Michael Rothberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked for Metlife Securities Inc. for 19 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, he is an author who published a book in 2008 and serves as a voluntary Board Ambassador for the Ricciardi College of Business at Bridgewater State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using firm-approved analytical tools and provides various educational seminars and specialized planning programs.

Peter Blanchard is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee or co-trustee for multiple trusts in Marshfield, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Eileen Holzman is a financial advisor with Ameriprise in Andover, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience, having previously worked at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. Holzman serves on the Boards of the Andover Coalition of Education and the Suffolk University SBS Alumni Board, and she is an adjunct lecturer at Suffolk University, teaching Retirement and Estate Planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Philip Barnes III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2015 to 2017. He is also involved in individual life and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning engagements and offers a range of investment and educational programs.

Kimberly Carr is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at Merrill for 15 years before joining Morgan Stanley in 2022. She holds the Series 66 designation and is based in Norwell, MA. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analyses.

Samuel Difiore Jr. is a CFP® professional with 29 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at City National Bank and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement portfolios.

William De Paul is a financial advisor with Edward Jones in Plymouth, MA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Thoughtforms Corporation for six years. Outside of his advisory role, he owns Silver Line LLC, a real estate management business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kurt Wright is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with UBS Financial Services and previously worked for Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Corrado is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2021, he worked at VOYA Financial Advisors for five years. He also works part-time as a pharmacy technician with Southshore Health Organization. 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, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Eggers is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2019, following a 12-year tenure at Horace Mann Investors, Inc. In addition to his advisory role, Eggers is involved with an insurance agency specializing in property, casualty, group health, and life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joseph Mcnamara is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes ten years at UBS Financial Services before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Bennett White is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Gregory Bryant is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with various advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling.

James Ditzel is a financial advisor with Mass Mutual Investors Services in Norwell, MA, holding CFP® and ChFC® designations and over 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he is involved in education and operates a retail sales business, as well as providing sales and services for property, casualty, and commercial insurance through an outside brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring client engagements as ongoing relationships focused on goal analysis and written recommendations.

Deborah Campbell is a Series 66-registered financial advisor at Cetera with 21 years of industry experience. She is president and sole shareholder of Campbell Financial Services, Inc., where she provides tax preparation, consulting, bookkeeping, accounting, and financial planning services. She also serves as a trustee for Team North Street Realty Trust, overseeing the operations and financial management of a rental property. Cetera Investment Advisers LLC is a multi-manager platform that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through its network of independent advisors, supported by a variety of program structures and third-party managers.

Michael Feenan is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2011 to 2017. In addition, he owns Feenan Income Tax, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Laurie Goddard is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 38 years of industry experience. She has worked at Cetera and its related entities since 2013 and previously operated Goddard Financial Strategies for over three decades. Outside of her advisory work, she is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with access to affiliated and unaffiliated third-party managers, supporting discretionary and non-discretionary investment options.

Kevin Donovan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nora Yousif is a CFP® with 14 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. She serves on the boards of the Easton Lion’s Club, the Women’s Boston Bar Foundation, and the Women’s Foundation of Boston. These roles involve fundraising, community outreach, and supporting access to justice and empowerment for underserved women and families. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, alongside features such as tax management and responsible investing options.

Christopher Fulton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., John Hancock Life Insurance Company, and Signator Investors, Inc. He is also involved in an insurance brokerage related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.