Jeffrey Miller is a financial advisor with Ameriprise in Lynnfield, MA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee on the Board of Directors for Grandview Estates. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Goode is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he partners with individuals and families to develop personalized financial plans that address their unique goals and financial needs. His approach emphasizes building strong relationships and maintaining trust and communication with clients and their families. Timothy's experience at Fidelity Investments spans several roles, including Financial Representative from 2021 to 2024 and Financial Customer Associate from 2020 to 2021. This progression reflects his growing expertise in financial planning and client service within the company. Outside of his professional responsibilities, Timothy enjoys baseball, fishing, football, golf, and spending time with his pets.

Robert Knizak is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Ethan Spada is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with clients to create, develop, and implement comprehensive financial plans tailored to their unique goals and needs. Ethan emphasizes developing deep relationships with his clients to understand their lifestyle and legacy objectives. He has been with Fidelity Investments since 2017, progressing through roles including Customer Relationship Advocate (2017-2018), Financial Representative (2018-2019), and Investment Consultant (2019-2021). This experience has contributed to his expertise in financial consultation and investment advising.

Timothy Stark is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His background includes positions at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., along with prior work in construction, auto detailing, and community recreation. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Carlos Alves is a financial advisor at LPL Enterprise, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Intermex, MML Investors Services, MassMutual Life Insurance, Rise North Capital, and NYLife Securities. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, model portfolios, third-party asset management, and a range of brokerage and insurance products.

Lynda Digiacomo is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Invest Financial Corporation. Outside of her advisory role, she is an independent insurance agent affiliated with various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports its advisors with multiple investment platforms and strategies, including proprietary models, and maintains formal compliance and supervisory processes.

Danielle Settipane is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with MML Investors Services, Mass Mutual Life Insurance Company, and Baystate Financial. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.

Cole Favazza is a Financial Consultant based in the Danvers investor center. He works with individuals and families to create personalized financial plans aimed at achieving long-term financial goals. Cole emphasizes in-depth planning and analysis to help clients make informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Consultant, Financial Representative, and Investment Consultant before becoming a Financial Consultant in 2026. His experience spans financial planning and client relationship management across these positions. Outside of his professional role, Cole's personal interests include boating, fishing, hiking, outdoor adventures, pets, and skiing.

Joseph Dias is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with individuals and families to create comprehensive financial plans aimed at helping clients achieve peace of mind and build lasting relationships with ongoing support. Joseph has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Financial Representative, Investment Consultant, and Financial Consultant before his current position. This progression reflects his experience in financial consulting and investment advising. No information on Joseph's education, credentials, personal interests, or community involvement has been provided.

James Maxon is the sole advisor at James D. Maxon Financial Advisors, LLC, an independent firm based in Bedford, MA. He holds Series 63 and Series 65 licenses and has 24 years of experience in financial advising. Prior to establishing his advisory firm in 2003, he has operated as a Certified Public Accountant since 1986, maintaining that practice alongside his advisory work. James D. Maxon Financial Advisors serves individual clients with personalized financial strategies, combining investment management with accounting insights.

Stephen Feron is a financial advisor at Johnson O'Connor Wealth Management with one year of industry experience. He has been a partner at the accounting firm Johnson O'Connor Feron & Carucci LLP since 1997, providing audit, tax, and consulting services. Johnson O’Connor Wealth Management operates as a referral service to clients of its affiliated accounting firm, serving individuals, trusts and estates, charitable organizations, and corporations. The firm does not manage client assets directly but refers clients to registered broker-dealers and investment advisers, maintaining a code of ethics and transparency in its advisory relationships.