Johanna Arrieta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Tyler Bittrich is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2025. He has prior experience at Rockland Trust Company since 2019 and has worked in the brewing and real estate industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Andrew Witherow is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2018 and previously at ATEL Securities Corporation. Outside of his advisory role, he serves as a trustee on the Board of Trustees for the Church of the Pilgrimage and provides pro bono financial assistance to veterans through the Coordinated Assistance Network. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Wallander is a CFP® professional with 17 years of experience in financial advisory. He is currently with Ameriprise Financial Services, LLC, having previously worked at LPL Financial, Integrated Wealth Concepts, Mass Mutual Investors Services, and Metlife Securities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves clients primarily through its institutional platform, emphasizing managed accounts and utilizing algorithmic tools overseen by a specialized consulting team.

Brian Osullivan is a financial advisor with MassMutual Investors Services in Quincy, MA, holding a Series 63 license and having 31 years of industry experience. He has worked with MML Investors Services since 1996 and with Connecticut Mutual Life Insurance Co since 1994. Outside his primary advisory role, he owns a business that refers health insurance and fixed annuity products and advises clients on life settlements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Amanda Murray is a financial advisor with LPL Financial in Cohasset, MA, holding a Series 66 credential and seven years of industry experience. She has been with LPL Financial since 2018 and previously worked with Lean & Local LLC. 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 broad range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Frederick Hussey is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery processes and advanced modeling tools.

Jonathan Eitas is a financial advisor with Cetera and holds the Series 63 and Series 66 designations. He has 20 years of industry experience and has worked at firms including Franklin Templeton and Kovack Advisors. Since 2021, he has been involved with BAKER & EITAS Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Patrick Menton is a financial advisor with J.P. Morgan Securities. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining J.P. Morgan Securities, he worked at Sustainable Leaders Investment Management and JPMorgan Chase Bank, N.A. Outside of his advisory role, he has experience as an independent contractor in retail with J.Crew. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elizabeth Portesi is a financial advisor with Morgan Stanley in Norwell, Massachusetts, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates Coastal Cookies, LLC, a retail and online cookie business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Marc Perrault is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2022 and previously at E*TRADE and Columbia Management Investment Advisers. Outside of finance, he is involved in a family business specializing in refrigeration and HVAC, where he serves as a refrigeration technician. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and sophisticated modeling tools.

Derek Gage is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2007, following positions at Ryan Beck & Co., Raymond James Financial Services, and UBS Financial Services. Outside of his advisory role, he serves on the board of directors for the charitable organization Wicked Good Cause and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses intended as a basis for client decisions.

Sebastian Gonzalez is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in real estate flipping through House to Home Development, LLC, a business focused on property renovation and resale. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include personalized recommendation reports and tax-smart withdrawal strategies. The firm combines research, modeling, and a centralized consulting team to deliver retirement-income advice, primarily to clients with significant investable assets.

Paul Mcgovern is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2018. He was previously with Signator Investors, Inc. and is a partner at Downey & Company, LLP, a CPA firm providing tax and accounting services since 1986. Mcgovern is also a partner at Downey and McGovern Insurance Brokerage LLC, involved in life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary management, with access to various third-party platforms and managed-account solutions.

Charles Fiske is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Nash CPAs and the New England Patriots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and a variety of investment services.

David Randall is a CFP® with 36 years of industry experience. He has been with LPL Financial since 1998 and was self-employed in the financial services sector from 1991 to 2018. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Fichter is a CFP® and holds a Series 65 license with 32 years of industry experience. He has been the sole advisor at Fichter & Co. Investors since 1990. Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients, while also serving various institutional and non-profit entities. The firm manages approximately $3.12 million in assets across 27 client relationships and is noted for its diverse client base, which includes sovereign wealth funds, banking institutions, government entities, and charitable organizations.

Christopher Knight is a financial advisor with Knightsbridge Advisors, Inc. in Scituate, MA, holding a Series 65 designation and 22 years of industry experience. He is also president of CLK Financial, Inc., a financial consulting firm that provides income tax planning, tax return preparation, estate planning, financial statement analysis, and risk management services. Knight divides his professional time between Knightsbridge Advisors and CLK Financial. Knightsbridge Advisors, Inc. provides portfolio management services primarily to individual clients and small businesses through a single-advisor practice. The firm manages approximately $89.5 million in assets for a limited number of clients and utilizes external investment managers and access to alternative investment vehicles, including private equity and hedge funds.

Leo Leydon is a financial advisor with Financial Focus Asset Management, Inc. in Plymouth, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Financial Focus Advisory Services, LLC and Financial Focus Asset Management, Inc. since 2002. Financial Focus Asset Management, Inc. is an independent firm that provides investment advisory services along with tax, business, and accounting advice through its affiliated entity, Financial Focus Advisory Services.