Bekka Sage is a financial advisor with Ameriprise in North Attleboro, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Merrill, CUNA Brokerage Services, and CUNA Mutual Group. Outside of financial services, she works as a group spinning instructor at The Edge Fitness. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Sabrina Roberts is a Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. Her career includes roles in branch management, project management, and wealth management at the Bank of America legacy companies and Merrill. She has specialized in working closely with ultra-high-net-worth individuals and families, providing personalized service, strategic guidance, and executing comprehensive financial strategies. Sabrina holds a Bachelor of Science degree in Business Administration from Boston University and is certified as a Project Management Professional (PMP). Additionally, she is designated as a Personal Investment Advisor (PIA). Known for her ability to build strong relationships and connect resources effectively, she focuses on balancing long-term financial objectives with actionable steps to achieve meaningful results. Residing in the South Shore of Massachusetts with her husband, Sabrina enjoys running, cooking, and hiking with her Rhodesian Ridgeback.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.

Patrick Dougherty is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, South Shore Bank, VOYA Financial Advisors, and Merrill. Outside of his advisory role, he serves as a hockey referee in Marshfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across various investment approaches.

Laura Gallotto is a Financial Consultant at Fidelity Investments, where she currently works to develop financial plans tailored to clients' unique needs. She has held several roles at Fidelity since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. She focuses on understanding clients' financial goals and motivations to collaborate effectively in creating personalized financial strategies. Her experience spans various aspects of financial planning and client relationship management, all within Fidelity Investments.

Paul Melanson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Securities America Advisors, Lincoln Financial Advisors Corporation, South Shore Bank, and Banc Of America Investment Services, among others. He serves as a volunteer member of the Board of Trustees at The Accord School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach emphasizing model-based asset allocation and portfolio optimization using tools such as risk-tolerance questionnaires and efficient frontier analysis.

Francisco Munoz Figueroa is a financial advisor with Ameriprise in Hingham, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Santander Securities, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Kroot is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Investments since 2021. His background includes positions outside finance at Crooker Construction, DICK's Sporting Goods, MaineHealth, Mason's Brewing Company, and as a student at the University of Maine, Orono. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on a broad investable universe.

Giorgio Scappini is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Bank of America, Merrill, and Banc of America Investment Services. Outside of his advisory role, he is involved in managing a rental property business in Providence, Rhode Island. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment committee insights. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Northwestern Mutual, State Street Bank, and KPMG Advisory Services. Outside of her advisory work, she operates Lolo & Huck Publishing, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Laura Bradeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Primerica Advisors since 2007 and has also worked with affiliated companies including Primerica Financial Services. In addition to her advisory role, she provides bookkeeping services for Telcohelp Communications. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale, with thousands of advisors and billions in assets under management.

Stephen Saraiva is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Linsco/Private Ledger Corp. for 30 years and has been associated with Prudential Insurance Company for over 46 years. In addition to his advisory role, he conducts insurance sales to personal clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology tools while maintaining oversight of over $819 billion in discretionary assets and a large network of more than 22,800 advisors.

Anthony M. Florio serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1998. His practice primarily focuses on providing financial services to medical professionals, attorneys, and business executives. He assists clients in developing tax-efficient portfolios, income strategies, and retirement planning tailored to the needs of individuals, their families, and businesses. Anthony holds a Bachelor's Degree in Finance from Stonehill College and has obtained several professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Private Wealth Advisor® (CPWA®) designations. He is also engaged with Stonehill College through participation on the Business Visiting Committee. He emphasizes service and trust in his practice, aiming to understand each client's specific concerns and aspirations to develop personalized financial strategies. Anthony's approach is guided by the philosophy of working closely with clients one-on-one to pursue their long-term goals. Outside of his professional activities, his personal interests include biking, gardening, and hiking.

Stephen Leary is a CFP® professional with 40 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. Prior to this, he worked at Cetera Advisors LLC and has been involved with Cambridge Investment Research, Inc. since 2003. In addition to his advisory role, he is self-employed providing tax preparation services during the tax season and acts as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets through multiple platforms and a broad network of financial professionals.

Stephen Acerra Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc., among other firms. Outside of his advisory role, he serves as a FINRA national arbitration panel chairman and operates professional practices providing legal and tax services as well as trust and probate accounting support. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money manager programs.

David McNaughton is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. He has held positions in the financial sector since 2011, including roles at Brown Brothers Harriman and Co. in both Boston and Ireland, where he served as Assistant Vice President in Global Client Service, and as a Senior Associate at SVB Private. His earlier experience includes work as a Financial Analyst at Radius Bank. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Wesley Blanchard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked in construction and landscape supply. He is the founder and president of the Keene State Lacrosse Alumni Association Inc., a nonprofit involved in sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and investment research.

Robert O'Brien Jr. is a financial advisor with Merrill, holding a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1993 and has been with Bank of America, N.A. since 2011. Merrill, together 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.

Daniel Ferreira Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at Santander Securities, New York Life Insurance, and Eagle Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Joseph Shumbata is a Financial Consultant at Fidelity Investments, where he assists individuals and families in understanding their finances and planning for the future. He collaborates with the Wealth Management Team to develop financial plans and monitor progress toward clients' goals. With over 20 years of experience in financial services, Joseph has held various roles including Vice President National Risk Officer and Financial Advisor at Morgan Stanley, Associate Director at UBS Private Wealth Management, Controls Manager at AXA Advisors, LLC, and participated in the Leadership Development Program at Prudential. Outside of his professional work, Joseph enjoys boating, fishing, skiing, and participating in family activities.