Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and Capital Financial Services, Inc. Shen is also the founder and president of Holistic Financial & Retirement Group, which offers fixed insurance products tailored to client needs. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and supports multiple advisory platforms and third-party managed-account solutions.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MetLife Securities since 2015. Enright is also involved in health and group health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations. The firm employs firm-approved analytical tools and structures planning as an annual collaborative process.

Justin Jones is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses, bringing 16 years of industry experience. His prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves in a fiduciary capacity for the Gail Norris True Love Ways 66 Irrevocable Trust. 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 arrangements, and a range of brokerage and insurance products via an integrated platform.

Jeffrey Appelstein is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes over a decade at UBS Financial Services and roles within Morgan Stanley’s Private Bank and Smith Barney divisions since 2020. Outside of his professional work, he serves as a board member for the Middleton Men’s Softball organization in Middleton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Nahill is a Wealth Management Advisor with Merrill Lynch Wealth Management. As the lead investment architect for Nahill, Dunn & Associates, he focuses on designing customized wealth management strategies and investment portfolios tailored to the unique goals of each client. His approach integrates a disciplined investment management process, responsive service, a client-focused team, and transparency regarding fees, risks, and outcomes. With over 30 years of capital markets experience, including more than 20 years advising professional investment managers at leading mutual funds, pension funds, endowments, and hedge funds, Nahill brings extensive expertise to his role. He specializes in areas such as family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Nahill holds a B.A. in Economics from Boston College and an M.B.A. from Columbia University. He is a CERTIFIED FINANCIAL PLANNER® certificant and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Nahill is committed to community involvement and follows the Merrill tradition of volunteering with local organizations. His personal interests include golfing, interior decorating, music, and reading.

Arthur Mccarthy is a financial advisor at RBC Capital Markets with 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm provides customized strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Eric Lesage is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Outside of his advisory role, Lesage is a partner in an insurance brokerage and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage customized portfolios.

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® professional with seven years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at Eaton Vance Management, Commonwealth Financial Network, Ledgewood Financial, and Salem Five Bank. Outside of Ameriprise, he acts as a financial advisor and employee at Ledgewood Financial in Danvers, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies.

Heather Watts is a CFP® with 11 years of industry experience currently with LPL Financial since 2018. She also has a background with Invest Financial Corp dating back to 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of portfolio management options supported by proprietary and third-party research.

Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

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.

Michael Dalton is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at several firms including MML Investors Services, MassMutual Life Insurance, and Hightower Advisors. Dalton is based in Chelmsford, MA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nicholas Soukup is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Bank of America, Cellular Solutions, LLC, and Wireless Asset Slice, Inc. He has also worked at L.L. Bean and spent six years at Camp Mowglis. 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 a range of clients including individuals, high-net-worth clients, pension 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.

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.

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.

Paul Meaney is a financial advisor at OSAIC with 40 years of industry experience. He previously spent 18 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in managing real estate properties and works as an insurance agent offering fixed life insurance and annuities. OSAIC serves a diverse clientele including retail and institutional investors by providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms and legacy programs.

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.