Gregory Sadowski is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Brochu is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and distinguishes itself with a tiered wrap fee structure and active model curation.

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 at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held positions at Amphenol TCS, Promax Supply LLC/Acktify, Inc., and Hog Island, Inc./C.K. Pearl. She also attended the University of Massachusetts, Amherst. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using firm-approved methods, managing approximately $2.74 trillion in client assets.

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 totaling 13 years of industry experience. His prior roles include positions at The Capital Advisory Group Advisory Services, Ipswich Bay Advisors, Beacon Hill Funding, and Mutual of Omaha. He is involved in Naples Bay Wealth Management as an investment-related business activity. 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 portfolios, third-party asset management, and institutional platforms, with a focus on various investment strategies delivered through a large network of independent advisors.

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.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is employed at the University of Massachusetts Lowell. 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.

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.

Logan Young is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to his advisory career, he held positions at Lang's Ice Cream and Shaw's Supermarkets. Ameriprise Financial Services is a large, diversified 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.

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 previously at Securities America, Inc., Goldstein-Milano LLC, Venture Forward Partners, LLC, and Paytronix Systems, Inc. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm utilizes a model-based investment process with tools like risk-tolerance questionnaires and portfolio optimization, supporting a variety of account types and third-party manager programs.

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 at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held roles at Eyepoint Pharmaceuticals and Viamericas Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gordon Barnes III is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with various divisions within Fidelity since 2003, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Joseph Murphy is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and John Hancock Life Insurance. He is a partner in Retirement Fiduciary Group, LLC and has experience marketing fixed annuities and non-variable insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and risk management.