Steven Helfer is a financial advisor with Ameriprise in Newton, MA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked for Fahnestock & Co. Inc. for 22 years before joining Ameriprise in 2024. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Le Pain is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Kids Connect, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lionel Desrosiers is a financial advisor with Equitable Advisors in Needham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2003 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as a board member of the Kendall Green Condominium II Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Erik Morland serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 1997 at Bank of Boston 1784 Investor Services before transitioning in 1999 to the bank's Private Client Division to focus on investment strategies for high-net-worth clients. Following Bank of Boston's integration into Bank of America in 2004, Erik joined Merrill Lynch Wealth Management in 2008. In his current role at The Cafaro Group, he collaborates with clients to develop fixed-income portfolios for nondiscretionary accounts while also conducting analysis and trading for discretionary accounts. Erik is a specially qualified senior portfolio manager who designs and manages personalized investment strategies that may include individual stocks and bonds as well as model portfolios and third-party investment options. His position allows him considerable flexibility in portfolio construction and securities selection. Within the firm's Investment Advisory Program, Erik manages strategies on a discretionary basis and may, after meeting additional requirements, oversee assets for other Merrill Advisors’ clients. His client focus encompasses diverse areas such as college education planning, family wealth management, retirement income, and legacy planning. Erik earned his bachelor's degree in government from St. Lawrence University in Canton, New York. Outside of his professional work, he is an active sportsman who enjoys skiing, ice fishing, and training for triathlons. He participates in his community as a youth soccer coach. Erik lives in Rowley with his wife, Aimee, and their two daughters.

Francis Mc Namara is a financial advisor with LPL Financial in West Roxbury, MA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Rockland Trust, The Leaders Group, Inc., Wealthvest Marketing, Inc., and Foresters Financial Services, Inc. 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 financial planning and advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from internal and third-party sources.

Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Bryan White is a CFP® with 30 years of industry experience, currently serving at Morgan Stanley in Wellesley, MA. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he acts as a trustee and co-trustee for a trust in Westborough, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and investment services supported by firm-approved tools and extensive resources.

Chris Amenita is a Planning Consultant at Fidelity Investments, a position held since 2023. In this role, Chris works directly with clients to develop and maintain personalized financial plans that reflect their goals and priorities. Chris is committed to ensuring clients receive an optimal experience with Fidelity through ongoing collaboration and plan management. Chris applies a client-centered approach to financial planning, focusing on what is most important to clients and their families. The professional experience is concentrated in creating tailored plans and providing continuous support to meet clients' evolving needs. Outside of their professional role, Chris is engaged in family activities and enjoys playing musical instruments. Personal interests also include parenthood, caring for pets, reading, and volunteering.

Christine West is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2018, following a two-year tenure at Morgan Stanley. Merrill, along 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, and institutional investors.

Brandon Eigenberg is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Raymond Forster II is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2023. Outside of his advisory role, he co-owns and serves as president of RG Wealth Management Group, a support company for his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations, such as with a municipal advisor, to enhance its service offerings.

Matthew Mckay is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2003. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage a range of funds.

Richard Palumbo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Cetera Advisors LLC, Investors Capital Corp., and Kei Der Associates, where he serves as president. Palumbo also works as an insurance agent focusing on fixed insurance products, including life, health, long-term care, and property and casualty. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

David Typermass is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Additionally, he serves as an executor and co-trustee for trusts and estates in Norwalk, Connecticut. Morgan Stanley Wealth Management is a broker-dealer and investment adviser that offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques while clients retain responsibility for implementing and updating their plans.

Kyle Rodegher is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, and previously held positions at Davinci Capital and The CIP Group. He holds Series 65 and Series 63 licenses. 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 employs a structured planning process supported by firm-approved tools and methodologies.

Abraham Shahrooz is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. He assists clients in formulating and implementing customized financial plans aimed at achieving their financial goals. His professional experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. This progression reflects his growing expertise in investment consulting and client relationship management. Abraham believes in the importance of providing tailored financial structures to clients, supporting them through personalized planning processes. No additional information on education, credentials, personal interests, or community involvement has been provided.

Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Robert Spadano is a CFA® charterholder with 21 years of industry experience, currently affiliated with LPL Financial since 2006. He operates out of Walpole, MA, and holds a Series 63 license. Outside of his advisory role, he is associated with Seven Point Financial, Inc., a DBA based in Walpole. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and external sources.

Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at The Patriot Financial Group, LLC from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 and providing access to research, model portfolios, and various investment strategies.

Nolan McLaney is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and team members to assist clients in making informed financial decisions. He focuses on guiding clients in building financial plans that align with their goals and values. Nolan has held various roles at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. His experience within the company has provided him with a comprehensive understanding of client relationships and financial planning. Outside of his professional work, Nolan enjoys boating, fishing, fitness, football, and hiking.