Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes two years at The Patriot Financial Group, LLC. 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 financial planning and investment solutions, including advisory and brokerage services delivered through a large network of representatives.

Jennifer Sterlacci is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at BNY Mellon and Lafayette College Endowment. Outside of her advisory role, she serves as a girls tennis coach. 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, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars.

Nolan McLaney is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and team members to assist clients in making informed financial decisions. He focuses on guiding clients in building financial plans that align with their goals and values. Nolan has held various roles at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. His experience within the company has provided him with a comprehensive understanding of client relationships and financial planning. Outside of his professional work, Nolan enjoys boating, fishing, fitness, football, and hiking.

Robert Matson is a financial advisor with LPL Financial who holds the ChFC® and Series 63 designations and has 44 years of industry experience. He has been with LPL Financial since 1993. Outside of advising, Matson is involved in insurance sales through a non-variable insurance business under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

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 at LPL Enterprise with a Series 66 designation and one year of industry experience. She previously worked at Bank of America N.A. and H&R Block. Doszhan serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance services.

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.

Thomas Hayes is a financial advisor with LPL Financial based in Marlborough, MA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including six years at Bolton Global Capital prior to joining LPL Financial in 2017. 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, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets through a large network of professionals.

Eric Bertz is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously spent 26 years with Osaic FA, Inc. Outside of his advisory role, he is involved in the sale of property and casualty insurance, group employee benefits, and life insurance through other business activities. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, offering services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary support for qualified plans.

Michael Chong is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes a range of investment strategies governed by its CIO and platform oversight, and leverages its integration with Bank of America’s broader banking and capital-markets platform.

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.

Justin Turcotte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes 18 years at Commonwealth Financial Network and over two decades affiliated with Jonathan C. Wolff. He is also an officer and owner of Turcotte Wealth Management, Inc., which serves as his financial advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas Loonie is a financial advisor with LPL Financial based in Westwood, MA. He holds a Series 66 designation and has 24 years of industry experience. His prior work includes roles at Bay Financial Advisors, Inc. and Peachtree Wealth Strategies LLC. Outside of advising, he is a commissioned notary public who occasionally notarizes documents for colleagues. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

David Ferris II is a CFP® professional with 11 years of industry experience, currently serving at Morgan Stanley in Wellesley, MA. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Mary Costa is a certified financial planner (CFP®) with 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Costa operates through an investment-related LLC alongside her advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on income sustainability and tax-aware strategies for clients nearing or in retirement.

Brian Hendrickson is a financial advisor with LPL Enterprise, holding a Series 66 designation and no prior industry experience. His background includes roles at several firms such as Eagle Strategies, New York Life Insurance Company, Fidelity Investments, Bain & Company, and BCG. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers various financial planning and consulting services.

David Meek is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, CCO Investment Services Corp, and IFMG Securities. Outside of his advisory role, Meek operates a DBA for insurance and financial services and also works as an insurance agent selling life, annuities, and long-term care products. 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 financial planning, investment management, and advisory services, supported by a large network of advisors and an extensive platform that includes both advisory and non-advisory financial products.

Matthew Pescatore is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including roles at Sagepoint Financial, Inc. from 2009 to 2023 and OSAIC in 2023. He is also involved with Legacy Insurance Brokers LLC, a non-variable insurance business. 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, model portfolio programs, and institutional platforms, supported by tools such as machine learning for operational research.

Joseph Costa is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Colby College and Pelham Parks and Recreation. He also serves as a paid assistant lacrosse coach at Pelham High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk profiles.