Burlington, MA District Ave Office

Diana Smith is a financial professional at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services and South Shore Advisory Group. Smith serves as treasurer for the Sacred Heart Parents Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Lori Ulm is a CFP® professional with 36 years of industry experience, currently affiliated with Cetera. She has been with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. Outside of her advisory role, she provides divorce planning services and works as an estate settlement contractor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

George Hanscom is a financial professional with 19 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with Investors Capital Corporation. Outside of his advisory role, Hanscom manages a tax preparation and consulting business serving individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base ranging from individual investors to institutional and charitable clients, offering a multi-manager platform with a variety of portfolio management and financial planning services.

Jon Bicknell is a CFP® professional with 30 years of experience, currently serving at Cetera. He has worked at Cetera Advisors LLC since 2016 and previously at Investors Capital Corporation. Outside of his advisory role, Bicknell is involved in fixed insurance products, operates a financial services DBA called Prosperity Financial Planning, engages in life settlements through Welcome Funds, Inc., and owns a tax reporting entity, JTB CFP, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services and administers over $256 billion in assets through a network of more than 10,000 advisors.