Thomas D'arcangelo is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Kristin Nordahl is a CFP® professional with 40 years of experience in the financial services industry. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, she has conducted sales in individual and group life and health insurance since 1983. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

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 and its predecessor firm since 1990 and has operated as a self-employed advisor since 1980. In addition to advisory services, he is involved in insurance sales through his role at Douglass & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Linda Laganos is a financial advisor with Raymond James Financial in Beverly, MA, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She 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 provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized advisory services, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, and maintains a notable presence in municipal and public finance.

Brooke Deschamps is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Brooke worked at the University of Alabama for five years and has managed social media for Leeway Ace Hardware. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Kristen Smith is a CFP® with 25 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously spent 12 years at both Axial Financial Group and Commonwealth Financial Network. She also holds a role as a fixed insurance sales agent affiliated with Axial Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals offering a range of portfolio management and model-based solutions.

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.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He serves on the City of Lynn Retirement Board, a nonprofit entity involved in processing retirement applications for Massachusetts retirement systems. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

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 at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating sub-advisers and model portfolios based on mutual funds, ETFs, and ETPs.

Elaine Stansfield is a CFP® professional with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2021. Prior to this, she spent over two decades with Waddell & Reed, Inc and various insurance carriers. Her background also includes involvement in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

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 65 and Series 63 licenses and six years of industry experience. He has worked at Primerica Financial Services since 2017 and with Primerica Advisors since 2019. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

Thomas Lane Jr. is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His work history includes roles at Bank of America, Merrill, Cynet, Bitsight, Black Diamond Networks, and the Cincinnati Reds. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.