William Mcevoy is a financial advisor with Cambridge Investment Research Advisors in Malden, MA, holding a Series 66 designation and 18 years of industry experience. He previously spent 15 years with Cantella & Co Inc. Outside of his advisory role, Mcevoy is involved in several business activities, including acting as a director for an insurance business and a real estate holding company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation platforms and proprietary as well as third-party model strategies, with tailored approaches to client objectives.

Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and United Planners' Financial Services. Outside of his advisory work, he serves as Managing Trustee of Argeros Realty Trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, using model-driven portfolios developed by internal and third-party strategists. The firm also offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience and has worked at Pinnacle Private Wealth, LLC, as well as pursuing a career as a CPA since 1991. In addition to her advisory role, she provides tax preparation and accounting services through her CPA practice. 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 a range of advisory and brokerage services, including financial planning and access to third‑party asset management, supported by a large network of advisors and diverse investment strategies.

Kaushikkumar Patel is a financial advisor with Primerica Advisors in Burlington, MA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked at PFS Investments Inc. since 2007 and has been affiliated with Primerica Financial Services since 2006. Outside of investment advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Luke Patti is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He partners with individuals and families to develop and maintain financial plans aimed at achieving real-life goals through a consistent and collaborative process. Luke has accumulated experience in various roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and High Net Worth Service Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual and as a Service Associate at Eastern Bank. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke applies his expertise to help clients improve their financial plans. No additional information about his education, credentials beyond CFP®, personal interests, or community involvement has been provided.

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Marco N Calabro is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Calabro is also a member of the New Member Committee for the Salem NH Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment solutions.

Eliud Parada is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, and Uber Technologies. He is also a commissioned Notary Public. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and investment advisory.

Klodiana Sina Gjikondi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked within various divisions of JPMorgan Chase and JPMorgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she is involved in non-variable insurance business activities. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Jefferson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes roles at JMJ Financial Partners, Inc., Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Edmund Haughey is a financial advisor with OSAIC in North Andover, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Securities America Advisors and LPL Financial. In addition to his advisory work, he is involved in corporate insurance sales as a producer with Risk Strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across diverse investment vehicles.

Michael Reiter is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2008 and previously worked at J.P. Morgan Securities for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced advisor tools and oversight of over $819 billion in discretionary assets.

Mark Marroni is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including 20 years at Signator Investors, Inc. prior to joining Osaic in 2018. Marroni is president of Boston Partners Financial Group, LLC, and serves as a director on the board of Friends of Parker River National Wildlife Refuge, supporting conservation activities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Thomas Oleary is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Sentient Jet, Saint Johns the Evangelist, and Stoughton Public Schools. He has also been involved with community organizations such as the Stonington Historical Society and Roger Williams University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight of sub-advisers, and involvement with registered investment companies.

Glenn Galloway is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He previously worked at Lincoln Financial Advisors for four years and is also affiliated with Hogancamp PC as a CPA. 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 a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Steven Andelman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Luke Murphy is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, he held roles in recreational and realty organizations and worked at Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process integrates fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, supporting a range of investor needs.

Robert Mac Donald is a financial advisor at Fisher Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Advised Assets Group, LLC, GWFS Equities, Inc, Voya Financial Partners, LLC, and VOYA Financial Advisors. He is based in Arlington, MA. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and risk management tools in constructing diversified portfolios.

Isabella Repucci is a financial advisor with Ameriprise in Essex, MA, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Erock Tax + Financial Planning, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, she works part-time as a bartender at The Farm Bar and Grille. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations through a centralized consulting team.