Janice Jeffers is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has been associated with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients such as retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Allison Tilden is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at Apex Systems and LeapFrog Systems. 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, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Matthew Bruce is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and owns Bruce Capital Management. Bruce serves on the board of Sino-American Bridge for Education and Health, a nonprofit facilitating exchange programs for American and Chinese educators and healthcare workers, and is involved with several other nonprofit organizations focused on education and mediation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing affiliated and third-party managers within a multi-manager platform.

Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Alan Slavin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Lisa Virello is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Virello serves as a board member of the South Shore YMCA, where she reviews the organization’s investment portfolio and ensures adherence to its investment policy statement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured tools and conducts planning supported by the Global Investment Committee’s return estimates and simulations.

Dean Sylvester is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked extensively with Lighthouse Investment Group, Inc. and Commonwealth Financial Network, and currently operates within Lighthouse Investment South Shore. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Nicholas Banks is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has held roles at MassMutual Life Insurance Company since 2022. Prior to that, he worked at Rockland Trust from 2018 to 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning tools and event-driven services such as estate settlement and divorce planning.

Christopher Dewey is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. 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 is involved in managing rental properties in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Giselle Sarilho Ferguson is a financial advisor at Merrill with four years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at Bank of America, Merrill, South Shore Bank, Bankshop LLC, and Banco Santander Bahamas. Outside of her advisory role, she is employed as a delivery driver for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brent Williams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cetera and its affiliates since 2016 and previously worked at Investors Capital Corp. Outside of his advisory work, he is the founder and CEO of NextGen Camps LLC, which manages youth football camps nationwide, and serves as a board advisor for Catholic Memorial High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision, supporting over 10,000 advisors with more than $256 billion in assets under management.

Edward Turnbull is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since 1996, he has been dedicated to serving the wealth management needs of families, professionals, business owners, and executives in the greater New England area. He leads The TDM Group, a team of financial professionals based in Providence, RI, focused on providing comprehensive financial planning and investment services to corporate employees, executives, business owners, and affluent families. Edward's expertise encompasses executive compensation, corporate benefits, stock and option planning, cash flow management, retirement planning, portfolio management, estate planning, insurance planning, and debt structuring. His approach prioritizes client goals categorized into essential, important, and aspirational, aligning asset mixes accordingly while considering risk appetite and liquidity needs. This methodology supports clients in making informed financial decisions throughout their financial life cycles. He holds a bachelor's degree from Syracuse University and achieved his CERTIFIED FINANCIAL PLANNER4 certification in 2011. Edward also holds the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond his professional role, he serves on the Board of Directors of Big Brothers Big Sisters of Rhode Island and participates in community initiatives including Big Brothers Big Sisters of RI and the RI Community Food Bank.

Susan Barber is a financial advisor at Osaic Wealth Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and AXA Advisors. Barber serves as co-chair of the Citizens Advisory Board for the South Coastal Region of the Massachusetts Department of Developmental Services and is a member of the Seaside Gardeners of Marshfield, MA. Osaic Wealth Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage, investment advisory, and financial planning services. The firm uses asset-allocation tools and risk-tolerance questionnaires to construct portfolios that include various securities and supports both discretionary and non-discretionary account management.

Christopher Chapin is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2019 and was previously involved with Recovering Champions Inc. from 2015 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael O'Connor is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America N.A. since 2020. Merrill, in conjunction 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 plans, corporations, and charitable organizations.

Robert Dee is a Series 66-licensed financial advisor with LPL Financial, joining the firm in 2025. He has held prior roles at XG Hanover LLC, Clientel3, Northwestern Mutual, and the Oyster Harbors Club. In addition to his advisory work, he is involved with X-Golf Hanover LLC in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and technology, offering both discretionary and non-discretionary portfolio management.

Kevin Alcaro is a financial advisor at LPL Financial with 36 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides bookkeeping and office clerical assistance through Cornerstone Asset Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technology-driven strategies.

Peter Lounsbury Jr. is a financial advisor with LPL Financial in Stoughton, MA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2001. In addition to his advisory role, he sells fixed insurance products including disability, health, dental, vision, life, long-term care, and related plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-enabled strategies.

Brian Smith is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member and director for girls' youth basketball teams with the Foxboro Youth Basketball Association. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.