Connell Tarr is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, including prior roles 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. The firm offers a range of services such as financial planning, third-party asset management, and access to brokerage and insurance products through an integrated platform combining advisory programs with other financial product sales.

Jose Martinez is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. Outside of his advisory role, Martinez is the sole owner of a non-investment-related business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Jody Chadwick is a financial advisor with RBC Capital Markets in Danvers, MA, holding a Series 66 designation and 27 years of industry experience. Her career includes roles at Merrill and Bank of America, NA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.

Roger Mcdevitt is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and John Hancock Funds. Mcdevitt is also involved with Centinel Financial Group LLC as a financial advisor and operates an insurance brokerage as a sole proprietor. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and access to multiple third-party money managers and investment platforms.

Lisa Schuhmacher is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. She holds the Series 63 designation. Outside of her advisory role, she serves as a co-trustee for her mother’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Ernest Freeman is a financial advisor at Robert W. Baird & Co. with 48 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 10 years. Freeman serves as a guarantor and voting member of the Swampscott Beach Club in Massachusetts. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays to meet client goals and risk tolerances.

Brian Lunceford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Merrill. He serves as treasurer of the Boston Chapter of the National Association of Guardsmen Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Joseph D’Amore is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016, previously spending eight years at MetLife Securities Inc. In addition to his advisory role, D’Amore provides tutoring and coaching for students preparing for the CFP exam through his consulting business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Katherine Glidden is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Advisors. Her prior roles include positions at Valmark Securities, Triad Advisors, and Independent Financial Group, among others. She is president of the board for Cape Ann Animal Aid, a local non-profit animal shelter, and teaches group cycle classes at the Cape Ann YMCA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, delivering tailored recommendations across diverse financial needs.

Stephen Morrison is a financial advisor with Ameriprise in Westwood, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at the University of Massachusetts Amherst and Westwood Public Schools. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Ponte is a Financial Consultant who partners with individuals and families to create and maintain comprehensive financial plans aimed at achieving long-term peace of mind. He has experience working in investment consulting and relationship management. Prior to his current role, Ryan worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Relationship Manager at Fidelity Investments from 2019 to 2020.

Stephen Collins is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Waddell & Reed and various insurance carriers over 35 years, as well as a brief period with Ten Cedar Street LLC. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

John Summerlin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007. He serves as a board member of the Crown Ridge Owners Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dana Rodrigues is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include a decade with Cetera Advisors LLC and a position at Bright Futures Wealth Management, LLC. Outside of advisory work, he is an educator at Financial Education Partnership, a nonprofit where he provides workshops on general topics related to finance and planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers diversified investment management and financial planning services across multiple program structures and uses a multi-manager platform that includes affiliated and third-party model portfolios.

John Benedetto III is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked at firms including Janney Montgomery Scott and National Securities Corp. Benedetto manages Laurel Wealth Management, Inc., an investment-related business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 proprietary and third-party research.

Alexander Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at People's United Bank, People's Securities, and Salem Five Cent Savings Bank. Outside of his advisory work, Moody coaches youth hockey in North Andover, Massachusetts. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through an extensive network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary research, model portfolios, and various investment strategies.

Nancy Mcginty is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Merrill since 2006. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John De Simone is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Co. He is also the president of the JGD Memorial Foundation, a charitable organization involved in fundraising and organizing a golf tournament. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers a range of investment and educational programs.

Timothy Fifield is a Series 63-licensed financial advisor with Ameriprise, based in Essex, MA, and has 14 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2016 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he owns TPFG LLC, an entity established to manage his practice. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dylan Knizak is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he worked briefly at Janney Montgomery and Scott LLC and has a background that includes academic positions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.