Jonathan Jackson is a CFP®-certified financial advisor with Ameriprise in Needham, MA, bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns a job board domain named MothersHours, though the business has not been developed. Ameriprise provides retirement-income planning services focused on individuals with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team that utilizes algorithmic tools and research to support tax-efficient withdrawal strategies and Social Security planning.

Jonathan Lilja is a CFP® professional affiliated with Cetera who has 23 years of experience in the financial industry. He has been associated with Cetera Advisors LLC since 2014 and with Cetera since 2024. Outside of his advisory role, Lilja serves as a part-time EMT for the Town of Rockport Ambulance Department, is a conservation commission member, and a select board member for the Town of Rockport. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliations to provide diverse investment solutions.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 18 years of industry experience, including 16 years at Lincoln Financial Advisors before joining Cambridge in 2023. Auerr is also involved in owning and operating Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, which provides tax services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Arthur Lambi Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Raymond James, he worked at Bentley Wealth Advisors, LLC, Disanto Priest & Co., and Commonwealth Financial Network. He is also president of Arthur Lambi & Associates, Inc., a consulting and financial advisory firm. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs including municipal finance and SIMPLE IRA consulting.

John Postizzi Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2003, serving in its various capacities for over two decades. Outside of his advisory role, he owns a small simulator racing studio, Apex Predators Sim Racing LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting implementation through its advisory programs or other providers.

Jinping Xu is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. Xu holds the Series 66 designation and has worked at firms including LPL Financial LLC and Transpacifica Financial. Outside of advisory services, Xu is involved in tax services through ownership of Beacon Tax Group LLC and operates JP Financials & Consulting LLC, which provides insurance and human resources consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Keith Gilbreath is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2017, he has developed expertise in managing custom investment strategies on a discretionary basis, selecting from a range of Merrill Lynch model portfolios and third-party investment options. He focuses on client-centered financial planning, tailored to their long-term objectives. Keith's areas of specialization include college education planning, equity compensation services, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Elon University. Outside of his professional role, Keith is active in his community and personal interests. He participates in the Hopkinton Running Club and Mensa. He contributes to local organizations such as the Greater Boston Food Bank, Hopkinton Youth Soccer, and Hopkinton Youth Lacrosse. Keith enjoys adventure sports, cooking, hiking, running marathons, soccer, traveling, and spending time with his wife Rachel, their two children, and their two dogs.

Scott Korn is a financial advisor with LPL Financial in Newton, MA, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2016 and previously spent six years with Merrill. 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 extensive research and technology tools.

Daniel Cook is a CFA® charterholder and Series 63 licensee affiliated with Edward Jones. He has three years of industry experience, previously working nine years at Wellington Management before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, and corporate and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Ken Ludy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2001, progressing through various positions including Investment Consultant, Branch Service Manager, and Retirement Solutions Manager. Prior to joining Fidelity, Ken worked as a Financial Advisor at Morgan Stanley Dean Witter from 2000 to 2001. With over 24 years of experience in the financial services industry, Ken collaborates closely with families to develop personalized financial plans tailored to their unique needs at different stages of life. His approach emphasizes understanding clients as individuals and investors to help them work toward their financial goals. Outside of his professional career, Ken is interested in golf, parenthood, and skiing.

Paul Derbyshire is a financial advisor with Ameriprise in Franklin, MA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Kevin Stoddard is a CFA® charterholder with 30 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously spent ten years at National Planning Corporation. He is also the president and owner of Stoddard Financial, LLC, a business he has been involved with since 2004. 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, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Samuel Goldberg is a CFP® professional with 27 years of industry experience, currently associated with Raymond James Financial. He has held positions at firms including North Atlantic Investment Partners, Kruegold Asset Management, and Wells Fargo. Goldberg also serves as a co-trustee of a testamentary trust, managing its investments since 2006. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, while supporting portfolio management through a large advisor network.

Jason Port is a financial advisor at Fidelity with Series 63, 65, and 66 licenses and four years of industry experience. His career includes roles at several law firms and financial institutions, such as Mirick O'Connell LLP, Bank of America (U.S. Trust), and Fidelity Personal Trust Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm utilizes a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Jonathan Albano is a financial advisor at Cetera with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has been affiliated with Cetera ADVISORS LLC and currently serves as a co-trustee for several client trusts. Cetera Investment Advisers LLC is an SEC-registered firm 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 third-party money managers.

Meaghan Harper is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Bath Savings Institution and Bentley University. Outside of her advisory work, she is involved with Array Services, LLC, through which she manages her advisory business. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement-income recommendations.

Scott Maccausland is a financial advisor with LPL Financial in Westborough, MA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) since 1997. Outside of his advisory role, he is involved in independent insurance sales focusing on long-term care insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Kailey White is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and the wealth management team to support clients' comprehensive financial planning needs. She partners with clients to understand their priorities, align their goals and values, and ensure their financial plans reflect what matters most to them. Kailey has been with Fidelity Investments since 2018. She began her career as a Financial Representative and progressed to the role of Relationship Manager before becoming a Planning Consultant in 2023.

Larry Xhama is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Outside of his advisory role, he is a stakeholder in OutsideIn Entertainment LLC, an entertainment business in which he holds no operational responsibilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process employs centralized due diligence combining quantitative and qualitative research, offering non-discretionary, customized asset allocation advice and investment manager searches.

Michael Abramo is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Natixis Distribution, Morgan Stanley, Fidelity Investments, and Eastern Trust Wealth Management. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust services.