Michael Murphy Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked for St. Ann's Home and School Inc. from 2010 to 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and also operates LaGreca Wealth Management in Lynnfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Jeffrey Appelstein is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes over a decade at UBS Financial Services and roles within Morgan Stanley’s Private Bank and Smith Barney divisions since 2020. Outside of his professional work, he serves as a board member for the Middleton Men’s Softball organization in Middleton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Eric Lesage is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Outside of his advisory role, Lesage is a partner in an insurance brokerage and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage customized portfolios.

Ian Fitch is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently serves as Commander of the James L Melvin American Legion Post 379. Fitch is also affiliated with the Boxford, MA Fire Department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to support client goals, and it maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Jackson Gallant is a CFP® professional with seven years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at Eaton Vance Management, Commonwealth Financial Network, Ledgewood Financial, and Salem Five Bank. Outside of Ameriprise, he acts as a financial advisor and employee at Ledgewood Financial in Danvers, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies.

Michael Dalton is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at several firms including MML Investors Services, MassMutual Life Insurance, and Hightower Advisors. Dalton is based in Chelmsford, MA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lauren Tullos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Stonex Securities Inc and Trust Advisory Group Ltd. In addition to advisory work, she is active as an insurance agent with Lewis Financial Services in Haverhill, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a broad network of independent Financial Professionals, using a variety of portfolio management and model-based strategies tailored to client objectives.

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.

Sascha Silvia is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Silvia worked at Group One Automotive and Fidelity Investments. 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 income sources and tax-aware withdrawal strategies.

Matthew Delaney is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and incorporates model portfolios and research from various sources.

Thomas Lawnsby is a financial advisor with LPL Financial holding a Series 66 designation and 25 years of industry experience. He has previously worked at Voya Financial Advisors, Cantella & Co., Inc., and Penn Mutual, where he has been associated since 2000. In addition to his advisory work, he operates a CPA practice specializing in tax preparation and accounting. 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 advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

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.

Erin Sailor is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Erin worked at Eduscape Partners, LLC for five years and spent six years with the NYC Department of Education at Frederick Douglass Academy II. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Kristin Nordahl is a CFP® professional with 40 years of experience in the financial services industry. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, she has conducted sales in individual and group life and health insurance since 1983. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Jacob Galvin is a Planning Consultant at Fidelity Investments, where he works closely with clients to build personalized financial plans aimed at helping them identify and work towards their goals. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Customer Relationship Advocate. Before joining Fidelity, Jacob gained experience as a Financial Administrator at Raymond James, METRO Financial Strategies from 2020 to 2021. His professional background reflects a focus on client service and financial planning within the investment industry.

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.

Kristen Smith is a CFP® with 25 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously spent 12 years at both Axial Financial Group and Commonwealth Financial Network. She also holds a role as a fixed insurance sales agent affiliated with Axial Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals offering a range of portfolio management and model-based solutions.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He serves on the City of Lynn Retirement Board, a nonprofit entity involved in processing retirement applications for Massachusetts retirement systems. 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, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.