Eugene Cindrich is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including StoneX Securities Inc and Trust Advisory Group Ltd. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of investment solutions, including proprietary models and access to third-party strategists, with customizable discretionary and non-discretionary management options.

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 financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is actively involved as a high school ice hockey coach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Todd Darling is a CFP® professional with 36 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Darling holds board positions outside of his advisory role, including serving on the Hartwood Club Board of Trustees. 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 ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Malarney is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

Henry Perazzelli is a CFP®-certified financial advisor with 13 years of industry experience, currently with Morgan Stanley. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA for nine years. He serves as a board member of the Firehouse Center for the Arts in Newburyport, Massachusetts. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, combining advisory and investment management capabilities.

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 Wealth, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii from 2013 to 2018. Outside of advising, Britton is involved in health insurance brokerage and consulting for employee benefits with nonprofit organizations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through an extensive network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms alongside third-party money managers and wrap programs.

Alexander Ball Brauns is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, Trillium, and a Chief of Staff position, along with varied experience in both public and private sector roles. He has also been involved with the Larz Andersen - Jack Kirrane Skating Rink. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 financial planning agreements.

Ricardo Rincon is a financial advisor with Equitable Advisors in Windham, NH, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and also worked at Axa Advisors, LLC from 2005 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services based on client goals and risk tolerance.

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.

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 at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

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 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.

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.