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.

Kristen Smith is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior experience includes roles at Axial Financial Group, Commonwealth Financial Network, and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Cetera Advisors LLC for seven years and operated Personal Financial Management Plus Inc for nearly three decades. Biagiotti also serves on the City of Lynn Retirement Board, where he contributes to managing retirement applications and overseeing the Massachusetts retirement systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a large network of advisors with diverse investment strategies and offers a range of financial planning and asset management solutions.

Ronald Grasso Jr. is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has worked with UBS Financial Services since 2022 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Philip Vidic is a financial advisor with Fidelity Investments in Methuen, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers specialized services such as model portfolio delivery and fund advisory.

Nicholas Dolle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles in the automotive and telecommunications sectors, as well as service in the U.S. Army Reserve and National Guard. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jennifer Gilbert Duffy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as an alumni representative on the Investment Committee at Alfred University and holds a position as Shellfish Constable for the Town of Marblehead. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and market modeling techniques.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2019 and with Primerica Financial Services since 2017. In addition to advisory services, he receives compensation for referrals related to home security and automation products as well as loan product sales through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

Devyn Neary is a financial advisor at Morgan Stanley with a Series 66 credential and experience beginning in 2024. Prior to joining Morgan Stanley, Devyn worked at Arthur J. Gallagher and Pure Solutions, and has been involved with Cafe Capri since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Kenneth Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Connell McNamara is a Series 66-licensed financial advisor with Ameriprise in Andover, MA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advisory work, he serves as Treasurer on the Board of Directors for Garrison Speed Shop Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Katz is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Wells Fargo Clearing and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm uses an IPS-driven, modern portfolio theory approach and acts as an ERISA fiduciary when providing investment advice.

Barbra Delvecchio is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Salomon Smith Barney for 25 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile using a mix of in-house and third-party managers.

Gilbert Gallant Jr. is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. His prior experience includes roles at Ledgewood Financial, Commonwealth Financial Network, and Linsco Private Ledger. He is also a co-owner of Ledgewood Financial, where he manages advisory business operations. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Andrea Mahoney is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their financial consultants to develop customized financial plans tailored to meet their unique needs. Prior to this, Andrea worked as a Relationship Manager at Fidelity Investments from 2016 to 2022. She builds strong relationships with clients and their families, fostering trust and reliability through her work.

Michael Ryan is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Signator Investors, Inc. from 2006 to 2008 before joining LPL Financial in 2008. In addition to his advisory role, he provides tax preparation services to clients. 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 advanced operational and research tools.

Christopher Golini is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at Citigroup Global Markets and Wells Fargo Clearing since 2016. He serves as a trustee for his father's trust in Medford, MA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Christopher Mara is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at firms such as LPL Financial, Santander Securities, and MIT Federal Credit Union. Mara also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, supporting advisory programs and institutional portfolio management.