James Ducey is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Ducey serves on the Board of Directors for the Massachusetts Business Roundtable, an organization focused on education, healthcare, and workforce development in Massachusetts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products including fee-based financial planning, portfolio management, and alternative investments.

Kevin Douglass is a financial advisor with LPL Financial in Lynnfield, MA, holding a Series 66 designation and over 52 years of industry experience. He has been with LPL Financial since 1990 and has operated as a self-employed advisor since 1980. Outside of advisory work, he is involved in non-variable insurance sales through his business, Douglass & Company. 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 advisory services, including financial planning and access to third-party asset management, and supports its advisors with various portfolio and technology solutions.

Linda Laganos is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2008. Outside of her advisory role, she works as an independent contractor for the Waddell Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brooke Deschamps is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2023. Outside of advising, she manages social media for Leeway Ace Hardware. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory services.

David Ameen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney and co-trustee for his mother's trust. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Freedman is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines in Burlington, MA. He has been with Financial Engines Advisors L.L.C. since 2018 and previously worked at Edelman Financial Services, LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, rebalancing, and long-term investment strategies.

Matt Zampitella is the Vice President and Branch Leader at Fidelity Investments. In his role as Branch Leader, he leads a team of financial professionals dedicated to building meaningful relationships with clients and developing personalized plans aligned with their goals. Matt has held various positions at Fidelity Investments since 2012, including Vice President roles in Regional Planning Consulting, Planning & Advice Associate Experience, and Investor Center Operations Lead. He also served as Director of Sales & Service Models, Branch Service Manager, and Relationship Manager prior to his current position. Outside of his professional responsibilities, Matt has personal interests that include concerts, family activities, fitness, parenthood, and running.

Ryan Beaudoin is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He worked at Putnam Investments for 12 years before joining Edward Jones in 2019. Outside of his advisory role, he has involvement in commercial property investment activities based in Los Angeles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Joseph D'Alelio is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 1998, initially serving as a Vice President Financial Planning Consultant until 2015, and currently holds his position as Vice President Wealth Management Advisor. Throughout his tenure at Fidelity, Joseph has worked closely with clients to understand their priorities and provide tailored financial guidance. His professional experience spans financial planning and wealth management advisory roles, focusing on helping clients work toward their financial goals. Joseph emphasizes gaining a clear understanding of what is important to clients and their families to offer insight-driven advice aligned with their objectives.

Ronald Grasso Jr. is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has worked with UBS Financial Services since 2022 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Philip Vidic is a financial advisor with Fidelity Investments in Methuen, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers specialized services such as model portfolio delivery and fund advisory.

Elaine Stansfield is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and 26 years of industry experience. She previously worked for Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies over a 21-year period. Outside of LPL, she is involved with Crump as an investment representative handling non-variable insurance trails. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Jennifer Gilbert Duffy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as an alumni representative on the Investment Committee at Alfred University and holds a position as Shellfish Constable for the Town of Marblehead. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and market modeling techniques.

James O'Donnell III is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at the City of Revere Treasurer's and Mayor's offices, as well as experience with The Home Depot and Holy Cross Dining Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2019 and has worked with Primerica Financial Services since 2017. Outside of his advisory role, he is involved in the sale of various home-related services, including home security and automation products, through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm employs model-delivery investment strategies created by third-party asset managers and supports accounts with custody and trade execution services through Pershing.

Thomas Lane Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Cynet, Bitsight, Black Diamond Networks, and the Cincinnati Reds, as well as a period at Boston College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Rahill is a Series 66-registered financial advisor with LPL Enterprise, bringing three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Devyn Neary is a financial advisor at Morgan Stanley with a Series 66 credential and experience beginning in 2024. Prior to joining Morgan Stanley, Devyn worked at Arthur J. Gallagher and Pure Solutions, and has been involved with Cafe Capri since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Anthony Trofimow is a financial advisor at Edward Jones in Woburn, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including 25 years with Edward Jones since 2001. Outside of his advisory role, he serves as an advisory member for the Health Science Program development at Medford Vocational High School. 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 with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Brian Thomas is a financial professional with 19 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2016, in addition to roles at CCR Wealth Management LLC and Divigilio Financial Group. Outside of his advisory work, Thomas serves as a board member of the Greater Beverly YMCA Sterling Center. Cetera Investment Advisers LLC operates a large national network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.