Dana Rodrigues is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include a decade with Cetera Advisors LLC and a position at Bright Futures Wealth Management, LLC. Outside of advisory work, he is an educator at Financial Education Partnership, a nonprofit where he provides workshops on general topics related to finance and planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers diversified investment management and financial planning services across multiple program structures and uses a multi-manager platform that includes affiliated and third-party model portfolios.

Garrett Kent is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014. He began his career as an Associate at Boston Partners Financial Group from 2012 to 2014 before joining Fidelity Investments. At Fidelity, Garrett advanced through several roles, including Relationship Manager, Investment Consultant, and Financial Consultant, before his current position as Vice President, Financial Consultant. He partners with clients to help protect, grow, and distribute their wealth.

Joan Sweeney is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. She previously worked at OSAIC for seven years and spent 22 years with Signator Investors, Inc. and John Hancock Life Insurance Company. Outside of her advisory role, she is involved with JM Sweeney LLC, a real estate rental business. 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 a range of financial planning and asset management solutions, leveraging technology and a broad platform to support its network of over 22,800 advisors.

Arianna O’Rourke is a financial advisor at LPL Financial in Westford, MA, holding a Series 66 designation with six years of industry experience. She has worked at LPL Financial since 2019 and is also associated with Sampson West & Associates and Concord River Financial since 2019. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John De Simone is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has five years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related affiliates. Outside of his advisory work, he serves as president of the JGD Memorial Foundation, a charitable organization focused on fundraising and organizing a golf tournament. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Timothy Fifield is a Series 63-licensed financial advisor with Ameriprise, based in Essex, MA, and has 14 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2016 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he owns TPFG LLC, an entity established to manage his practice. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Frank Addonizio III is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017, following a four-year tenure at MES Solutions. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Colantoni currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. In this position, he leads a team of advisors with the goal of delivering a client experience that warrants pride at all times. Before becoming Branch Leader, he held several roles at Fidelity Investments, including Regional Planning Consultant from 2018 to 2021, Vice President and Financial Consultant from 2016 to 2018, Financial Consultant from 2014 to 2016, and Investment Consultant from 2013 to 2014. Prior to joining Fidelity, Christopher worked as a Regional Sales Representative at RS Funds from 2010 to 2013 and as a Sales Representative at Guardian Insurance from 2009 to 2010. Christopher's career demonstrates extensive experience within financial consulting and leadership roles, focusing on team development and client service. Outside of his professional responsibilities, he has personal interests that include the beach, cars, cooking and baking, and food.

Thomas Morgera is a financial advisor with Merrill in Acton, MA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Forward Financial Services, Inc., as well as internships and work in educational settings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Kristin Kissane is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Riversource Fund Distributors, Inc., Bofa Advisors, LLC, and OSAIC. Kristin is also the owner of JM Sweeney LLC, a non-investment business based in Andover, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

James Reagan is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience with Keenan Financial and has worked in various educational and service roles before entering the financial sector. In addition to his advisory duties, Reagan is a licensed insurance agent and occasionally offers clients commissionable insurance products outside of his advisory role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term orientation.

Glen Duffy is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bruce Favorat is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and has worked at several firms including Securities America Advisors, Inc. and SSN Advisory, Inc. He also operates as an independent insurance producer, engaged in variable and index product sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, consolidation activity, and complex affiliate network.

Eric Evans is a financial advisor with Edward Jones in North Reading, MA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Rubin is a CFP® with 19 years of industry experience, currently advising at Edelman Financial Engines in Burlington, MA. He has worked with Financial Engines Advisors L.L.C. since 2018 and previously held roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of services from discretionary management to online advice.

Nicole Wilkinson is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her background includes roles with Fidelity Investments since 2020 and involvement with Summit Lacrosse Club since 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies to construct portfolios and serves as an advisor to multiple registered investment companies.

Jeffrey Beck is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. His activities include involvement in non-variable insurance business through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists while offering access to third-party asset managers and insurance products.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.

Noel Dulac is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 30 years of industry experience. He previously worked for Signator Investors, Inc. and John Hancock Life Insurance Co. from 1995 to 2018. Outside of his advisory role, Dulac serves as president of a condominium association and provides financial consulting for military personnel through Magellan Health. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process and supports multiple account types and third-party managers, distinguishing itself through its scale, affiliate network, and complex platform arrangements.

Mark Bilodeau is a CFP® with 34 years of industry experience, currently advising clients at LPL Financial. He has worked in financial services since 2006, including with Linsco Private Ledger. Outside of his advisory work, he is involved in real estate brokerage in Massachusetts and New Hampshire. 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.