Philip Vidic is a financial advisor with Fidelity Investments in Methuen, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers specialized services such as model portfolio delivery and fund advisory.

Elaine Stansfield is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and 26 years of industry experience. She previously worked for Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies over a 21-year period. Outside of LPL, she is involved with Crump as an investment representative handling non-variable insurance trails. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Jennifer Gilbert Duffy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as an alumni representative on the Investment Committee at Alfred University and holds a position as Shellfish Constable for the Town of Marblehead. 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 a structured planning process supported by firm‑approved tools and market modeling techniques.

James O'Donnell III is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at the City of Revere Treasurer's and Mayor's offices, as well as experience with The Home Depot and Holy Cross Dining Services. 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 deliver diversified model portfolios.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2019 and with Primerica Financial Services since 2017. In addition to advisory services, he receives compensation for referrals related to home security and automation products as well as loan product sales through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

John Rahill is a Series 66-registered financial advisor with LPL Enterprise, bringing three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Devyn Neary is a financial advisor at Morgan Stanley with a Series 66 credential and experience beginning in 2024. Prior to joining Morgan Stanley, Devyn worked at Arthur J. Gallagher and Pure Solutions, and has been involved with Cafe Capri since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Ryan Carson is a financial advisor with Charles Schwab in Burlington, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Fidelity Investments and the NH Department of Transportation Bureau of Traffic Management. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and multi-asset model portfolios, supported by centralized custody and operational structures.

Anthony Trofimow is a financial advisor at Edward Jones in Woburn, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including 25 years with Edward Jones since 2001. Outside of his advisory role, he serves as an advisory member for the Health Science Program development at Medford Vocational High School. 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 with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Brian Thomas is a financial advisor with Cetera, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Divigilio Financial Group. Thomas serves on the board of the Greater Beverly YMCA and works as an insurance agent selling life, health, disability, annuities, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets.

Jill Benson is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she supports clients through the financial planning process to help them work toward their goals. Her experience at Fidelity Investments spans several roles, including Relationship Manager from 2019 to 2023 and Financial Representative from 2016 to 2019. This progression reflects her ongoing commitment to client service within the wealth management sector.

Kenneth Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Connell McNamara is a Series 66-licensed financial advisor with Ameriprise in Andover, MA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advisory work, he serves as Treasurer on the Board of Directors for Garrison Speed Shop Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Katz is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Wells Fargo Clearing and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm uses an IPS-driven, modern portfolio theory approach and acts as an ERISA fiduciary when providing investment advice.

Barbra Delvecchio is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Salomon Smith Barney for 25 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile using a mix of in-house and third-party managers.

Adam Smith is a financial advisor with LPL Financial in Salem, MA, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at TD Ameritrade and Salem Five Investment Services, where he continues to be affiliated. 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, and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Gilbert Gallant Jr. is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. His prior experience includes roles at Ledgewood Financial, Commonwealth Financial Network, and Linsco Private Ledger. He is also a co-owner of Ledgewood Financial, where he manages advisory business operations. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Andrea Mahoney is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their financial consultants to develop customized financial plans tailored to meet their unique needs. Prior to this, Andrea worked as a Relationship Manager at Fidelity Investments from 2016 to 2022. She builds strong relationships with clients and their families, fostering trust and reliability through her work.

Stephen Yeager is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Bank of America, Merrill, and Charles Schwab. His career includes roles spanning investment advisory and financial services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive multi-asset investment approach supported by its centralized operational structure.

Sarah Merkle is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.