Eric Lewis is a financial advisor with LPL Financial in Salem, MA, holding a Series 66 designation and four years of industry experience. He has also been associated with Salem Five Bank since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Craig Delgiacco is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He partners with local families to develop and implement customized investment strategies supported by comprehensive documented financial plans. Craig holds the Certified Financial Planner (CFP®) designation. Craig has been with Fidelity Investments since 2005, progressing through various positions including Vice President, Financial Consultant; Account Executive; Investment Consultant; Client Service Specialist; and Customer Service roles. Prior to joining Fidelity, he served as Assistant Branch Manager at American International Group and worked as a Fund Accountant at Forum Financial Group. Outside of his professional work, Craig's personal interests include family activities, fitness, motorcycles, parenthood, and pets.

Michael Brown is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. His prior experience includes positions at Bank of America and Merrill, as well as a long tenure at Medpace, Inc. from 1999 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

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, currently working with Morgan Stanley in Middleton, MA. He has 28 years of industry experience, including roles at Wells Fargo Clearing and Merrill prior to joining Morgan Stanley Private Bank in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

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.

Steven Balloch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 15 years at S.I.I. In addition to his advisory role, he is a founding partner of Pointes North Wealth Management, where he is involved in the sale of fixed insurance products and serves as a New Hampshire Notary Public. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various strategies and third-party managers.

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.

Matthew Matossian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Geraci Law LLC and involvement with Needham Park and Recreation. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

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 at LPL Financial with 20 years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at M&T Bank, People's Securities, Inc., Exhale, and Amundi Pioneer Institutional Asset Management, Inc. Outside of her advisory role, she is a licensed therapist operating as a sole proprietor. 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 extensive operational tools and a broad scale of financial activities.

Parker Freedman is a financial advisor at Ameriprise with CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and IA Financial Advisors. Outside of his advisory work, Freedman owns Canalmen Tax Consulting LLC, a tax preparation business. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.