Eric Anderson is a CFP® with 22 years of experience in financial advising. He has been with Mercer Global Advisors Inc. since 2017, with brief intervals away from the industry. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and customized strategies.

Matthew Piaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2001 and has operated his own advisory practice since 2000. Piaker also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management services. The firm offers multiple program structures and discretionary model portfolios while serving as a platform and operations provider for affiliated advisors.

Vanessa Wieliczko is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Hoylecohen LLC before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Gregory Silverman is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2014 to 2017. He is a Series 66 credential holder and manages Clipper City Financial, LLC, an entity involved in managing operating expenses. 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, typically providing goal-based recommendations without investment discretion.

William Elwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining LPL Financial in 2024, he spent 11 years at Cambridge Investment Research and related entities. He is also a co-owner of Vino Tourismo, a business based in Newburyport, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party asset managers.

Dilruba Afroz is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at Bank of America and Walmart. 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.

Kelly Robertie is a financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining Edelman Financial Engines in 2025, Kelly worked for Sensible Financial Planning and Management, LLC, and has a background in education with roles at Peabody and Winthrop Public Schools. Kelly holds the Series 63 and Series 65 designations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, offering both discretionary and non-discretionary investment options.

Thomas Clay is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at Questar Asset Management and Questar Capital Corporation. In addition to his advisory role, he owns New Perspective Financial, where he provides financial planning, asset management, and insurance services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.

Brian Rossano is Senior Resident Director at Merrill Lynch Wealth Management. He brings over 30 years of experience serving affluent individuals and corporations, with a focus on wealth preservation and growth through tailored financial advisory relationships. Brian’s expertise includes retirement planning, legacy planning, executive compensation, equity compensation services, and corporate retirement benefits consulting. He previously served as Branch Manager of the Beverly, MA office and spent 22 years working with Merrill clients from Boston, specializing in managing stock option and 401(k) plans. Brian holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Hartwick College. Brian is involved in community organizations such as the Elks and St. Peters Club. His approach centers on creating customized wealth management strategies based on a comprehensive understanding of clients’ financial situations, priorities, and risk tolerance. Outside of work, he enjoys boating, running, and traveling.

James Mccarthy is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Saltbox Financial since 2009 and Royal Alliance since 2005. Outside of finance, he is a pilot for Delta Air Lines, flying Boeing 767 routes primarily based out of JFK. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment strategies.

Debbie Feest is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services, McIntyre, Freedman & Flynn Investment Advisers, Wells Fargo Clearing Services, Morgan Stanley, and Kovack Advisors. Outside of her advisory work, she is involved in equine therapy, working with a mental health professional to set up therapy sessions involving horses. Mass Mutual 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, charitable organizations, and employers. The firm’s approach includes collaborative, annual planning engagements using firm-approved software and offers specialized services such as Divorce Planning and estate-settlement programs.

Gregory Degraeve is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing wealth through a comprehensive, personalized approach that begins with understanding each client's family, financial situation, and priorities. Gregory works closely with corporate executives and business owners to develop customized, goals-based wealth management strategies. His services include retirement and estate planning, portfolio construction, employee equity and stock option plans, succession and legacy planning, as well as lending strategies with access to Bank of America. Gregory joined Merrill Lynch in 2015 after holding several roles at John Hancock Investments, including Regional Vice President, Internal Business Consultant, and Broker Service Representative. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Plymouth State University. Gregory is fluent in English and French. In addition to his professional work, Gregory follows the Merrill tradition of community involvement and spends time volunteering with local organizations. His personal interests include adventure sports, cooking, traveling, and spending time with his family.

Alan Silverman is a financial advisor with Mass Mutual Investors Services in Newburyport, MA, holding CFP® and ChFC® designations and bringing 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent seven years at MetLife Securities. Outside of his advisory role, he is an insurance agent specializing in long-term care and manages an LLC handling administrative and recordkeeping functions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning engagements supported by firm-approved software and a range of specialized programs including divorce planning and employer-sponsored planning.

Thomas Oleary is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Sentient Jet, Saint Johns the Evangelist, and Stoughton Public Schools. He has also been involved with community organizations such as the Stonington Historical Society and Roger Williams University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight of sub-advisers, and involvement with registered investment companies.

Lesley Dever is a financial advisor with Wells Fargo Advisors, holding CFP® and securities licenses including Series 63, 65, and 66, with 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated firms since 2010. Outside of her advisory role, she has ownership stakes in two investment-related businesses based in Massachusetts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations supported by Wells Fargo research and tools, with optional implementation through its brokerage or advisory programs.

Michael Murphy is a financial advisor with LPL Financial in Newburyport, MA, holding a Series 66 designation and 25 years of industry experience. He has held roles at Murphy, Powers & Wilson, CPA's and Northeast Planning Associates, Inc., while also being involved with BCOB CPAs since 1999. Outside of his advisory work, Murphy serves as treasurer for fundraising efforts at Dover High School and is vice president of the New Hampshire Football Officials Association, where he also referees high school football games. 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 financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Dawnmarie Corneau is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. She has worked at LPL Financial since 2005 and previously at UBS Financial Services from 2002 to 2005. Corneau operates a DBA under her name, Corneau Wealth Management, in Beverly, MA. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Paul Games is a financial advisor at Osaic with 42 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Securities America Advisors, Inc. for 15 years. Outside of his advisory role, he serves as treasurer for The Brain Aneurysm Foundation, a charitable health organization, and owns a tax preparation franchise operated by Liberty Tax Service. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage portfolios that include a variety of investment products.

Christopher Noble is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2018. Prior to that, he spent 10 years at Scottrade, Inc. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Menard is a Financial Advisor at The Leland Group, where he has been providing financial guidance since March 2023. He has been active in the Financial Services industry since 2013. Zachary's professional background includes extensive experience in Retirement Planning, particularly for Workplace Retirement Plan participants, before transitioning to his current role. He collaborates with clients to develop wealth management strategies tailored to their individual financial goals and priorities. He holds a Bachelor of Science degree in Business Management from Skidmore College, with an interdisciplinary minor in Exercise Science and Physiology. Zachary is based in Peabody, MA, and spends his personal time playing hockey and being with his niece and nephew.