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.

Richard Webber is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory work, he owns and manages LAUNCH LLC, a coaching practice focused on goal setting and value systems for teens and college students. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party program sponsors and advisory platforms to implement tailored investment strategies across mutual funds, ETFs, and alternative investments.

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 financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. He returned to UBS in 2026 after previous experience there. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor planning and portfolio management to clients’ goals and risk tolerances.

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.

Mary Ruch is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Mary earned her Bachelor's Degree from Williams College. Her role involves providing wealth management services to clients, leveraging her expertise as a Personal Investment Advisor.

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.

Kris Federico is a financial advisor with Ameriprise in Hingham, MA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Prior to Ameriprise, he worked at Shoreline Private Wealth Management and SS&C Technologies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and asset allocation recommendations.

Jon Henderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at infinex Investments, Inc. for 14 years before joining LPL Financial and Rockland Trust Company in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Susan Karsch is a financial advisor with Ameriprise in Hanover, MA, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked at Ameriprise since 2019 and concurrently operates SK Wealth Services, LLC, which she founded in 2013. Prior to that, she spent six years at Raymond James Financial Services Advisors Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary advice through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

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.

Patrick Mccusker is a financial advisor with Charles Schwab and Co., Inc. holding Series 63 and Series 66 credentials and 26 years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade Investment Management, LLC and Td Ameritrade, Inc. He has also coached youth lacrosse and served as a lacrosse referee. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers primarily non-discretionary advisory services combined with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investments program.