Emily Jann is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2018, following previous roles at Newday USA and Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

Andrew St Pierre is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked for Danvers Public Schools from 2014 to 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through a centralized consulting team that uses research and modeling to generate tailored, tax-efficient retirement recommendations.

Jonathan Britton is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, previously spending five years with Jhfn Sii. Outside of his advisory role, Britton is involved as a health insurance broker assisting business owners with group health plans and serves as a partner in Coastal Wealth Management, a financial services practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account programs, operating through a complex network of affiliated broker-dealer and RIA entities.

Alexander Ball Brauns is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley in 2026, he worked at Merrill, Trillium, and held various roles including Chief of Staff LLC and positions in public and retail sectors. He has been involved with the Larz Andersen - Jack Kirrane Skating Rink and worked in community-oriented and service roles prior to his financial career. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools.

Karen Goddard is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Signator Investors, Inc. Outside of financial advising, she is a half owner and tax preparer for a Liberty Tax franchise and also plays the fife in a fife and drum corps. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various management strategies and alternative investment opportunities.

Matthew Tosh is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Tosh.

Stephen Calderara is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, AllianceBernstein L.P., and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and the Global Investment Committee’s analytical resources.

Kathryn Avallone is a financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company for over a decade before joining J.P. Morgan Securities and later Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad array of advisory programs.

Brandon Bergstrom is a Private Wealth Advisor and the leader of The Leland Group at Merrill Private Wealth Management. He works closely with individuals, families, and nonprofit organizations to assist them in growing, preserving, and deploying their wealth thoughtfully. Brandon's practice focuses on supporting clients with diverse needs, including tax-efficient investment management, multi-generational strategies, philanthropic planning, and managing complex wealth scenarios. Brandon has been in the wealth management and investing industry since 2001. Throughout his career, he has worked with corporate executives, business owners, nonprofit organizations, and multi-generational families. He leads a team of specialists who coordinate to address the intersection of a client’s personal and professional wealth, ensuring that their financial objectives are met with precision and care. He holds a bachelor's degree from Trinity College. Brandon resides in Winchester, Massachusetts with his wife and two children. He enjoys outdoor activities such as skiing, adventure sports, fishing, gardening, reading, and traveling with his family.

Aaron Sousa is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at TD Bank and TD Private Client Wealth. Outside of finance, Sousa is involved with Attitash Mountain Resort in New Hampshire. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a wide range of investment and financial strategies.

Christopher Sordello is a financial advisor with LPL Financial based in Hampstead, NH, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including tenures at Metlife Securities Inc. and Mass Mutual Investors Services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Paul Tiernan is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Life Insurance Company, Merrill, and PNC Wealth Management. 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 a range of financial planning and investment management services through a network of representatives utilizing various advisory platforms and tools.

Eric Bezanson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works with individuals and families to create, maintain, and implement comprehensive financial plans, with a focus on growth, protection, and estate planning considerations. He has been with Fidelity Investments since 1999, holding positions including Account Executive, Senior Investment Consultant, Client Service Manager, Team Leader, and Senior Premium Specialist. This extensive experience within the company has contributed to his expertise in financial consulting. Outside of his professional duties, Eric enjoys activities such as beach outings, camping, gardening, movies, outdoor adventures, and volunteering.

Paul Como is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at firms including Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency, Inc. Outside of his advisory role, he serves as a board member and corporator for The Institution for Savings, a non-public entity in Newburyport, MA. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Victoria Justiniano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and prior experience in education at Providence College and Newburyport High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

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 in Andover, MA, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with LPL Financial since 2004 and also operates Grella Financial Services, which she founded in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and investment management solutions utilizing both proprietary and third-party strategies.

Caleb Aldrich is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Mirus Capital Advisors, The Seyon Group, AEW Capital Management, and Perennial Capital Advisors, and he also spent four years at Harvard University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Adam Davison is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for ten years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Donna Rivera is a CFP® professional affiliated with Cambridge Investment Research Advisors, Inc. She has 43 years of industry experience, including previous roles at Lincoln Financial Securities Corporation and Axiom Advisors, LLC. Rivera is also registered as an agent involved in insurance and benefits. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.