Broker Check

Meet Our Team

Local Planning - Jon T. Bicknell, CRPC, CFP ®

Jon is your financial guide and advocate.  As a CERTIFIED FINANCIAL PLANNER™ with over 23 years of experience, Jon and his team offer a comprehensive approach to financial and retirement planning so you gain financial clarity and retire with confidence.  

His approach starts with meetings to develop a written plan then involves working with a client's existing advisors to coordinate advice based on their objectives. He helps to focus a client's team of advisors who help with that plan executing on their legal and accounting or investment and insurance disciplines.  This team approach is integral to providing the appropriate long-term planning solutions.  

Jon graduated from the University of Vermont in 1994 with a Bachelor of Science in Finance.   He enjoys spending time with his wife and two children and is an avid cyclist and skier in his free time.

Jon T. Bicknell, CRPC , CFP ®

CERTIFIED FINANCIAL PLANNER™

781-262-3030

781-262-3045

jon@jonbicknell.com

Jon is a CERTIFIED FINANCIAL PLANNER™ professional with more than 22 years of experience executing financial strategies for individuals, families and businesses. He specializes in retirement accumulation and distribution...

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Kirsten Michelsen

Client Service Associate

kirsten.michelsen@ceteraadvisors.com

Born and raised in Rhode Island, Kirsten was awarded a Bachelor of Science from the University of Rhode Island. Her client services skills were honed early on living in Copenhagen while raising her family. Gaining fluency in Danish...

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Regional Resources - Prosperity Network of Advisors (Prosperity)

Jon is a member of Prosperity Network of Advisors (“Prosperity”). 

Prosperity is the largest OSJ branch in the country for Cetera Advisors. Founded in 1990, Prosperity has grown to over 150 members. 

The goal at Prosperity Network of Advisors is to create an environment within which advisors can offer their clients personalized service while utilizing Prosperity's capabilities of operations, compliance, and practice management.  Prosperity allows clients to be confident that their advisor has the capacity to deliver on their expectations for planning and service.  

Below are team members that help Jon stay focused on clients needs.

Paul Ewing, CFP®, AAMS

Paul Ewing, CFP®, AAMS

President/CEO, Prosperity Network of Advisors

Glenda  Christopherson

Glenda Christopherson

Chief Operations Officer, Prosperity Network of Advisors

Brent Evans

Brent Evans, CFA

Director of Investment Management, Prosperity Network of Advisors

Paula Johnston

Paula Johnston

Executive Director of Operations, Prosperity Network of Advisors

Scott Sirois

Scott Sirois

Director of Information Technology, Prosperity Network of Advisors

Sally Jenkins

Sally Jenkins

Director of Business Administration

Alan Topolski

Manager of Compliance and Education, Prosperity Network of Advisors

National Resources

National Resources - Cetera Advisors and Cetera Financial Group

We have chosen to affiliate with Cetera Advisors and the larger Cetera Financial Group as they provide us with wealth management and technology platforms to help manage our practice and serve our clients.  Cetera is committed to their "Advice Centric Experience", providing clients starts with a big picture plan and executes on Investment, Insurance, Tax, and Estate Planning goals.

Here are some members of the Cetera Team:

Brett Harrison

Brett Harrison

Chief Executive Officer

Mimi Bock

Mimi Bock

President

Gene Goldman

Gene Goldman, CFA

Chief Investment Officer & Director of Research

Stan Smiley

Stanley Smiley, Esq., J.D.

Advanced Planning Group - Senior Vice President

Juliet Hendrickson

Juliet A. Hendrickson, Esq., J.D.

Advanced Planning Group - Senior Attorney

Zarina Sullivan

Zarina Sullivan, MBA, CFP®, CDFA®

Advanced Planning Group - Senior Planning Consultant