Susan Potter is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of her advisory role, she serves on investment and financial advisory committees for the Society of St. John the Evangelist and holds board positions with the Cornell Rowing Association and the Head of the Charles Regatta. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Edward Moffitt is a CFP® and holds a Series 66 license with 28 years of industry experience. He is currently affiliated with Morgan Stanley, having joined in 2025, following nine years at Wells Fargo Clearing and three years at Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Mark Balfour is a financial advisor with Ameriprise in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Kevin Barry is a CFP®-credentialed financial advisor with 42 years of industry experience, currently practicing at LPL Financial since 1997. He is also licensed in non-variable insurance. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors and extensive operational tools.

Stephen Camarro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Edelstein & Company, LLP and Nardella & Taylor, LLP. His background also includes positions at MassMutual Life Insurance Company and Merrimack College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-driven planning supported by firm-approved analytical tools.

Erica Fenniman is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Her prior roles include working at Sylvan Learning Center and periods of unemployment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Jennie Devlin is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked extensively with Cantella & Co., Inc. prior to joining Cambridge. Outside of advisory work, she manages several holding companies related to personal investments and an automotive repair business. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple investment implementation platforms and combines proprietary and third-party strategies tailored to client needs.

Michael Egirous is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 1999, serving in various roles including Financial Consultant, Investment Consultant, and in Retirement Investment Services. Michael's professional experience spans over two decades within the financial services industry. His work focuses on helping clients develop financial plans tailored to their needs, emphasizing long-term relationships and personalized investment strategies. Additional educational background, credentials, personal interests, or community involvement information has not been provided.

Michael Giannattasio is a financial advisor at LPL Financial with 49 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1994. Giannattasio is licensed with Series 63 and Series 65 credentials. He operates a non-variable insurance business and serves as an independent insurance broker focusing on life, accident, and health insurance. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by extensive operational and research tools.

Jeffrey Mishol is a financial advisor with LPL Financial in Danvers, MA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Investors Capital Corp., Banc Of America Investment Services, and Securities America Advisors. Outside of his advisory work, he operates a ride-sharing vehicle rental business through the Turo app. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Awiszus is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he worked at Empower and has a background that includes experience in the golf industry and education at Florida Gulf Coast University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a discovery process to develop financial plans.

Matthew Davidson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved with several financial services-related entities, including Littlefield & Associates, where he works as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through advisory programs and institutional consulting, with additional focus on municipal finance and customized retirement plan advisory services.

Karen Himmel is a financial advisor at Merrill with 42 years of industry experience. She has been with Merrill since 1983 and holds Series 63 and Series 65 licenses. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Mckenna is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MSI Financial Services, Inc. from 2005 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and educational seminars, with additional event-driven planning services such as divorce and estate-settlement planning.

Gabriella Mc Clain is a financial advisor with LPL Financial in Swampscott, MA, holding Series 63 and Series 66 designations and 20 years of industry experience. Her career includes roles at M&T Bank, People’s Securities, Exhale, and Amundi Pioneer Institutional Asset Management. She is also a licensed therapist operating as a sole proprietor outside of her financial advisory work. 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 and access to model portfolios and third-party asset managers, supported by technology tools for operational and research assistance.

Marc Schiowitz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Colin Gallagher is the Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. Prior to this, he served as Vice President, Financial Consultant at Fidelity Investments from 2013 to 2018. He began his career as a Financial Advisor at Morgan Stanley, where he worked from 2009 to 2013. Colin focuses on understanding his clients' financial goals and aspirations to design tailored financial plans that suit their individual circumstances. His experience spans over a decade in financial consulting and advising, emphasizing personalized planning. No additional information regarding Colin's education, credentials, personal interests, or community involvement is provided.

Ashley Bosquez is a financial advisor with Charles Schwab in Salem, MA, holding a Series 66 designation and six years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2019 and previously at Charles Schwab Bank, SSB. Prior to her advisory career, she held various roles including positions at Miramont Country Club and Ann Taylor Factory. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized structure that supports extensive client coverage and integrated custody and order-routing services.

Anthony Silvio is a financial advisor with J.P. Morgan Securities in Peabody, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Santander Securities LLC and Putnam Investments. 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 applying an ESG eligibility framework in its recommendations.

Haley Iovaine is a Planning Consultant at Fidelity Investments, where she focuses on collaborating with individuals and their families to develop holistic financial plans. Her goal is to help clients feel comfortable and confident as they work toward achieving their financial objectives, including retirement, college savings, and financial independence. Haley has been with Fidelity Investments since 2019, holding positions such as Customer Experience Associate, Financial Representative, Financial Associate, Relationship Manager, and currently Planning Consultant. This progression demonstrates her growing experience in client relationship management and financial planning within the company.