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®-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.

Lauren Tullos is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Stonex Securities Inc., Trust Advisory Group Ltd., and First American Insurance Underwriters. In addition to her advisory work, she is licensed as an insurance agent and involved with Lewis Financial Services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years. Fleming is also involved with Scott Advisory Group, providing financial planning services outside of her primary firm. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting various investment strategies and a broad range of program offerings.

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.

Gregory Osborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior firms include Pinnacle Private Wealth and Money Concepts Capital Corp. He is involved with Warner Financial Group and collaborates on tax preparation and accounting services through Osborn Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at LPL Financial with 18 years of industry experience. He has held his current position since 2011. Delaney holds Series 63 and Series 66 licenses. 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.

Thomas Lawnsby is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors, Cantella & Co., and Penn Mutual. In addition to his advisory work, he operates a CPA practice specializing in tax preparation and accounting. 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 financial planning and portfolio management services through a large network of advisors, utilizing a range of investment strategies and operational tools.

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.

Kevin Barry is a financial advisor with LPL Financial in Beverly, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he is also a commissioned notary. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Trevor Nelson is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fidelity Brokerage Services and involvement with Colorado Mesa University and restaurant and landscaping businesses. He also assists financial advisors with financial plan preparation through a support role at Cornerstone Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, utilizing detailed risk profiling and modeling tools to tailor non-discretionary recommendations.

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.

Linda Laganos is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2008. Outside of her advisory role, she works as an independent contractor for the Waddell Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brooke Deschamps is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, she worked at the University of Alabama for five years. Outside of finance, Brooke manages social media for Leeway Ace Hardware. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

David Ameen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as co-trustee for his mother’s trust and acts as her power of attorney. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Matt Zampitella is the Vice President and Branch Leader at Fidelity Investments. In his role as Branch Leader, he leads a team of financial professionals dedicated to building meaningful relationships with clients and developing personalized plans aligned with their goals. Matt has held various positions at Fidelity Investments since 2012, including Vice President roles in Regional Planning Consulting, Planning & Advice Associate Experience, and Investor Center Operations Lead. He also served as Director of Sales & Service Models, Branch Service Manager, and Relationship Manager prior to his current position. Outside of his professional responsibilities, Matt has personal interests that include concerts, family activities, fitness, parenthood, and running.