Mark Coote is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Matthew Greeke is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His career at Fidelity includes roles at Fidelity Investments since 2013 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Marc Freedman is a CFP®-designated financial advisor with LPL Financial, based in Peabody, MA, and has 35 years of industry experience. He has been affiliated with LPL Financial since 1991 and founded Freedman Financial Associates, Inc. in 2012. Freedman is also an author of financial planning books and frequently speaks to financial professionals about serving the mass affluent market. 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 and financial planning services, utilizing both in-house research and third-party resources across diversified and alternative strategies.

Alex Griffiths is the Vice President and Financial Consultant at Fidelity Investments. In this role, Alex works with clients to assist them in making informed financial decisions by navigating the complexities of investing and providing personalized financial plans tailored to individual needs. Alex's career at Fidelity Investments includes a progression of roles since 2018, starting as a Workplace Planning Associate, moving through positions such as Investment Solutions Representative, Financial Representative, Investment Consultant, Financial Consultant, and currently serving as Vice President. This experience has provided Alex with comprehensive knowledge in financial consulting and investment strategies. Outside of professional responsibilities, Alex engages in personal interests including golf, pets, skiing, softball, and traveling.

Kate Richardson is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2020. In her role, she partners with individuals and families to help grow, preserve, and transition wealth across generations, focusing on developing financial strategies aligned with her clients' goals. Her experience in the financial industry spans several years, including positions as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor and Client Service Manager at Morgan Stanley. This background has equipped her with expertise in financial planning and client relationship management. Kate emphasizes building long-lasting and personal relationships based on honesty, integrity, and trust. She leads with planning to help clients implement effective financial strategies.

David Groves is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has worked with Strategic Advisors Inc. and Fidelity Brokerage Services LLC since 2005, and with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary portfolio management.

Rein Kampersal is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Fidelity Personal Investments beginning in 2005. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Farah Khoulani is a Financial Consultant at the Danvers Investor Center. She works with local clients to build and maintain financial plans aimed at achieving their financial goals. Farah is originally from the Northeast area of Massachusetts and focuses on providing value through her partnership with Fidelity Investments. She has been with Fidelity Investments since 2020, progressing through several roles including Workplace Planning Associate, Workplace Planning Consultant I, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Through these positions, she has developed knowledge and experience in financial planning and client relationship management. Farah's personal interests include cooking and baking, fitness, exploring food, outdoor adventures, traveling, and yoga.

David Smith is a CFP® professional with 26 years of industry experience, currently advising at Cambridge Investment Research Advisors. His prior work includes roles at Securities America Advisors, Securities America, and KMS Financial Services. Outside of his advisory duties, he serves as president of DCS Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm features proprietary and third-party investment strategies and provides a range of custody and platform options tailored to client needs.

Tanya Pramod is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Rockland Trust Company, Bank of America/Merrill Lynch, and Mighty Acorns Capital. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Lawrence Albert is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Blakely Financial, Commonwealth Financial Network, and Capital Management Partners, LLC. Outside of his advisory role, he serves as a volunteer treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm delivers services through a network of independent Financial Professionals using various portfolio management approaches, proprietary and third-party strategies, and both discretionary and non-discretionary arrangements.

Amanda Chittick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. She holds the designation of CERTIFIED FINANCIAL PLANNER™ and focuses on partnering with clients to develop financial plans tailored to their individual needs and priorities, aiming to support both their long-term and short-term financial goals. Amanda's experience at Fidelity Investments spans multiple roles, including Investment Consultant from 2018 to 2019, Relationship Manager from 2016 to 2018, and Financial Representative from 2015 to 2016. Through these positions, she has gained a comprehensive understanding of financial consulting and investment management. Outside of her professional work, Amanda enjoys beach activities, family time, fitness, and skiing.

Jennifer Peterson is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 credential and has been with Merrill and Bank of America, N.A. since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Tramontozzi is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial advisors to develop comprehensive financial plans tailored to clients' needs. He focuses on fostering lasting relationships with clients to support their financial goals. Anthony's career at Fidelity Investments began in 2021 as a Customer Relationship Advocate. He progressed through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2024. His experience encompasses client relationship management and financial planning coordination. Outside of his professional work, Anthony enjoys activities such as running, soccer, tennis, spending time at the beach, and traveling.

Roger Cogan is a CFP® with 43 years of industry experience, currently working at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Judith Rich is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 45 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as trustee and holds power of attorney for a family member involving investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Daniel Bukkhegyi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked in various Wells Fargo entities since 2013 and has been involved with the Nashua Clarion Somerset Hotel since 1989. He also owns and operates two financial-related businesses, The BCDGroup LLC and DJB Financial. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools and integrates advisory services with other financial products and referral channels.

Shawn Rivers is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and the Malden Redevelopment Authority. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities.

Patrick Noonan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2009, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial planning and investment consulting. Patrick works closely with clients to understand their unique investing goals and to develop financial plans that address both short-term and long-term investment needs. His approach emphasizes honesty, integrity, and a commitment to building strong client relationships. He holds a California Insurance License.

Brian Tuttle is a financial advisor with LPL Financial based in Salem, MA. He holds the Series 63 and Series 66 designations and has 38 years of industry experience. Prior to joining LPL Financial in 2021, he worked at several firms including Salem Five Cent Savings Bank, Cooperative Bank of Cape Cod, Infinex Investments, Santander Securities, and DWS Investments Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.