Eugene Cindrich is a financial advisor with Cambridge Investment Research Advisors in Haverhill, MA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Granite State Wealth Management, and Commonwealth Financial Network. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating multiple platforms and providing access to proprietary and third-party model strategies.

Guy Angiuoni Jr. is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2003, accumulating 26 years of industry experience. Prior to and alongside his advisory role, he has practiced as an attorney. Outside of his financial career, he coaches high school ice hockey in the Massachusetts area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by proprietary research and technology.

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 with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, previously spending five years with Jhfn Sii. Outside of his advisory role, Britton is involved as a health insurance broker assisting business owners with group health plans and serves as a partner in Coastal Wealth Management, a financial services practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account programs, operating through a complex network of affiliated broker-dealer and RIA entities.

Karen Goddard is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Signator Investors, Inc. Outside of financial advising, she is a half owner and tax preparer for a Liberty Tax franchise and also plays the fife in a fife and drum corps. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various management strategies and alternative investment opportunities.

Christopher Sordello is a financial advisor with LPL Financial based in Hampstead, NH, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including tenures at Metlife Securities Inc. and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

John Smyth is a Private Wealth Manager with Merrill Private Wealth Management, bringing over three decades of experience in financial markets since beginning his career at The Chicago Board of Trade in 1993. He has previously held Managing Director roles at J.P. Morgan and First Republic Investment Management. John focuses on serving private business owners and partners of private equity and venture capital firms, specializing in family wealth management strategies, legacy planning, and portfolio management services. John holds a bachelor's degree from Northwestern University and has earned professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He is multilingual in French and English. In addition to his professional responsibilities, John is actively involved in several organizations. He serves as an advisor to the Pacific Jazz Orchestra Finance Committee, participates in Brain Chemistry Labs Finance and Audit Committee, chairs the Planned Giving Program of the Choate Rosemary Hall Alumni Association Executive Committee, and is a member of the Board of Advisors for the Institute for World Politics and the University of Miami Frost School of Music. John also serves on the investment committee of the Lost Tree Charitable Foundation and is associated with TiE (The IndUS Entrepreneurs Association). He enjoys golfing, music, and singing.

Paul Tiernan is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Life Insurance Company, Merrill, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a network of representatives utilizing various advisory platforms and tools.

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 with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at firms including Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency, Inc. Outside of his advisory role, he serves as a board member and corporator for The Institution for Savings, a non-public entity in Newburyport, MA. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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 in Andover, MA, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with LPL Financial since 2004 and also operates Grella Financial Services, which she founded in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and investment management solutions utilizing both proprietary and third-party strategies.

Donna Rivera is a CFP® professional affiliated with Cambridge Investment Research Advisors, Inc. She has 43 years of industry experience, including previous roles at Lincoln Financial Securities Corporation and Axiom Advisors, LLC. Rivera is also registered as an agent involved in insurance and benefits. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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. Outside of his advisory role, he is involved with Good Life IA in a limited investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, leveraging LPL Research model portfolios, third-party subadvisors, and customized strategies.

Samuel Grant is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at StoneX Securities, Trust Advisory Group Ltd, AGES Financial Services Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services. Grant is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julian Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America N.A., Home Depot, PetSmart, and The Ohio State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Keenan Dwyer is a financial advisor at Ameriprise with a Series 66 credential and five years of industry experience. His prior roles include positions at Eaton Vance Distributors, LPL Financial, and Boston Light Financial, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.