Samuel Grant is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at StoneX Securities, Trust Advisory Group Ltd, AGES Financial Services Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services. Grant is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Gabriel Gonzalez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch, LPL Financial, and Bank of America. Gonzalez is also associated with First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

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.

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.

Gerald Jamgochian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial since 2017, following eleven years at National Planning Corporation and one year at Osaic FS, Inc. He is also an owner of a life insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives who implement both proprietary and third-party strategies.

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.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

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.

Keenan Dwyer is a financial advisor at Ameriprise with a Series 66 credential and five years of industry experience. His prior roles include positions at Eaton Vance Distributors, LPL Financial, and Boston Light Financial, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

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.

Brian Doherty is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2026. He was previously affiliated with Ledgewood Financial and Commonwealth Financial Network from 2018 to 2026, and spent nine years at Salem Five Cents Savings Bank and LPL Financial from 2009 to 2018. Outside of his advisory work, 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 Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Stephen Olsen is a financial advisor with Cetera holding Series 63 and Series 66 designations and has 28 years of industry experience. His prior roles include positions at Putnam Retail Management and Avantax Advisory Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Patrick Ngangyou Tchounchui is a financial advisor with Merrill in Chelmsford, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at One Life America/Legacy Life Solution and American Income Life. He is involved in managing an investment-related LLC established for family real estate legal protection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on asset allocation and tax-aware options.

Timothy Goland is a financial advisor with LPL Financial in Topsfield, MA, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He was previously with Infinex Investments, Inc. for 17 years before joining LPL Financial in 2018. Outside of advisory work, he is involved as an agent for fixed annuities through related insurance brokerage activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms, supported by technology tools but with investment decisions made by advisors.

Charlene Dolan is a CFP® professional with 28 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated her own firm, Dolan Financial Services. Dolan also provides financial planning and advisory services through Linden Financial Group as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Paul Yannalfo is a financial advisor with LPL Financial in Andover, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he also engages in tax preparation and accounting services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Benjamin Moore Sr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.