Mark Chmiel is a financial advisor with J.P. Morgan Securities who holds Series 66 and Series 63 licenses and has four years of industry experience. His background includes roles at JPMorgan Chase Bank, Santander Securities, Santander Bank, and Travelex Currency Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eugene Cindrich is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including StoneX Securities Inc and Trust Advisory Group Ltd. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of investment solutions, including proprietary models and access to third-party strategists, with customizable discretionary and non-discretionary management options.

Guy Angiuoni Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is actively involved as a high school ice hockey coach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

James Dearden is a financial advisor with Mass Mutual Investors Services in Hampton, NH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at MetLife Securities, Inc. for 14 years before joining Mass Mutual and also has part-time involvement in marketing and events at Sunday River Ski Resort. He serves as a trustee of local trust funds, responsible for managing and reporting on those assets. MassMutual 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, wrap programs, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Jonathan Britton is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii from 2013 to 2018. Outside of advising, Britton is involved in health insurance brokerage and consulting for employee benefits with nonprofit organizations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through an extensive network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms alongside third-party money managers and wrap programs.

Robert Burns Jr. is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is involved in the sale of individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative planning engagements using firm-approved software and a range of programs including wrap accounts and money-manager options.

Karen Goddard is a financial advisor at Osaic with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Securities America Advisors and SECURITIES AMERICA, Inc. In addition to her advisory role, she is a licensed life insurance agent and a half owner and tax preparer of a Liberty Tax franchise. Outside of finance, she plays the fife in a fife and drum corps. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified, risk-aligned portfolio construction and access to multiple third-party money managers and managed-account solutions.

John Smyth is a Private Wealth Manager and Managing Director at Merrill Private Wealth Management. He has over three decades of experience in financial markets, having started his career at The Chicago Board of Trade in 1993. Prior to joining Merrill, John held Managing Director positions at J.P. Morgan and First Republic Investment Management. He focuses on working with private business owners and general partners of private equity and venture capital firms, specializing in family wealth management strategies, legacy planning, and portfolio management services. John earned his bachelor's degree from Northwestern University and holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His team of twelve professionals concentrates on intergenerational wealth planning and asset management. In addition to his professional work, John serves in various advisory and board roles. These include participation on the Finance and Audit Committee of Brain Chemistry Labs, the Finance Committee of the Pacific Jazz Orchestra, the Board of Advisors for the Frost School of Music at The University of Miami, the Board of Advisors for the Institute of World Politics, and the Choate Rosemary Hall Alumni Association Executive Committee where he chairs the Planned Giving Program. He also serves on the investment committee of the Lost Tree Charitable Foundation and is a member of TiE (The Indus Entrepreneurs Association). His personal interests include golfing, music, and singing.

Paul Tiernan is a financial advisor with LPL Financial in Plaistow, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Digital Federal Credit Union. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Vallee is a financial advisor with Ameriprise in Hampton, NH, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2018, following seven years at Citizens Securities, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paul Como is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at firms including Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency. Outside of his advisory work, he serves as a board member and corporator for The Institution for Savings, a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals using multiple portfolio management platforms and proprietary as well as third-party strategies.

Joseph Surace is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Equitable Advisors, AXA Advisors, LLC, and Curry College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bridget Grella is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has been with LPL Financial since 2004 and also operates Grella Financial Services, which she has run since 2003. 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 financial planning and advisory programs along with retirement plan consulting and brokerage services.

Mark Orvin is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from internal and third-party sources.

Samuel Grant is a financial advisor with LPL Financial based in Haverhill, MA, holding Series 63 and Series 65 designations and ten years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by model portfolios and research.

David Knechtle is a financial advisor with Thrivent Investment Management in Georgetown, MA, holding a Series 66 credential and possessing nine years of industry experience. His prior work includes roles at PIN Wealth, LLC and Securities America. He has been with Thrivent and its related entities since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and managed-account programs with a focus on comprehensive, written recommendations across various financial topics without discretionary trading authority for planning services.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Hannah Doherty is a financial advisor with UBS Financial Services in Boxford, MA. She holds a Series 66 designation and has 16 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Timothy Goland is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He worked at Infinex Investments, Inc. for 17 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved as an agent for fixed annuities in two insurance brokerage activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various advanced investment strategies.

Charlene Dolan is a CFP® professional with 28 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated her own firm, Dolan Financial Services. Dolan also provides financial planning and advisory services through Linden Financial Group as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.