbank is a financial advisor at Wells Fargo Advisors with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its affiliated entities since 2016. Located in Wellesley, MA, his background spans over four decades in the financial services industry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu. The firm offers tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners, sports, entertainment, and other specific client needs.

Michael Klein is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at PNC Investments from 2016 to 2022 and JPMorgan Chase Bank, N.A. since 2022. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

James Ogborn is a financial advisor with LPL Financial in Rockland, Massachusetts, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Rockland Trust Company, Citizens Securities, Inc., and Northwestern Mutual. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Frederick Gillis III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His career includes roles at firms such as Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he serves as a part-time security employee at events held at Gillette Stadium. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.

Michelle Hoyle is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2010. Prior to that, she worked at Eagle Strategies (NY Life) from 2008 to 2010. She is also involved with MG Financial Pathways, where she provides life insurance and occasionally fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Kavita Dave is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2017, including a previous role at Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and offers ERISA fiduciary services to qualified plans.

Michael Pugliese is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Sorrento Pacific Financial, Dedham Savings Bank, and Santander Bank. Outside of his advisory role, he serves on nonprofit boards including Pointe Place and Brookfield Village HOA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolio programs and third-party asset management through a large network of advisors.

Russell Beckwith is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2009. Outside of advising, he has involvement in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a centralized team and uses proprietary research and tools to support recommendations focused on dependable income and tax-aware withdrawal strategies.

Robert Andreola Jr. is a CFP® with 33 years of industry experience, currently serving at Edelman Financial Engines. He has been with the firm or its predecessors since 2016 and has operated Teachers Driving Academy since 2009. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Adrian Newman is a Planning Consultant who partners with individuals and families to create personalized wealth plans focused on the growth, protection, and distribution of assets. He works closely with clients to help them feel at ease while navigating important financial decisions. Adrian aims to collaborate with clients toward the goal of creating better financial outcomes for them and their families. His approach centers on understanding each client's unique financial situation and objectives to develop tailored strategies. Adrian's work emphasizes personalized planning and client comfort throughout the decision-making process. Outside of his professional role, Adrian's personal interests include baseball, football, hiking, softball, and engaging in family activities.

Sarah Black is a Financial Consultant at Fidelity Investments. She collaborates with individuals and families to develop comprehensive financial plans that align with their goals, values, and financial needs. Sarah utilizes Fidelity's tools and resources to support clients in making informed financial decisions and serves as an advocate throughout various life situations. Her experience at Fidelity Investments includes roles as a Financial Consultant since 2023, Planning Consultant from 2022 to 2023, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. This progression reflects her continued commitment within the company and her comprehensive understanding of financial planning and client relationship management.

Caitlin Pickul is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has a background that includes leadership roles in sports and recreation organizations, such as Top Pick Sports, LLC and 3STEP Sports. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both retail and institutional investment solutions.

Evelyn Alberding is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at William James College and Wondermore, Inc. Evelyn serves as President of the Board of Directors for the Needham Community Council, a social service agency in Needham, MA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Drew Hurley is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes multiple roles at Fidelity Investments and teaching positions at Gettysburg College. He has also worked at Sacconnesset Golf Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a systematic approach and supports various registered investment companies and charitable funds.

Victoria Howard is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2026. In her role, she collaborates with dedicated teams to provide guidance aligned with clients' financial goals. Prior to this, Victoria held positions at Fidelity Investments including Relationship Manager from 2023 to 2026, Financial Representative from 2022 to 2023, and Customer Relationship Advocate from 2020 to 2022. Throughout her tenure at Fidelity Investments, Victoria has gained experience in client relationship management and financial planning. She focuses on building meaningful relationships with clients to support their financial objectives. Outside of her professional responsibilities, Victoria enjoys activities such as spending time at the beach, cooking and baking, engaging in family activities, attending social events with friends, hiking, and caring for pets.

Daniel Wallach is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with LPL Financial since 2010 and previously with Ameriprise from 2004 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Ryan Wakefield is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, NA since 2009. Outside of his financial advisory role, he owns Kut Beats, a music production and licensing business based in Worcester, Massachusetts. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Hunter Darrer is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at the Cape Club of Sharon and several food service businesses. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services via credentialed IARs.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.