Sara Scalisi is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she is a notary public in the state of Massachusetts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tatyana Karayeva is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Mass Mutual Investors Services and MassMutual Life Insurance Co. Her prior experience includes roles at Morgan Stanley, Ameriprise, and various wealth management firms. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships.

Andrew Kirk is a CFP® with 22 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Daneau is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Linsco/Private Ledger Corp. for 24 years and Securities America Advisors. In addition to his advisory role, he is involved in insurance sales as part of his business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment types, managing accounts on discretionary or non-discretionary bases.

Sean Oliveira is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with Cetera and has previously worked at JPMorgan Wealth Management and First Republic Investment Management. Oliveira is based in Reading, MA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Eric Majka is a financial advisor with LPL Financial in Haverhill, MA, holding Series 65 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group, Ltd, AGES Financial Services, Ltd., Aztec Capital, LLC, and Boston Independent Advisors. He is also involved with Summer Street Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

Alexander Martins is a financial advisor at LPL Financial based in Salem, MA, with two years of industry experience. He holds the Series 66 designation and has prior work experience at Salem Five Bank, Target, Giovanni's Pizza and Roast Beef, and Stop and Shop. Martins is also associated with a DBA for LPL business known as Salem Five Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 access to various model portfolios, third-party research, and technology-driven investment strategies.

Renee Senes is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining LPL Financial in 2021. Senes is a Certified Divorce Financial Analyst and teaches adult education courses on divorce planning and Social Security benefits. She is also an author of books addressing financial issues related to divorce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Jonathan Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2005 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Jonathan is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, being fully registered in all 50 states. He was recognized on the Forbes "Best-In-State Wealth Advisors" list from 2021 through 2026 and was named to the "Best-in-State Wealth Management Teams" list in 2025 and 2026. Jonathan specializes in providing tailored financial guidance to high net worth individuals, families, business owners, senior executives, and charitable organizations. His expertise includes disciplined asset allocation, open architecture investment management, tax-efficient strategies, concentrated stock management, alternative investments, retirement cash flow planning, exit planning for business owners, and trust and estate planning. He develops personalized financial strategies to meet the unique needs and long-term goals of his clients. He earned a Bachelor's degree in Economics and International Finance from Brandeis University. Jonathan is active in his community, serving as a board member for the Middleton Youth Softball Association and volunteering with local youth softball and soccer organizations. He lives on the North Shore with his wife and two daughters.

Alyson Quinnelly is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including LPL Financial, Patriot Financial Group, and Securities America. Quinnelly is also registered as an agent selling various life insurance products, including variable annuities and fixed index products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Aaron Piscia is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. He has previously worked at Raymond James & Associates and has been with Ameriprise in various capacities since 2020. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment practice. 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 tailored retirement income planning through written recommendations and ongoing advice, focusing on asset allocation, withdrawal strategies, and Social Security options.

Sean Farrell is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. Prior to that, he was with CUNA Mutual Group and CUNA Brokerage Services, Inc. for over three decades. He is also involved with Align Credit Union in a financial institution role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Heather Hersey is a financial advisor with LPL Financial in Beverly, MA, holding Series 63, 65, and 66 licenses and 20 years of industry experience. Prior to joining LPL Financial in 2023, she worked at M&T Bank, Citizens Securities, Bank of America, Merrill, and Fidelity Investments. Outside of her advisory role, she operates a wellbeing coaching practice focused on mindfulness, yoga, and related activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research support from internal and third-party sources.

Jason Traino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses proprietary tools and modeling techniques.

Joy Baron is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. She has 38 years of industry experience, including 30 years at Signator Investors, Inc. and overlapping tenure with John Hancock, before joining OSAIC in 2018. Baron is also a partner at Coastal Wealth Management, a financial services LLC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to multiple managed account platforms and third-party money managers.

Mark Coote is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Brian Glavin is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott and RiverFront Investment Group, LLC. Outside of his advisory role, he volunteers in youth lacrosse organizations, serving as Vice President of the Board for Andover Youth Lacrosse and Chair of the Girl’s Select Committee for Massachusetts Youth Lacrosse. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.

Jason Sechrist is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and John Hancock Funds. 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joyce Curtis is a CFP® with 40 years of industry experience, currently advising clients at LPL Financial since 2018. She has also been affiliated with Invest Financial Corporation since 2003. In addition to her advisory work, Curtis is an independent insurance agent specializing in non-variable insurance. 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 provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

James Freeman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over two decades at Cantella & Co., Inc. He is also involved as an agent with Cantella Insurance Agency and owns a business operating under the name Juliad Enterprises. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.