Bassam Bitar is a CFA® charterholder and holds a Series 63 license, with 13 years of industry experience. He has been with Edward Jones since 2023 and previously worked at Brighthouse Financial and FIDELITY Brokerage Services. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Steven Steiger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Deyeso is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

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.

Daniel Buonopane currently serves as Vice President Private Wealth Management Advisor. He partners with clients and their families to develop personalized wealth plans aimed at helping them achieve their financial goals. He values building long-term client relationships. Daniel has been with Fidelity Investments since 2003, progressing through roles including Investment Consultant, Financial Consultant, VP Financial Consultant, and Vice President Wealth Management Advisor before his current position. His experience spans nearly two decades within the wealth management field at Fidelity. Outside of his professional work, Daniel's personal interests include cooking and baking, family activities, tennis, and volunteering.

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.

William Spencer III is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® designation and has worked at OSAIC since 2018, following 11 years at Signator Investors, Inc. Outside of his advisory role, he is a partner at Spencer Financial, LLC, and serves as a trustee of The Sudbury Foundation, which awards grants to nonprofit organizations and financially needy college students. He also serves on the board of Lincoln Sudbury Youth Lacrosse. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

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.

Stella Shen is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. Prior to joining OSAIC, she worked at Holistic Financial and Retirement Group and held positions in education at Tufts University, Andover High School, and Doherty Middle School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party money managers. The firm employs multiple asset-allocation tools and offers both discretionary and non-discretionary management, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

David Meek is a financial advisor at LPL Financial in Framingham, MA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and CCO Investment Services Corp. Meek operates a DBA for insurance and financial services through Northeast Investment Advisors and is also active as an insurance agent selling life, annuities, and long-term care products. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, with portfolio management supported by internal research, third-party subadvisors, and technology-enhanced strategies.

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.

Tim Dunn is Vice President and Financial Consultant at Fidelity Investments. He works with clients within the Private Client Group, focusing on all areas of wealth planning including investment planning, retirement planning, income protection, and family conversations. Since joining Fidelity Investments in 2008, Tim has held multiple roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President Financial Consultant. He follows a comprehensive process with each client, starting with understanding their needs and financial objectives, analyzing their current situation, and collaborating on strategies to improve their financial plan. Outside of his professional responsibilities, Tim has interests in concerts, fitness, food, golf, traveling, and volunteering.

Brendan Sheehan is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation from 2013 to 2017. He is a partner and agent at Waymark Wealth Management, where he is involved in non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Daniel Marean is a CFA® charterholder and holds the Series 66 designation, with 10 years of industry experience. He has been with Ameriprise since 2015, currently based in Newton, MA. Outside of his advisory role, he is involved in real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.