Christina Lafortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. Since joining the firm in 2011, she has provided financial guidance to a diverse range of clients including non-profits, business owners, executives, and families. Christina co-leads The Smith-LaFortune Group, focusing on investment management, retirement planning, insurance solutions, banking services, and customized wealth preservation strategies. Christina holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. Beyond her professional role, Christina is involved with community organizations such as the Girl Scouts of Central and Western Massachusetts, Habitat for Humanity, and the Worcester County Food Bank. She resides in Sturbridge, Massachusetts with her husband and children and maintains personal interests in boating, camping, cooking, gardening, hiking, pottery, traveling, yoga, and spending time with family.

Laura Wiedeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2016. She leads The Freeman Wiedeman Group, focusing on delivering comprehensive wealth management strategies that align with her clients' personal passions, goals, and concerns. Laura works with a diverse client base including high-net-worth individuals, engineers, educators, business owners, and a growing circle of women seeking tailored financial guidance. Her expertise covers areas such as college education planning, family wealth management, legacy planning, tax minimization, retirement income, and socially responsible investing. Prior to joining Merrill Lynch, Laura gained experience as an Assistant Manager at Bank of America, which enhances her ability to integrate banking insights with investment management. She holds a Bachelor of Arts degree from Worcester State University and a high school diploma from Tahanto Regional Highschool. Laura maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional role, Laura is actively involved in her community through volunteer work and board membership. She has served on the Board of Directors for Dress for Success in Worcester, participated on the Community Investment Committee of United Way, and volunteered for Big Brothers Big Sisters of Central Massachusetts. Laura enjoys spending time with her family, including her husband and two daughters, playing soccer, practicing yoga, and vacationing in Falmouth, Massachusetts.

Jonathan Olson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to organize, manage, and achieve their financial goals by understanding their priorities and developing personalized strategies. Jonathan provides guidance on a wide range of financial concerns, including retirement planning, investment management, education funding, legacy planning, tax minimization, and small business strategies. He also offers access to Bank of America specialists for banking, credit, home financing, and business solutions. Jonathan’s approach centers on uncovering what matters most to his clients and their families, helping them pursue their short-, mid-, and long-term goals with ongoing advice and tailored solutions. He holds the Personal Investment Advisor (PIA) designation and has completed education at Nashwauk High School, Vermilion Community College, Hibbing Technical College, and the University of Minnesota System. Outside of his professional role, Jonathan enjoys a variety of personal interests such as baseball, boating, camping, fishing, ice hockey, reading, softball, volleyball, woodworking, and spending time with his family.