Douglas Brindle is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Securities America Advisors. His career includes multiple roles at LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party managers, and customized strategies supported by technology tools.

Michelle Garofalo is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Michelle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Matthew Shubley is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked independently and served as an independent contractor for the PGA Tour. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Brian Doherty is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2026. He was previously affiliated with Ledgewood Financial and Commonwealth Financial Network from 2018 to 2026, and spent nine years at Salem Five Cents Savings Bank and LPL Financial from 2009 to 2018. Outside of his advisory work, Doherty serves as Secretary on the Board of Directors for the Bay State Baseball Tournament of Champions and officiates Division 1 college football games. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Anthony Zizza is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in benefit brokerage and insurance through Zizza Benefits Group, Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of more than 10,000 advisors. The firm provides access to multiple investment platforms, including model portfolios and third-party managers, with over $256 billion in assets under management.

William Forte is a financial advisor at Cetera with 19 years of industry experience and a Series 66 designation. He previously worked at Waddell & Reed, Inc. for 12 years and was involved with the Town of Dover and the Rotary Club of Needham. Outside of advising, he serves as a board member of the Orville W. Forte Charitable Foundation and represents the USA for the Cashmere and Camel Hair Manufacturers Institute, addressing issues such as fraud and deceptive advertising. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers, with over 10,000 advisors nationwide managing approximately $256 billion in assets.

Jennifer Pollina is a CFP®-designated financial advisor with Edward Jones, based in Burlington, MA, and has 14 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network.

Timothy Goland is a financial advisor with LPL Financial in Topsfield, MA, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He was previously with Infinex Investments, Inc. for 17 years before joining LPL Financial in 2018. Outside of advisory work, he is involved as an agent for fixed annuities through related insurance brokerage activities. 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 range of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms, supported by technology tools but with investment decisions made by advisors.

Steven Johnson is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research since 2016. In addition to his advisory role, Johnson is a principal of Alpha Wealth Advisory and operates an independent insurance agency, Alpha Legacy Advisors, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Joann Spera is a financial advisor with LPL Financial in Belmont, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Lincoln Investment for 15 years and has been involved with Jon Son Financial since 1999, where she also engages in tax preparation and accounting services. 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 range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and specialized institutional platforms.

Jeffrey Letendre is a CFP®-designated financial advisor with LPL Financial, based in Salem, MA, bringing 36 years of industry experience. He has been with LPL Financial since 2003 and also maintains a long-term association with Salem Five Cents Savings Bank beginning in 2001. 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 range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Paul Yannalfo is a financial advisor with LPL Financial in Andover, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he also engages in tax preparation and accounting services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Patsy DiNuzzo is the Vice President and Branch Leader at the Burlington, MA Investor Center at Fidelity Investments, a role she has held since 2022. In this position, she helps lead the center by empowering the team to collaborate with individuals, families, and businesses to understand their goals and create strategic financial plans. Patsy has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investment Representative, Financial Consultant, and Vice President, Financial Consultant before her current leadership position. Her experience encompasses a comprehensive understanding of financial advising and client relationship management within the investment sector.

Dominic Rebelo is a financial advisor with LPL Financial in Woburn, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Edward Jones and Waddell and Reed. Rebelo serves on the board of the Rotary Club of West Roxbury and Roslindale. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Benjamin Moore Sr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.

Dillon Murphy is a financial advisor with LPL Financial in Danvers, MA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Brian Woods Financial Services and prior positions at LPL Financial, as well as teaching experience at the University of New Hampshire and Lincoln Sudbury Regional High School. He is also a commissioned notary public. 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 portfolios, third-party asset management, and institutional platforms.

Ian Finch is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. from 2016 to 2025. Finch holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and market simulations.

Maura Lewis is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning using structured discovery and firm-approved tools.