Leo Connolly is a financial advisor at Edward Jones with 41 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 2000. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Barker is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Mass Mutual Investors Services since 2017, following previous roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. 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 tools to analyze client goals and deliver written recommendations.

Paul Harney is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Condon Wealth Management, Purshe Kaplan Sterling Investments, and GWFS Equities, Inc. He is also involved with St. Joseph, Guardian of the Holy Family Parish in East Falmouth, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a range of advisory and brokerage programs through an integrated platform that combines investment advice with sales of financial products, including insurance.

Mark Alexander is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years at Investment Professionals, Inc. in the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alfred Schofield is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2026, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 through 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Joseph Mcgee is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, spanning over two decades. He also serves as president of SWE Wealth Management, LLC, a financial services entity providing wealth management support. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party strategies.

Sarah Laird is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for six years. In addition to her advisory role, she is an associate at Lightship Capital Management in Vineyard Haven, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports a large network of advisors with a range of advisory programs and institutional consulting.

Jonathan Laird is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is the CEO of Lightshp Capital Management, a support company contracted with Raymond James Financial Services. 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, corporations, and institutional accounts. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making.

Robert Areano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Robert earned an Associate's Degree from Massachusetts Bay College. His expertise focuses on wealth management and investment advisory services within the financial sector.

Todd Drummey is a CFP® with 31 years of industry experience, currently affiliated with OSAIC since 2023. He has also worked at SagePoint Financial, Inc. since 2009 and operates an independent advisory business under his own name. Outside of his advisory work, Drummey is involved in community and nonprofit activities, including serving on the board of a local trap and skeet club, acting as a trustee for a family foundation and a revocable trust, and volunteering with a local Boy Scout troop. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a broad network of financial advisers. The firm utilizes advanced portfolio construction tools and multiple advisory platforms to provide customized investment solutions.