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.

Caleb Aldrich is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Mirus Capital Advisors, The Seyon Group, AEW Capital Management, and Perennial Capital Advisors, and he also spent four years at Harvard University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Adam Davison is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for ten years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Robert Loughlin is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 17 years. Outside of his advisory role, he serves on the board of his condominium association and performs occasionally as a freelance guitarist. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

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.

Daniel Sears is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following earlier work at Morgan Stanley Smith Barney LLC beginning in 2009. He also serves as co-trustee of a family trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a range of investment and planning services.

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.

Michael Scott is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and investment modeling.

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.

Brian Doherty is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2026. He was previously affiliated with Ledgewood Financial and Commonwealth Financial Network from 2018 to 2026, and spent nine years at Salem Five Cents Savings Bank and LPL Financial from 2009 to 2018. Outside of his advisory work, Doherty serves as Secretary on the Board of Directors for the Bay State Baseball Tournament of Champions and officiates Division 1 college football games. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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.

Benjamin Moore Sr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Michael Mc Entee is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.