Leonard Schmidt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2008, joining alongside his brother, Tom. Prior to this, Leonard had a 20-year career at Morgan Stanley, where he managed the growth of the Norwell, Massachusetts office, expanding the team from seven to over thirty employees. He also held roles including Advisor training manager and Branch Manager during his tenure. Leonard began his career after graduating from Bentley University with a Bachelor's Degree in Finance. He initially joined Dean Witter's Financial Advisor training program in 1988. Leonard holds the Personal Investment Advisor (PIA) designation. He completed his high school education at Foxborough High School.

Elina Doszhan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she worked at Bank of America N.A. for three years and at H&R Block for two years. She serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise, LLC provides a broad range of financial services to individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products.

Robert Charland is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, he serves as a power of attorney for a fiduciary entity based in West Palm Beach, Florida. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jacob Larson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Columbia Threadneedle Investments. He provides advisory services to existing clients and manages his own client relationships out of the Walpole, MA office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Eric Bertz is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Osaic FA, Inc. for 26 years before joining Equitable Advisors in 2024. Outside of advising, he is involved in property management as a co-owner of Fairbanks Realty Advisors LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Lawrence Velarde is a financial advisor with Fisher Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at Fisher Investments since 2017 and previously spent three years at TIAA-CREF. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Michael Chong is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads a wealth management team dedicated to assisting clients with the complex challenges involved in growing, preserving, and transferring wealth. Michael and his team leverage the extensive resources and intellectual capital of Merrill Lynch to provide investment advice and access to banking services through Bank of America. Their approach includes investment guidance, trust services, credit management, and insurance. Michael’s clients primarily include affluent families, corporate executives, and successful business owners who seek a detailed and disciplined planning strategy. His areas of expertise cover a wide range of financial services, including LGBT wealth planning, retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and corporate investment strategy. He holds a Bachelor's degree in Engineering from Dartmouth College and is a Chartered Financial Analyst (CFA) Charterholder as well as a Personal Investment Advisor (PIA). Michael is proficient in both English and Chinese. Outside of his professional work, he enjoys basketball, biking, golfing, running, and spending time with his family.

James Shea is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Medtronic Inc. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports based on research and modeling, combining advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Loonie is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 credential and possessing 23 years of industry experience. He has been associated with LPL Financial since 2004 and also operates Peachtree Wealth Strategies LLC, a DBA used in connection with his LPL business. Thomas has prior experience at Bay Financial Advisors, Inc., where he worked for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

David Ferris II is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. He currently works at Morgan Stanley and has prior experience with Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Brian Hendrickson is a Series 66-registered advisor with LPL Enterprise, LLC. He has held roles at firms including Eagle Strategies, New York Life Insurance Company, Park Avenue Securities, NYLIFE Securities, Fidelity Investments, Gen II Fund Services, Bain & Company, National Grid, BCG, IFAW, State Street, and Bain Capital. Hendrickson is based in Southborough, Massachusetts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

David Meek is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at LPL Financial, CCO Investment Services Corp, and IFMG Securities. Meek operates a DBA called Northeast Investment Advisors, providing insurance and financial services, and also sells life, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves 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 portfolio management options, combining model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary authorities.

Matthew Pescatore is a financial advisor with LPL Financial based in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including 14 years with Sagepoint Financial, Inc., and more recent roles at OSAIC and Legacy Financial Advisors, Inc. In addition to his advisory work, he is involved with Legacy Insurance Brokers LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing various investment strategies and technology-driven tools.

Joseph Costa is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Colby College and Pelham Parks and Recreation. Outside of his advisory role, he serves as a paid assistant lacrosse coach at Pelham High School. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Tim Dunn is Vice President and Financial Consultant at Fidelity Investments. He works with clients within the Private Client Group, focusing on all areas of wealth planning including investment planning, retirement planning, income protection, and family conversations. Since joining Fidelity Investments in 2008, Tim has held multiple roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President Financial Consultant. He follows a comprehensive process with each client, starting with understanding their needs and financial objectives, analyzing their current situation, and collaborating on strategies to improve their financial plan. Outside of his professional responsibilities, Tim has interests in concerts, fitness, food, golf, traveling, and volunteering.

Michael Muccio is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Ameriprise in Hopkinton, MA. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, GWFS Equities, Inc., and MML Investors Services. He is also an associate financial advisor with DES Group, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendation reports delivered through a centralized consulting team.

Brendan Harrington currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he helps lead a team of financial advisors and professionals in assisting clients to make educated and confident financial decisions for themselves and their families. He has been with Fidelity Investments since 2019, progressing through several roles including Investment Solutions Representative, Financial Representative, Investment Consultant, and Assistant Branch Leader. Prior to joining Fidelity, Brendan worked as an Investor Service Associate at Putnam Investments from 2017 to 2019.

Diarmuid Allen is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, having joined Equitable Advisors in 2025. His prior work includes roles at Boston College High School, Reliable Roofing, and QUIBIC Labs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Nermin Khalil is a financial advisor at Ameriprise with 11 years of industry experience. Prior to joining Ameriprise in 2020, Khalil worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of Ameriprise, Khalil is CEO of Madden Bailey LLC, a financial planning and brokerage firm. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

James Cawley is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2024 and previously held roles at Strategy Asset Managers, Equitable Advisors, and other organizations. Outside of his advisory work, he served as a client service associate at CCR Wealth Management LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse investment management and financial planning services through a large network of independent advisors.