Amy Gordon is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments for 34 years and Citizens Securities, Inc. for one year. She also serves as a notary public in her role at Merrill. 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 a range of individuals, institutions, and nonprofit organizations.

Wilfred Smyly III is a financial advisor at Raymond James Financial Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Stoneham Financial Services, Stoneham Bank, and Infinex Investments. Smyly is based in Stoneham, Massachusetts. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Gregory Osborn is a financial advisor with LPL Financial in North Reading, MA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Pinnacle Private Wealth, LLC from 2017 to 2019. Outside of his advisory role, he is involved with Warner Financial Group and works with Judith Osborn CPA in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Joshua Andreasen is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines in Burlington, MA, where he has worked since 2014 through various affiliated entities. Outside of his advisory role, Andreasen serves as a referee for a nonprofit organization that organizes local flag football games for the LGBTQ+ community. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Matthew Delaney is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and incorporates model portfolios and research from various sources.

Zachary Spencer is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Jonathan Meyers is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities Inc., Allstate Insurance Company, and National Planning Corporation, among others. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Nicholas Shepard is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Curtis Kelley is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2014, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Curtis worked at Centinel Financial Group LLC, a member of the John Hancock Financial Network, where he held roles as Sales Manager from 2013 to 2014 and as Investment Advisor Representative from 2008 to 2014. With 18 years of experience in the financial services industry, Curtis focuses on helping individuals and families accumulate and protect their wealth across generations. He is dedicated to assisting clients in navigating the challenges and opportunities associated with financial planning. His professional approach is guided by his core values of compassion, loyalty, and candor.

Richard Ellington is a CFP® with 26 years of industry experience. He has been with Cetera since 2025 and previously worked at infinex Investments, Inc. for 11 years. Outside of financial advising, he owns and operates a short-term rental business and a mystery shopping service. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Colby Crogan is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, and The Prudential Insurance Company of America. Crogan serves on the boards of the Lexington Youth Lacrosse and Lexington Lions Club nonprofits. 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, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active financial product sales.

Melissa Indelicato is a financial advisor at Ameriprise with 24 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Indelicato has been with Ameriprise since 2005 and serves on the board of Arthritis Associates as secretary and is an executive at the Cole Strange Foundation. 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 ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lori Ulm is a CFP® professional with 36 years of industry experience, currently affiliated with Cetera. She has been with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. Outside of her advisory role, she provides divorce planning services and works as an estate settlement contractor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

CJ Jayasekera is Vice President and Financial Consultant at Fidelity Investments. In this role, CJ collaborates with clients to develop comprehensive wealth plans aimed at growing, distributing, and protecting their assets. CJ and the team provide ongoing support to adapt financial strategies as clients' lives and priorities change. CJ has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming the current position in 2022. This experience has contributed to expertise in financial planning and client relationship management. Outside of work, CJ enjoys family activities, fitness, football, golf, food, and traveling.

Thomas D'arcangelo is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Kevin Burke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and Td Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering clients a range of advisory and brokerage services.

Kristin Nordahl is a CFP® professional with 40 years of experience in the financial services industry. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, she has conducted sales in individual and group life and health insurance since 1983. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Jacob Galvin is a Planning Consultant at Fidelity Investments, where he works closely with clients to build personalized financial plans aimed at helping them identify and work towards their goals. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Customer Relationship Advocate. Before joining Fidelity, Jacob gained experience as a Financial Administrator at Raymond James, METRO Financial Strategies from 2020 to 2021. His professional background reflects a focus on client service and financial planning within the investment industry.