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.

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.

Frank O'Brien III is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a partner of the Fahey/O'Brien Group. With twenty-six years at Merrill Lynch, Frank focuses on delivering financial confidence to clients by developing personalized investment and planning strategies. He emphasizes understanding clients' values and life goals to provide tailored advice in areas such as legacy planning, retirement income, portfolio management, and socially responsible investing. Frank holds a Bachelor's Degree in Economics from Lake Forest College and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise includes individual and corporate investment strategies, tax minimization, and serving clients in the sports and entertainment sectors. Outside of his professional work, Frank is involved in community activities such as coaching hockey and soccer. He 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 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.

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.

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.

Paul Nylen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals and changing market conditions. Paul leverages investment insights from Merrill and access to banking and lending solutions through Bank of America to support his clients’ wealth management needs. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul earned a Bachelor's Degree from Boston College and a Doctorate from Suffolk Law School.

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.

Colin Boutin is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, and Personal Retirement Planning, aiming to assist clients in creating strategies aligned with their financial goals. Colin approaches financial planning as a collaborative and strategic process, focusing on aligning various aspects to build clear and confident paths forward. Born and raised on the South Shore of Massachusetts, Colin attended the University of South Carolina, where he played Division I rugby. His academic focus included international business and economics, which shaped his global perspective on financial markets. He holds a Bachelor's Degree from the University of South Carolina and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Personal Investment Advisor (PIA). Outside of his professional work, Colin has interests in cooking, football, and spending time with his family. He is also involved in his community through coaching sports in his free time, mentoring others and fostering growth on and off the field.

Daniel Robert Ambrefe is a CFA® charterholder and holds a Series 66 license. He has 13 years of industry experience and has been with UBS Financial Services in Rockland, MA since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Nathan Eaton is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC since 2019. Prior to this, he was employed at BroadPoint Realty for three years. Outside of his advisory role, he owns and manages family and vacation rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers advisory programs with tailored investment strategies that utilize both in-house and third-party managers, supported by an extensive capital-markets platform and a range of financial services.

Cristina Destefanis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. Her prior roles include positions at Cantella & Co., Inc., where she worked for nine years. She is also a member of the Make-A-Wish Massachusetts and Rhode Island Emerging Community Leaders Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and unaffiliated model strategies.

Michael Klein is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm serves clients on a non-discretionary basis, with access to a broad range of products through its affiliation with the larger J.P. Morgan organization.