Alyson Quinnelly is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including LPL Financial, Patriot Financial Group, and Securities America. Quinnelly is also registered as an agent selling various life insurance products, including variable annuities and fixed index products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Preston Carbone is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior roles include positions at John Hancock and MassMutual. He has been with Edward Jones since 2021. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Aaron Piscia is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. He has previously worked at Raymond James & Associates and has been with Ameriprise in various capacities since 2020. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, focusing on asset allocation, withdrawal strategies, and Social Security options.

Sean Farrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2022 and previously at Cuna Mutual Group and CUNA Brokerage Services, Inc. since 1994. Farrell is also involved with Align Credit Union in an investment-related role. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Heather Hersey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 20 years of industry experience. Her career includes roles at firms such as Fidelity Investments, Merrill, Citizens Securities, and M&T Bank. Outside of her advisory work, she operates a wellbeing coaching business focused on mindfulness and yoga. 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 and access to model portfolios and institutional platforms, supported by a large network of investment adviser representatives.

Jason Traino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses proprietary tools and modeling techniques.

Joy Baron is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. She has 38 years of industry experience, including 30 years at Signator Investors, Inc. and overlapping tenure with John Hancock, before joining OSAIC in 2018. Baron is also a partner at Coastal Wealth Management, a financial services LLC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to multiple managed account platforms and third-party money managers.

Roger Cunhui Yang is a financial advisor with Cetera who holds the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked at firms including Cantella & Co., Inc., and Great Wall Insurance Group, Inc. Yang serves as president of Great Wall Financial Group, Inc. and is active in managing multiple family real estate trusts and condominium associations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary account options.

Mark Coote is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Brian Glavin is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott and RiverFront Investment Group, LLC. Outside of his advisory role, he volunteers in youth lacrosse organizations, serving as Vice President of the Board for Andover Youth Lacrosse and Chair of the Girl’s Select Committee for Massachusetts Youth Lacrosse. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.

Jason Sechrist is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2025. He held previous roles at Cambridge Investment Research and John Hancock Funds. 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, supported by advanced operational tools and a broad network of over 22,800 advisors.

Joyce Curtis is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes 15 years at Invest Financial Corporation and 5 years at Veravest Investment Advisors, Inc. She is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, employing both proprietary research and third-party strategies across various platforms.

Steven Lindale is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked for M&T Bank’s Wilmington Trust Investment Advisors for 13 years. Outside of his advisory work, he is involved in managing a family farm estate that leases tillable acreage to a local farmer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds. The firm supports its clients through a large network of advisors and branch offices and operates under a fiduciary standard.

Douglas Howes is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with Woodbury Financial Services, Inc. for 16 years. Outside of his advisory role, he serves as Vice President of the Atkinson Youth Baseball & Softball Association and is a board member of the Southern New Hampshire Softball League. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing various asset-allocation tools and third-party arrangements.

James Freeman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over two decades at Cantella & Co., Inc. He is also involved as an agent with Cantella Insurance Agency and owns a business operating under the name Juliad Enterprises. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Blake Murray is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Outside of financial services, he spent two years involved with 603 Brewery and has experience in education and family dentistry settings. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving 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 using firm-approved analytical tools.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Matthew Greeke is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated firms in various roles since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs and serving as an advisor to multiple registered investment companies.

Barton Liro is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Hendricks Wealth and Estate Management, Hero Investment Planners LLC, and Cetera Advisors LLC. Barton also operates Ohana Wealth Management LLC for tax and investment purposes. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Marc Freedman is a CFP® with 35 years of experience in the financial industry. He has been with LPL Financial since 1991 and previously operated Freedman Financial Associates, Inc. for ten years. Freedman is also an author of financial planning books focused on serving the mass affluent market and delivers presentations to financial professionals on this topic. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.