Brian Snelson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He is a First Vice President and a longstanding member of The Leland Group. In his role, Brian works closely with clients to navigate complex financial decisions across life transitions, focusing on long-term planning, wealth preservation, and retirement readiness. Brian's expertise encompasses areas such as college education planning, employee financial health, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and also carries the Personal Investment Advisor (PIA) designation. Brian is a graduate of the University of Massachusetts with a bachelor's degree. He lives in Tewksbury, MA with his wife and enjoys spending time with his three adult children and grandchildren. His personal interests include biking, boating, football, golfing, hiking, running, skiing, and traveling.

Noah Caruso is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for Andover Little League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizes structured planning tools and models developed by its Global Investment Committee.

Todd Elliott is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he helps clients develop plans in pursuit of achieving their financial goals. His professional experience centers on providing financial consulting services to assist clients with their financial planning needs.

James Rose IV is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 16 years of industry experience. He has been with MML Investors Services, LLC since 2017 and has also worked with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations in collaborative annual engagements.

Domenic Maitino is a Series 66-credentialed financial advisor at LPL Financial with 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2021. In addition to his advisory role, Maitino is licensed to sell life, health, long-term care, disability insurance, and annuities. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Jack Ciccariello is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist in creating and maintaining customized financial plans for clients. He has held various roles at Fidelity Investments since 2021, including Relationship Manager from 2022 to 2024 and Financial Representative from 2021 to 2022. Jack's professional experience encompasses financial planning and client relationship management within the investment sector. He focuses on supporting Financial Consultants to deliver tailored financial solutions. Outside of his professional responsibilities, Jack has personal interests in food, football, movies, pets, running, and traveling.

Linda Bruce is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Painewebber Incorporated. Bruce is based in Lynn, MA. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm integrates algorithmic automation in its planning process and provides a broad range of advisory, brokerage, and insurance solutions.

Ashley Mcharrie is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she is also a partner in the Leland Group. She has been in the financial industry since 2006 and joined Merrill Lynch Wealth Management in 2015. Ashley provides consulting services to various institutions including hospitals, private foundations, nonprofits, and universities, and serves families with complex financial needs through investment management and access to Bank of America lending services. She holds a Bachelor’s degree in Finance from Babson College, where she graduated magna cum laude. Ashley is a CERTIFIED FINANCIAL PLANNER® practitioner, holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® certifications through the Investments & Wealth Institute™, and has completed the Merrill Lynch Longevity Training Program offered in conjunction with the University of Southern California. Ashley lives in Salem, Massachusetts, with her husband, John, and their daughters, Maggie and Chloe. Her personal interests include biking, singing, spending time with her family, and traveling.

Daniel Wagner is a financial advisor with Ameriprise who holds the Series 66 designation and has 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Wagner also manages an independent advisory business through OC&C Inc. 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 tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Christian Bleidt is a Series 66-licensed financial advisor with 19 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2013. In addition to his advisory role, Bleidt serves as CEO of FAP Financial Group, an independent insurance agency, and holds leadership positions in other financial services entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing both proprietary and third-party model strategies.

Derek Cyr is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Investment Service Representative, Full Trader, and Defined Contribution and Benefit Representative. Throughout his tenure at Fidelity, Derek has developed expertise in financial consulting and portfolio management. He focuses on partnering with clients to help them make educated decisions about their financial goals, aiming to personalize interactions to assist individuals in growing, protecting, and distributing their wealth. Derek is committed to providing an educational and welcoming experience that fosters trust between Fidelity and its clients, including their extended families. No information about his education or personal interests has been provided.

Rem Myers Jr. is a financial advisor with UBS Financial Services in Swampscott, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, Myers serves on the admissions committee of the Eastern Yacht Club and is involved with Sailing Heals, a nonprofit that provides day sails for cancer patients, where he acts as a board member and fundraiser. He also participates in fundraising activities for St. George’s School and holds a vestry position at St. Michaels Church in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Melissa Tulley is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Meehan is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Lincoln Financial Advisors from 2016 to 2020 and has operated Meehan Financial Services since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management with resources such as model portfolios, third-party subadvisors, and advanced technologies.

Eleni Liakakis is a CFP® with 17 years of experience in the financial services industry. She has worked at Cetera and its affiliated entities since 2019, and previously spent nine years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment program options and third-party managers.

Paul Bentubo Jr. is a Series 66-registered financial advisor at Fidelity with two years of industry experience. His prior roles include positions at Northwestern Mutual and O'Neill and Associates. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and funds.

Jason Tholander is a financial advisor with Raymond James Financial, holding a Series 66 license and 25 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he manages a property used as a branch office and is involved in supporting related business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Daniel Miller is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise since 2018 and previously spent a decade at Investment Professionals, Inc. His other business activities include involvement in commercial real estate ownership. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Rama Yarram is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Citizens Securities, Inc. and Citizens Bank. Outside of advisory work, he is employed at Michaels Store in a customer service and cashier role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional accounts.

Marc Young is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cantella & Co., Inc., Royal Alliance, and Signator Investors Inc. Young is also involved as an owner and partner in Cantella Capital Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions across multiple custody platforms.