Kyle Gauthier is a CFP® professional with eight years of industry experience. He is currently affiliated with Edelman Financial Engines and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Citizens Securities, Inc., Citizens Bank, and also had a brief tenure with the San Diego Padres. 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, proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Steven Helfer is a financial advisor with Ameriprise Financial Services LLC, holding Series 63, Series 65, and Series 66 credentials and 33 years of industry experience. He worked at Fahnestock & Co. Inc. for 22 years before joining Ameriprise in 2024. 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 written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Le Pain is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Kids Connect, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lionel Desrosiers is a financial advisor with Equitable Advisors in Needham, MA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. He serves as a board member of the Kendall Green Condominium II Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base including individuals, institutions, and charitable organizations. The firm’s advisory approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Marshall Ben Tisdale is a financial advisor with Edward Jones in Westford, MA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2003. Outside of advising, he is involved in managing several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors.

Chris Amenita is a Planning Consultant at Fidelity Investments, a position held since 2023. In this role, Chris works directly with clients to develop and maintain personalized financial plans that reflect their goals and priorities. Chris is committed to ensuring clients receive an optimal experience with Fidelity through ongoing collaboration and plan management. Chris applies a client-centered approach to financial planning, focusing on what is most important to clients and their families. The professional experience is concentrated in creating tailored plans and providing continuous support to meet clients' evolving needs. Outside of their professional role, Chris is engaged in family activities and enjoys playing musical instruments. Personal interests also include parenthood, caring for pets, reading, and volunteering.

Brandon Eigenberg is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007, previously associated with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans.

Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Bassam Bitar is a CFA® charterholder and holds a Series 63 license, with 13 years of industry experience. He has been with Edward Jones since 2023 and previously worked at Brighthouse Financial and FIDELITY Brokerage Services. 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, supported by a large network of financial advisors and branch offices nationwide.

Nolan McLaney is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and team members to assist clients in making informed financial decisions. He focuses on guiding clients in building financial plans that align with their goals and values. Nolan has held various roles at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. His experience within the company has provided him with a comprehensive understanding of client relationships and financial planning. Outside of his professional work, Nolan enjoys boating, fishing, fitness, football, and hiking.

Kimberly Van Eron is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She specializes in working with high net worth families to create and implement comprehensive financial plans. Kimberly has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Premium Services Representative, High Net Worth Case Manager, Portfolio Advisory Services Relationship Manager, and Financial Consultant. Her extensive experience within the firm has provided her with a deep understanding of wealth planning and portfolio management. She holds a California Insurance License.

Steven Steiger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers a range of investment and financial products supported by research from Wells Fargo Investment Institute and third-party data.

Elina Doszhan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. She previously worked at Bank of America N.A. and H&R Block. Doszhan serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance services.

Emily Menezes is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Shaw's Supermarkets and in educational roles at Virtual Learning Academy Charter School, Nashua High School South, and Fairgrounds Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified investment vehicles. The firm also serves in advisory roles to registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Thomas Hayes is a financial advisor with LPL Financial based in Marlborough, MA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including six years at Bolton Global Capital prior to joining LPL Financial in 2017. 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, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets through a large network of professionals.

William Spencer III is a financial advisor with OSAIC, holding CFP®, Series 63, and Series 65 credentials and 22 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Distributors LLC. Spencer is a trustee of The Sudbury Foundation and serves on the board of Lincoln Sudbury Youth Lacrosse. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management options.

Eric Bertz is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously spent 26 years with Osaic FA, Inc. Outside of his advisory role, he is involved in the sale of property and casualty insurance, group employee benefits, and life insurance through other business activities. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, offering services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary support for qualified plans.

Justin Turcotte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes 18 years at Commonwealth Financial Network and over two decades affiliated with Jonathan C. Wolff. He is also an officer and owner of Turcotte Wealth Management, Inc., which serves as his financial advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mei Leung Dow is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Costa is a certified financial planner (CFP®) with 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Costa operates through an investment-related LLC alongside her advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on income sustainability and tax-aware strategies for clients nearing or in retirement.