David Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Next Financial Group Inc for 18 years before joining LPL Financial in 2025. Outside of his advisory role, Fowler is also engaged as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Nicolas Cunha is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years with Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Daneau is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Linsco/Private Ledger Corp. for 24 years and Securities America Advisors. In addition to his advisory role, he is involved in insurance sales as part of his business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment types, managing accounts on discretionary or non-discretionary bases.

Hollie Donovan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with MSI Financial Services Inc. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, and health insurance. 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 programs, employing collaborative, software-supported planning processes.

Eric Majka is a financial advisor with LPL Financial in Haverhill, MA, holding Series 65 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group, Ltd, AGES Financial Services, Ltd., Aztec Capital, LLC, and Boston Independent Advisors. He is also involved with Summer Street Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

Alyson Quinnelly is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including LPL Financial, Patriot Financial Group, and Securities America. Quinnelly is also registered as an agent selling various life insurance products, including variable annuities and fixed index products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Preston Carbone is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. His prior work includes roles at John Hancock and its affiliates from 2011 to 2020, as well as brief positions at MML Distributors and MassMutual in 2020. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Stephen Coolidge is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he focuses on developing financial plans that align with clients' priorities and goals, emphasizing personalized strategies based on individual client needs. Prior to his current role, Stephen worked as an Investment Solutions Consultant at Fidelity Investments Life Insurance from 2013 to 2018. His experience spans various aspects of financial consulting, with a focus on investment solutions and executive planning. Stephen values understanding each client's unique situation to provide tailored financial advice. Additional information regarding his education, credentials, personal interests, or community involvement was not provided.

Andrew Camlin is a financial advisor at Cetera with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Ameriprise Financial Services, LPL Financial, and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a large network of independent advisors.

James Freeman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over two decades at Cantella & Co., Inc. He is also involved as an agent with Cantella Insurance Agency and owns a business operating under the name Juliad Enterprises. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Robert Dufour is a ChFC® credentialed financial advisor with 44 years of industry experience. He is currently affiliated with OSAIC and previously worked at Sagepoint Financial, Inc. for 14 years. In addition to his advisory work, he operates an independent insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

Brian Rybicki is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2007. He operates out of Newburyport, MA. Outside of his advisory role, he is a co-owner of RP Wealth Properties, LLC, a commercial office rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by model portfolios and research.

Andrew Rocco is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including MetLife Securities and Bay State Financial Services. In addition to his advisory role, he is involved in individual life, health, and group health insurance brokerage. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools, and a range of programs including wrap accounts, money-manager programs, and educational seminars.

David Blake is a Series 66-licensed financial advisor with Ameriprise in Rye, NH, and has 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary investment research and algorithmic tools to deliver written recommendations and ongoing advice focused on retirement income strategies.

Danielle Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She is a co-owner of Linden Financial Group, a support company based in Amesbury, MA. Her prior experience includes roles at Commonwealth Financial Network and Dolan Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs.

Matthew Tullos is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and also has roles at Lewis Financial and Matthew Tullos Ministries. His background includes prior positions in financial services and nonprofit ministry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and discretionary or non-discretionary strategies tailored to client objectives.

William Cushing Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Akumina for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Lawrence Day Jr. is a financial advisor at Edward Jones with 34 years of industry experience. He has held his current position since 1991 and holds Series 63 and Series 66 credentials. He serves as a trustee for the James Whalley Museum & Library and is vice president of the Market Wharf II Condo Association in Portsmouth, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Corey Oneil is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is a director of trust funding and administration at Hudkins and ONeil PLLC. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party subadvisors, and advanced technologies.

Rafael Brito is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and has been associated with Primerica Financial Services since 2004. Outside of advising, Brito is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through referrals of home-related products and owns Brito Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodial services, focusing primarily on individual investors rather than institutional portfolios.