Karen Goddard is a financial advisor at Osaic with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Securities America Advisors and SECURITIES AMERICA, Inc. In addition to her advisory role, she is a licensed life insurance agent and a half owner and tax preparer of a Liberty Tax franchise. Outside of finance, she plays the fife in a fife and drum corps. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified, risk-aligned portfolio construction and access to multiple third-party money managers and managed-account solutions.

Christopher Sordello is a financial advisor with LPL Financial in Hampstead, NH, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including long tenures at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to joining LPL Financial. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers a wide range of financial planning and advisory programs, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

John Smyth is a Private Wealth Manager and Managing Director at Merrill Private Wealth Management. He has over three decades of experience in financial markets, beginning his career at The Chicago Board of Trade in 1993. Prior to joining Merrill, John was a Managing Director at J.P. Morgan and First Republic Investment Management. His professional focus includes family wealth management strategies, legacy planning, and portfolio management services, particularly serving private business owners and general partners of private equity and venture capital firms as part of a twelve-professional team concentrating on intergenerational wealth planning and asset management. John holds a bachelor's degree from Northwestern University and has earned certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He is bilingual in French and English. In addition to his professional responsibilities, John serves on various boards and committees. He is Finance Chair on the Board of Trustees at Brain Chemistry Labs and participates on the Board of Advisors for the Frost School of Music at the University of Miami and the Institute of World Politics in Washington, DC. He also chairs the Planned Giving Program on the Choate Rosemary Hall Alumni Association Executive Committee and serves on the investment committee of the Lost Tree Charitable Foundation. John is an advisor to the Pacific Jazz Orchestra Finance Committee and a member of The Indus Entrepreneur Association (TiE). Outside of his professional and community commitments, his personal interests include golfing, music, and singing.

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.

Gary Geraci is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, and Santander Bank. Geraci also works as an insurance agent based in Windham, NH. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple portfolio management approaches across various custody platforms, combining proprietary models with access to third-party strategists.

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.

Donna Rivera is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior experience includes 17 years with Lincoln Financial Services and Lincoln Financial Securities Corporation, followed by six years at Axiom Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory through a broad network of independent Financial Professionals, offering strategies across multiple platforms with both proprietary and third-party model options.

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.

Julian Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America N.A., Home Depot, PetSmart, and The Ohio State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

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.

Keenan Dwyer is a financial advisor with Ameriprise in Methuen, MA, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Eaton Vance Distributors, LPL Financial, and Boston Light Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

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.

Michael Robin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Boston Billiard Club & Casino and Evoqua Water Technologies LLC. 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 managed solutions, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

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.

Paul Yannalfo is a financial advisor with LPL Financial in Andover, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory work, he is engaged in tax preparation and accounting services. 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 representatives. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party subadvisors, and proprietary research.

Lisa Cooper is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2016. Her credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning processes and various advisory programs.