John Maggiacomo is a financial advisor with Cambridge Investment Research Advisors in Andover, MA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he serves as treasurer for the North Peak Village Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

Farah Khoulani is a Financial Consultant at the Danvers Investor Center. She works with local clients to build and maintain financial plans aimed at achieving their financial goals. Farah is originally from the Northeast area of Massachusetts and focuses on providing value through her partnership with Fidelity Investments. She has been with Fidelity Investments since 2020, progressing through several roles including Workplace Planning Associate, Workplace Planning Consultant I, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Through these positions, she has developed knowledge and experience in financial planning and client relationship management. Farah's personal interests include cooking and baking, fitness, exploring food, outdoor adventures, traveling, and yoga.

Craig Schuh is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants and branch leaders dedicated to helping clients achieve their financial goals. His leadership role focuses on fostering a community-oriented approach to financial planning, aiming to provide clients with peace of mind and fulfillment. Craig has held multiple positions at Fidelity Investments since 2007, including roles such as Vice President, Regional Coaching Consultant; Vice President, Regional Planning Consultant; Regional Sales Director for Managed Accounts; and Manager of Retirement Relationship and Stock Plan Services. His extensive experience spans various aspects of financial planning, regional consulting, and sales within the organization. Outside of his professional responsibilities, Craig enjoys family activities, fitness, spending time at the lake, skiing, and traveling.

James Leary is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Account Executive, Investment Representative, and others. Prior to his tenure at Fidelity, James was a Branch Development Specialist at TD Ameritrade in 2013. Throughout his career, James has gained extensive experience in financial consulting and retirement solutions. He is licensed to sell insurance in California. His approach focuses on understanding clients' current situations, goals, and priorities to provide tailored financial planning guidance. Outside of his professional responsibilities, James enjoys boating, cooking and baking, gardening, golf, spending time at the lake, and skiing.

Kaitlin Tobin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2024, she worked at Clearbridge Technology Group and has held various roles including positions in education and hospitality. She is involved with The Giving Room, a nonprofit organization, since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Timothy Skwiot is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America, where he held roles for nearly three decades. Outside of his advisory work, he coaches the high school fishing team in Windham, NH. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

James Carey is a CFP®-designated financial advisor with Ameriprise, based in North Reading, MA, and has 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is a co-owner of OC&C, Inc., a financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate tax strategies, Social Security options, and asset allocation models. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Vinagro is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2018, he was affiliated with SII Investments beginning in 2016. Vinagro Wealth Management, LLC is a business entity he uses for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Timothy Stetson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, Timothy held the role of Relationship Manager at Bank of America in 2018. As a CERTIFIED FINANCIAL PLANNER™, Timothy focuses on understanding clients' goals and concerns to simplify personal financial matters. He is committed to building lasting relationships based on trust and assisting clients in developing comprehensive financial plans. Outside of his professional work, Timothy is interested in board games, cars, family activities, social events with friends, parenthood, and volunteering.

Daniel Mahoney is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mahoney serves as Treasurer on the Board of Trustees for the Walnut Grove Cemetery in Danvers, MA, and acts as a Notary Public. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven recommendations with a centralized consulting team to deliver tailored, tax-efficient withdrawal strategies.

Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Thomas Harkins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to his current role, he spent twelve years at Enterprise Holdings LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Mark Ramsey is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Ramsey previously worked at Sanford C. Bernstein & Co., LLC and has held multiple roles at LPL Financial since 2012. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management backed by research and model portfolios.

Gerard Verbeek is a financial advisor with Osaic Wealth, Inc. based in Salem, NH, holding Series 63 and Series 65 credentials with 32 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for over 30 years before joining Osaic in 2025. Outside of advising, he is involved in managing rental properties and operates as an insurance agent offering disability insurance, fixed and fixed indexed annuities, life settlements, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Mark Monahan is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 66 designation and 10 years of industry experience. He has worked with Crosspoint Financial Advisors, LLC and Advent Benefit Consultants. Outside of his advisory work, Monahan is a licensed notary and is involved with an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by various model portfolios, research resources, and technology-driven solutions.

Lauren Misiaszek is an Investment Consultant at Fidelity Investments, where she works with clients to develop financial plans tailored to their individual goals and priorities. She aims to create strategies that provide structure and confidence, helping clients achieve clarity and peace of mind in their financial decisions. Lauren's experience includes roles at Fidelity Investments as a Financial Representative and Customer Relationship Advocate, as well as a position in Financial Reporting & Analysis at Family Office Management Services. Her professional background has provided her with a foundation in both client relations and financial analysis. Outside of her professional work, Lauren engages in activities such as family time, fitness, golf, lake outings, skiing, and softball.

Amanda Chittick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. She holds the designation of CERTIFIED FINANCIAL PLANNER™ and focuses on partnering with clients to develop financial plans tailored to their individual needs and priorities, aiming to support both their long-term and short-term financial goals. Amanda's experience at Fidelity Investments spans multiple roles, including Investment Consultant from 2018 to 2019, Relationship Manager from 2016 to 2018, and Financial Representative from 2015 to 2016. Through these positions, she has gained a comprehensive understanding of financial consulting and investment management. Outside of her professional work, Amanda enjoys beach activities, family time, fitness, and skiing.

Tabatha Chapman is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2025. In her capacity as a Wealth Management Advisor, she assists multiple generations of families in developing personalized wealth strategies focused on the growth, preservation, and transfer of their assets. She emphasizes simplicity and encourages curiosity and candid communication in her client interactions. Chapman coordinates the efforts of a dedicated team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Her collaborative approach ensures that clients receive tailored advice encompassing various aspects of wealth management. Outside of her professional responsibilities, Chapman engages in activities such as art, gardening, painting, traveling, and spending time with family and friends.

Steven Meyer is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.