Micheal Kertyzak III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple Raymond James entities since 2000 and has operated his own tax planning and preparation business since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Michael Murphy Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked for St. Ann's Home and School Inc. from 2010 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers 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.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Alexander Chigas is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2009, with a five-year tenure at Morgan Stanley Private Bank from 2017 to 2022. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing a systematic approach to managing model portfolios composed of mutual funds, ETFs, and ETPs.

Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and Capital Financial Services, Inc. Shen is also the founder and president of Holistic Financial & Retirement Group, which offers fixed insurance products tailored to client needs. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and supports multiple advisory platforms and third-party managed-account solutions.

Michael Nahill is a Wealth Management Advisor with Merrill Lynch Wealth Management. As the lead investment architect for Nahill, Dunn & Associates, he focuses on designing customized wealth management strategies and investment portfolios tailored to the unique goals of each client. His approach integrates a disciplined investment management process, responsive service, a client-focused team, and transparency regarding fees, risks, and outcomes. With over 30 years of capital markets experience, including more than 20 years advising professional investment managers at leading mutual funds, pension funds, endowments, and hedge funds, Nahill brings extensive expertise to his role. He specializes in areas such as family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Nahill holds a B.A. in Economics from Boston College and an M.B.A. from Columbia University. He is a CERTIFIED FINANCIAL PLANNER® certificant and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Nahill is committed to community involvement and follows the Merrill tradition of volunteering with local organizations. His personal interests include golfing, interior decorating, music, and reading.

Eric Lesage is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Outside of his advisory role, Lesage is a partner in an insurance brokerage and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage customized portfolios.

Ian Fitch is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently serves as Commander of the James L Melvin American Legion Post 379. Fitch is also affiliated with the Boxford, MA Fire Department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to support client goals, and it maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Lori Lambert is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has worked at LPL Financial since 2004 and has been with Broad Street Planning, LLC since 2019. In addition to her advisory work, she is involved in selling fixed annuities and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Kevin Garnick is a financial advisor at Primerica Advisors with 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. His credentials include Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

Meaghan Boermeester is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 credential and one year of industry experience. Her prior roles include positions at Tewksbury Public Schools and Grant Thornton LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Dalton is a CFP®-certified financial advisor with 13 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has held positions at several firms including MassMutual Life Insurance Co, Hightower Advisors, LPL Financial, and Fidelity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary advice and supports its clients through advisory programs and partnerships.

Nicholas Soukup is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Bank of America, Cellular Solutions, LLC, and Wireless Asset Slice, Inc. He has also worked at L.L. Bean and spent six years at Camp Mowglis. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of her role at OSAIC, she is involved with Scott Advisory Group, where she provides financial planning services. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, and financial planning. The firm employs various asset-allocation tools and supports multiple account management options, including discretionary and non-discretionary portfolios.

Amy Gordon is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments for 34 years and Citizens Securities, Inc. for one year. She also serves as a notary public in her role at Merrill. 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 strategies for a range of individuals, institutions, and nonprofit organizations.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Sascha Silvia is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Silvia worked at Group One Automotive and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory 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 focused on income sources and tax-aware withdrawal strategies.

Joshua Andreasen is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines in Burlington, MA, where he has worked since 2014 through various affiliated entities. Outside of his advisory role, Andreasen serves as a referee for a nonprofit organization that organizes local flag football games for the LGBTQ+ community. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Matthew Delaney is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and incorporates model portfolios and research from various sources.