Bruce Gould is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley and Merrill in multiple roles since 2009. Outside of his advisory work, he is involved with a trust-related business activity in Uxbridge, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individual and institutional clients with a variety of financial planning and investment programs, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and supports a broad range of investment strategies and products.

Eric Burt is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including prior roles at Wells Fargo Advisors and City National Bank. Burt serves on the board of the Dover Sherborn Education Fund and is involved with the University of Vermont Foundation, as well as nonprofit and community groups such as Waypoint Adventure and Pilgrim Church Pastoral Relations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michael Emmons is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with a focus on approved funds and strategies.

Samuel Brand is a financial advisor with Edward Jones in Walpole, MA, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2019 to 2021, as well as nine years of service in the US Navy. Outside of advising, he manages a rental property in Woburn, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of financial advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and securities-based lending options under a fiduciary standard.

Jonathan Jackson is a CFP®-certified financial advisor with Ameriprise in Needham, MA, bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns a job board domain named MothersHours, though the business has not been developed. Ameriprise provides retirement-income planning services focused on individuals with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team that utilizes algorithmic tools and research to support tax-efficient withdrawal strategies and Social Security planning.

Jonathan Lilja is a CFP® professional affiliated with Cetera who has 23 years of experience in the financial industry. He has been associated with Cetera Advisors LLC since 2014 and with Cetera since 2024. Outside of his advisory role, Lilja serves as a part-time EMT for the Town of Rockport Ambulance Department, is a conservation commission member, and a select board member for the Town of Rockport. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliations to provide diverse investment solutions.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining Cambridge Investment Research Advisors in 2023. Auerr is also owner of Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, where he provides investment advisory and tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using a range of proprietary and third-party investment strategies.

Arthur Lambi Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2024, he worked at Bentley Wealth Advisors, LLC and Disanto Priest & Co. from 2018 to 2023, and Commonwealth Financial Network from 2003 to 2018. He is also president of Arthur Lambi & Associates, Inc., a consulting firm. 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, supported by risk profiling and analytical tools, and maintains specialized municipal and public-finance advisory capabilities.

Stephen Fitzmaurice is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Based in Wellesley, MA, he has been with the firm’s affiliated private bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Martin Kofman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and he has operated a CPA practice since 1982. Outside of advising, he is a partner in an investment partnership and manages a CPA tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Jake Guidone is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including prior roles with Boston Sports Partners and MassMutual Life Insurance Company. Before entering the financial sector, he was affiliated with several educational and sports organizations. 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 offers a collaborative planning process using firm-approved software and provides event-driven planning services such as estate settlement and divorce planning.

Benjamin Preusse is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Canaccord Genuity and the Bank of New York Mellon. Outside of finance, he is involved with Jacks Abby Craft Lagers, a restaurant and bar in Framingham, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Brendan Horrocks is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include work at A Book Company LLC and the University of Massachusetts Amherst. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Aubrie Church is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Aldi Inc. before joining Merrill in 2020. Merrill, along 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Isobel Congdon is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, she worked at Inkerman and spent several years in education, including positions at Boston College and Nantucket High School. She also managed a small business, Annie and the Tees, from 2017 to 2023. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Erin Nowak is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked in roles outside of finance, including positions at JNP Coffee and The Union Club of Boston. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Postizzi Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2003, serving in its various capacities for over two decades. Outside of his advisory role, he owns a small simulator racing studio, Apex Predators Sim Racing LLC. 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 uses analytical tools to illustrate potential outcomes, supporting implementation through its advisory programs or other providers.

Eleanor Paul is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has previously worked at Marathon Sports and Amica Mutual Insurance. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.

Jinping Xu is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge, Xu worked at LPL Financial LLC and has operated JP Financials & Consulting LLC since 2018. Xu is also a Certified Public Accountant and owner of Beacon Tax Group LLC, providing tax services alongside advisory duties. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a variety of investment strategies and platform arrangements, combining proprietary and third-party models to meet client objectives.

Lauren Schoenberger is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Win At Social Inc. d/b/a The Social Institute for one year and was employed at Wellesley College for eight years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.