Kyle White is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Ipazzi. Outside of advising, he is involved with two restaurant and bar ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Michael Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2008. In addition to advising, he provides tax preparation services for clients and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by LPL Research and third-party subadvisors.

Christopher Golini is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a trustee for his father's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Mara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at multiple financial institutions, including First Technology Federal Credit Union, MIT Federal Credit Union, and Northeast Planning Associates, where he also provides independent financial planning and consulting services. Mara is additionally licensed as a real estate agent and is involved in mortgage and real estate services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Walter Hartford is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2018, following positions at Clark Capital Management Group and Ryan Labs Asset Management. Hartford serves on the board of the Greater Beverly Chamber of Commerce, is a committee member of the Beverly Rotary, and acts as Vice President and Director for Two Grateful Friends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Mark Pelletier is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2011. Outside of his advisory role, Pelletier works as an independent insurance agent and serves as a volleyball referee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers tailored investment strategies through various custody and platform arrangements and maintains proprietary and third-party model strategies.

Sarah Wilsey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent nine years at Northeast Arc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Christopher Menard is a Private Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he began his career in 2013. He serves a select group of high-net-worth individuals, families, and businesses by developing customized wealth management strategies that align with their objectives. Additionally, Christopher provides consulting services through Merrill Institutional Consulting to various institutions including hospitals, private foundations, nonprofits, and universities. Christopher holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® certification, which is administered by the Investments & Wealth Institute® in conjunction with The Sloan School at the Massachusetts Institute of Technology. He earned his bachelor's degree from Trinity College. Christopher is part of The Leland Group, a team focused on supporting the wealth management needs of families, businesses, and nonprofits. His areas of expertise include education planning, family wealth management strategies, philanthropic planning, and socially responsible and ESG investing. He currently resides in Wellesley, MA with his wife and son.

Lindsay Porter is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Morgan Stanley, Porter worked at Amphenol TCS and has a diverse background that includes roles at Promax Supply LLC, Hog Island, and the University of Massachusetts, Amherst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Amanda Schell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at MFS Investment Management for six years. Outside of finance, she has experience in athletics supervision and hospitality roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Scott Collins is a CFP® with 39 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2017, following a 31-year tenure at UBS Financial Services. Outside of his advisory role, he serves as a power of attorney and trustee for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Donald Ledingham is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at The Capital Advisory Group Advisory Services, LLC, Ipswich Bay Advisors, Beacon Hill Funding, and Mutual of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jessica Morello is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at MassPay, Inc. and Brown Rudnick, LLP. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and investment options through a large nationwide network of financial advisors.

Aja Conway is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with various divisions of Fidelity since 2017. Outside of her advisory role, she works as an independent contractor delivering food for UberEats in her spare time. Fidelity is an institutional investment firm that provides a range of investment management and advisory services to retail and institutional clients. Its approach integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and advisory services including fund management and consulting.

Todd Schell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he operates Schell Financial, which owns the building leased to Edward Jones for his practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

William Steck is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Troy Bigwood is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc., Goldstein-Milano LLC, and Venture Forward Partners, LLC. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and third-party platforms to offer customized portfolio management across multiple investment types.

Jacqueline Blau is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is a co-owner of a real estate business in Danvers, MA. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes with a wide range of brokerage and insurance solutions typical for a large institutional firm.

Mitch Pomerance is Vice President and Financial Consultant at Fidelity Investments, where he serves high net worth clients through a detailed and collaborative financial planning approach. He specializes in retirement income planning and is committed to providing research-based strategies to help clients accumulate, spend, and protect their financial assets across multiple horizons. Mitch emphasizes great customer service and acts as an advocate for his clients within Fidelity. With a professional background spanning over two decades, Mitch has worked in various roles including Account Executive at Fidelity Investments from 2012 to 2015 and Financial Advisor at AXA Advisors from 2003 to 2012. Throughout his career, he incorporates quantitative and qualitative analysis to support client decision-making. Outside of his professional work, Mitch has personal interests in art, concerts, fitness, music, and volunteering.

Jessica Bredin is a financial advisor with Fidelity Investments in Danvers, MA, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes positions at Eyepoint Pharmaceuticals and Viamericas Corporation, as well as academic roles at Ithaca College. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its model portfolios.