Michael Murphy Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked for St. Ann's Home and School Inc. from 2010 to 2018. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2008 and previously spent a year at Edward Jones. He is also involved with LaGreca Wealth Management in Lynnfield, MA. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Lesage is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Outside of his advisory role, Lesage is a partner in an insurance brokerage and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage customized portfolios.

Ian Fitch is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently serves as Commander of the James L Melvin American Legion Post 379. Fitch is also affiliated with the Boxford, MA Fire Department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to support client goals, and it maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Lauren Tullos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Stonex Securities Inc and Trust Advisory Group Ltd. In addition to advisory work, she is active as an insurance agent with Lewis Financial Services in Haverhill, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a broad network of independent Financial Professionals, using a variety of portfolio management and model-based strategies tailored to client objectives.

Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of her role at OSAIC, she is involved with Scott Advisory Group, where she provides financial planning services. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, and financial planning. The firm employs various asset-allocation tools and supports multiple account management options, including discretionary and non-discretionary portfolios.

Lillian Eason is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2003, serving the firm for over 20 years in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Sascha Silvia is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Silvia worked at Group One Automotive and Fidelity Investments. 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 written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Matthew Delaney is a financial advisor at LPL Financial with 18 years of industry experience. He has held his current position since 2011. Delaney holds Series 63 and Series 66 licenses. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Sailor is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Erin worked at Eduscape Partners, LLC for five years and spent six years with the NYC Department of Education at Frederick Douglass Academy II. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristen Smith is a CFP® with 25 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously spent 12 years at both Axial Financial Group and Commonwealth Financial Network. She also holds a role as a fixed insurance sales agent affiliated with Axial Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals offering a range of portfolio management and model-based solutions.

Philip Vidic is a financial advisor with Fidelity Investments in Methuen, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers specialized services such as model portfolio delivery and fund advisory.

Nicholas Dolle is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he has worked in various positions including with automotive groups and served in the U.S. Army National Guard and U.S. Army Reserve. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2019 and has worked with Primerica Financial Services since 2017. Outside of his advisory role, he is involved in the sale of various home-related services, including home security and automation products, through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm employs model-delivery investment strategies created by third-party asset managers and supports accounts with custody and trade execution services through Pershing.

Michael Ryan is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Signator Investors, Inc. from 2006 to 2008 before joining LPL Financial in 2008. In addition to his advisory role, he provides tax preparation services to clients. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Christopher Mara is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at firms such as LPL Financial, Santander Securities, and MIT Federal Credit Union. Mara also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, supporting advisory programs and institutional portfolio management.

David Brochu is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and distinguishes itself with a tiered wrap fee structure and active model curation.

Amanda Schell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at MFS Investment Management for six years. Outside of finance, she has experience in athletics supervision and hospitality roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Jessica Morello is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at MassPay, Inc. and Brown Rudnick, LLP. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and investment options through a large nationwide network of financial advisors.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is employed at the University of Massachusetts Lowell. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.