Mark Helfrich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and VOYA Financial Advisors. Outside of his advisory work, he is an independent insurance agent affiliated with various independent insurance agencies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Christopher Stoddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Plymouth, MA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

John Destefanis is a CFP® credentialed financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He has previously worked at Cantella & Co., Inc. and U.S. Financial Advisors. He is also president of Destefanis Financial Services, where he is involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Paul Ouellet is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2012, progressing through various roles including Institutional Operations Representative, Inside Sales Representative, Regional Investment Consultant, and Financial Consultant before his current position. In his role, Paul partners with individuals and families to create personalized wealth plans focused on the growth, protection, and distribution of assets. He works collaboratively with clients to navigate important financial decisions aimed at achieving better financial outcomes. Outside of his professional responsibilities, Paul has interests in football, gardening, and golf.

Peter Donovan is a financial advisor with Ameriprise in Duxbury, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team working alongside financial advisors.

Kevin Butler is a Certified Financial Planner (CFP®) with 43 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, Butler was at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Mitchell Jones is a financial advisor at Ameriprise with a Series 66 license and two years of industry experience. His prior work includes positions at Santander Securities and Santander Bank, as well as roles outside finance such as participating in the North American Language and Cultural Assistants Program and working at Black Sheep Coal Fired Pizza. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on tax-aware withdrawal strategies and dependable income sources.

Michael Devlin is a financial advisor with LPL Financial in Braintree, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2010 and is also affiliated with Global Retirement Partners, where he has served since 2017. Devlin’s activities include advisory work related to 401(k) and defined benefit plans through BCG Retirement Consultants and pension risk consulting. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Merrifield is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 1999, serving in various roles including Senior Relationship Officer, Relationship Officer, Registered Representative, and Workplace Investments Representative. His work focuses on developing strategic financial plans tailored to all stages of life, helping clients build wealth, generate retirement cash flow, and address legacy and estate planning considerations. He collaborates with clients to set strategic short- and long-term goals based on an analysis of their current financial situation, aiming to create comprehensive plans that reflect their personal priorities, concerns, and aspirations.

Brendan O Sullivan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and two years of industry experience. Prior to joining MassMutual, he worked at Coca Cola Consolidated Inc. and MacLean Power Systems. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to support collaborative, annual planning engagements.

Daniel Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding the CFP® designation and Series 63 license. He has 49 years of industry experience, including previous roles at Mutual Service Corporation and Bts Asset Management, Inc. He also operates Leveroni Financial Management Corp. as a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Bryan Turner is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal and financial priorities, developing personalized strategies to help them pursue their financial goals. His approach focuses on clear communication and building trusted relationships to support clients through complex investment and wealth planning decisions. Turner's expertise spans college education planning, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Plymouth State University. Outside of his professional work, Turner enjoys basketball, boating, cooking, football, golfing, ice hockey, music, skiing, spending time with his family, and traveling.

Mary Davis is a financial advisor with Ameriprise in Scituate, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2020, she worked at Gensler, Jay Cashman, Inc., and Avanti Marketing and Development Group. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.

Erin Valente is a Financial Consultant at Fidelity Investments. She has been with Fidelity for over a decade, progressively advancing through roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Her experience spans client relationship management and financial planning, focusing on helping individuals and families develop strategies that adapt over time. Erin emphasizes building meaningful partnerships to support clients' financial confidence and control. Erin resides in Boston with her husband, daughter, and their golden retriever. She engages in family activities, fitness, social events, golf, and volunteering in her personal time.

Michael Welch is a financial advisor with Ameriprise in Duxbury, 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 targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with a centralized consulting team supporting advisors in producing these recommendations.

Victoria Robillard is a financial advisor with Edward Jones in Scituate, MA, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Investments and co-hosts the Journey to Balance podcast, which discusses how local women find work-life balance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large network of advisors and branches nationwide.

Charlene Reese is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she focuses on simplifying wealth planning and helping clients make informed financial decisions by leveraging Fidelity's resources and strategic insights. Prior to this, she held various financial and lending positions, including Vice President Lending Officer at C2 Financial Corporation, Executive Mortgage Banker at William Raveis Mortgage LLC, and Vice President in Wealth Management Loan Officer at Merrill Lynch. Charlene's extensive experience spans over two decades in financial consulting, lending, and wealth management. She has held key roles at C2 Financial Corporation from 2000 to 2022, progressing from Senior Lending Officer to Branch Manager and eventually Vice President Lending Officer. Her background encompasses expertise in lending and financial advising. She holds a California Insurance License. Outside of her professional career, Charlene has interests in art, gardening, traveling, and volunteering.

Christopher Piccione is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliated firms since 2026. Outside of financial services, he is involved with Savant Systems and has managed Amazy Clean since 2016. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured planning engagements.

Kevin Campbell is a CFP® with seven years of industry experience and is currently affiliated with Cetera. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services, and he also has experience as a CPA operating his own accounting and tax preparation business. Outside of financial advising, he provides tax preparation, bookkeeping, and accounting services through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through diverse program structures and a multi-manager platform.

Donald Mc Donough III is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.