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.

Jackson Gallant is a CFP®-designated financial advisor with seven years of industry experience, currently with Ameriprise Financial Services LLC. His prior experience includes roles at Eaton Vance Management, Commonwealth Financial Network, Ledgewood Financial, and Salem Five Bank. Gallant is also employed as a financial advisor at Ledgewood Financial Inc. outside of his Ameriprise role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Heather Watts is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, she worked at Invest Financial Corp from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

John Halloran is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Santander Securities, Merrill, and Columbia Management Investment Advisers. 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 combines brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

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.

Nicholas Soukup is a financial advisor at Merrill with Series 66 and Series 63 credentials. He has been with Merrill and Bank of America since 2025. Prior to joining Merrill, his background includes roles at Cellular Solutions, LLC and Wireless Asset Slice, 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Daley is a financial advisor with Ameriprise in Winchester, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Splitting Aces LLC, a restaurant investment. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years. Fleming is also involved with Scott Advisory Group, providing financial planning services outside of her primary firm. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting various investment strategies and a broad range of program offerings.

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.

Lillian Eason is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2003, serving the firm for over 20 years in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Gregory Osborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior firms include Pinnacle Private Wealth and Money Concepts Capital Corp. He is involved with Warner Financial Group and collaborates on tax preparation and accounting services through Osborn Financial Group. 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 portfolios, third-party asset management, and institutional platforms.

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.

Anthony Marken is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Marken is a Series 63 license holder. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Matthew Delaney is a financial advisor at LPL Financial with 18 years of industry experience. He has held his current position since 2011. Delaney holds Series 63 and Series 66 licenses. 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.

Zachary Spencer is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his current role, his work history includes roles in construction and education. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jonathan Meyers is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. His prior career includes roles at Citizens Securities Inc., Allstate Insurance Company, UBS Financial Services, and other firms. He is currently based at Hanscom Air Force Base in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

John O'Connor is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

Howard Redgate is a financial advisor at UBS Financial Services with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2016, following previous roles at Andover Equity Associates from 1996 to 2016. He serves on the Board of Directors for the Haitian Health Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

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.

Matthew Paiotti is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2023. Outside of his financial advisory role, he is also employed at Arcola Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.