Kristie Hall Souza is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2008, progressing through roles including Vice President, Financial Consultant; Financial Consultant; Investment Representative; and General Management Apprentice. Prior to joining Fidelity, she worked at Goldman, Sachs & Co as a Client Associate and Client Service Analyst. In her role, Kristie partners with clients to help them make educated decisions regarding growing, preserving, and distributing their wealth. She emphasizes understanding each family's unique story to tailor her financial suggestions for positive impact on her clients and their families' futures.

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.

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.

Sandra Manzella is a financial advisor with UBS Financial Services in Cohasset, MA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with UBS since 1981. Outside her advisory role, she serves as a trustee for a trust established in 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, leveraging proprietary research and asset allocation models to tailor client strategies.

Lori Shea is a Series 66-licensed financial advisor with Edward Jones in Scituate, MA, bringing nine years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Stephen Benak is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2019. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Voya Financial Advisors. Outside of advisory work, he is employed part-time as a pharmacy technician at Southshore Health Organization. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

John Eggers is a financial advisor with LPL Financial in Plymouth, MA, holding Series 63 and 66 credentials and bringing 29 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Horace Mann Investors, Inc. for 12 years. Outside of his advisory role, he is involved in insurance through MTS Insurance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Joseph Mcnamara is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes tenure at UBS Financial Services and multiple roles within Morgan Stanley organizations since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

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 previously worked at National Planning Corporation for six years and has operated Feenan Financial Group since 2011. Outside of advisory work, he owns Feenan Income Tax, LLC, which provides tax preparation and accounting services. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.