Douglas Beaudoin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) credential. Douglas earned an Associate's Degree from Manchester Community College and a Bachelor's Degree from Southern New Hampshire University. His professional approach focuses on building trust-based relationships through genuine connections and understanding clients' needs. His expertise includes risk management, financial planning, investments, tax management, insurance, estate planning considerations, and retirement savings and income planning. Douglas emphasizes simplifying complex financial concepts and guiding clients toward achieving their financial goals through sound strategies and education. Outside of his professional role, Douglas is a father of three and resides in Massachusetts. He enjoys spending time with his family, watching movies, and engaging in activities such as football, golfing, ice hockey, table tennis, and traveling.

Jane Dobisz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 25 years of experience in personalized financial planning and wealth management. She focuses on understanding clients' priorities to develop flexible strategies that address changing market conditions. Jane works in areas including college education planning, retirement income, socially responsible and ESG investing, women and wealth, LGBT wealth planning, and services for endowments, foundations, and non-profits. Jane holds a Bachelor's Degree from the University of Vermont and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She follows a client-centered approach, emphasizing transparency and collaboration throughout the financial planning process. Jane is also committed to community involvement, volunteering with the Cambridge Zen Center and participating in community fundraising efforts. Outside of work, she enjoys biking, boating, cooking, golfing, painting, photography, reading, swimming, traveling, and writing.

Yekaterina Ferraro is a financial advisor with LPL Financial in Lexington, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Citizens Securities Inc. and CITIZENS Bank from 2015 to 2019. Outside of her advisory role, she serves as a yoga instructor at Empower Yoga Studio and an instructor at North Shore YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

Avi Finder is a financial advisor with Ameriprise in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise specializes in retirement-income planning services for individuals generally holding at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Louis Denison is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he held various roles related to athletics and education at Nichols College and other institutions. He has been involved with Sandy Burr Country Club since 2020. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory platforms to offer a range of investment solutions.

Vourdanne Ignegongba is a Planning Consultant at Fidelity Investments, a role held since 2024. Prior to this, Vourdanne served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. As a CFP® professional, Vourdanne partners with high net worth clients, families, and business owners to build comprehensive financial plans and assist them through significant life events. Vourdanne's areas of expertise include retirement planning, risk mitigation, legacy planning considerations, tax efficient investing, and investment strategy. Vourdanne prioritizes clients' confidence and well-being, ensuring that each client receives attentive and personalized service.

Judith Carlson Wang is a financial advisor with Edward Jones in Newton, MA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked for John Hancock Distributors LLC for 11 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Paul Fortini is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2008. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and five years of industry experience. His background includes service in the United States Army and roles with the Massachusetts State Police and Essex County Sheriff's Department, as well as positions in education at the University of Massachusetts Lowell and North Andover Public Schools. He also serves as a trustee for a local homeowners association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions across multiple product types.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Anthony Christopher is a Planning Consultant at Fidelity Investments, where he partners with individuals and their families to develop and implement individualized financial plans. He focuses on building ongoing relationships with clients to understand their financial goals and provide confidence in their financial decisions. Anthony has experience in various roles at Fidelity Investments, including positions as an Investment Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His career at Fidelity began in 2021 and has involved progressively responsible roles focused on client service and financial planning. In his personal time, Anthony engages in activities such as cooking and baking, football, golf, spending time at the lake, watching movies, and solving puzzles.

Carol Crowley is a CFP® professional with 13 years of experience, currently serving clients at Edward Jones since 2013. She holds a Series 66 designation and is based in Northborough, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning programs and educational seminars.

Britton Wilson is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member and owner of Santucket, LLC, a real estate holding company based in Litchfield, CT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad branch footprint.

Bernard Ravelson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual, METLIFE Securities, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Joseph Gonthier is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at firms including AAFCPAs, Inc. and Wolf & Company, P.C. Previously, he has also been involved with Merrimack College Financial Capability Center and Teresa's Grille 19. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Suzanne Saville is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, she worked for nine years at Citizens Securities, Inc. 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 supported by model portfolios, third-party asset management, and institutional platforms.

Robert Kostigen is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is part of the HRSK & Associates team, which averages 15 years of experience in the financial services industry, delivering expertise in retirement and education planning strategies, insurance strategies, and trust planning services. Robert and his team focus on building enduring relationships grounded in trust, integrity, and accessibility while providing sound guidance and strong service. They employ a defined, goals-based process for wealth management, emphasizing a long-term investment approach centered on asset allocation, diversification, and discipline, leveraging the resources and research of Merrill Lynch. Robert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Suffolk University. His approach involves helping clients achieve their personal and family financial goals by creating customized plans that reflect their perspectives and priorities.

Mitchell Sirota is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial strategies tailored to their individual and family goals. He focuses on helping clients create plans aimed at growing, preserving, and distributing their wealth in alignment with their financial objectives. Mitchell has held several roles at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This progression reflects his experience in client relationship management and investment consulting within the financial services industry. Outside of his professional work, Mitchell has interests in art, cars, cooking and baking, music, and traveling.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including SagePoint Financial, Cambridge Investment Research, Citizens Securities, and Fidelity. Outside of advising, she is a member of Boston Women in Finance. OSAIC Wealth serves a diverse client base ranging from individual investors to retirement plan sponsors and corporate clients. The firm offers advisory and brokerage services through a multi-advisor platform focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.