Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Robert Spadano is a CFA® charterholder with 21 years of industry experience, currently affiliated with LPL Financial since 2006. He operates out of Walpole, MA, and holds a Series 63 license. Outside of his advisory role, he is associated with Seven Point Financial, Inc., a DBA based in Walpole. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and external sources.

Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at The Patriot Financial Group, LLC from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Jennifer Sterlacci is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BNY Mellon and Lafayette College Endowment. Outside of her advisory role, she is a girls tennis coach at North Smithfield School District. Mass Mutual Investors Services 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, providing collaborative, goal-focused recommendations using firm-approved analytical tools.

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 ChFC® and Series 63 licensed financial advisor with LPL Financial, where he has worked since 1993, totaling 44 years of industry experience. He is based in Millis, MA, and also has a registration for non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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.

Thomas Hayes is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Global Capital for six years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

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.

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.

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 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.

Mary Costa is a CFP®-designated financial advisor with Ameriprise, based in Methuen, MA, and has 19 years of industry experience. She has worked at Ameriprise and its related entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.