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.

Jennifer Snow is a Series 66 licensed financial advisor with 23 years of industry experience, currently affiliated with UBS Financial Services since 2015. She is based in Peabody, MA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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 to support client strategies.

Erick Bourbon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with LPL Financial since 2003. Bourbon’s other business activities include roles related to Salem Five Insurance Holdings and several Salem Five entities connected to his LPL business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven strategies.

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.

Scott Newton is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he serves as president of the Fighting Dutchmen Gridiron Club at Union College and acts as trustee for the Abigail Ingalls Trust, overseeing the account’s investment and monitoring inflows and outflows. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

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.

Gordon Barnes III is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 certifications and has been associated with Fidelity Brokerage Services since 2003. Barnes has also worked with Fidelity Personal and Workplace Advisors and Fidelity Investments in various advisory roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Ellen Rose is a CFP® professional with 29 years of industry experience, currently serving at Equitable Advisors since 2005. She previously worked at Axa Advisors, LLC, and has maintained her own CPA and CFP practice since 1986. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions through program sponsors and third-party managers.

Allison Young is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Central Relationship Manager, and Customer Relationship Advocate. Throughout her career at Fidelity Investments, Allison has worked closely with individuals and families to develop comprehensive financial plans tailored to their goals and evolving needs. She focuses on building thoughtful strategies designed to bring clarity, efficiency, and confidence to clients' financial lives, emphasizing strong relationships and ongoing communication to support clients as they move toward long-term success.

Greg Miner is a CFP® professional with 21 years of experience in the financial industry. He is affiliated with Raymond James Financial and Cornerstone Financial Partners LLC, where he prepares financial plans, manages client accounts, and supports other advisors. He holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

Carly Pinkham is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, which includes access to swaps, derivatives, lending, and custody services.

Gary Cowles is a financial advisor with LPL Financial and holds the ChFC® and Series 63 designations. He has 28 years of industry experience, including previous roles at Cambridge Investment Research, Fortune Financial Services, and operating The Cowles Group. He serves as a board trustee for the Gloucester Pier Condominiums HOA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jason King is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Charles Schwab entities since 2009, including Schwab Trust Bank and Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Yaman Sharma is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing nine years of industry experience. His prior work includes roles at JPMorgan Securities, JPMorgan Case Bank, Bank of America, and Merrill Lynch. He is also a partner in Dravin Private Investments, an investment and finance firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Olivia Webb is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she held roles at Operin and the University of South Carolina Office of Undergraduate Admissions. Outside of finance, she has worked in the food and beverage sector, including positions at Newburyport Brewing Company and Nick's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and applies systematic methodologies in constructing model portfolios.