Owen Heaney is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held positions at the University of New Hampshire, Cheever Tavern, John Hoadley and Sons, and worked at Norwell High School and Norwell Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies for managing fund-of-funds and model portfolios.

Stephanie Manchon is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Lion Street Financial, PRW Wealth Management, and TIAA-CREF. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Dan Smith is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and clients to develop personalized financial plans. He focuses on understanding clients' financial goals and individual circumstances to support their progress toward financial success. Dan has held several roles at Fidelity Investments, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate, with experience spanning from 2021 to the present. This progression reflects his familiarity with client service and relationship management within the financial services industry. Outside of his professional work, Dan's personal interests include beach activities, cooking and baking, fitness, golf, running, and skiing.

Gregory Whelan is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1995. His current role is with Fidelity Investments in Boston, MA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Brian Mackinnon is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His current role includes work with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Leslie Gosule is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including Aegis Capital Corp, Avantax Investment Services, and 1ST Global Capital Corp. Gosule is also involved in tax preparation and accounting services through Marina Point Services, LLC. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Christopher B. Bean is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management with 30 years of experience. He leads Bean & Associates, a tenured Wealth Management Advisory Team providing personalized, concierge-style service focused on affluent families, business executives, medical professionals, and trusts and estates. The team offers customized strategies that integrate wealth management, tax minimization, estate and legacy planning, retirement and education planning, asset preservation, and banking services. Christopher holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He is an honors graduate of Brandeis University and holds a Master's Degree in Business Administration from Boston University's Graduate School of Management. Prior to his financial advisory career, he held elected public office for seventeen years. He is involved with the Jacob Bradbury Bean Foundation. Christopher and his wife, Pamyla, live in Duxbury with their four children.

Mark Gomes is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with LPL Financial. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations combining modeling and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Tracy Alter is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She has accumulated over 20 years of experience in the financial services industry, with previous positions including Director at Barings from 2014 to 2020, Licensed Mortgage Loan Officer at Radius Financial Group, Inc. from 2013 to 2014, Wholesaler at Eaton Vance from 2000 to 2013, and 401(K) Plan Administrator at Scudder Kemper Investments, Inc. from 1999 to 2000. Her professional focus involves partnering with clients and their families to develop customized financial plans tailored to their unique goals, emphasizing clear understanding and confidence. Tracy is committed to assisting clients in staying on track through all phases of retirement. Outside of her professional work, Tracy enjoys exploring the gems of New England and international travel.

Hui Yu is a financial advisor with LPL Financial, holding a Series 66 designation and bringing four years of industry experience. Yu has worked at LPL Financial since 2022 and has also been affiliated with Rockland Trust since 2014. Outside of advisory work, Yu is a commissioned notary. 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 operational and research tools.

William Whitfield Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank since 2015, having previously worked at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a partner in Boston South Real Estate and Development LLC, a real estate venture based in Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services including comprehensive financial planning and estate strategies.

John Lobue is a financial advisor with Ameriprise in Dorchester, 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 aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

Bryan Carey is a financial advisor with Ameriprise in Quincy, MA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Glen Hatfield is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and utilizes various risk management tactics.

Ryan Fine is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and the broader Raymond James Financial Services since 2003. Outside of his advisory role, he is owner of The Semjen Group, a support company based in Braintree, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal and public finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Murray is a CFP®-certified financial advisor with three years of industry experience. He is currently affiliated with J.P. Morgan Securities, having previously worked at BNY Mellon for 24 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Lauren Collins is a financial advisor with UBS Financial Services in Scituate, MA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley Smith Barney for six years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Sonia DeMelo is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to address service and planning needs for clients. She focuses on understanding clients' family stories and financial situations to guide them through customized planning processes. Building strong relationships and providing a high level of customer service are central to her approach, serving as a resource and advocate for clients and their families. Her career at Fidelity Investments began in 2000, progressing from Service & Trading Representative to Sr. Relationship Manager before assuming her current role in 2017. Prior to joining Fidelity, she worked as a Collections Assistant Supervisor at BankBoston from 1997 to 2000. Outside of her professional responsibilities, Sonia's personal interests include spending time at the beach, engaging in family activities, and maintaining fitness.

Kelly Woerdeman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MetLife Resources, Cetera Investment Services, Merrill, and VOYA Financial Advisors. She also serves as a military instructor in the U.S. Army Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

CJ Cawley is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, CJ worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and served as a Relationship Manager there from 2022 to 2024. CJ's career began as a Practice Assistant at Baystate Financial from 2021 to 2022, followed by roles as Workplace Planning Consultant I & II at Fidelity Investments between 2020 and 2021. In his current role, CJ partners with clients and their families to develop personalized financial plans tailored to their individual goals and preferences, aiming to support greater confidence in their financial futures. Outside of his professional duties, CJ has interests in baseball, cooking and baking, fishing, football, and visiting museums.