Thomas D'arcangelo is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Kristin Nordahl is a CFP® professional with 40 years of experience in the financial services industry. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, she has conducted sales in individual and group life and health insurance since 1983. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Kristen Smith is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior experience includes roles at Axial Financial Group, Commonwealth Financial Network, and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Jennifer Gilbert Duffy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as an alumni representative on the Investment Committee at Alfred University and holds a position as Shellfish Constable for the Town of Marblehead. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and market modeling techniques.

Devyn Neary is a financial advisor at Morgan Stanley with a Series 66 credential and experience beginning in 2024. Prior to joining Morgan Stanley, Devyn worked at Arthur J. Gallagher and Pure Solutions, and has been involved with Cafe Capri since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Connell McNamara is a Series 66-licensed financial advisor with Ameriprise in Andover, MA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advisory work, he serves as Treasurer on the Board of Directors for Garrison Speed Shop Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gilbert Gallant Jr. is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. His prior experience includes roles at Ledgewood Financial, Commonwealth Financial Network, and Linsco Private Ledger. He is also a co-owner of Ledgewood Financial, where he manages advisory business operations. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Kyle White is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, Kyle worked at Fidelity Investments and Ipazzi. Outside his advisory role, he is involved as an investor and part-time employee in restaurant and bar businesses in the New England area. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services without providing individual security recommendations as part of its standalone financial planning.

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.

Sarah Wilsey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent nine years at Northeast Arc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Lindsay Porter is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held positions at Amphenol TCS, Promax Supply LLC/Acktify, Inc., and Hog Island, Inc./C.K. Pearl. She also attended the University of Massachusetts, Amherst. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using firm-approved methods, managing approximately $2.74 trillion in client assets.

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.

Danielle Nonamaker is a Series 66-credentialed financial advisor with Edward Jones, bringing six years of industry experience. She has worked at Edward Jones since 2019 and previously was involved with Bags 4 My Cause and Community Teamwork. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 financial advisors and over 15,000 branch offices.

Todd Schell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he operates Schell Financial, which owns the building leased to Edward Jones for his practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Ellen Rose is a CFP® professional with 29 years of industry experience, currently associated with Equitable Advisors since 2005. She previously worked at Axa Advisors, LLC, and has operated her own CPA and CFP practice since 1986. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Gary Cowles is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. His career includes roles at Cambridge Investment Research and Fortune Financial Services, as well as ownership of The Cowles Group, which focuses on insurance, benefits, and human resources. He also serves as a board trustee for the Gloucester Pier Condominiums HOA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies across various allocation approaches.

Jason King is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Charles Schwab entities since 2009, including Schwab Trust Bank and Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Nicholas Mandracchia is a financial advisor with Ameriprise Financial Services LLC holding Series 65 and Series 63 licenses. He began his advisory career in 2026. Prior to joining Ameriprise, his background includes roles in education and healthcare as well as engineering. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Curley is a Certified Financial Planner (CFP®) with over 33 years of industry experience. He is currently affiliated with Morgan Stanley and has previously worked at UBS Financial Services from 2008 to 2021. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.