Gregory Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ellen Kenney is a financial advisor with Ameriprise in Winchester, MA, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Kenney is part of EMK Advisors, LLC, a business entity formed with three other advisors to manage office expenses and rent. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

Kerri Dixon is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Essex Securities and Retirement Fiduciary Group, LLC. Dixon serves on the board of directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Pasquale Russo is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of advising, Russo serves as a trustee for a realty trust and is a notary public. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Domenic Setaro is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has previously worked in various roles at Fordham University and the Italian Language Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Yu Fu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also a financial professional at Great Wall Financial Group, Inc., where he provides financial services and insurance. Additionally, Fu works as an insurance agent specializing in life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dawnmarie Corneau is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. She has worked at LPL Financial since 2005 and previously at UBS Financial Services from 2002 to 2005. Corneau operates a DBA under her name, Corneau Wealth Management, in Beverly, MA. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Sean Cunniff is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Streamline Partners and Deloitte. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Joerg Laudemann is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with LPL Financial and Salem Five Cent Savings Bank since 2016 and previously worked at Berson Money Management from 2012 to 2015. Laudemann also holds a part-time role at Celgene Corporation unrelated to investment activities. 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, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Nick Fothergill is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant from 2023 to 2024, Investment Solutions Representative from 2022 to 2023, High Net Worth Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. This progression reflects his experience across various aspects of financial services. In his current role, Nick works closely with clients to understand their individual circumstances and co-create comprehensive financial plans tailored to their goals and aspirations. His approach emphasizes building relationships and developing strategies aimed at pursuing financial peace of mind. Outside of his professional responsibilities, Nick has personal interests in golf and skiing.

Michael Perkins is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services. He operates under the DBA Peak Path Retirement Advisors within Cetera. Cetera Investment Advisers LLC is an SEC‑registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Christopher Noble is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2018. Prior to that, he spent 10 years at Scottrade, Inc. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Steadman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Ameriprise Financial Services for 11 years. Outside of his advisory role, Steadman owns and operates a charter fishing boat business in Gloucester, Massachusetts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Pharoah Neves is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1992, progressing through roles from Customer Service Representative to Financial Consultant and Investment Consultant. Throughout his career, Mr. Neves focuses on comprehensive client profiling and understanding the full financial and family situation to develop plans aimed at achieving financial success, prosperity, stability, and peace of mind for clients and their families. His extensive experience at Fidelity Investments spans over three decades, covering various facets of financial consulting and investment services.

Michael Roy is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He works directly with local clients to assist in the financial planning process, focusing on building, managing, and preserving wealth over time. Fidelity Investments provides a range of tools and services aimed at supporting investors of various types. Prior to joining Fidelity, Michael held several roles in the financial services industry, including Financial Consultant at Investment Professionals Inc, Vice President and Regional Wholesaler at Fundquest and BNP Paribas, Vice President at Pershing BNY Mellon, and Vice President and Senior National Account Manager at DWS Deutsche Bank. He also served as Assistant Vice President and National Account Manager at Columbia Management, Marketing Representative at Baybank Systems, and Financial Advisor at John Hancock. His career spans over three decades, reflecting extensive experience in financial consulting and account management. The information provided does not include details on Michael's education or personal interests.

Jay Sylva is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2021, following seven years at VOYA Financial Advisors. In addition to his advisory work, he operates as an independent insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to proprietary and third-party strategies.

Amara Mohan is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, Mohan worked in various roles at Seakay Construction Corp, Miami Perfume Junction, Stone Medical Group, and Nova Southeastern University. Mohan holds a Series 66 designation. 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 focused on income sources and tax-aware withdrawal strategies.

Paul Landry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes positions at Rockland Trust Company and Mlm Financial Group, as well as Commonwealth Financial Network. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Zachary Menard is a Financial Advisor at The Leland Group, where he has been providing financial guidance since March 2023. He has been active in the Financial Services industry since 2013. Zachary's professional background includes extensive experience in Retirement Planning, particularly for Workplace Retirement Plan participants, before transitioning to his current role. He collaborates with clients to develop wealth management strategies tailored to their individual financial goals and priorities. He holds a Bachelor of Science degree in Business Management from Skidmore College, with an interdisciplinary minor in Exercise Science and Physiology. Zachary is based in Peabody, MA, and spends his personal time playing hockey and being with his niece and nephew.

Kristian Coffey is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked with Banc of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC. Coffey is also co-owner of Legacy Wealth Management, a financial services firm based in Woburn, MA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers.