Kevin Sullivan is a financial advisor with LPL Financial in Stoneham, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior experience includes roles at Salem Five Bank, TIAA-CREF, Citizens Securities, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sheryl Wein is a Series 66-credentialed financial advisor with 26 years of experience, currently with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, INC. and various insurance carriers, as well as founding The Wein Group. 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 portfolio programs, and institutional platforms, with account management that may involve discretionary or non-discretionary strategies.

Nicole Chaloux is a financial advisor with Edward Jones in Windham, NH, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Edward Jones since 2016 and also has a background with Granite State Gold Buyers, where she has been active since 2011. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Shawn Mccarthy is a CFP®-designated financial advisor with three years of industry experience. He is currently with LPL Financial and has prior experience at Salem Five Bank, Essex Private Wealth Management, Little House Capital, and Peoples United Bank. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and technology tools to support portfolio implementation.

Brendan Slein is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Deloitte & Touche LLP from 2012 to 2018. Outside of his advisory role, he serves on the Board of Directors and as Secretary for Salemhaven Inc. and is a member of the New Hampshire Society of CPA’s Investment Committee. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

M. Brown is a financial advisor with UBS Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, including proprietary research and a broad range of capital markets services.

Steven Auger is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander and McAdam Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and utilizing affiliates for implementation and portfolio services.

Farley Ribeiro is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Commonwealth Property & Casualty, assisting clients with property and casualty insurance connections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Anne Marie Tobyne is a Series 66–registered financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked for a total of 13 years across two periods, and previously worked at Janney Montgomery Scott for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach.

Sheri Ann Bouchie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Brian Carolan is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and UBS Financial Services Inc. from 2015 through 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Cameron Carpenter is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Securities, Inc. Outside of finance, he has experience working with Champion Lacrosse and All Season's Party & Tent Rental. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Joshua Sokol is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a combination of proprietary research, third-party data, and algorithmic tools to provide clients with tailored retirement income strategies.

Seth Clemmer is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at the same firm and TD Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sarah Moore is a financial advisor with Edward Jones in South Hamilton, MA, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she is associated with Dik Family LLC, a bank holding company based in Sunapee, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products through a large network of financial advisors nationwide.

Jon Bernasconi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 27 years of industry experience. He has held various roles within Fidelity since 1998, most recently with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Murphy Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked for St. Ann's Home and School Inc. from 2010 to 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2008 and previously spent a year at Edward Jones. He is also involved with LaGreca Wealth Management in Lynnfield, MA. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kristin Polito is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Morgan Stanley, and The Prudential Insurance Company of America. Polito has also engaged in volunteer management consulting with SCORE Boston. LPL Enterprise, LLC delivers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizes third-party asset managers, and offers financial planning, consulting, and access to various investment programs through its network of investment adviser representatives.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has held concurrent roles at Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and previously Mariner. Outside of his advisory role, he is involved in health and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and recommend investment strategies.