Robert Jefferson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of experience to his role. Prior to joining LPL in 2021, he worked at JMJ Financial Partners, Inc. and various insurance carriers, as well as Waddell & Reed, Inc. He is also registered as a non-variable insurance agent with Crump. 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.

Peter Petrella Sr. is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has a long-standing background in accounting and tax services through his ownership of McCracken Cooper & Petrella PC since 1992. Petrella is also involved with The Professional Alliance as a shareholder and board member. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through a network of independent Financial Professionals, with access to proprietary models, third-party managers, and various custody platforms.

Brandon Kou is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions in the food service industry and served in the United States Army for eight years. Outside of his advisory role, he is involved with American Private Wealth, a business affiliated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with machine-learning tools and a broad spectrum of investment strategies.

Gino Molettieri is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with Commonwealth Financial Network. Molettieri is also president of Lumen Wealth Management, a business focused on investment services. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Kyle Nelson is a Financial Consultant at Fidelity Investments. He collaborates with local individuals and families to develop and maintain financial plans tailored to their specific needs. His objective is to serve as a primary and trusted financial advisor, providing support and guidance to help clients manage unexpected life changes. He has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Associate, Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2023. This experience has equipped him with a comprehensive understanding of financial planning and client relationship management. Outside of work, Kyle enjoys spending time outdoors with his wife, daughter, and their two Bernese Mountain Dogs. His personal interests include beach activities, biking, family outings, hiking, and skiing.

Lisa Wolf is a financial advisor with Ameriprise in Sharon, MA, holding a Series 66 credential and 19 years of industry experience. She has worked at Ameriprise since 2019, and previously spent nine years at UBS Financial Services Inc. Outside of her advisory role, she is involved in managing Watermelon Bay, LLC. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Douglas Cook is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Davinci Capital Management, URPC, and ADP LLC. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms, combining proprietary and third-party strategies with both discretionary and non-discretionary implementation.

Christopher Decilio is a CFP® professional affiliated with OSAIC, with 28 years of experience in the financial industry. He previously spent over two decades at FSC Securities Corporation and currently operates Decilio Financial Inc. alongside his role at OSAIC. In addition to his advisory work, he acts as an agent for various insurance carriers. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to deliver diversified portfolio management.

Natasha Harkins Dube is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, TD Bank, and Citizens Bank. Prior to her financial services career, she was involved in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Nicholas Papakyrikos is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services and operates his own CPA practice focused on accounting and business consulting. Papakyrikos serves as a director for the Allston-Brighton Chamber of Commerce and its Educational Foundation, which provides community educational opportunities. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services.

Thomas Tucker is a financial advisor at Merrill in Cambridge, MA, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Merrill, along 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, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.

Stephen Piotte is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at firms including Avantax Investment Services, H&R Block, and 1st Global Capital Corp. Piotte is CEO of Constellation Financial & Wealth Management Services and operates Piotte Enterprises, Inc., which conducts wealth management activities. He also owns an income tax preparation business and assists with a family-owned craft company’s financial management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, employer retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers, managing over $256 billion in assets through more than 10,000 advisors.

Matthew Wallace is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments and currently serves in an administrative role at True Wealth Advisor Group Inc., a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Robert Cohen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience, including roles at Kestra Financial Services and Kestra Investment Services prior to joining LPL Financial in 2019. He is also a business owner in Bolton, Massachusetts, with activities outside his advisory work. 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, model portfolio programs, third-party asset management, and institutional platforms, providing advisors access to a wide range of discretionary and non-discretionary investment strategies.

Adam Murphy is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at TIAA for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brendan Callahan is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Kobelski Group. His approach centers on working closely with clients and their families to develop personalized financial strategies that align with their long-term goals. Brendan's focus includes areas such as college education planning, legacy planning, liquidity management, and individual and corporate investment strategies. Throughout his career, Brendan has emphasized the importance of understanding each client's unique story, values, and aspirations. This client-centered approach supports tailored wealth management strategies that address financial as well as personal priorities. Brendan holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA), and earned his bachelor's degree from The Catholic University of America. Outside of his professional responsibilities, Brendan enjoys cooking, golfing, skiing, tennis, and spending time with his family. He has been a supporter of the Pan Mass Challenge since 2007, contributing to fundraising efforts for the Dana-Farber Cancer Institute.

Adam Grenier is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He specializes in working with multi-generational families and their trusted network of advisers on money, wealth, and estate planning considerations. Adam's approach integrates his core values of family-focused, compassionate care and a commitment to lifelong learning. With more than 20 years of experience at Fidelity Investments, Adam has held various positions including Financial Consultant, Field Training Director, General Management Apprentice, and Risk Management. This extensive background equips him to assist families in working toward their financial goals. Adam holds a California Insurance License. Outside of his professional work, he has personal interests in biking, concerts, food, music, and skiing.

Kevin Barry is a CFP®-credentialed financial advisor with 42 years of industry experience, currently practicing at LPL Financial since 1997. He is also licensed in non-variable insurance. 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 and access to third-party asset management, supported by a network of over 22,800 advisors and extensive operational tools.

Janath Desilva is a financial advisor with Osaic Wealth, Inc. based in Westford, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Signator Investors, Inc. for 26 years before joining Osaic in 2018. Outside of her advisory role, she is involved with Innovative Financial Group, LLC, where she engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Matthew Matossian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Geraci Law LLC and involvement with Needham Park and Recreation. 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 clients including individuals, high-net-worth clients, and institutional investors.