Andre De Oliveira is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions with MML Investors Services, Mass Mutual Life Insurance Company, Eagle Strategies (NY Life), NYLife Securities, and New York Life Insurance Company. He is also involved in a non-variable insurance business based in Boston. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm provides financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

David Knechtle is a financial advisor with Thrivent Investment Management in Georgetown, MA, holding a Series 66 credential and possessing nine years of industry experience. His prior work includes roles at PIN Wealth, LLC and Securities America. He has been with Thrivent and its related entities since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and managed-account programs with a focus on comprehensive, written recommendations across various financial topics without discretionary trading authority for planning services.

Janice Berner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. Outside of her advisory role, she provides consulting services as a divorce financial strategist. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis and collaborative planning processes to deliver investment strategy recommendations without discretionary management.

John Vanasse is a Senior Financial Advisor at Merrill Lynch Wealth Management. He advises a select group of corporate executives, business owners, affluent individuals, and families, focusing on simplifying their financial lives through comprehensive strategies tailored to their goals and values. His approach encompasses investment management, retirement planning, tax-efficient wealth strategies, and estate planning services. John joined Merrill in 2018, bringing four years of prior experience from an asset management company. He is passionate about building, preserving, and transferring wealth efficiently across generations and is supported by a team with extensive combined wealth management and investing experience. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income strategies. John earned a bachelor's degree in Economics with a concentration in Financial Markets from Colby College in 2014. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, John has served on the Board of Directors for the Notre Dame Education Center in South Boston. He enjoys boating, fishing, golfing, reading, and spending time with his family.

Gerald Jamgochian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with LPL Financial since 2017 and concurrently associated with National Planning Corporation since 2006. Outside of advisory work, he is involved in life insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and multiple investment management options.

Victoria Johnson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Brett LeClaire is the Vice President, Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2000, progressing through various roles including Vice President Financial Consultant, Financial Planning Consultant, Financial Representative II, and Full Trader. His experience spans financial consulting and planning, with a focus on client-centered service. Brett holds a California Insurance License, enabling him to provide insurance-related financial advice. He believes in prioritizing client care, stating, "I believe that if you truly care about your clients and put them first, they'll recognize it and connect with you."

Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Michael Scott is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and investment modeling.

Paul O'Callaghan is a Planning Consultant at Fidelity Investments, where he focuses on creating collaborative relationships between the wealth management team and clients. He works by coordinating with financial planners and clients to understand their needs and build holistic plans that support their goals. Paul's experience at Fidelity Investments includes roles as a Relationship Manager, Financial Representative, and Client Relationship Advocate, reflecting his progression through various client-facing positions within the firm. This range of experience contributes to his comprehensive understanding of client relationship management and financial planning processes. Outside of his professional role, Paul has personal interests in golf, movies, and reading.

Savona Roberts is an Investment Consultant at Fidelity Investments, where she has been working since 2024. Prior to her current role, she served as a Financial Representative at the same firm from 2023 to 2024. In her role as an Investment Consultant, Savona focuses on empowering clients through education and fostering enthusiasm for financial planning. Her experience at Fidelity Investments has provided her with insight into client needs and financial strategies. Outside of her professional work, Savona enjoys running, attending social events with friends, and exploring culinary interests as a foodie.

Jennifer Baker Alves is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and has previously worked at Cantella & Co., Inc., Chestnut Hill Wealth Management Group, FedPoint, and John Hancock Life Insurance Company. In addition to her advisory role, she is an independent insurance agent and owns Axiom Wealth Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Keenan Dwyer is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Eaton Vance Distributors, Inc., LPL Financial, and Boston Light Financial. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Silas De Oliveira is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop tailored strategies to pursue their goals. Silas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UNINASSAU. His approach emphasizes understanding what matters most to clients and their families to create personalized financial plans.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Hannah Doherty is a financial advisor with UBS Financial Services in Boxford, MA. She holds a Series 66 designation and has 16 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Douglas Brindle is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., and The Patriot Financial Group, in addition to previous experience with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michelle Garofalo is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Investments in various capacities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Matthew Shubley is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked independently and served as an independent contractor for the PGA Tour. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Brian Doherty is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2026. He was previously affiliated with Ledgewood Financial and Commonwealth Financial Network from 2018 to 2026, and spent nine years at Salem Five Cents Savings Bank and LPL Financial from 2009 to 2018. Outside of his advisory work, Doherty serves as Secretary on the Board of Directors for the Bay State Baseball Tournament of Champions and officiates Division 1 college football games. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.