Neil Murtagh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals, providing access to Merrill's investment insights and Bank of America's banking and lending solutions. Mr. Murtagh holds a bachelor's degree from The London Institute of Banking and Finance and has earned multiple professional designations including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Portfolio Management Advisor (APMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), Retirement Manager Advisor (RMA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include college education planning, LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management. In addition to his professional activities, Mr. Murtagh participates in community service and volunteers with Hingham Youth Soccer. His personal interests include golfing, running, and soccer.

Susan Daileader is a CFP® professional affiliated with LPL Financial and Rockland Trust Company, with 24 years of experience in the industry. She has worked at both firms since 2007, serving clients in Hanover, MA. Outside of her advisory role, she is a signer on her husband’s family remodeling business account. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Julia Ortenzio is a financial advisor with Ameriprise in Boston, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written 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, non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Dani Braun is Vice President and Financial Consultant at Fidelity Investments, a role held since 2019. She began her career at Fidelity in 2003, bringing extensive experience in financial consulting. As a U.S. Army veteran, Dani partners with client families to provide thoughtful planning, education, and guidance aimed at helping clients make informed decisions and work towards their financial goals. Outside of her professional work, Dani's personal interests include biking, fitness, gardening, military service, outdoor adventures, and traveling.

Owen Heaney is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held positions at the University of New Hampshire, Cheever Tavern, John Hoadley and Sons, and worked at Norwell High School and Norwell Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies for managing fund-of-funds and model portfolios.

Dan Smith is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and clients to develop personalized financial plans. He focuses on understanding clients' financial goals and individual circumstances to support their progress toward financial success. Dan has held several roles at Fidelity Investments, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate, with experience spanning from 2021 to the present. This progression reflects his familiarity with client service and relationship management within the financial services industry. Outside of his professional work, Dan's personal interests include beach activities, cooking and baking, fitness, golf, running, and skiing.

Brian Mackinnon is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His current role includes work with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Christopher B. Bean is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management with 30 years of experience. He leads Bean & Associates, a tenured Wealth Management Advisory Team providing personalized, concierge-style service focused on affluent families, business executives, medical professionals, and trusts and estates. The team offers customized strategies that integrate wealth management, tax minimization, estate and legacy planning, retirement and education planning, asset preservation, and banking services. Christopher holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He is an honors graduate of Brandeis University and holds a Master's Degree in Business Administration from Boston University's Graduate School of Management. Prior to his financial advisory career, he held elected public office for seventeen years. He is involved with the Jacob Bradbury Bean Foundation. Christopher and his wife, Pamyla, live in Duxbury with their four children.

Mark Gomes is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with LPL Financial. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations combining modeling and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Tracy Alter is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She has accumulated over 20 years of experience in the financial services industry, with previous positions including Director at Barings from 2014 to 2020, Licensed Mortgage Loan Officer at Radius Financial Group, Inc. from 2013 to 2014, Wholesaler at Eaton Vance from 2000 to 2013, and 401(K) Plan Administrator at Scudder Kemper Investments, Inc. from 1999 to 2000. Her professional focus involves partnering with clients and their families to develop customized financial plans tailored to their unique goals, emphasizing clear understanding and confidence. Tracy is committed to assisting clients in staying on track through all phases of retirement. Outside of her professional work, Tracy enjoys exploring the gems of New England and international travel.

William Whitfield Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank since 2015, having previously worked at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a partner in Boston South Real Estate and Development LLC, a real estate venture based in Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services including comprehensive financial planning and estate strategies.

John Lobue is a financial advisor with Ameriprise in Dorchester, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

William Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed and various insurance carriers, and he has been involved with business entities including Caprone LLC and The Navist Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and a variety of discretionary and non-discretionary management options.

Glen Hatfield is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and utilizes various risk management tactics.

Dennis Murray is a CFP®-certified financial advisor with three years of industry experience. He is currently affiliated with J.P. Morgan Securities, having previously worked at BNY Mellon for 24 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Lauren Collins is a financial advisor with UBS Financial Services in Scituate, MA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley Smith Barney for six years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Sonia DeMelo is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to address service and planning needs for clients. She focuses on understanding clients' family stories and financial situations to guide them through customized planning processes. Building strong relationships and providing a high level of customer service are central to her approach, serving as a resource and advocate for clients and their families. Her career at Fidelity Investments began in 2000, progressing from Service & Trading Representative to Sr. Relationship Manager before assuming her current role in 2017. Prior to joining Fidelity, she worked as a Collections Assistant Supervisor at BankBoston from 1997 to 2000. Outside of her professional responsibilities, Sonia's personal interests include spending time at the beach, engaging in family activities, and maintaining fitness.

Kelly Woerdeman is a financial advisor at Ameriprise with 19 years of industry experience. She has worked at Ameriprise since 2017, including prior roles at Mass Mutual Investors Services and MetLife Resources. Outside of her advisory work, she serves as a military instructor with the US Army Reserve. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

CJ Cawley is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, CJ worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and served as a Relationship Manager there from 2022 to 2024. CJ's career began as a Practice Assistant at Baystate Financial from 2021 to 2022, followed by roles as Workplace Planning Consultant I & II at Fidelity Investments between 2020 and 2021. In his current role, CJ partners with clients and their families to develop personalized financial plans tailored to their individual goals and preferences, aiming to support greater confidence in their financial futures. Outside of his professional duties, CJ has interests in baseball, cooking and baking, fishing, football, and visiting museums.

Jeffrey White is a ChFC®-designated financial advisor with Cetera, bringing 37 years of industry experience. He has served as president of Harbor Insurance Group, LLC since 2005 and provides fixed insurance products including life, health, disability, annuities, and long-term care. Outside of his advisory roles, he has worked as a bartender and server at American Legion Post 83 in Lincoln, NH. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services.