Carolyn Nolan is a CFP® professional with 22 years of experience, currently serving as a financial advisor at Ameriprise in Winchester, MA. She has been with Ameriprise and its affiliates since 2004. Outside of advisory work, she owns and operates a consulting business and runs a personal platform focused on lifestyle and motivational content unrelated to financial services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Seth Clemmer is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at the same firm and TD Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sarah Moore is a financial advisor with Edward Jones in South Hamilton, MA, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she is associated with Dik Family LLC, a bank holding company based in Sunapee, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products through a large network of financial advisors nationwide.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and also operates LaGreca Wealth Management in Lynnfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Alexander Chigas is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2009, with a five-year tenure at Morgan Stanley Private Bank from 2017 to 2022. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing a systematic approach to managing model portfolios composed of mutual funds, ETFs, and ETPs.

Kristin Polito is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Bank of America, Merrill, Morgan Stanley, and Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, and a range of brokerage and insurance products supported by an integrated platform combining advisory programs with active financial product sales.

Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and Capital Financial Services, Inc. Shen is also the founder and president of Holistic Financial & Retirement Group, which offers fixed insurance products tailored to client needs. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and supports multiple advisory platforms and third-party managed-account solutions.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MetLife Securities since 2015. Enright is also involved in health and group health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations. The firm employs firm-approved analytical tools and structures planning as an annual collaborative process.

Justin Jones is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses, bringing 16 years of industry experience. His prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves in a fiduciary capacity for the Gail Norris True Love Ways 66 Irrevocable Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Jeffrey Appelstein is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes over a decade at UBS Financial Services and roles within Morgan Stanley’s Private Bank and Smith Barney divisions since 2020. Outside of his professional work, he serves as a board member for the Middleton Men’s Softball organization in Middleton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Nahill is a Wealth Management Advisor with Merrill Lynch Wealth Management. As the lead investment architect for Nahill, Dunn & Associates, he focuses on designing customized wealth management strategies and investment portfolios tailored to the unique goals of each client. His approach integrates a disciplined investment management process, responsive service, a client-focused team, and transparency regarding fees, risks, and outcomes. With over 30 years of capital markets experience, including more than 20 years advising professional investment managers at leading mutual funds, pension funds, endowments, and hedge funds, Nahill brings extensive expertise to his role. He specializes in areas such as family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Nahill holds a B.A. in Economics from Boston College and an M.B.A. from Columbia University. He is a CERTIFIED FINANCIAL PLANNER® certificant and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Nahill is committed to community involvement and follows the Merrill tradition of volunteering with local organizations. His personal interests include golfing, interior decorating, music, and reading.

Arthur Mccarthy is a financial advisor at RBC Capital Markets with 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm provides customized strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Eric Lesage is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Outside of his advisory role, Lesage is a partner in an insurance brokerage and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage customized portfolios.

Ian Fitch is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently serves as Commander of the James L Melvin American Legion Post 379. Fitch is also affiliated with the Boxford, MA Fire Department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to support client goals, and it maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Jennifer Gray is a CFP®-certified financial advisor with Ameriprise in Stoneham, MA, bringing 18 years of industry experience. She has been with Ameriprise and its predecessor firms since 2007. Outside of her advisory role, she is involved in several business ventures including intellectual property management and consulting through various LLCs. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that integrates research, modeling, and tax-efficient strategies to generate tailored recommendations primarily for clients with substantial investable assets. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Jackson Gallant is a CFP® professional with seven years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at Eaton Vance Management, Commonwealth Financial Network, Ledgewood Financial, and Salem Five Bank. Outside of Ameriprise, he acts as a financial advisor and employee at Ledgewood Financial in Danvers, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies.

Heather Watts is a CFP® with 11 years of industry experience currently with LPL Financial since 2018. She also has a background with Invest Financial Corp dating back to 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of portfolio management options supported by proprietary and third-party research.

Meaghan Boermeester is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 credential and one year of industry experience. Her prior roles include positions at Tewksbury Public Schools and Grant Thornton LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Pemberton Huddleston is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and 19 years of industry experience. He worked at HSBC Securities (USA) Inc. for 17 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services through a nationwide network of financial advisors.