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.

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.

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.

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.

Shawn Foskett is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at IBM, Talend, Incorta, and Gartner. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

Jilian Glynn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work experience includes roles at Coca-Cola, Dean College, Regis College, and Data Capture Group LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Brooke Smith is a Branch Leader at Fidelity Investments, a role held since 2026. In this position, Brooke focuses on fostering an environment where associates are empowered to deliver a world-class experience, assisting clients and their families in working toward their financial goals. Brooke has held several roles within Fidelity Investments, including Advisory Services Team Leader from 2023 to 2026, Onboarding Team Leader in 2023, Licensing Mentor from 2022 to 2023, and CRA HNW from 2021 to 2022. This progression reflects a breadth of experience within the firm across leadership and advisory functions.

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.

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 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 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as John Hancock Life Insurance Company. Outside of his advisory work, he is involved in insurance brokerage and operates a sole proprietorship focused on fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs advanced portfolio construction tools and offers both discretionary and non-discretionary account management.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

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.

Jordan Leibovici is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Hatherly Country Club and Qualitas Dental Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction across mutual funds, ETFs, and ETPs.