John De Simone is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has five years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related affiliates. Outside of his advisory work, he serves as president of the JGD Memorial Foundation, a charitable organization focused on fundraising and organizing a golf tournament. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Shawn Avery is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has real estate ownership interests. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

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.

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 worked at several firms, including Riversource Fund Distributors, Inc., Bofa Advisors, LLC, and OSAIC. Kristin is also the owner of JM Sweeney LLC, a non-investment business based in Andover, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

James Reagan is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience with Keenan Financial and has worked in various educational and service roles before entering the financial sector. In addition to his advisory duties, Reagan is a licensed insurance agent and occasionally offers clients commissionable insurance products outside of his advisory role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term orientation.

Travis Terry is a financial advisor with Ameriprise in Salem, NH, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise and HD Vest, as well as running his own CPA firm, Travis Terry & Company, since 2000. He serves on the Board of Directors for the Bank of New England. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Connor Kee is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he was affiliated with Tenzing Advisors and has experience outside finance at the University of Rhode Island and Boston Modern Staging. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a global investment committee.

Bruce Favorat is a CFP® with 43 years of industry experience. He has worked at OSAIC since 2024 and previously held positions at Securities America Advisors, Inc. and SSN Advisory, Inc. He also works as an independent insurance producer. 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 and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across a broad range of securities.

Eric Evans is a financial advisor with Edward Jones in North Reading, MA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Pandiscio is a financial advisor at Ameriprise in Merrimack, NH, with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Chase is a CFP®-designated financial advisor with 23 years of experience, currently with Cetera since 2025. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors. He is also the owner of a tax preparation business serving individual clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through multiple program structures and manager affiliations.

Edward Waldron III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 34 years of industry experience. Prior to joining OSAIC in 2025, he spent nine years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he operates insurance-related businesses specializing in accident, health, disability, and life insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm employs comprehensive asset-allocation tools and offers integrated brokerage, advisory, and third-party managed-account solutions.

Jeffrey Beck is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. His activities include involvement in non-variable insurance business through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists while offering access to third-party asset managers and insurance products.

Herbert Hollender is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 43 years of industry experience. His career includes previous roles at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he has real estate ownership interests unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alex Case is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as the head of the investment committee for the Marblehead Museum and Historical Society, overseeing decisions on buying and selling within the society’s accounts. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm leverages proprietary capital market research and model-based asset allocations to tailor financial plans, combining institutional trading capabilities with wealth management offerings.

Ryan DeBruyckere is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop financial plans that align with their personal goals. Ryan employs a holistic approach to comprehensively address his clients' needs and demonstrates how Fidelity's resources can support them and their families. Ryan's professional experience at Fidelity Investments includes positions as an Investment Management Consultant, Retirements Associate, and Customer Relationship Advocate. This progression within the company has provided him with a broad perspective on investment management, retirement planning, and client relationship management. Outside of his professional duties, Ryan has interests in cars, fitness, football, and music, including being an instrumentalist.

Noel Dulac is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Life Insurance Company for 23 years before joining OSAIC in 2018. In addition to his advisory role, he serves as president of a condominium association and is a managing partner of a retirement fiduciary group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and access to multiple advisory platforms and third-party managers.

Daniel Brochu is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1999. Outside of advising, he is involved in sales of investment-related products and referral services for home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.