Douglas Howes is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and LPL Financial. He serves as Vice President of the Atkinson Youth Baseball & Softball Association and as a board member for Southern New Hampshire Softball, both nonprofit organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment process incorporates model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

James Freeman is a financial advisor with Cambridge Investment Research Advisors in Georgetown, MA, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He previously worked at Cantella & Co., Inc. for over two decades before joining Cambridge Investment Research in 2022. Outside of his advisory role, Freeman is involved as an agent with Cantella Insurance Agency and operates a business under the name Juliad Enterprises. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. 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 both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Miles Feuer is a financial advisor with Raymond James & Associates in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill Lynch, Fidelity Investments, and several advisory firms. Feuer has also been involved with Instacart since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Thomas Roach is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Steven Spicer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios and offers discretionary and non-discretionary advisory services.

Patrick Price is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 23 years of industry experience and is also a partner at Neal A. Price & Company, LLP, a CPA firm providing tax and financial statement services. Additionally, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Brian Mccarthy is a financial advisor with RBC Capital Markets in Danvers, MA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and a range of portfolio management and financial planning services.

Marc Fortier is a financial advisor with RBC Capital Markets based in Danvers, MA. He holds the Series 66 designation and has 20 years of industry experience, including 17 years with RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Karen Laplante is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2016. Prior to joining Edward Jones, she was involved with Brad Hutchinson Real Estate for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His prior experience includes roles at Citizens Bank, Merrill, Scottrade, and Wellesley Asset Management. He also serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Kail Hastings is a Series 65-credentialed financial advisor at Fisher Investments with four years of industry experience. Prior to joining Fisher Investments in 2021, Hastings held roles at Wayfair LLC, Marasco and Nesselbush LLP, Disability Management Services, Rhode Island Blood Center, and Bryant University. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and employs a range of risk management and tax-aware strategies.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2001, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it provides model portfolios to intermediary platforms.

Tristan Bezzant is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 17 years at Gilbane Building Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Ryan Raposa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Royal Alliance, Boston Wealth Management, and Empower Retirement. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies alongside its role in developing model portfolios for Fidelity Institutional Wealth Adviser.

Armand Bassi III is a Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. He began his career in financial services in 1993 at Prudential Securities and joined Merrill in 1998. As a Senior Vice President and qualified Portfolio Manager, Armand provides personalized portfolio management services, including managing his own personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Armand focuses on working closely with affluent and ultra-affluent clients to design tailored wealth management strategies that address their goals, timelines, liquidity needs, and risk thresholds. His expertise includes equity and bond markets, mutual funds, hedge funds, private equity, managed futures, commodities, market-linked investments, and options. He offers guidance not only on investment management but also on retirement income planning, trust and estate planning, business structuring, and credit and lending solutions. He earned a bachelor's degree in finance from Southern New Hampshire University and holds the Personal Investment Advisor (PIA) designation. Armand is active in his community, serving on the Board of Directors for the Burlington Area Chamber of Commerce, participating in the Burlington Government Affairs and Charitable Foundation Committees, and coaching youth soccer. He enjoys skiing, boating, and golfing with his family.

Catherine Arnet Valega is a financial advisor with LPL Financial in Winchester, MA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her work history includes roles at TD Private Client Wealth, Winslow, Evans & Crocker, Amundi Asset Management, and Bay Financial Advisors. Outside of her advisory work, she leads women's networking groups and contributes as an editor of financial education materials. 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 a wide range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Stephen Colantuono is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses. His previous roles include positions at Securities America Advisors, LPL Financial, and VOYA Financial Advisors. Outside of his advisor role, he is involved with Wayside Financial Partners, providing advisory services and marketing insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, delivering a range of financial planning and investment management programs.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 1998. 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, supported by a large network of investment adviser representatives.

Dennis Sherlock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Andover, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Raymond James since 2012 and is also associated with First Tech Federal Credit Union since 2014. Additionally, he is involved as an associate with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and partnerships.