Bradley Riedl is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2008 alongside his father. He focuses on serving families with complex financial needs, guiding them in developing generational goals and addressing their financial concerns amid the current economic climate. Bradley’s expertise includes divorce transition planning, equity compensation services, family wealth management strategies, legacy planning, liquidity management, retirement income, and special needs planning strategies. Bradley draws on his background as a Certified Public Accountant and his deep experience within a father-son team to provide attentive, personalized service to clients, helping them navigate complex financial situations. His client base includes business owners, physicians, dentists, tech and biotech founders, and senior corporate executives, many of whom value both results and relationships. He is committed to understanding each client’s unique story and identifying financial goals that may not have been previously discussed, while addressing overlooked aspects such as trusts, wills, and insurance provisions. Bradley holds a Bachelor’s Degree from Susquehanna University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Needham, he lives with his wife Colleen and their three children. Outside of work, Bradley enjoys fishing, golfing, hunting, skiing, swimming, tennis, and spending time with his family.

Robert Groh is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for eight years at Stryker Sustainability Solutions. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a variety of investment models and discretionary management approaches, relying on third-party asset managers and programs sponsored by LPL.

Robert Porack is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Metlife Securities Inc., General American Distributors, Inc., and MetLife Investors. He operates an insurance brokerage focused on life and health insurance and serves as an adjunct faculty member teaching a graduate-level wealth management course at Merrimack College. MassMutual Investors Services, LLC is 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides various event-driven planning services such as divorce and estate-settlement planning.

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 at RBC Capital Markets with Series 63 and Series 66 credentials and 42 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the boards and committees of several nonprofit and educational organizations, including the Dover Sherborn Education Fund and the University of Vermont Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers customizable advisory programs and portfolios managed through a combination of in-house and third-party managers, with services that include financial planning, custody, and brokerage.

Michael Emmons is a CFP® credentialed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities in Newtonville, MA. His prior roles include positions at Merrill, Bank of America, Fidelity, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative analysis and may include ESG considerations.

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 and holds a Series 66 credential. He has 18 years of industry experience, including 16 years at Lincoln Financial Advisors before joining Cambridge in 2023. Auerr is also involved in owning and operating Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, which provides tax services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Arthur Lambi Jr. is a financial advisor with 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, he worked at Bentley Wealth Advisors, LLC, Disanto Priest & Co., and Commonwealth Financial Network. He is also president of Arthur Lambi & Associates, Inc., a consulting and financial advisory firm. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs including municipal finance and SIMPLE IRA consulting.

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 one year of industry experience. She holds a Series 66 designation. Prior to joining Equitable Advisors, she worked at Inkerman and has a background that includes roles in education and entrepreneurial experience with Annie and the Tees. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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.