Samuel Lookner is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. from 1998 to 2020. He holds the Series 63 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. Their approach includes a written Recommendation Report supported by investment research, third-party data, and algorithmic tools.

Christopher Baughan is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63, Series 65, and Series 66 designations with 27 years of industry experience. He has worked at LPL Financial since 2011, following two-year tenures at Merrill and Banc of America Investment Services, Inc. Baughan also operates Baughan Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, supported by extensive resources and technology across a large network of advisors.

Daniel Horner is a financial advisor with Fidelity Investments in Foxborough, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013, including a seven-year tenure at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm operates distinctive advisory services, including commodity pool management and AI-driven research, supporting a broad range of clients and registered investment companies.

Greta Watkins is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity in 2022 and has held various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she gained experience as a Financial Services Associate at Charles Schwab and completed internships at Collier Financial Solutions, Inc. and Southern New Hampshire Health. As a CERTIFIED FINANCIAL PLANNER®, Greta specializes in developing comprehensive financial plans that address retirement planning, investment strategy, and tax-efficient investing. She focuses on understanding her clients' unique goals and financial aspirations to create tailored plans that provide peace of mind and confidence for the future. Outside of her professional work, Greta enjoys cooking and baking, fishing, hiking, outdoor adventures, spending time with pets, and playing soccer.

William Winkelmann is a financial advisor at Edward Jones in Marlborough, MA, holding a Series 66 designation with nine years of industry experience. He previously worked at Mass Mutual Financial Group and Saint Michael's College. Outside of his advisory role, he has been associated with Brigade Baseball in Lancaster, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, complemented by affiliated mutual funds and other financial services.

Mohamad Mawed is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Commercial Bank of Dubai prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jessica Cole is a financial advisor at Osaic with 20 years of industry experience. She holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Osaic in 2023, she worked at Sagepoint Financial, Inc. for six years and SII Investments for five years. She is president of Synergy Wealth Partners LLC, which offers fixed insurance products. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides brokerage and advisory services, financial planning, retirement plan consulting, and access to managed portfolios and third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Christopher Lindon is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Morgan Stanley since 2009, with a brief one-year break in 2016-2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Charles McLetchie is the Vice President and Branch Leader at Fidelity Investments, where he leads a group of Financial Professionals at the Framingham Investor Center. In this role, he focuses on collaborative planning processes that identify client goals, address concerns, and co-create financial plans. He has been with Fidelity Investments since 2011, serving as Regional Brokerage Consultant from 2011 to 2015, Regional Planning Consultant from 2015 to 2019, and Vice President, Branch Leader since 2019.

Lennox Donlon is a financial advisor with Ameriprise in Wellesley, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Ameriprise in 2023, he was affiliated with MML Investors Services and Mass Mutual Life Insurance Company. Donlon also has work experience outside finance, including a role at Power Home Remodeling and a brief position with the Los Angeles Angels. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

John Corcoran is a financial advisor with Ameriprise in Boston, MA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise and its related entities since 2016. Corcoran manages his advisory business through an outside LLC. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions through affiliated companies.

Kenneth Mongeon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works with local individuals and families to support their financial goals related to building, preserving, and passing along wealth through informed financial decisions. Kenneth has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1996. His career includes positions such as Investment Consultant, Regional Retirement Consultant III, Retirement Product and Service Specialist, and Manager of Inside Sales, among others. He holds a California Insurance License. Outside of his professional work, Kenneth enjoys baseball, golf, and skiing.

Susan Kaplan is a CFP® professional affiliated with LPL Financial, with 35 years of industry experience. She has been associated with LPL Financial since 1991 and has operated Kaplan Financial Services since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Joan Donahue is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. She holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Sam Forrest is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their financial goals, identify challenges, and develop plans to achieve success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and currently serving as an Investment Consultant since 2024. Throughout his tenure at Fidelity Investments, Sam has gained experience in client relationship management and investment solutions. His career path reflects a consistent focus on supporting clients in navigating their financial journeys. Outside of his professional work, Sam has interests in food, football, golf, music, and pets.

William Dittrich is a CFP® certificant with five years of industry experience, currently affiliated with Raymond James Financial in Franklin, MA. His work history includes roles at 1776 Financial and Merrill Lynch. He is involved with 1776 Financial as an independent contractor providing financial advice and administrative support. 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 institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals.

Andrew Nawrocki is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Avidia Bank and Banc Of America Investment Services, Inc. in roles spanning 2006 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2015 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Mc Carthy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments, Merrill, Bank of America, and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.