Jill Benson is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she supports clients through the financial planning process to help them work toward their goals. Her experience at Fidelity Investments spans several roles, including Relationship Manager from 2019 to 2023 and Financial Representative from 2016 to 2019. This progression reflects her ongoing commitment to client service within the wealth management sector.

Connell McNamara is a Series 66-licensed financial advisor with Ameriprise in Andover, MA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advisory work, he serves as Treasurer on the Board of Directors for Garrison Speed Shop Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Katz is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Wells Fargo Clearing and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm uses an IPS-driven, modern portfolio theory approach and acts as an ERISA fiduciary when providing investment advice.

Barbra Delvecchio is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Salomon Smith Barney for 25 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile using a mix of in-house and third-party managers.

Adam Smith is a financial advisor with LPL Financial in Salem, MA, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at TD Ameritrade and Salem Five Investment Services, where he continues to be affiliated. 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 range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Gilbert Gallant Jr. is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. His prior experience includes roles at Ledgewood Financial, Commonwealth Financial Network, and Linsco Private Ledger. He is also a co-owner of Ledgewood Financial, where he manages advisory business operations. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Andrea Mahoney is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their financial consultants to develop customized financial plans tailored to meet their unique needs. Prior to this, Andrea worked as a Relationship Manager at Fidelity Investments from 2016 to 2022. She builds strong relationships with clients and their families, fostering trust and reliability through her work.

Stephen Yeager is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Bank of America, Merrill, and Charles Schwab. His career includes roles spanning investment advisory and financial services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive multi-asset investment approach supported by its centralized operational structure.

Sarah Merkle is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 2016. 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 a range of model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sheelagh Howett is a Series 66-registered financial advisor with 15 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2024 and previously spent 16 years at Cantella & Co Inc. Howett serves on the board of North Shore GAA, a local sports and fitness organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, with multiple portfolio management options and proprietary as well as third-party strategies.

Kyle White is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, Kyle worked at Fidelity Investments and Ipazzi. Outside his advisory role, he is involved as an investor and part-time employee in restaurant and bar businesses in the New England area. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services without providing individual security recommendations as part of its standalone financial planning.

Christopher Golini is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a trustee for his father's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Mara is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at firms such as LPL Financial, Santander Securities, and MIT Federal Credit Union. Mara also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, supporting advisory programs and institutional portfolio management.

Vincent Panzini is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he serves as President of the Everett Italian American Association and holds board positions with Eagle Bank and the Everett Chamber of Commerce. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets and offers a combination of advisory, brokerage, and insurance solutions through its affiliated companies. The firm uses a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

James Claroni is a CFP®-credentialed financial advisor with LPL Financial in Woburn, MA, bringing 29 years of industry experience. He has worked at Salem Five Cent Savings Bank and LPL Financial since 2017 and operates two longstanding businesses specializing in tax services and group benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, 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, with investment strategies that incorporate both discretionary and non-discretionary approaches.

Walter Hartford is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2018, following positions at Clark Capital Management Group and Ryan Labs Asset Management. Hartford serves on the board of the Greater Beverly Chamber of Commerce, is a committee member of the Beverly Rotary, and acts as Vice President and Director for Two Grateful Friends. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Kyle Shields is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in achieving their financial goals. In his role, he focuses on developing personalized strategies for investments and retirement plans. Kyle joined Fidelity Investments in 2024 as an Investments Consultant and transitioned to the role of Planning Consultant in 2026. He emphasizes transparency and aims to build strong, lasting relationships with his clients by tailoring guidance to their unique needs. Outside of his professional work, Kyle has interests in fitness, golf, movies, outdoor adventures, pets, and reading.

Gregory Sadowski is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Patrick Sheehan is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Touchpoint Financial Advisory Group and Commonwealth Financial Network. Outside of his advisory role, he serves as the head football coach for Masconomet Football. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sarah Wilsey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent nine years at Northeast Arc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.