Jeffrey Miller is a financial advisor with Ameriprise in Lynnfield, MA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee on the Board of Directors for Grandview Estates. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of his advisory role, he is involved in a carpentry contracting business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization techniques and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Robert Knizak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

James Lyman is a financial advisor with Fidelity Investments in Danvers, MA. He holds a Series 66 designation and has been with Fidelity since 2025. His prior roles include positions at the University of Colorado Boulder and various community organizations such as The Tyler Place Family Resort and Newburyport Tennis Club. Fidelity's Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Lynda Digiacomo is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at LPL Financial, Invest Financial Corporation, and Osaic FA, Inc. She also works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under Founders Gate Capital.

Gary Seckendorf is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include a decade at Wells Fargo Clearing and a year at Quick & Reilly, Inc. He is based in Salem, New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering diverse investment strategies and operational support tools.

Cole Favazza is a Financial Consultant based in the Danvers investor center. He works with individuals and families to create personalized financial plans aimed at achieving long-term financial goals. Cole emphasizes in-depth planning and analysis to help clients make informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Consultant, Financial Representative, and Investment Consultant before becoming a Financial Consultant in 2026. His experience spans financial planning and client relationship management across these positions. Outside of his professional role, Cole's personal interests include boating, fishing, hiking, outdoor adventures, pets, and skiing.

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. In addition to his advisory work, he operates a sole proprietorship offering fixed protection insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of investment programs and third-party manager options.

Joseph Dias is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with individuals and families to create comprehensive financial plans aimed at helping clients achieve peace of mind and build lasting relationships with ongoing support. Joseph has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Financial Representative, Investment Consultant, and Financial Consultant before his current position. This progression reflects his experience in financial consulting and investment advising. No information on Joseph's education, credentials, personal interests, or community involvement has been provided.