M. Brown is a financial advisor with UBS Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, including proprietary research and a broad range of capital markets services.

Farley Ribeiro is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Commonwealth Property & Casualty, assisting clients with property and casualty insurance connections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Ross Feldman is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he held various roles in hospitality and insurance, including positions at Roy Moore Lobster Company and Gove & Feldman Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers integrated financial, insurance, and credit services through a large network of advisors.

Anne Marie Tobyne is a Series 66–registered financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked for a total of 13 years across two periods, and previously worked at Janney Montgomery Scott for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach.

Sheri Ann Bouchie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Cynthia Bremer is a financial advisor with OSAIC Wealth Inc, holding Series 65 and Series 63 licenses and bringing 41 years of industry experience. She worked at Royal Alliance Associates, Inc. for 34 years before joining OSAIC in 2023. Outside of her advisory role, she serves as a trustee for multiple irrevocable trusts and manages a sole proprietorship related to insurance coverage products including long-term care and health care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies, supporting various managed account solutions and third-party manager programs.

Brian Carolan is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and UBS Financial Services Inc. from 2015 through 2025. 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 leverages proprietary research and model-based asset allocations to tailor financial plans.

Cameron Carpenter is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Securities, Inc. Outside of finance, he has experience working with Champion Lacrosse and All Season's Party & Tent Rental. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Joshua Sokol is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a combination of proprietary research, third-party data, and algorithmic tools to provide clients with tailored retirement income strategies.

Seth Clemmer is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at the same firm and TD Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sarah Moore is a financial advisor with Edward Jones in South Hamilton, MA, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she is associated with Dik Family LLC, a bank holding company based in Sunapee, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products through a large network of financial advisors nationwide.

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 worked at LPL Financial since 2008 and previously spent a year at Edward Jones. He is also involved with LaGreca Wealth Management in Lynnfield, MA. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kristin Polito is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Morgan Stanley, and The Prudential Insurance Company of America. Polito has also engaged in volunteer management consulting with SCORE Boston. LPL Enterprise, LLC delivers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizes third-party asset managers, and offers financial planning, consulting, and access to various investment programs through its network of investment adviser representatives.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has held concurrent roles at Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and previously Mariner. Outside of his advisory role, he is involved in health and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and recommend investment strategies.

Justin Jones is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Jones also serves in a fiduciary capacity for an irrevocable trust. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including affiliated trust custody and insurance product facilitation.

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.

Arthur Mccarthy is a financial advisor at RBC Capital Markets with 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm provides customized strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Jackson Gallant is a CFP®-designated financial advisor with seven years of industry experience, currently with Ameriprise Financial Services LLC. His prior experience includes roles at Eaton Vance Management, Commonwealth Financial Network, Ledgewood Financial, and Salem Five Bank. Gallant is also employed as a financial advisor at Ledgewood Financial Inc. outside of his Ameriprise role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Heather Watts is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, she worked at Invest Financial Corp from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

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.