Mark Coote is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Brian Glavin is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott and RiverFront Investment Group, LLC. Outside of his advisory role, he volunteers in youth lacrosse organizations, serving as Vice President of the Board for Andover Youth Lacrosse and Chair of the Girl’s Select Committee for Massachusetts Youth Lacrosse. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.

James Freeman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over two decades at Cantella & Co., Inc. He is also involved as an agent with Cantella Insurance Agency and owns a business operating under the name Juliad Enterprises. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Matthew Greeke is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated firms in various roles since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs and serving as an advisor to multiple registered investment companies.

Barton Liro is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Hendricks Wealth and Estate Management, Hero Investment Planners LLC, and Cetera Advisors LLC. Barton also operates Ohana Wealth Management LLC for tax and investment purposes. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Marc Freedman is a CFP® with 35 years of experience in the financial industry. He has been with LPL Financial since 1991 and previously operated Freedman Financial Associates, Inc. for ten years. Freedman is also an author of financial planning books focused on serving the mass affluent market and delivers presentations to financial professionals on this topic. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Hoffman is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley since 2015 and is currently associated with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Alex Griffiths is the Vice President and Financial Consultant at Fidelity Investments. In this role, Alex works with clients to assist them in making informed financial decisions by navigating the complexities of investing and providing personalized financial plans tailored to individual needs. Alex's career at Fidelity Investments includes a progression of roles since 2018, starting as a Workplace Planning Associate, moving through positions such as Investment Solutions Representative, Financial Representative, Investment Consultant, Financial Consultant, and currently serving as Vice President. This experience has provided Alex with comprehensive knowledge in financial consulting and investment strategies. Outside of professional responsibilities, Alex engages in personal interests including golf, pets, skiing, softball, and traveling.

Patrick Price is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He has been associated with Cambridge since 2003 and is also a partner at Neal A. Price & Company, LLP, where he provides tax and financial statement services as a CPA. Additionally, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Kate Richardson is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2020. In her role, she partners with individuals and families to help grow, preserve, and transition wealth across generations, focusing on developing financial strategies aligned with her clients' goals. Her experience in the financial industry spans several years, including positions as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor and Client Service Manager at Morgan Stanley. This background has equipped her with expertise in financial planning and client relationship management. Kate emphasizes building long-lasting and personal relationships based on honesty, integrity, and trust. She leads with planning to help clients implement effective financial strategies.

Brian Mccarthy is a financial advisor with RBC Capital Markets in Danvers, MA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and a range of portfolio management and financial planning services.

David Groves is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Strategic Advisors Inc, Fidelity Personal and Workplace Advisors, and T. Rowe Price Advisory Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Marc Fortier is a financial advisor with RBC Capital Markets based in Danvers, MA. He holds the Series 66 designation and has 20 years of industry experience, including 17 years with RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

David Jacobs is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2000. Outside of his advisory role, he owns and manages a real estate rental business in Bethel, Maine. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Ryan Dobbert is a financial advisor at Morgan Stanley in Middleton, MA, holding a Series 66 license with 20 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he contributes as a content submitter to Adobe Stock Photo in the art and culture sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and secular return estimates, to support client financial plans.

Catherine Ellis is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Rein Kampersal is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Fidelity Personal Investments beginning in 2005. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Farah Khoulani is a Financial Consultant at the Danvers Investor Center. She works with local clients to build and maintain financial plans aimed at achieving their financial goals. Farah is originally from the Northeast area of Massachusetts and focuses on providing value through her partnership with Fidelity Investments. She has been with Fidelity Investments since 2020, progressing through several roles including Workplace Planning Associate, Workplace Planning Consultant I, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Through these positions, she has developed knowledge and experience in financial planning and client relationship management. Farah's personal interests include cooking and baking, fitness, exploring food, outdoor adventures, traveling, and yoga.

David Smith is a CFP® with 27 years of industry experience currently with Cambridge Investment Research Advisors. He has held roles at several firms, including KMS Financial Services and Investors Capital Corp. He also serves as president of DCS Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of implementation options across multiple platforms and includes proprietary and third-party model strategies.

Brian Vinagro is a CFP® certificant and financial advisor with 23 years of industry experience, currently practicing at LPL Financial since 2018. His prior experience includes roles at Sii Investments and National Planning Corporation. Vinagro is based in Danvers, MA, and operates Vinagro Wealth Management, LLC as a non-investment-related business entity for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and diverse operational tools.