Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Christopher Antolini is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Cambridge Investment Research Advisors and previously held roles at Lincoln Financial Advisors, Inc. and Edward Jones. Outside of his advisory work, he serves as a committee member and volunteer for the Milford Lions Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms and customizable investment approaches.

Mitchell Jones is a financial advisor at Ameriprise with a Series 66 license and two years of industry experience. His prior work includes positions at Santander Securities and Santander Bank, as well as roles outside finance such as participating in the North American Language and Cultural Assistants Program and working at Black Sheep Coal Fired Pizza. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on tax-aware withdrawal strategies and dependable income sources.

Christopher Baughan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2011. He also operates Baughan Wealth Management as a DBA in Foxboro, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to diverse model portfolios and research.

David Sousa is a financial advisor with LPL Financial, holding the ChFC® designation and licenses including Series 63 and 65, with 31 years of industry experience. Prior to joining LPL Financial in 2026, he worked for 27 years at OSAIC. Sousa also operates a sole proprietorship offering health, accident, and life brokerage services alongside his investment advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Michael Devlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with LPL Financial since 2010 and is also associated with Global Retirement Partners, where he provides investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ishatou Jaiteh is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. She holds the Series 66 designation. Merrill provides managed account services to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies implemented through the Select Portfolio Solutions program, leveraging its integration with Bank of America’s corporate platform.

Daniel Horner is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including a role at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing services such as discretionary portfolio management and fund advisory.

Michael McGrath is a Financial Consultant at Fidelity Investments, where he supports individuals and families in utilizing the full range of resources the firm offers. His focus is on assisting clients in achieving financial peace of mind and confidence in their retirement, financial plans, wealth, and legacy goals. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative and currently as a Financial Consultant since 2022. Prior to returning to Fidelity, Michael held multiple positions at John Hancock from 2013 to 2022, including Business Development Director, Internal Sales Consultant, and Consolidation Specialist. Outside of his professional career, Michael enjoys activities such as going to the beach, attending concerts, spending time with family and friends, as well as golfing and skiing.

Noah French is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various affiliates of Edelman Financial Engines since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.

Stephen Davis is a financial advisor with LPL Financial in Mansfield, MA, holding a Series 63 license and 33 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1992. Outside of advisory services, he is involved in insurance sales through his agency, Robert W. Davis Insurance Agency, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and advanced research.

Daniel Leveroni is a financial advisor with LPL Financial based in Braintree, MA. He holds the CFP® designation and a Series 63 license, and has 49 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. 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.

Eric Shepherd is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Personal Trust Company and Shepherd Tax Services, as well as legal experience at his own law office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Joseph Robichaud is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to co-create comprehensive financial plans that align with their financial goals. Joseph emphasizes building strong, trust-based relationships to empower clients in making financial decisions they are comfortable and confident in. Joseph has progressive experience at Fidelity Investments, having advanced through several roles since 2022, including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. His approach focuses on understanding each client's specific situation, goals, and concerns to ensure clients feel heard and understood in every appointment. He holds an Arkansas Insurance License. Outside of his professional work, Joseph enjoys family activities and a variety of outdoor pursuits, including fishing, fitness, golf, kayaking, and snowboarding.

William Dittrich is a CFP® credentialed financial advisor with five years of industry experience. He is associated with Raymond James Financial in Franklin, MA, and has worked at firms including Merrill Lynch and 1776 Financial. Outside of his advisory role, he is involved as an independent contractor with 1776 Financial, providing financial advice and administrative support. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm provides tailored, risk-based financial planning and consulting, with notable expertise in serving state and municipal clients.

Patrick Hogan Jr. is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at ENE Systems Inc. from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Frank Moy Jr. is a financial advisor with Primerica Advisors in Walpole, MA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he serves as a trustee for multiple family trusts. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Andrew Semjen is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and 39 years of industry experience. He has been associated with Raymond James Financial Services since 2003 and leads The Semjen Group since 2010. Outside of advising, he operates The Semjen Group as an independent contractor. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and municipal entities, offering tailored, primarily non-discretionary advisory services supported by a broad affiliate network.

David Bolton is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has eight years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of East Boston Main Streets, a nonprofit focused on community involvement and supporting small businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.