Brett LeClaire is the Vice President, Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2000, progressing through various roles including Vice President Financial Consultant, Financial Planning Consultant, Financial Representative II, and Full Trader. His experience spans financial consulting and planning, with a focus on client-centered service. Brett holds a California Insurance License, enabling him to provide insurance-related financial advice. He believes in prioritizing client care, stating, "I believe that if you truly care about your clients and put them first, they'll recognize it and connect with you."

Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Michael Scott is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and investment modeling.

Paul O'Callaghan is a Planning Consultant at Fidelity Investments, where he focuses on creating collaborative relationships between the wealth management team and clients. He works by coordinating with financial planners and clients to understand their needs and build holistic plans that support their goals. Paul's experience at Fidelity Investments includes roles as a Relationship Manager, Financial Representative, and Client Relationship Advocate, reflecting his progression through various client-facing positions within the firm. This range of experience contributes to his comprehensive understanding of client relationship management and financial planning processes. Outside of his professional role, Paul has personal interests in golf, movies, and reading.

Jennifer Baker Alves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. She has previously worked at Cantella & Co., Inc., Chestnut Hill Wealth Management Group, FedPoint, and John Hancock Life Insurance Company. Outside of her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians, with proprietary model strategies under the Founders Gate Capital brand.

Silas De Oliveira is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop tailored strategies to pursue their goals. Silas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UNINASSAU. His approach emphasizes understanding what matters most to clients and their families to create personalized financial plans.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Hannah Doherty is a financial advisor with UBS Financial Services in Boxford, MA. She holds a Series 66 designation and has 16 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Michelle Garofalo is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Michelle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Brian Doherty is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2026. He was previously affiliated with Ledgewood Financial and Commonwealth Financial Network from 2018 to 2026, and spent nine years at Salem Five Cents Savings Bank and LPL Financial from 2009 to 2018. Outside of his advisory work, Doherty serves as Secretary on the Board of Directors for the Bay State Baseball Tournament of Champions and officiates Division 1 college football games. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Anthony Zizza is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in benefit brokerage and insurance through Zizza Benefits Group, Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of more than 10,000 advisors. The firm provides access to multiple investment platforms, including model portfolios and third-party managers, with over $256 billion in assets under management.

Timothy Goland is a financial advisor with LPL Financial in Topsfield, MA, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He was previously with Infinex Investments, Inc. for 17 years before joining LPL Financial in 2018. Outside of advisory work, he is involved as an agent for fixed annuities through related insurance brokerage activities. 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 financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms, supported by technology tools but with investment decisions made by advisors.

Steven Johnson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Cambridge since 2016, with prior roles at Morgan Stanley and Santander Securities. Outside of his advisory work, he is involved in insurance and benefits services through his independent practice, Alpha Legacy Advisors. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Letendre is a CFP®-designated financial advisor with LPL Financial, based in Salem, MA, bringing 36 years of industry experience. He has been with LPL Financial since 2003 and also maintains a long-term association with Salem Five Cents Savings Bank beginning in 2001. 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 financial planning and investment management solutions, including access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Dominic Rebelo is a financial advisor with LPL Financial in Woburn, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Edward Jones and Waddell and Reed. Rebelo serves on the board of the Rotary Club of West Roxbury and Roslindale. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Benjamin Moore Sr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.

Dillon Murphy is a financial advisor with LPL Financial in Danvers, MA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Brian Woods Financial Services and prior positions at LPL Financial, as well as teaching experience at the University of New Hampshire and Lincoln Sudbury Regional High School. He is also a commissioned 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ian Finch is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. from 2016 to 2025. Finch holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and market simulations.

Maura Lewis is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning using structured discovery and firm-approved tools.