Melissa Gray Murphy is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2018. She previously worked at SII Investments for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Robert DeAngelis is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to create personalized financial plans focused on the growth, protection, and distribution of wealth. His objective is to provide clients with peace of mind by helping them make sound financial decisions. Robert has extensive experience within Fidelity Investments, having held several positions since 2012. His roles have included Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Vice President and Financial Consultant. Outside of his professional work, Robert enjoys spending time with his family, including exploring new places with his wife and their twin boys. His personal interests also include baseball, football, golf, running, and participating in social events with friends.

Daniel McCabe is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. His background includes roles with Avantax Advisory Services and Avantax Insurance Agency, as well as longstanding service with the City of Taunton. Outside of advising, he operates a general legal practice and serves as a part-time instructor for the Massachusetts Municipal Police Training Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, providing a range of discretionary and non-discretionary program options.

Brian Mahler is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020, following a 19-year tenure at American Express Financial Advisors. Outside of advisory work, he owns MoleMosh LLC, a business unrelated to investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual reviews. The firm’s approach includes proprietary research and third-party data, with access restricted to clients meeting certain asset thresholds.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Sandy Toochin is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Havens is a CFP® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors. He previously worked at A.G. Edwards & Sons, Inc. and has been associated with Global Vision Advisors since 2007. Outside of his advisory role, Havens is involved with South Shore Hospital as co-chair of its Links Committee, where he helps raise funds for the pediatrics department, and holds leadership positions at Sakonnet Golf Club. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, utilizing multiple platforms and proprietary model strategies.

Michael Galvin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at CUSO Financial Services, MML Investors Services, Mass Mutual Life Insurance Company, and other financial firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and employing various strategic and tactical allocation approaches.

Peter Cleary is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at UBS Financial Services, RBC Capital Markets, and City National Bank. Outside of his advisory work, he serves as the executor of his mother's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services and financial planning solutions, supported by extensive research and analytics.

Michael Kelleher is a CFP®-designated financial advisor with J.P. Morgan Securities in Mansfield, MA, bringing four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason McGrath is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Morningside Securities, LLC and Prime II Management. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, annual planning processes supported by firm-approved analytical tools.

Christopher Sonde is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS since 2026 and has prior experience working at Instacart, Data Axle, Boston College, and Whole Foods Market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research-based investment approaches.

Bryn Giammanco is a financial advisor with Ameriprise in Hingham, MA, holding a Series 66 designation and having four years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary research along with third-party data and algorithmic tools.

Shawn Fiske is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with OSAIC, where he has worked since 2023, and previously spent 17 years at Sagepoint Financial, Inc. In addition to his advisory role, he provides insurance guidance tailored to clients' specific needs through his involvement with ASH Brokerage. OSAIC Wealth serves a diverse range of retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a multi-advisor platform that integrates brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and various managed account strategies.

Alicia O'Connell is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and market modeling to assist clients with their financial goals.

Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

Helen Meng is a Planning Consultant at Fidelity Investments, where she works closely with clients to develop personalized financial plans. She emphasizes building strong relationships with clients and their families to maintain trust and reliability throughout their partnership. Helen has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before transitioning to her current role in 2023. She holds an Arkansas Insurance License, supporting her expertise in financial planning and insurance solutions.

Mary Ellen Weikert is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 37 years of experience in wealth planning, investment, and financial management. She provides specialized services to individuals, families, family offices, corporations, charitable gift programs, endowments, and foundations. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. Throughout her career, Mary Ellen has been recognized for her professional excellence and community service. She has been named to Forbes’ "Best-In-State Wealth Advisors" list from 2018 to 2022 and the "Top Women Wealth Advisors" list in 2017, 2018, 2020, and 2021. In 2015, she received the Bank of America Corporation’s David Brady Community Service Award, honoring her commitment to client service and community involvement. Mary Ellen holds the Personal Investment Advisor (PIA) designation and attended Sinclair College. In addition to her professional work, Mary Ellen serves in several leadership roles within the Atlanta community. She is Vice Chair and Trustee of the Emory St. Joseph Hospital Board, Chair of the Finance and Advisory Council for the Atlanta Catholic Archdiocese, and Trustee of The Parkinson’s Foundation. Mary Ellen is also active in speaking engagements on wealth and estate planning. She has been married to her husband, Scott, for more than 40 years and they have three children and three grandchildren. Her personal interests include cooking, gardening, golfing, reading, running marathons, spending time with family, and traveling.

Paula Tavares is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. Her work history includes roles at Morgan Stanley, Sylvia & Company, Voya Financial Advisors, and Cetera Wealth Services. She is also actively involved as a secretary at St. James St. John School and participates in organizing events for the Women's Fund, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party money managers.