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.

Miles Prescott is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the Pembroke Historical Society. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive approaches to deliver personalized advice through a centralized consulting team.

Zachary Moss is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at Harvard Extension School and George Washington University, as well as involvement with community organizations such as the Belmont Youth Basketball Association. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Ryan is a Planning Consultant at Fidelity Investments. He partners with clients to ensure they maximize the benefits of their relationship with Fidelity by helping them develop financial plans aligned with their goals and objectives. Prior to his current role, he worked as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2021 to 2023, both at Fidelity Investments. Outside of work, Joseph enjoys activities such as beach visits, fishing, fitness, football, hiking, and snowboarding.

David Katz is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held multiple positions within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Services Representative at Merrill Edge in 2020. David focuses on partnering with clients to understand their financial goals and priorities, aiming to create customized plans and investment strategies that align with their needs. His approach centers on helping clients achieve peace of mind by ensuring their assets support what is most important to them and their families. Outside of his professional work, David has interests in art, beach activities, gardening, hiking, music, and traveling.

William Cratty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Ameriprise since 2014, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of advising, Cratty is involved in independent insurance brokering with multiple firms, including American General, Harvard Pilgrim, Integrity Life Insurance, and Guardian. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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.

Charles Wilder is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his current role, he helps families develop personalized wealth strategies focused on growth, preservation, and transfer of assets. He collaborates with specialists in investment strategy, financial planning, and estate planning to deliver comprehensive wealth management services. His professional experience includes positions such as Vice President, Executive Planning Consultant and Financial Consultant at Fidelity Investments, as well as prior roles including Financial Advisor at Equitable Advisors, EVP of Business Development at Newfleet Asset Management, and SVP of Relationship Management at Securities Finance Trust Company. He holds a California Insurance License.

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.

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.

Mark Greenfield is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, serving in roles including Financial Consultant and Investment Consultant. As a Certified Financial Planner™, Mark works with individuals, families, and business owners to develop and implement comprehensive retirement plans. His professional experience focuses on retirement planning and financial consulting. No additional information about his education, credentials beyond CFP®, or personal interests has been provided.

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.

Christopher Fahey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in advanced wealth management strategies for families and business owners, with client focus areas including Family Wealth Management Strategies, Personal Retirement Planning, and Sports & Entertainment. Chris has over 25 years of experience in financial services and has been a CERTIFIED FINANCIAL PLANNER® professional since 1998. He holds a Bachelor's Degree in Economics from the University of Massachusetts at Amherst. He also carries the Personal Investment Advisor (PIA) designation. Chris lives in Mashpee, MA with his wife Tracey. His personal interests include fishing, golfing, hiking, music, skiing, and spending time with his family.

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.

Brett Prince is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity for over twenty years, during which he has held various roles including Investment Solutions Consultant, Regional Planning Consultant, Branch Planning Consultant, Relationship Manager, Senior Consultant, Proactive Client Engagement, and Investment Solutions Representative. With twenty-five years of experience at Fidelity, Brett has developed a deep understanding of financial strategy. He focuses on partnering with clients to pursue their financial success, simplifying complex processes, and educating clients on available resources to meet their needs. As a fourth generation Cape Cod cranberry grower, he appreciates the role of family in decision making and in designing personalized financial strategies. Outside of his professional work, Brett enjoys activities such as beach outings, boating, football, lake visits, music, and outdoor adventures.

Frank O'Brien III is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a partner of the Fahey/O'Brien Group and has been with Merrill Lynch Wealth Management for over twenty-five years. Frank focuses on understanding what is most important to his clients to deliver tailored planning and investment management strategies aimed at achieving their life goals. His expertise includes legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, sports and entertainment wealth management, individual and corporate investment strategy, tax minimization, and retirement income planning. Frank holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Frank received his Bachelor's Degree in Economics from Lake Forest College. Outside of his professional role, he is involved in coaching hockey and soccer and lives in Hingham, MA with his wife Amy and their three children.

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 financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has been with UBS since 2019. Prior to his current role, he was involved with Recovering Champions Inc. for five years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Antonio Da Cunha is a financial advisor with Ameriprise in Boston, MA, holding a Series 63 designation and over 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income recommendations through a centralized consulting team.

Eugene Lonergan Jr. is a financial advisor with Ameriprise in Hingham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of advising, he serves on the boards of the Piney Point Roads Trust and the Folds of Honor Boston Chapter and is involved in retail wine sales through a separate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.