Lisa Schuhmacher is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. She holds the Series 63 designation. Outside of her advisory role, she serves as a co-trustee for her mother’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Brian Lunceford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Merrill. He serves as treasurer of the Boston Chapter of the National Association of Guardsmen Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Katherine Glidden is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Advisors. Her prior roles include positions at Valmark Securities, Triad Advisors, and Independent Financial Group, among others. She is president of the board for Cape Ann Animal Aid, a local non-profit animal shelter, and teaches group cycle classes at the Cape Ann YMCA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, delivering tailored recommendations across diverse financial needs.

Ryan Ponte is a Financial Consultant who partners with individuals and families to create and maintain comprehensive financial plans aimed at achieving long-term peace of mind. He has experience working in investment consulting and relationship management. Prior to his current role, Ryan worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Relationship Manager at Fidelity Investments from 2019 to 2020.

John Summerlin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007. He serves as a board member of the Crown Ridge Owners Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

John Benedetto III is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked at firms including Janney Montgomery Scott and National Securities Corp. Benedetto manages Laurel Wealth Management, Inc., an investment-related business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alexander Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at People's United Bank, People's Securities, and Salem Five Cent Savings Bank. Outside of his advisory work, Moody coaches youth hockey in North Andover, Massachusetts. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through an extensive network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary research, model portfolios, and various investment strategies.

Nancy Mcginty is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Merrill since 2006. 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 plans, corporations, and charitable organizations.

Dylan Knizak is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he worked briefly at Janney Montgomery and Scott LLC and has a background that includes academic positions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Chase is a CFP®-designated financial advisor with 23 years of experience, currently with Cetera since 2025. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors. He is also the owner of a tax preparation business serving individual clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through multiple program structures and manager affiliations.

Alex Case is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as the head of the investment committee for the Marblehead Museum and Historical Society, overseeing decisions on buying and selling within the society’s accounts. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm leverages proprietary capital market research and model-based asset allocations to tailor financial plans, combining institutional trading capabilities with wealth management offerings.

William Belezos is a financial advisor with Wells Fargo Clearing based in Beverly, MA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Crowley is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Cetera and its affiliates since 2016 and previously at Investors Capital Corp. from 2003 to 2016. Outside of advising, he also works as an operations associate at Home Depot and sells life insurance and annuities as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Matthew Kirschner is a financial advisor with Edward Jones in Ipswich, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Guggenheim Securities, LLC for five years before joining Edward Jones in 2020. Outside of his advisory role, he manages rental property in Lincoln, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Sara Scalisi is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she is a notary public in the state of Massachusetts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Kirk is a CFP® with 22 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Martins is a financial advisor at LPL Financial based in Salem, MA, with two years of industry experience. He holds the Series 66 designation and has prior work experience at Salem Five Bank, Target, Giovanni's Pizza and Roast Beef, and Stop and Shop. Martins is also associated with a DBA for LPL business known as Salem Five Wealth Advisors. 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 brokerage services, with access to various model portfolios, third-party research, and technology-driven investment strategies.

Jonathan Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2005 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Jonathan is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, being fully registered in all 50 states. He was recognized on the Forbes "Best-In-State Wealth Advisors" list from 2021 through 2026 and was named to the "Best-in-State Wealth Management Teams" list in 2025 and 2026. Jonathan specializes in providing tailored financial guidance to high net worth individuals, families, business owners, senior executives, and charitable organizations. His expertise includes disciplined asset allocation, open architecture investment management, tax-efficient strategies, concentrated stock management, alternative investments, retirement cash flow planning, exit planning for business owners, and trust and estate planning. He develops personalized financial strategies to meet the unique needs and long-term goals of his clients. He earned a Bachelor's degree in Economics and International Finance from Brandeis University. Jonathan is active in his community, serving as a board member for the Middleton Youth Softball Association and volunteering with local youth softball and soccer organizations. He lives on the North Shore with his wife and two daughters.

Aaron Piscia is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. He has previously worked at Raymond James & Associates and has been with Ameriprise in various capacities since 2020. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, focusing on asset allocation, withdrawal strategies, and Social Security options.

Heather Hersey is a financial advisor with LPL Financial in Beverly, MA, holding Series 63, 65, and 66 licenses and 20 years of industry experience. Prior to joining LPL Financial in 2023, she worked at M&T Bank, Citizens Securities, Bank of America, Merrill, and Fidelity Investments. Outside of her advisory role, she operates a wellbeing coaching practice focused on mindfulness, yoga, and related activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research support from internal and third-party sources.