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.

Christopher Patenaude is a financial advisor with Edward Jones in Raymond, NH, holding a Series 66 designation and with three years of industry experience. Before joining Edward Jones in 2022, he worked in public education at Woburn Public Schools and Salem Public Schools from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

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 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2019, he worked at TD Ameritrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by proprietary research, third-party subadvisors, and technology-driven strategies.

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.

Kyle White is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Ipazzi. Outside of advising, he is involved with two restaurant and bar ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

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 LPL Financial, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at multiple financial institutions, including First Technology Federal Credit Union, MIT Federal Credit Union, and Northeast Planning Associates, where he also provides independent financial planning and consulting services. Mara is additionally licensed as a real estate agent and is involved in mortgage and real estate services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Claroni is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial and Salem Five Cent Savings Bank. He has operated his own tax services business since 2009 and has been involved in group benefit services since 1990. LPL Financial is a national SEC-registered investment adviser and broker-dealer servicing a broad client base, including individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

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.

Mark Pelletier is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2011. Outside of his advisory role, Pelletier works as an independent insurance agent and serves as a volleyball referee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers tailored investment strategies through various custody and platform arrangements and maintains proprietary and third-party model strategies.

Christopher Menard is a Private Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he began his career in 2013. He serves a select group of high-net-worth individuals, families, and businesses by developing customized wealth management strategies that align with their objectives. Additionally, Christopher provides consulting services through Merrill Institutional Consulting to various institutions including hospitals, private foundations, nonprofits, and universities. Christopher holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® certification, which is administered by the Investments & Wealth Institute® in conjunction with The Sloan School at the Massachusetts Institute of Technology. He earned his bachelor's degree from Trinity College. Christopher is part of The Leland Group, a team focused on supporting the wealth management needs of families, businesses, and nonprofits. His areas of expertise include education planning, family wealth management strategies, philanthropic planning, and socially responsible and ESG investing. He currently resides in Wellesley, MA with his wife and son.

Christopher Fogarty is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Cetera Advisors LLC since 2016 and was previously with Investors Capital Corp. He also owns Fogarty Financial and provides consultative services related to the college financial aid application process. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversees over $256 billion in assets under management.

Lindsay Porter is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Morgan Stanley, Porter worked at Amphenol TCS and has a diverse background that includes roles at Promax Supply LLC, Hog Island, and the University of Massachusetts, Amherst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.