Ernest Freeman is a financial advisor at Robert W. Baird & Co. with 48 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 10 years. Freeman serves as a guarantor and voting member of the Swampscott Beach Club in Massachusetts. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays to meet client goals and risk tolerances.

Brian Lunceford is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Treasurer for the Boston chapter of the National Association of Guardsmen Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Joseph D’Amore is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016, previously spending eight years at MetLife Securities Inc. In addition to his advisory role, D’Amore provides tutoring and coaching for students preparing for the CFP exam through his consulting business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Katherine Glidden is a CFP® with 17 years of experience in the financial services industry. She is currently with Wells Fargo Advisors and previously worked at firms including Valmark Securities, Triad Advisors, and Independent Financial Group. Glidden serves as President of the Board of Directors for Cape Ann Animal Aid, a nonprofit animal shelter. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement and wealth-transfer planning, with tailored recommendations supported by proprietary research and tools.

Stephen Morrison is a financial advisor with Ameriprise in Westwood, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at the University of Massachusetts Amherst and Westwood Public Schools. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Ponte is a Financial Consultant who partners with individuals and families to create and maintain comprehensive financial plans aimed at achieving long-term peace of mind. He has experience working in investment consulting and relationship management. Prior to his current role, Ryan worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Relationship Manager at Fidelity Investments from 2019 to 2020.

Stephen Collins is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Waddell & Reed and various insurance carriers over 35 years, as well as a brief period with Ten Cedar Street LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

John Summerlin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007. He serves as a board member of the Crown Ridge Owners Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dana Rodrigues is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Cetera, Rodrigues worked at Bright Futures Wealth Management and Investors Capital Corporation. Outside of advisory activities, Rodrigues is involved with the nonprofit Financial Education Partnership as an educator providing general financial workshops. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with access to both affiliated and third-party managers.

John Benedetto III is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked at firms including Janney Montgomery Scott and National Securities Corp. Benedetto manages Laurel Wealth Management, Inc., an investment-related business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alexander Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at People's United Bank, People's Securities, and Salem Five Cent Savings Bank. Outside of his advisory work, Moody coaches youth hockey in North Andover, Massachusetts. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through an extensive network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary research, model portfolios, and various investment strategies.

Nancy Mcginty is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The firm serves a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joan Sweeney is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2025. She previously worked at OSAIC for seven years and spent over two decades at Signator Investors, Inc. and John Hancock Life Insurance Company. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

John De Simone is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Co. He is also the president of the JGD Memorial Foundation, a charitable organization involved in fundraising and organizing a golf tournament. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers a range of investment and educational programs.

Timothy Fifield is a Series 63-licensed financial advisor with Ameriprise, based in Essex, MA, and has 14 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2016 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he owns TPFG LLC, an entity established to manage his practice. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dylan Knizak is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he worked briefly at Janney Montgomery and Scott LLC and has a background that includes academic positions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Frank Addonizio III is a financial advisor at Merrill with eight years of industry experience. He has held his current role since 2017 and previously worked at MES Solutions from 2013 to 2017. He holds the Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform and provides access to a wide set of investment products and services.

Gregory Stohrer is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports families and individuals in making informed financial decisions that align with their personal goals to promote lasting financial well-being. Gregory's experience at Fidelity Investments includes roles as a Relationship Manager in 2025, Financial Representative from 2024 to 2025, Business Development Consultant in 2024, and Investment Sales Associate from 2022 to 2024. Through these positions, he has developed expertise in investment consulting and client relationship management. Outside of his professional work, Gregory enjoys activities such as fishing, fitness, golf, outdoor adventures, snowboarding, and spending time with his pets.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristin Kissane is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including JJK Wealth Management, OSAIC, Office B&B, Signator Investors, and Riversource Fund Distributors. In addition to her advisory role, Kristin is a business owner of JM Sweeney LLC in Andover, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, combining proprietary and third-party research with a range of investment strategies and services.