Samir Shah is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Shah also maintains a role at Leveroni Financial Management Corp., a business he has been involved with since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a wide range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management along with model portfolios and research resources.

Brian Johnson is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2015. Based in Hingham, MA, he holds Series 63 and Series 65 licenses and manages his practice under the Windsor Group Wealth Management DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Laura Glennon is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at Focus Partners Wealth, LLC for three years and spent eleven years in homemaking prior to her financial career. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Ava Asai Sarris is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. She previously worked at Benefit Street Partners and Floyd Advisory LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Irial O Neill is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America and Merrill since 2007. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregg Helbock is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written, non-discretionary recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines algorithmic automation and research with advisor partnership to deliver tailored retirement income plans.

Suzanne Crociati is a financial advisor with Ameriprise in Plymouth, MA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Janney Montgomery Scott from 2003 to 2020 before joining Ameriprise. Outside of her advisory role, she is part owner of a family-run brewery and serves as a sorority advisor and founder of a women's initiative team. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations.

Jeffrey Wheeler is a financial advisor with Ameriprise in Concord, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Edward Jones, New York Life Insurance, and NYLife Securities. He has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Matthew O'Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating customized, goal-based wealth management plans for individuals, families, and small businesses. His approach focuses on understanding each client's unique priorities through one-on-one conversations to build tailored financial strategies. Since 2014, Matthew has developed expertise in areas such as tax minimization, executive compensation, legacy planning, and retirement income. He leverages Merrill Lynch research to construct portfolios aimed at preserving and growing client wealth through varying market conditions, with attention to low costs and risk-managed returns. Matthew holds a bachelor's degree in finance from Bentley University. He maintains various professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Marshfield, Massachusetts, he enjoys spending time with his family and partaking in activities such as boating, golfing, skiing, and ice hockey.

Jeremy Dalidowitz is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. His prior positions include roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. He is licensed as a Series 66 advisor and engages in referring clients for property and casualty insurance services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Jay Irving is a financial advisor with LPL Financial in Rockland, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Surya Sapra is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Santander Securities and Santander Bank. Sapra is a co-owner of a non-investment real estate entity outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide clients with tailored written recommendation reports and ongoing advice.

Jeffrey Schreiber is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and 33 years of industry experience. His prior roles include positions at Barrett Capital Partners, Prime Pensions, Inc., The Retirement Advantage, MML Distributors, LLC, and Mass Mutual Financial Group. He is also a commissioned Notary Public in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, including model portfolios and retirement plan consulting.

Andrew Cratty is a CFP®-designated financial advisor with Ameriprise, based in Hingham, MA. He has three years of industry experience, including prior work at Stifel, Nicolaus & Co., and has been affiliated with Ameriprise in various capacities since 2022. Outside of financial advising, he has held a role at Harmon Golf Course. 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 recommendations and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Mackenzie is a Series 66-licensed financial advisor with Morgan Stanley, based in Norwell, MA, and has one year of industry experience. Prior to joining Morgan Stanley, Mackenzie held roles at J.B. Hunt and Gentle Giant Moving Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering planning services supported by firm‑approved tools and methodologies.

Denise Comeau is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2015, with a brief period at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers plans both directly to individuals and through Corporate Financial Planning agreements.

Jonathan Rogers is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Abbey Capital Financial Management and Investors Capital Corporation. Rogers is also the owner and president of Abbey Capital Financial Management and serves as a spokesperson for a local religious organization. Cetera Investment Advisers LLC is an SEC-registered firm providing a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers diversified portfolio management options, including model portfolios, third-party managers, and customized strategies across multiple program platforms.

Thomas Zamagni is a financial advisor at LPL Financial with 46 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with firms including Royal Alliance Associates, Centinel, Sii, and John Hancock Mutual Life Insurance Company. He is also involved in selling non-variable life insurance and property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Nicholas Nannicelli is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services for six years. Outside of his advisory role, he volunteers with Wings For Widows, an educational nonprofit. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools.

Naromie Saint Clair is a Financial Advisor at Merrill Lynch Wealth Management, dedicated to connecting clients with tailored financial plans that align with their unique ambitions. She specializes in assisting individuals, families, and business owners in pursuing financial goals through personalized planning and strategic approaches. With a focus on building lasting relationships based on trust, integrity, and clear communication, Naromie brings strong leadership, strategic problem-solving, and decision-making skills to her role. She is adept at managing multiple priorities in fast-paced environments and is committed to delivering exceptional service and meaningful solutions. Naromie holds a Bachelor's Degree from Nova Southeastern University and is designated as a Personal Investment Advisor (PIA). She is proficient in both English and French.