Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and United Planners' Financial Services. Outside of his advisory work, he serves as Managing Trustee of Argeros Realty Trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, using model-driven portfolios developed by internal and third-party strategists. The firm also offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience and has worked at Pinnacle Private Wealth, LLC, as well as pursuing a career as a CPA since 1991. In addition to her advisory role, she provides tax preparation and accounting services through her CPA practice. 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 advisory and brokerage services, including financial planning and access to third‑party asset management, supported by a large network of advisors and diverse investment strategies.

Kaushikkumar Patel is a financial advisor with Primerica Advisors in Burlington, MA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked at PFS Investments Inc. since 2007 and has been affiliated with Primerica Financial Services since 2006. Outside of investment advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Luke Patti is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He partners with individuals and families to develop and maintain financial plans aimed at achieving real-life goals through a consistent and collaborative process. Luke has accumulated experience in various roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and High Net Worth Service Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual and as a Service Associate at Eastern Bank. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke applies his expertise to help clients improve their financial plans. No additional information about his education, credentials beyond CFP®, personal interests, or community involvement has been provided.

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. 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 software to analyze client goals and deliver written recommendations.

Marco N Calabro is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Calabro is also a member of the New Member Committee for the Salem NH Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment solutions.

Eliud Parada is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, and Uber Technologies. He is also a commissioned Notary Public. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and investment advisory.

Klodiana Sina Gjikondi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she is involved in non-variable insurance business activities. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Jefferson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes roles at JMJ Financial Partners, Inc., Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Edmund Haughey is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Securities America. In addition to his advisory role, he is involved in corporate insurance sales as a producer for Risk Strategies. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach that includes portfolio optimization, discretionary strategies, and third-party manager options, supported by a complex affiliate network and private equity ownership.

Jennifer McCarthy is a financial advisor with LPL Financial in Lexington, MA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Horizon Wealth Partners, Christopher Pazienza, Waddell & Reed, and Amundi Asset Management. She is involved with MJM SUNSET INC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Michael Reiter is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2008 and previously worked at J.P. Morgan Securities for six years. 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, supported by advanced advisor tools and oversight of over $819 billion in discretionary assets.

Mark Marroni is a ChFC®-designated financial advisor with 28 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously spent 20 years with Signator Investors, Inc. Marroni is also president of Boston Partners Financial Group, LLC, and serves as a director on the board of Friends of Parker River National Wildlife Refuge, Inc., supporting community activities such as beach clean-ups and nature walks. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed account programs and third-party manager options.

Glenn Galloway is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He previously worked at Lincoln Financial Advisors for four years and is also affiliated with Hogancamp PC as a CPA. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Steven Andelman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Luke Murphy is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, he held roles in recreational and realty organizations and worked at Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process integrates fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, supporting a range of investor needs.

Isabella Repucci is a financial advisor with Ameriprise in Essex, MA, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Erock Tax + Financial Planning, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, she works part-time as a bartender at The Farm Bar and Grille. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations through a centralized consulting team.

John Shupe is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 66 and Series 63 registrations and has prior experience with Mercer (MMC Securities) and GuidedChoice, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Tyler Lavoie is a financial advisor with Raymond James Financial in Salem, NH, holding the ChFC® and Series 66 designations and having eight years of industry experience. He previously worked for Edward Jones for six years and has owned a children's book writing and illustrating business. Lavoie also serves as CEO of Lavoie Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation.