Broker Check

Team

 

Our Local Planning Team

Lori Ulm started her financial planning career 30 years ago in the Boston area developing her experience as a Junior Planner to a CERTIFIED FINANCIAL PLANNER™ Practitioner.

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Tom Hart has been helping clients work towards their goals for more than 33 years. He is a graduate of Michigan State University and a licensed CPA. Tom enjoys playing golf and tennis in his spare time.

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Gwen is the newest member of the team. She comes to us from a career in retail management and is ready to bring her passion for helping others to the financial advising world. Gwen has a mathematics degree from Stonehill College and is...

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Diana Smith has been providing financial management services to clients throughout the South Shore and Boston areas for over 14 years. Diana’s clients appreciate her experience, professionalism, and her ability to demystify...

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Jon Bicknell, CRPC, CFP®

CERTIFIED FINANCIAL PLANNER™

Jon is a CERTIFIED FINANCIAL PLANNER™ professional with more than 23 years of experience executing financial strategies for individuals, families and businesses. He specializes in retirement accumulation and distribution...

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Regional Resources- Prosperity Network of Advisors

Paul Ewing, CFP®, AAMS

President/CEO, Prosperity Network of Advisors

Paul has been directing investments for clients' life savings since 1983. Earning the Accredited Asset Management Specialist designation and the Certified Financial Planning certificate from the College of Financial Planning. Financial...

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Glenda Christopherson

Chief Operations Officer, Prosperity Network of Advisors

Glenda co-founded Prosperity Advisory Group with Paul Ewing in 1989 and is the Chief Operations Officer for both Prosperity Advisory Group and Prosperity Network of Advisors. She is a registered General Securities Representative...

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Paula Johnson

Executive Director of Operations, Prosperity Network of Advisors

As Executive Director of Operations & Member Experience and Compliance & Education, Paula manages the day-to-day operations and compliance of Prosperity Network of Advisors.Their oversight of account services, recruiting, and...

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Scott Sirois

Director of Information Technology, Prosperity Network of Advisors

Scott Sirois, Director of Information Technology for Prosperity Network of Advisors has over 20 years' experience in operations and systems management, business process design and process improvement. Scott provides valuable, relevant...

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Sally Jenkins

Director of Business Operation, Prosperity Network of Advisors

Sally’s role includes financial recordkeeping and reporting, as well as Human Resources liaison for Prosperity Network of Advisors. Sally’s understanding of the intricacies of managing both an OSJ and a client practice...

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Alan Topolski

Manager of Compliance and Education, Prosperity Network of Advisors

Alan interacts daily with advisors and team members as it relates to compliance, supervision and educational topics and events and is also responsible for day-to-day OSJ supervision of new account approvals, trade review, office...

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