James Ross is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including SagePoint Financial, Minnesota Life Insurance Co, and Hornor Townsend & Kent Inc. In addition to his advisory role, Ross is involved in non-variable insurance activities in Massachusetts. 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 range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

Matthew Boehm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and has prior experience at firms including Unified Wealth Management, LLC, Gunnallen Financial, Inc., and PFA/Pinnacle Financial Advisors. Outside of his advisory role, Boehm is involved with M & M Financial Partners, which provides tax preparation and accounting services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

James Butler III is a financial advisor with LPL Financial in Westwood, MA, holding a Series 63 credential and with 43 years of industry experience. He has worked at LPL Financial since 2004 and previously spent 17 years at Bay Financial Advisors, Inc. In addition to his advisory role, he sells fixed annuities and various types of insurance, including individual and group health, term, universal and whole life, long-term care, and disability insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Samir Shah is a financial advisor with LPL Financial in Braintree, MA, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009 and is also associated with Leveroni Financial Management Corp. outside of his primary role. 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 through a network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Ryan Vanweezel is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His work history includes roles at Cadaret Grant & Co., Inc. and Nuveen Investments. In addition to his advisory role, he is involved in tax preparation and accounting as a CPA and holds a notary commission. 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 advanced advisor tools and a broad network of over 22,800 advisors.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a variety of investment programs.

Shelley Zicolell is a financial advisor with LPL Financial in Milford, MA, holding eight years of industry experience. She has been with LPL Financial since 2018 and also has a long-standing affiliation with Abodeely Insurance Co dating back to 1985. 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 and access to third-party asset management, utilizing model portfolios and customized strategies supported by advisor-focused technology tools.

Steve Liss is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Investment Solutions Representative. His professional experience centers on working with high net worth families to understand and address their diverse financial goals. Steve emphasizes the importance of in-depth financial planning tailored to each client's unique situation to provide clarity for their financial future. Outside of his professional responsibilities, he enjoys golf, skiing, and traveling.

Thomas Crowley is a CFP® with 18 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexandros Reissis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Stop it Goaltending, OPEXEngine, and teaching appointments at Bentley University and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic construction, with oversight of sub-advisers and use of AI and systematic methodologies in its investment process.

Aline Yurik is a financial advisor with MassMutual Investors Services holding CFP® and Series 66 credentials and has three years of industry experience. She has a diverse background that includes roles in health insurance IT systems and extensive part-time academic positions at multiple universities, including Brandeis University where she serves as program chair for the Master of Software Engineering. Yurik is also a licensed real estate agent with Centre Realty Group. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and other clients, utilizing firm‑approved analytical tools to support collaborative annual planning engagements.

Charles Casassa is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2001. Casassa also acts in a fiduciary capacity for two irrevocable trusts. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Conor Duffy is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2018 in various capacities. He began his career as a Financial Representative Intern at AXA Advisors LLC in 2017 before joining Fidelity Investments as a Workplace Planning Associate in 2018. Since then, he has progressed through roles including Workplace Planning Consultant, Financial Representative, Relationship Manager, and Planning Consultant, culminating in his current position starting in 2025. Throughout his tenure at Fidelity Investments, Conor has focused on developing individualized financial plans tailored to clients' specific needs, preferences, and goals. His experience spans private wealth management and client relationship management, emphasizing personalized financial planning strategies. Outside of his professional work, Conor enjoys baseball, fishing, kayaking, spending time with friends at social events, and caring for his pets.

Jonathan Moore is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2014, following a tenure at Fidelity Brokerage Services starting in 2004. Outside of his advisory role, Moore serves on the Finance Committee for the Town of Ashland, MA, and acts as an alumni chapter counselor for Sigma Phi Epsilon at UMass Amherst. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform of capital markets and advisory solutions.

Gerard Nizich is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked for American Portfolios Financial Services, Inc. for eight years. In addition to his advisory role, he is involved in a national insurance brokerage focusing on non-variable insurance products. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management platforms.

Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Christopher Tracy is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Tracy serves on the Finance and Operations Committee of the Boys & Girls Club of Metrowest, a nonprofit organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broader institutional capabilities.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience, currently associated with Cambridge Investment Research Advisors. Her work history includes roles at Mass Mutual Investors Services and Baystate Financial. She is also active as an independent insurance agent and is involved with the Libre Advisor Network, which provides education and resources to advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Benjamin Chwalek is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Tour the Hill Boulder, Aircare Marketing, and CB Equities, as well as academic experience at the University of Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, supporting both discretionary and non-discretionary advisory mandates.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.