Mark Greenfield is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, serving in roles including Financial Consultant and Investment Consultant. As a Certified Financial Planner™, Mark works with individuals, families, and business owners to develop and implement comprehensive retirement plans. His professional experience focuses on retirement planning and financial consulting. No additional information about his education, credentials beyond CFP®, or personal interests has been provided.

Christopher Dewey is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental properties in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

Michael Bellody is a financial advisor with LPL Financial in Braintree, MA, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked previously at firms including Fisher Investments, Securian Advisors of New England, and SagePoint Financial. Outside of his advisory work, Bellody serves as a certified referee and coach in sports and fitness. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from extensive operational tools and a broad non-advisory business footprint.

Giselle Sarilho Ferguson is a financial advisor at Merrill with four years of industry experience. She holds Series 65 and Series 66 credentials, and her prior work includes roles at Bank of America, South Shore Bank, Bankshop LLC, and Banco Santander Bahamas. Outside of her advisory role, she has worked as a delivery employee for DoorDash. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jianguo Wang is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, N.A., American Financial Alliance, Northeastern Mortgage LLC, TD Canada Trust, and CIBC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work includes roles at Tempus Unlimited/Myra Peral, PFS Investments Inc., and Harvard University. Outside of advising, he works as a driver for rideshare services Lyft and Uber. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by custody and clearing services from Pershing.

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.

Frank O'Brien III is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a partner of the Fahey/O'Brien Group and has been with Merrill Lynch Wealth Management for over twenty-five years. Frank focuses on understanding what is most important to his clients to deliver tailored planning and investment management strategies aimed at achieving their life goals. His expertise includes legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, sports and entertainment wealth management, individual and corporate investment strategy, tax minimization, and retirement income planning. Frank holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Frank received his Bachelor's Degree in Economics from Lake Forest College. Outside of his professional role, he is involved in coaching hockey and soccer and lives in Hingham, MA with his wife Amy and their three children.

Patrick Goodine is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, N.A. and Glaukos Corporation. He has also spent time working at educational institutions such as the University of Maine and Weymouth High School. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tassadit Bellal is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Barber is a financial advisor at Osaic with 24 years of industry experience. She holds the Series 63 and Series 66 designations 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 serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Marissa Cautino is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors from 2014 to 2021 before joining Cetera Wealth Services LLC and Cetera. Outside of her advisory role, she volunteers as Communications Chair and Annual Fund Ambassador for Dedham Country Day School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and services delivered through a large nationwide network of independent advisors.

Christopher Chapin is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has been with UBS since 2019. Prior to his current role, he was involved with Recovering Champions Inc. for five years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

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 financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked with multiple firms including Northwestern Mutual and XG Hanover LLC. Outside of advising, he is involved in X-Golf Hanover LLC, a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, employing various portfolio strategies and technology tools.

Kevin Alcaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in bookkeeping and office clerical services through Cornerstone Asset Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Mary Kelly is a Series 66-licensed financial advisor with Edward Jones in Quincy, MA, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked there from 2003 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.