Megan Bach is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of her advisory role, she serves as Vice President of Finance for the Hickory Hill Swim & Tennis Club and is a co-troop leader for a local Girl Scouts USA troop. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Kevin Sullivan is a financial advisor with LPL Financial in Stoneham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Salem Five Bank and LPL Financial since 2015. Outside of advising, he manages a two-unit rental property. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers financial planning and a range of advisory programs with discretionary and non-discretionary management, supported by internal and third-party research and technology-driven solutions.

Sheryl Wein is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Waddell & Reed, The Wein Group, and various insurance carriers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs along with financial planning, retirement consulting, and brokerage services supported by in-house and third-party research.

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.

James Barri is a Financial Consultant at Fidelity Investments, where he partners with clients to develop, implement, and maintain financial plans tailored to their goals. He has been with Fidelity Investments since 2018, progressing through various roles that have expanded his experience and expertise in financial planning and client relationship management. James's career at Fidelity began as a Workplace Planning and Advice Associate in 2018, followed by positions as Financial Representative, Relationship Manager, and Planning Consultant before assuming his current role as Financial Consultant in 2025. This progression reflects his comprehensive experience in delivering financial advice and planning services to clients.

Aaron Ezra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has a substantial history with Fidelity, having served in various roles including Planning Consultant, Investment Management Consultant, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant since 2018. Prior to his career at Fidelity, Aaron worked as a Relationship Banker at Huntington Bank from 2016 to 2018. In his current role, Aaron works closely with clients to develop financial plans tailored to their individual goals, concerns, and financial situations. He focuses on creating strategies that provide clients with peace of mind across all market conditions, allowing them to concentrate on living fulfilling lives. Outside of his professional work, Aaron enjoys baseball, movies, and puzzles.

Chad Battaglia is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and the founding partner of The Battaglia Group. He has been active in the financial services industry since 1998 and joined Merrill Lynch in 2004. Chad serves a select group of multi-generational families and companies, providing detailed financial strategy, advice, and guidance aimed at growth, preservation, and effective wealth transfer. His expertise covers various client focus areas including college education planning, corporate executive services, executive and equity compensation, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Chad employs a planning-based approach centered on understanding clients' goals to deliver customized financial strategies. He works closely with clients and their professional advisors to coordinate integrated financial, estate, and legacy strategies. Chad holds a Bachelor's degree in Finance from Bentley University and the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ at the Wharton School of the University of Pennsylvania. In addition, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. Outside of his professional role, Chad enjoys spending time with his family on Cape Cod and playing golf.

Mark Buchanan is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Steven Auger is a financial advisor with J.P. Morgan Securities in Salem, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Santander and McAdam Financial. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their recommendations.

Farley Ribeiro is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a property and casualty activity related to client referral and agency coordination in Wakefield, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance sales and lending solutions.

Elizabeth Ryan is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked at TD Ameritrade for 12 years before joining Charles Schwab and its affiliated bank. Ryan serves as a volunteer board member for two nonprofits, LexFun and The Cure JM Foundation, assisting with family-focused events and annual fundraising walks. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

William Ryan Jr. is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. from 1973 to 2018. Outside of his advisory role, he is a non-compensated trustee of a 501(c)(3) school and operates a photography business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to managed account solutions using asset-allocation tools and third-party platforms.

Brian Tierney is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He is dedicated to assisting clients and their families in co-creating financial plans tailored to their unique goals, with a focus on enhancing and protecting their wealth. Prior to his current position, Brian held several roles at Fidelity Investments, including Investment Consultant from 2023 to 2025, Financial Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This progression reflects his growing expertise in financial consulting and client relationship management. Outside of his professional work, Brian enjoys activities such as beach outings, boating, golf, hiking, snowboarding, and traveling.

Scott Coppock is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked for Citizens Securities, Inc. for 15 years prior to joining Ameriprise. Outside of his advisory role, he serves as a volunteer soccer and basketball coach. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, providing written recommendations and ongoing advice to clients approaching or in retirement.

Bryant Gauthier is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Carolyn Nolan is a CFP® professional with 22 years of experience, currently serving as a financial advisor at Ameriprise in Winchester, MA. She has been with Ameriprise and its affiliates since 2004. Outside of advisory work, she owns and operates a consulting business and runs a personal platform focused on lifestyle and motivational content unrelated to financial services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Micheal Kertyzak III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple Raymond James entities since 2000 and has operated his own tax planning and preparation business since 2011. 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, institutions, and nonprofit organizations. The firm offers tailored investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

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.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

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 been with LPL Financial since 2008 and also operates LaGreca Wealth Management in Lynnfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.