Kristin Nordahl is a CFP® professional with 40 years of experience in the financial services industry. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, she has conducted sales in individual and group life and health insurance since 1983. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

James Ducey is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Ducey serves on the Board of Directors for the Massachusetts Business Roundtable, an organization focused on education, healthcare, and workforce development in Massachusetts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products including fee-based financial planning, portfolio management, and alternative investments.

Kevin Douglass is a financial advisor with LPL Financial in Lynnfield, MA, holding a Series 66 designation and over 52 years of industry experience. He has been with LPL Financial and its predecessor firm since 1990 and has operated as a self-employed advisor since 1980. In addition to advisory services, he is involved in insurance sales through his role at Douglass & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Linda Laganos is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2008. Outside of her advisory role, she works as an independent contractor for the Waddell Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brooke Deschamps is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Brooke worked at the University of Alabama for five years and has managed social media for Leeway Ace Hardware. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Ameen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney and co-trustee for his mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Ryan Beaudoin is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He worked at Putnam Investments for 12 years before joining Edward Jones in 2019. Outside of his advisory role, he has involvement in commercial property investment activities based in Los Angeles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

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.

James O'Donnell III is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at the City of Revere Treasurer's and Mayor's offices, as well as experience with The Home Depot and Holy Cross Dining Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

John Rahill is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has prior experience with Northwestern Mutual and Prudential Insurance. Before entering financial services, he worked in various roles including at Chick-fil-A. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform that integrates adviser programs with sales of financial and insurance products.

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.

Brian Thomas is a financial professional with 19 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2016, in addition to roles at CCR Wealth Management LLC and Divigilio Financial Group. Outside of his advisory work, Thomas serves as a board member of the Greater Beverly YMCA Sterling Center. Cetera Investment Advisers LLC operates a large national network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.

Christopher Patenaude is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked at LPL Financial and previously served in educational roles with the Salem and Woburn Public Schools. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

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.

Adam Smith is a financial advisor with LPL Financial in Salem, MA, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2019, he worked at TD Ameritrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by proprietary research, third-party subadvisors, and technology-driven strategies.

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.