Timothy Porter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He previously spent over two decades with New York Life and its affiliated entities before joining Mass Mutual Investors Services in 2025. 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 ongoing financial planning, asset management, and educational programs, utilizing firm-approved software and collaborative annual planning processes.

Morgan MacLeod is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, Morgan partners with clients to understand their short- and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Morgan has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant 2, Workplace Planning Consultant 3, and currently Benefits Planning Consultant. Prior to joining Fidelity, Morgan worked as a Client Advisor at Cambridge Trust from 2019 to 2021. Outside of professional responsibilities, Morgan enjoys spending time at the beach, hiking, reading, traveling, and practicing yoga.

Carl Hanson is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He has held positions at Osaic Wealth since 2018 and previously worked at Signator Investors from 2016 to 2018. Outside of his advisory role, he prepares a limited number of tax returns for non-securities clients during the late spring and early summer. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment vehicles and third-party platforms.

John Mac Donald IV is a financial advisor with Raymond James Financial, holding ChFC® and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Dolan Financial Services. Mac Donald is also involved with Linden Financial Group, where he provides comprehensive financial planning and investment management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools to support client goals, and it has specialized capabilities in municipal and public finance.

Tucker Schell is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at John Hancock Investment Management and MFS Investment Management. Tucker also spent four years at the University of New Hampshire. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Giordano is a Series 66-registered financial advisor with Edward Jones in Portsmouth, NH, where he has worked since 2017. He has eight years of industry experience and previously owned Rob's Comics, a comic book business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, a large nationwide advisor and branch network, and a range of investment and advisory solutions.

Gregory Stohrer is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports families and individuals in making informed financial decisions that align with their personal goals to promote lasting financial well-being. Gregory's experience at Fidelity Investments includes roles as a Relationship Manager in 2025, Financial Representative from 2024 to 2025, Business Development Consultant in 2024, and Investment Sales Associate from 2022 to 2024. Through these positions, he has developed expertise in investment consulting and client relationship management. Outside of his professional work, Gregory enjoys activities such as fishing, fitness, golf, outdoor adventures, snowboarding, and spending time with his pets.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Edward Waldron III is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for nine years. Outside of his advisory role, Waldron owns and operates several insurance agencies focused on accident, health, disability, and life insurance products. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm employs integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk tolerance assessments, and automated rebalancing.

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.

Jeffrey Magson is a financial advisor at Ameriprise with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Avantax and 1st Global advisors. Magson is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing ongoing, tax-aware retirement planning through non-discretionary recommendations developed by a centralized team using proprietary research and external data.

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.