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 at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 certifications and has been associated with Fidelity Brokerage Services since 2003. Barnes has also worked with Fidelity Personal and Workplace Advisors and Fidelity Investments in various advisory roles. Fidelity’s Strategic Advisers LLC provides 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 proprietary process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Ellen Rose is a CFP® professional with 29 years of industry experience, currently associated with Equitable Advisors since 2005. She previously worked at Axa Advisors, LLC, and has operated her own CPA and CFP practice since 1986. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

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.

Greg Miner is a CFP®-designated financial advisor with Raymond James Financial in Beverly, MA, with 22 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2005 and is also the owner of Cornerstone Financial Partners LLC, where he prepares financial plans, manages client accounts, and supports other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Carly Pinkham is a Series 66-licensed financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014 and has worked with Bank of America, N.A. since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and organizations.

Gregory Mclaughlin is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. Outside of his advisory work, he is an author and operates a financial planning LLC. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a wide network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Gary Cowles is a financial advisor with LPL Financial and holds the ChFC® and Series 63 designations. He has 28 years of industry experience, including previous roles at Cambridge Investment Research, Fortune Financial Services, and operating The Cowles Group. He serves as a board trustee for the Gloucester Pier Condominiums HOA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Frank Perella is a financial advisor at Osaic with 29 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc, SII Investments, and Trans Business Services. Outside of his advisory work, he operates a sole proprietorship providing business consulting services and sells fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios that include various securities and alternative investments.

Jason King is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Charles Schwab entities since 2009, including Schwab Trust Bank and Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Yaman Sharma is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing nine years of industry experience. His prior work includes roles at JPMorgan Securities, JPMorgan Case Bank, Bank of America, and Merrill Lynch. He is also a partner in Dravin Private Investments, an investment and finance firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Olivia Webb is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she held roles at Operin and the University of South Carolina Office of Undergraduate Admissions. Outside of finance, she has worked in the food and beverage sector, including positions at Newburyport Brewing Company and Nick's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and applies systematic methodologies in constructing model portfolios.

Richard Gayne is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management arrangements, and access to various brokerage and insurance products.

Giovanni Baczynski is a financial advisor with LPL Enterprise in Wakefield, MA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, Fidelity Investments, and Brophy Wealth Management. He also worked with Martha's Exchange for four years. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Richard Batten is a financial advisor with RBC Capital Markets in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, complemented by RBC’s capital markets expertise and affiliated asset management capabilities.

Maja Stojanovic is a CFP® with 22 years of industry experience, currently affiliated with OSAIC. She has been associated with Royal Alliance since 2014. In addition to her advisory role, she serves as a full member and managing executive of Flagship Wealth Advisors, LLC, and also holds a notary public commission. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs a range of tools and third-party solutions to construct and manage portfolios that include various asset classes, supporting both discretionary and non-discretionary accounts.

Richard Sgroi is a financial advisor with LPL Enterprise, holding Series 63, Series 65, and Series 66 designations and 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1998 and served at Pruco Securities, LLC from 1998 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, combining adviser programs with active sales of financial products on an integrated platform.

Scott Breault is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Miramontes Capital, Balanced Security Planning, and Elite Consulting Partners. Outside of finance, he is involved with SEB Entertainment, a business active since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources, along with discretionary and non-discretionary management options.

Damon Deluties is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.