Jackson Gallant is a financial advisor with Ameriprise Financial Services LLC, holding CFP®, Series 63, and Series 65 designations, and has seven years of industry experience. His prior work experience includes roles at Eaton Vance Management, Commonwealth Financial Network, Ledgewood Financial, and Salem Five Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Halloran is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Santander Securities, Merrill, and Columbia Management Investment Advisers. 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 combines brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Pemberton Huddleston is a financial advisor with Edward Jones in Marblehead, MA, holding Series 63, 65, and 66 designations and 19 years of industry experience. Prior to joining Edward Jones in 2025, he spent 17 years at HSBC Securities (USA) Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions across a nationwide network of financial advisors and branch offices.

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.

Thomas Lawnsby is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors, Cantella & Co., and Penn Mutual. In addition to his advisory work, he operates a CPA practice specializing in tax preparation and accounting. 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 and portfolio management services through a large network of advisors, utilizing a range of investment strategies and operational tools.

John O'Connor is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

Howard Redgate is a financial advisor at UBS Financial Services with 50 years of industry experience. He held a position at Andover Equity Associates for 25 years before joining UBS in 2016. Redgate serves on the board of the Haitian Health Foundation, a charitable organization, where he has been a member for over a decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

Matthew Paiotti is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2023. Outside of his financial advisory role, he is also employed at Arcola Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Kevin Barry is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2018. Outside of his advisory role, he is also a commissioned notary public. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, portfolio programs, third-party asset management, and institutional platforms.

Christian Karcher is a financial advisor with LPL Financial in Peabody, MA, holding a Series 66 license and having 10 years of industry experience. He has worked since 2016 with various firms, including Freedman Financial Associates and 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 portfolios, third-party asset management, and institutional platforms.

Trevor Nelson is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fidelity Brokerage Services and involvement with Colorado Mesa University and restaurant and landscaping businesses. He also assists financial advisors with financial plan preparation through a support role at Cornerstone Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, utilizing detailed risk profiling and modeling tools to tailor non-discretionary recommendations.

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.

James Ducey is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Ducey serves on the Board of Directors for the Massachusetts Business Roundtable, an organization focused on education, healthcare, and workforce development in Massachusetts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products including fee-based financial planning, portfolio management, and alternative investments.

Kevin Douglass is a financial advisor with LPL Financial in Lynnfield, MA, holding a Series 66 designation and over 52 years of industry experience. He has been with LPL Financial since 1990 and has operated as a self-employed advisor since 1980. Outside of advisory work, he is involved in non-variable insurance sales through his business, Douglass & Company. 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 services, including financial planning and access to third-party asset management, and supports its advisors with various portfolio and technology solutions.

Linda Laganos is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2008. Outside of her advisory role, she works as an independent contractor for the Waddell Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brooke Deschamps is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2023. Outside of advising, she manages social media for Leeway Ace Hardware. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory services.

David Ameen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney and co-trustee for his mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach 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.

Matt Zampitella is the Vice President and Branch Leader at Fidelity Investments. In his role as Branch Leader, he leads a team of financial professionals dedicated to building meaningful relationships with clients and developing personalized plans aligned with their goals. Matt has held various positions at Fidelity Investments since 2012, including Vice President roles in Regional Planning Consulting, Planning & Advice Associate Experience, and Investor Center Operations Lead. He also served as Director of Sales & Service Models, Branch Service Manager, and Relationship Manager prior to his current position. Outside of his professional responsibilities, Matt has personal interests that include concerts, family activities, fitness, parenthood, and running.

Ryan Beaudoin is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He worked at Putnam Investments for 12 years before joining Edward Jones in 2019. Outside of his advisory role, he has involvement in commercial property investment activities based in Los Angeles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Ronald Grasso Jr. is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has worked with UBS Financial Services since 2022 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.