Jesse Sherwood is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Isaac Kot is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Advisory Services and Fiduciary Appointment. Outside of advising, he operates a business under the name Jim's Quick Stop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios.

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.

Robert Loughlin is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 17 years. Outside of his advisory role, he serves on the board of his condominium association and performs occasionally as a freelance guitarist. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Mark Orvin is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from internal and third-party sources.

Timothy O'Malley is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 44 years of industry experience, including six years at VOYA Financial Advisors before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Samuel Grant is a financial advisor with LPL Financial based in Haverhill, MA, holding Series 63 and Series 65 designations and ten years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by model portfolios and research.

Melissa Gallery is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop tailored, holistic financial planning strategies. She focuses on building strong and lasting relationships with clients and their families to address their unique financial needs. Melissa has held several roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, College Planning Specialist, and Customer Relationship Advocate. This range of positions has provided her with experience in client relationship management and financial planning. Outside of her professional work, Melissa enjoys activities such as barre, hiking, pilates, spending time with friends, watching movies, and caring for pets.

Daniel Sears is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following earlier work at Morgan Stanley Smith Barney LLC beginning in 2009. He also serves as co-trustee of a family trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a range of investment and planning services.

Andre De Oliveira is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. He also operates a non-variable insurance agency in Boston. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

David Knechtle is a financial advisor with Thrivent Investment Management in Georgetown, MA, holding a Series 66 credential and possessing nine years of industry experience. His prior work includes roles at PIN Wealth, LLC and Securities America. He has been with Thrivent and its related entities since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and managed-account programs with a focus on comprehensive, written recommendations across various financial topics without discretionary trading authority for planning services.

Janice Berner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. Outside of her advisory role, she provides consulting services as a divorce financial strategist. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis and collaborative planning processes to deliver investment strategy recommendations without discretionary management.

Gerald Jamgochian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with LPL Financial since 2017 and concurrently associated with National Planning Corporation since 2006. Outside of advisory work, he is involved in life insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and multiple investment management options.

Victoria Johnson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Michael Scott is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and investment modeling.

Paul O'Callaghan is a Planning Consultant at Fidelity Investments, where he focuses on creating collaborative relationships between the wealth management team and clients. He works by coordinating with financial planners and clients to understand their needs and build holistic plans that support their goals. Paul's experience at Fidelity Investments includes roles as a Relationship Manager, Financial Representative, and Client Relationship Advocate, reflecting his progression through various client-facing positions within the firm. This range of experience contributes to his comprehensive understanding of client relationship management and financial planning processes. Outside of his professional role, Paul has personal interests in golf, movies, and reading.

Silas De Oliveira is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop tailored strategies to pursue their goals. Silas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UNINASSAU. His approach emphasizes understanding what matters most to clients and their families to create personalized financial plans.

Hannah Doherty is a financial advisor with UBS Financial Services in Boxford, MA. She holds a Series 66 designation and has 16 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Michelle Garofalo is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments and its related entities since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.