Christopher Golini is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a trustee for his father's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Mara is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at firms such as LPL Financial LLC and Santander Securities LLC. Mara also provides financial planning and consulting through Northeast Planning Associates, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and employs analytical tools like risk profiling and probability modeling to support client goals.

Vincent Panzini is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he serves as President of the Everett Italian American Association and holds board positions with Eagle Bank and the Everett Chamber of Commerce. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets and offers a combination of advisory, brokerage, and insurance solutions through its affiliated companies. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

James Claroni is a CFP®-credentialed financial advisor with LPL Financial in Woburn, MA, bringing 29 years of industry experience. He has worked at Salem Five Cent Savings Bank and LPL Financial since 2017 and operates two longstanding businesses specializing in tax services and group benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, 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, with investment strategies that incorporate both discretionary and non-discretionary approaches.

Walter Hartford is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2018, following positions at Clark Capital Management Group and Ryan Labs Asset Management. Hartford serves on the board of the Greater Beverly Chamber of Commerce, is a committee member of the Beverly Rotary, and acts as Vice President and Director for Two Grateful Friends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Patrick Sheehan is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Touchpoint Financial Advisory Group and Commonwealth Financial Network. Outside of his advisory role, he serves as the head football coach for Masconomet Football. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sarah Wilsey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent nine years at Northeast Arc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Christopher Menard is a Private Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he began his career in 2013. He serves a select group of high-net-worth individuals, families, and businesses by developing customized wealth management strategies that align with their objectives. Additionally, Christopher provides consulting services through Merrill Institutional Consulting to various institutions including hospitals, private foundations, nonprofits, and universities. Christopher holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® certification, which is administered by the Investments & Wealth Institute® in conjunction with The Sloan School at the Massachusetts Institute of Technology. He earned his bachelor's degree from Trinity College. Christopher is part of The Leland Group, a team focused on supporting the wealth management needs of families, businesses, and nonprofits. His areas of expertise include education planning, family wealth management strategies, philanthropic planning, and socially responsible and ESG investing. He currently resides in Wellesley, MA with his wife and son.

Christopher Fogarty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He previously worked at Investors Capital Corp. and Eastern Point Advisors Inc. He is also the owner of Fogarty Financial, a financial services DBA, and provides consultative services related to the college financial aid application process. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor 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 various third-party and affiliated investment managers.

Lindsay Porter is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Morgan Stanley, Porter worked at Amphenol TCS and has a diverse background that includes roles at Promax Supply LLC, Hog Island, and the University of Massachusetts, Amherst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Scott Collins is a CFP® with 39 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2017, following a 31-year tenure at UBS Financial Services. Outside of his advisory role, he serves as a power of attorney and trustee for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Donald Ledingham is a financial advisor with LPL Financial based in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with firms including The Capital Advisory Group Advisory Services, Ipswich Bay Advisors, Beacon Hill Funding, and Mutual of Omaha. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Jessica Morello is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at MassPay, Inc. and Brown Rudnick, LLP. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and investment options through a large nationwide network of financial advisors.

David Erwin is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Touchpoint Financial Advisor Group, where he served for 17 years. Outside of his advisory role, he is president of Touchpoint Financial Advisor Group, a support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

Jennifer Snow is a Series 66 licensed financial advisor with 23 years of industry experience, currently affiliated with UBS Financial Services since 2015. She is based in Peabody, MA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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 to support client strategies.

Erick Bourbon is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with LPL Financial since 2003. 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, model portfolio programs, third-party asset management, and retirement advice, supported by extensive advisor tools and a large network of over 22,800 advisors.

David Gillespie is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2009. Gillespie operates under the DBAs DKG Financial and DKG Financial Wealth Management Strategies in Boston, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and various strategic allocations.

Nicole Mc Conaghy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on developing comprehensive and personalized financial strategies to help clients pursue their goals, including areas such as retirement planning, estate planning, and portfolio construction. Nicole employs a holistic approach that integrates goals-based planning, investment management, and banking and lending services through Bank of America. Nicole has been working within the investment and financial services industry for nine years. She began her career in 2013 with Bank of America Private Bank (formerly US Trust), where she collaborated with advisors to provide financial strategies and portfolio construction to high net worth individuals and families. Nicole is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst (CFA), and a Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Framingham State College. Outside of work, Nicole enjoys traveling to new countries and hiking.

Aja Conway is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Tristar Worldwide Chauffeured Services for three years. Outside of her advisory work, she works as an independent contractor delivering food for UberEats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

William Steck is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.