Michael Mc Intyre is a financial advisor with Ameriprise in Westwood, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory role, he serves as an attorney-in-fact for a family member. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

Maria Naqishbandi is a financial advisor with OSAIC, holding a Series 66 license and bringing 17 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Jhfn Sii, and Edward Jones. She is involved with Centinel Financial Group, an LLC focused on financial advisory services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment process incorporates model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Jeffrey Hall is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years and had a brief tenure at Winslow Wealth Management. LPL Financial provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, and institutional investment platforms. The firm supports advisors with research, operational tools, and a broad range of financial products alongside its advisory services.

Andrew Smith is a financial advisor at Edward Jones in Braintree, MA, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019, with prior roles in mortgage lending at Plaza Home Mortgage, MSA Mortgage LLC, and Mortgage One Solutions. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Dougherty is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, South Shore Bank, VOYA Financial Advisors, and Merrill. Outside of his advisory role, he serves as a hockey referee in Marshfield, MA. 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 portfolio management services, utilizing both proprietary research and third-party strategies across various investment approaches.

Laura Gallotto is a Financial Consultant at Fidelity Investments, where she currently works to develop financial plans tailored to clients' unique needs. She has held several roles at Fidelity since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. She focuses on understanding clients' financial goals and motivations to collaborate effectively in creating personalized financial strategies. Her experience spans various aspects of financial planning and client relationship management, all within Fidelity Investments.

Paul Melanson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Securities America Advisors, Lincoln Financial Advisors Corporation, South Shore Bank, and Banc Of America Investment Services, among others. He serves as a volunteer member of the Board of Trustees at The Accord School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach emphasizing model-based asset allocation and portfolio optimization using tools such as risk-tolerance questionnaires and efficient frontier analysis.

Francisco Munoz Figueroa is a financial advisor with Ameriprise in Hingham, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Santander Securities, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Charles Zisko Jr. is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, and he is owner of The Zisko Tax Group, a tax preparation business. Cetera Investment Advisers LLC is a nationally registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Jeffrey Ellis is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2013 and is also a partner at QRGA, LLP, a CPA affiliate program. Additionally, he serves as a trustee for the Jonathan Kern Supplemental Needs Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and operational tools.

Alexander Kroot is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Investments since 2021. His background includes positions outside finance at Crooker Construction, DICK's Sporting Goods, MaineHealth, Mason's Brewing Company, and as a student at the University of Maine, Orono. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on a broad investable universe.

Brian Mullen is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.

Giorgio Scappini is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Bank of America, Merrill, and Banc of America Investment Services. Outside of his advisory role, he is involved in managing a rental property business in Providence, Rhode Island. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment committee insights. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Laura Bradeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Primerica Advisors since 2007 and has also worked with affiliated companies including Primerica Financial Services. In addition to her advisory role, she provides bookkeeping services for Telcohelp Communications. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale, with thousands of advisors and billions in assets under management.

Anthony M. Florio serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1998. His practice primarily focuses on providing financial services to medical professionals, attorneys, and business executives. He assists clients in developing tax-efficient portfolios, income strategies, and retirement planning tailored to the needs of individuals, their families, and businesses. Anthony holds a Bachelor's Degree in Finance from Stonehill College and has obtained several professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Private Wealth Advisor® (CPWA®) designations. He is also engaged with Stonehill College through participation on the Business Visiting Committee. He emphasizes service and trust in his practice, aiming to understand each client's specific concerns and aspirations to develop personalized financial strategies. Anthony's approach is guided by the philosophy of working closely with clients one-on-one to pursue their long-term goals. Outside of his professional activities, his personal interests include biking, gardening, and hiking.

Stephen Leary is a CFP® professional with 40 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. Prior to this, he worked at Cetera Advisors LLC and has been involved with Cambridge Investment Research, Inc. since 2003. In addition to his advisory role, he is self-employed providing tax preparation services during the tax season and acts as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets through multiple platforms and a broad network of financial professionals.

Stephen Acerra Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc., among other firms. Outside of his advisory role, he serves as a FINRA national arbitration panel chairman and operates professional practices providing legal and tax services as well as trust and probate accounting support. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money manager programs.

David McNaughton is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. He has held positions in the financial sector since 2011, including roles at Brown Brothers Harriman and Co. in both Boston and Ireland, where he served as Assistant Vice President in Global Client Service, and as a Senior Associate at SVB Private. His earlier experience includes work as a Financial Analyst at Radius Bank. No information regarding his education, credentials, personal interests, or community involvement has been provided.