Michael Murphy is a financial advisor with LPL Financial in Newburyport, MA, holding a Series 66 designation and 25 years of industry experience. He has held roles at Murphy, Powers & Wilson, CPA's and Northeast Planning Associates, Inc., while also being involved with BCOB CPAs since 1999. Outside of his advisory work, Murphy serves as treasurer for fundraising efforts at Dover High School and is vice president of the New Hampshire Football Officials Association, where he also referees high school football games. 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 financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Jeffrey Ihrig is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at First Republic Securities Company and First Republic Bank for over a decade, followed by roles at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers customized planning solutions through its Financial Advisors and Estate Planning Strategies Group.

Gregory Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Kerri Dixon is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Essex Securities and Retirement Fiduciary Group, LLC. Dixon serves on the board of directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Pasquale Russo is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of advising, Russo serves as a trustee for a realty trust and is a notary public. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Domenic Setaro is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has previously worked in various roles at Fordham University and the Italian Language Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Sean Cunniff is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Streamline Partners and Deloitte. 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 programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Paul Games is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic and previously worked for Securities America Advisors, Inc. and Signator Investors, Inc. Outside of his advisory work, Paul serves as Treasurer for The Brain Aneurysm Foundation and owns a tax preparation franchise in Newburyport, MA. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process that supports discretionary and advisor-managed strategies across multiple platforms.

Bradford Leblanc is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 38 years of industry experience. His career includes positions at Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and Commonwealth Financial Network. He also operates BHL Financial Services, where he provides financial consulting and insurance services. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and flexible strategy implementation through multiple advisor-managed and third-party programs.

Christopher Noble is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2018. Prior to that, he spent 10 years at Scottrade, Inc. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Steadman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Ameriprise Financial Services for 11 years. Outside of his advisory role, Steadman owns and operates a charter fishing boat business in Gloucester, Massachusetts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Nathan Auclair is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018 following a 24-year tenure at Signator Investors, Inc. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers access to third-party managers and proprietary investment models.

Amara Mohan is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, Mohan worked in various roles at Seakay Construction Corp, Miami Perfume Junction, Stone Medical Group, and Nova Southeastern University. Mohan holds a Series 66 designation. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Landry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes positions at Rockland Trust Company and Mlm Financial Group, as well as Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 extensive resources and technology tools.

Eugene Cindrich is a financial advisor with Cambridge Investment Research Advisors in Haverhill, MA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Granite State Wealth Management, and Commonwealth Financial Network. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating multiple platforms and providing access to proprietary and third-party model strategies.

Joseph Peppe is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he manages family rental properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Guy Angiuoni Jr. is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2003, accumulating 26 years of industry experience. Prior to and alongside his advisory role, he has practiced as an attorney. Outside of his financial career, he coaches high school ice hockey in the Massachusetts area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Mark Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 designation and over 35 years of industry experience. He has worked with Crosspoint Financial Advisors since 2015 and Bay Financial Advisors, Inc. from 2004 to 2021. Lefebvre is a half owner of Crosspoint Financial Advisors, where he has managerial duties alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

James Henry is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Morgan Stanley since 2022, including a position at Morgan Stanley Private Bank, N.A., and previously held roles at UBS and United Health Group. Outside of his advisory work, he is also active as a musician. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services through its extensive advisor network.