Marc Fortier is a financial advisor with RBC Capital Markets based in Danvers, MA. He holds the Series 66 designation and has 20 years of industry experience, including 17 years with RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Karen Laplante is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2016. Prior to joining Edward Jones, she was involved with Brad Hutchinson Real Estate for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Raposa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Royal Alliance, Boston Wealth Management, and Empower Retirement. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies alongside its role in developing model portfolios for Fidelity Institutional Wealth Adviser.

David Jacobs is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 2000. Outside of his advisory role, he owns and manages a real estate rental business in Bethel, Maine. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Ryan Dobbert is a financial advisor at Morgan Stanley in Middleton, MA, holding a Series 66 license with 20 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he contributes as a content submitter to Adobe Stock Photo in the art and culture sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and secular return estimates, to support client financial plans.

Catherine Ellis is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Armand Bassi III is a Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. He began his career in financial services in 1993 at Prudential Securities and joined Merrill in 1998. As a Senior Vice President and qualified Portfolio Manager, Armand provides personalized portfolio management services, including managing his own personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Armand focuses on working closely with affluent and ultra-affluent clients to design tailored wealth management strategies that address their goals, timelines, liquidity needs, and risk thresholds. His expertise includes equity and bond markets, mutual funds, hedge funds, private equity, managed futures, commodities, market-linked investments, and options. He offers guidance not only on investment management but also on retirement income planning, trust and estate planning, business structuring, and credit and lending solutions. He earned a bachelor's degree in finance from Southern New Hampshire University and holds the Personal Investment Advisor (PIA) designation. Armand is active in his community, serving on the Board of Directors for the Burlington Area Chamber of Commerce, participating in the Burlington Government Affairs and Charitable Foundation Committees, and coaching youth soccer. He enjoys skiing, boating, and golfing with his family.

Catherine Arnet Valega is a financial advisor with LPL Financial in Winchester, MA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her work history includes roles at TD Private Client Wealth, Winslow, Evans & Crocker, Amundi Asset Management, and Bay Financial Advisors. Outside of her advisory work, she leads women's networking groups and contributes as an editor of financial education materials. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Dennis Sherlock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Andover, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Raymond James since 2012 and is also associated with First Tech Federal Credit Union since 2014. Additionally, he is involved as an associate with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and partnerships.

Faith Dash is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Faith held various educational roles including teaching positions at Belmont High School and Cambridge Rindge and Latin School, as well as work with the United States Department of Education and the Massachusetts Department of Elementary and Secondary Education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across multiple asset classes.

John Maggiacomo is a financial advisor with Cambridge Investment Research Advisors in Andover, MA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he serves as treasurer for the North Peak Village Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

Rein Kampersal is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Fidelity Personal Investments beginning in 2005. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Farah Khoulani is a Financial Consultant at the Danvers Investor Center. She works with local clients to build and maintain financial plans aimed at achieving their financial goals. Farah is originally from the Northeast area of Massachusetts and focuses on providing value through her partnership with Fidelity Investments. She has been with Fidelity Investments since 2020, progressing through several roles including Workplace Planning Associate, Workplace Planning Consultant I, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Through these positions, she has developed knowledge and experience in financial planning and client relationship management. Farah's personal interests include cooking and baking, fitness, exploring food, outdoor adventures, traveling, and yoga.

William Haggett is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He assists clients in making confident and well-informed decisions regarding their financial goals, including spending, saving, and investing. His approach to financial planning is rooted in Fidelity's established beliefs and is tailored to each client's unique circumstances and preferences. William's professional experience spans several roles within the financial services industry. Prior to his current position, he was a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he held multiple roles at TD Ameritrade, including Financial Consultant from 2018 to 2020, Investment Consultant in 2018, and Client Service Specialist from 2017 to 2018. He also worked as a Financial Services Representative at TD Bank from 2015 to 2017 and as an Insurance Producer at AFLAC in 2015. Outside of his professional career, William has interests in food, football, scuba diving, snowboarding, and traveling.

Joseph Cifuni is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is licensed as a property and casualty insurance agent in Georgetown, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach that combines proprietary research and third-party portfolio strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

David Smith is a CFP® with 27 years of industry experience currently with Cambridge Investment Research Advisors. He has held roles at several firms, including KMS Financial Services and Investors Capital Corp. He also serves as president of DCS Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of implementation options across multiple platforms and includes proprietary and third-party model strategies.

Shauna Lynch is a CFP® with 16 years of industry experience currently working at Fidelity Investments. She has been with Fidelity since 2007 and holds Series 63 and Series 66 licenses. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

James Carey is a CFP®-designated financial advisor with Ameriprise, bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Carey is a co-owner of OC&C, Inc., a financial planning practice in North Reading, Massachusetts. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Brian Vinagro is a CFP® certificant and financial advisor with 23 years of industry experience, currently practicing at LPL Financial since 2018. His prior experience includes roles at Sii Investments and National Planning Corporation. Vinagro is based in Danvers, MA, and operates Vinagro Wealth Management, LLC as a non-investment-related business entity for tax and investment purposes. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and diverse operational tools.

David Im is a financial advisor with Edward Jones in Arlington, MA, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.