David Whiting is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 1994. He holds the Series 63 license and is based in Plymouth, MA. Outside of his advisory role, he serves as Treasurer of the Tom C. Siever Charitable Foundation. 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 a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Johanna Arrieta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Michael Wallander is a CFP® professional with 17 years of experience in financial advisory. He is currently with Ameriprise Financial Services, LLC, having previously worked at LPL Financial, Integrated Wealth Concepts, Mass Mutual Investors Services, and Metlife Securities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves clients primarily through its institutional platform, emphasizing managed accounts and utilizing algorithmic tools overseen by a specialized consulting team.

Frederick Hussey is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. He holds a Series 63 license. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets through structured planning tools and a variety of investment services.

Jonathan Eitas is a financial advisor with Cetera and holds the Series 63 and Series 66 designations. He has 20 years of industry experience and has worked at firms including Franklin Templeton and Kovack Advisors. Since 2021, he has been involved with BAKER & EITAS Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Elizabeth Portesi is a financial advisor with Morgan Stanley in Norwell, Massachusetts, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates Coastal Cookies, LLC, a retail and online cookie business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Marc Perrault is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. His background includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management. Additionally, he is involved in a family-owned refrigeration and HVAC business where he works as a refrigeration technician. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm utilizes structured planning tools and data-driven models to support its financial planning services.

Derek Gage is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for Wicked Good Cause, a charitable organization, and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Charles Fiske is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Nash CPAs and the New England Patriots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and a variety of investment services.

Nicholas Fichter is a CFP® and holds a Series 65 license with 32 years of industry experience. He has been the sole advisor at Fichter & Co. Investors since 1990. Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients, while also serving various institutional and non-profit entities. The firm manages approximately $3.12 million in assets across 27 client relationships and is noted for its diverse client base, which includes sovereign wealth funds, banking institutions, government entities, and charitable organizations.

Leo Leydon is a financial advisor at Financial Focus Asset Management, Inc. in Plymouth, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been working with Financial Focus Advisory Services, LLC and Financial Focus Asset Management, Inc. since 2002. Financial Focus Asset Management, Inc. is an independent firm that provides investment advisory services and also offers tax, business, and accounting advice through its related entity.