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.

Gregory Meahl is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds Series 63 and 65 licenses and has worked at MassMutual Life Insurance Company and MetLife Securities. Outside of his advisory role, he has been involved in insurance brokerage and is a partner in a financial services LLC. 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 using firm-approved tools and structured annual planning relationships.

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.

Matthew Ros is a financial advisor at OSAIC with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Active Directions. He also serves as a financial paraplanner for GenX Financial LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Richard Perry Jr. is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Commonwealth Financial Network for 18 years before joining Cambridge in 2024. Perry also serves as a justice of the peace in Gloucester, MA, and holds a notary public commission in Danvers, MA. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing various custody platforms and a blend of proprietary and third-party investment strategies.

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.

Nancy Libardoni is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2025, she operated Libardoni Financial for several years and previously worked at Gilbane Building Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Robert Petrella is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at New England Financial, Securian Advisors of New England, Minnesota Life Insurance Co, Navy Federal Brokerage Services, Global Investment Advisors, and Essex Securities. He is also involved in a fixed non-variable insurance business. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, and employs various investment strategies supported by in-house and third-party research.

Jessica Loughnane is a financial professional with seven years of experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at Cetera and Cetera Advisors LLC since 2018, as well as CCR Wealth Management LLC since 2023. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets across over 10,000 advisors.

Adam Kline is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, High Opportunity Sales Representative, and Customer Development Representative. Adam partners with individuals and families to create and maintain comprehensive financial plans aimed at long-term success and peace of mind. His practice focuses on building relationships to gain a thorough understanding of each client's personal and financial circumstances, enabling him to provide tailored guidance specific to their situations. Adam holds the designation of Certified Financial Planner ™. Outside of his professional role, Adam's personal interests include football and golf.

Mark Nichols is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked for Woodbury Financial Services, Inc. for 16 years. Nichols also operates his own CPA firm, providing accounting and tax services, and serves on the investment committee for the Pike School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage a variety of investment portfolios.

Peter Angle is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Dale Lewis is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently affiliated with Cetera and has prior experience at firms including LPL Financial and Avantax Advisory Services. Outside of his advisory work, Lewis is the owner of Taxes and a Plan, a tax preparation and accounting services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

James Gibbons is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Equitable Advisors, Lowes, and Skidmore College. 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 individuals, high-net-worth clients, and various organizations.

Amy Moore is a financial advisor at Merrill with 43 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1982, concurrently serving at Bank of America since 2009. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Brett Charbonneau is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was an independent contractor for Uber Technologies Inc. and worked at Grubhub Holdings Inc. outside the investment industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ryan Nelson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at Edward Jones and ProEquities, Inc., spanning over 18 years. He is also president of Ryan Nelson Wealth Management, a support company focused on investing and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses analytical tools and risk profiling to tailor non-discretionary advice and supports a diverse client base through its extensive advisor network.

Joshua Cotter serves as a Resident Director at Merrill, bringing over a decade of experience as a financial advisor since joining Bank of America in 2007. He and his team focus on helping clients navigate complex financial decisions by minimizing risk through strategies such as asset diversification, tax consequence evaluation, legacy planning, and liability management. His approach centers on creating customized plans that guide clients toward achieving long-term financial goals and milestones. Mr. Cotter holds a Bachelor's degree in Communications from Elon University and has obtained several professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). His areas of expertise encompass retirement income planning, tax minimization, socially responsible investments, education planning, municipal bond portfolios, alternative investments, and financial planning for individuals experiencing sudden changes in their personal circumstances. Outside his professional role, Joshua Cotter values family highly and resides on the North Shore with his wife Kate and their two daughters. In his personal time, he enjoys activities such as boxing, golfing, hiking, reading, and spending time with family.

Thomas Regan is a financial advisor with Charles Schwab in Cambridge, MA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He previously worked at GW&K Investment Management and Amg Distributors, Inc. Regan is also a landlord of a rental property in Boston. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a blend of non-discretionary advice and access to affiliated discretionary separately managed accounts.

Bernard Reitman Jr. is a financial advisor with Primerica Advisors in Andover, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.