M. Brown is a financial advisor with UBS Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, including proprietary research and a broad range of capital markets services.

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.

Farley Ribeiro is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Commonwealth Property & Casualty, assisting clients with property and casualty insurance connections. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

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.

Anne Marie Tobyne is a Series 66–registered financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked for a total of 13 years across two periods, and previously worked at Janney Montgomery Scott for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach.

Sheri Ann Bouchie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Brian Carolan is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and UBS Financial Services Inc. from 2015 through 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

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.

Cameron Carpenter is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Securities, Inc. Outside of finance, he has experience working with Champion Lacrosse and All Season's Party & Tent Rental. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Joshua Sokol is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a combination of proprietary research, third-party data, and algorithmic tools to provide clients with tailored retirement income strategies.

Seth Clemmer is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at the same firm and TD Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sarah Moore is a financial advisor with Edward Jones in South Hamilton, MA, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she is associated with Dik Family LLC, a bank holding company based in Sunapee, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products through a large network of financial advisors nationwide.

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 worked at LPL Financial since 2008 and previously spent a year at Edward Jones. He is also involved with LaGreca Wealth Management in Lynnfield, MA. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alexander Chigas is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes multiple tenures at Fidelity Investments and five years at Morgan Stanley Private Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kristin Polito is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Morgan Stanley, and The Prudential Insurance Company of America. Polito has also engaged in volunteer management consulting with SCORE Boston. LPL Enterprise, LLC delivers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizes third-party asset managers, and offers financial planning, consulting, and access to various investment programs through its network of investment adviser representatives.

Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Sagepoint Financial, Capital Financial Services, and CUNA Brokerage Services. Shen is also the founder and president of Holistic Financial & Retirement Group, where he offers fixed insurance products through various insurance companies. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with multiple advisory and brokerage services, supported by a complex affiliate network and private-equity ownership.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has held concurrent roles at Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and previously Mariner. Outside of his advisory role, he is involved in health and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and recommend investment strategies.

Justin Jones is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Jones also serves in a fiduciary capacity for an irrevocable trust. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including affiliated trust custody and insurance product facilitation.

Jeffrey Appelstein is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes over a decade at UBS Financial Services and roles within Morgan Stanley’s Private Bank and Smith Barney divisions since 2020. Outside of his professional work, he serves as a board member for the Middleton Men’s Softball organization in Middleton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.