David Katz is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held multiple positions within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Services Representative at Merrill Edge in 2020. David focuses on partnering with clients to understand their financial goals and priorities, aiming to create customized plans and investment strategies that align with their needs. His approach centers on helping clients achieve peace of mind by ensuring their assets support what is most important to them and their families. Outside of his professional work, David has interests in art, beach activities, gardening, hiking, music, and traveling.

William Cratty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Ameriprise since 2014, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of advising, Cratty is involved in independent insurance brokering with multiple firms, including American General, Harvard Pilgrim, Integrity Life Insurance, and Guardian. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Lisa Virello is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Virello serves as a board member of the South Shore YMCA, where she reviews the organization’s investment portfolio and ensures adherence to its investment policy statement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured tools and conducts planning supported by the Global Investment Committee’s return estimates and simulations.

Paul Cooney Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, Series 65, and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Mutual of America Life Insurance Company, Assetmark, Inc., Ivy Wealth Management, and The Patriot Financial Group Insurance Agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals and a multi-billion dollar asset base.

Charles Wilder is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his current role, he helps families develop personalized wealth strategies focused on growth, preservation, and transfer of assets. He collaborates with specialists in investment strategy, financial planning, and estate planning to deliver comprehensive wealth management services. His professional experience includes positions such as Vice President, Executive Planning Consultant and Financial Consultant at Fidelity Investments, as well as prior roles including Financial Advisor at Equitable Advisors, EVP of Business Development at Newfleet Asset Management, and SVP of Relationship Management at Securities Finance Trust Company. He holds a California Insurance License.

Dean Sylvester is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Lighthouse Investment Group, Inc. and Commonwealth Financial Network over two decades before joining LPL Financial and Lighthouse Investment South Shore in 2025. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Nicholas Banks is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has held roles at MassMutual Life Insurance Company since 2022. Prior to that, he worked at Rockland Trust from 2018 to 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning tools and event-driven services such as estate settlement and divorce planning.

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.

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.

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.