Brian Doherty is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Ameriprise in Danvers, MA. He previously worked at Ledgewood Financial, Commonwealth Financial Network, Salem Five Cents Savings Bank, and LPL Financial. Outside of his advisory role, Doherty serves as Secretary on the Board of Directors for the Bay State Baseball Tournament of Champions and officiates Division 1 college football games. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security planning. The firm serves clients with significant investable assets and combines algorithmic tools with personalized advice in its approach.

Timothy Goland is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He worked at Infinex Investments, Inc. for 17 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved as an agent for fixed annuities in two insurance brokerage activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various advanced investment strategies.

Steven Johnson is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research since 2016. In addition to his advisory role, Johnson is a principal of Alpha Wealth Advisory and operates an independent insurance agency, Alpha Legacy Advisors, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Charlene Dolan is a CFP® with 28 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated her own firm, Dolan Financial Services. She is also an independent contractor for Linden Financial Group, through which she provides investment advisory and financial planning services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to tailor recommendations while leaving final decision authority with clients.

Jeffrey Letendre is a CFP® professional with 36 years of industry experience. He has been with LPL Financial since 2003 and also has a longstanding role at Salem Five Cents Savings Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

Patsy DiNuzzo is the Vice President and Branch Leader at the Burlington, MA Investor Center at Fidelity Investments, a role she has held since 2022. In this position, she helps lead the center by empowering the team to collaborate with individuals, families, and businesses to understand their goals and create strategic financial plans. Patsy has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investment Representative, Financial Consultant, and Vice President, Financial Consultant before her current leadership position. Her experience encompasses a comprehensive understanding of financial advising and client relationship management within the investment sector.

Benjamin Moore Sr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 47 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include broad retail and institutional investment options.

Michael Mc Entee is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Dillon Murphy is a financial advisor at LPL Financial in Danvers, MA, holding a Series 66 designation with three years of industry experience. His prior work includes a role at Brian Woods Financial Services and two separate tenures at LPL Financial. He also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and model portfolios.

Ian Finch is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. from 2016 to 2025. Finch holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and market simulations.

Maura Lewis is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning using structured discovery and firm-approved tools.

Philip Desanto is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. 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 provides a range of brokerage and advisory solutions supported by research and analytics.

Kevin Sullivan is a financial advisor with LPL Financial in Stoneham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Salem Five Bank and LPL Financial since 2015. Outside of advising, he manages a two-unit rental property. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers financial planning and a range of advisory programs with discretionary and non-discretionary management, supported by internal and third-party research and technology-driven solutions.

Shawn Mccarthy is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Salem Five Bank, Essex Private Wealth Management, Little House Capital, and Peoples United Bank. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a property and casualty activity related to client referral and agency coordination in Wakefield, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance sales and lending solutions.

Ross Feldman is a financial advisor at LPL Financial with Series 66 credentials and less than one year of industry experience. Prior to joining LPL Financial, he worked in the hospitality and insurance sectors and was involved with the Roy Moore Lobster Company for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Anne Marie Tobyne is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following five years at Janney Montgomery Scott. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at OSAIC Wealth Inc with 41 years of industry experience. She holds Series 65 and Series 63 licenses and previously spent 34 years at Royal Alliance Associates, Inc. in her career. Outside of her advisory work, she serves as a trustee for her parents’ irrevocable trusts and has experience in insurance product analysis and sales through her sole proprietorship. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms, utilizing asset-allocation tools and third-party managed-account solutions.