Joshua Shepherd is a financial advisor with Ameriprise in Marshfield, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved with Southern Alliance Volleyball and is the anticipated owner of a volleyball junior Olympic club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

John Flaherty is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Marla Skeffington is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. She offers over 30 years of experience in the financial industry and holds the designation of CERTIFIED FINANCIAL PLANNER4. Marla empowers individuals, families, and business owners to make informed financial decisions through goal-based financial planning tailored to their unique goals, objectives, and preferences. Her professional experience includes roles as Vice President, Financial Consultant at Fidelity Investments from 2020 to 2026; Vice President of Institutional Business Development at Natixis Investment Managers from 2017 to 2019; Vice President of Institutional Marketing at T. Rowe Price from 2014 to 2017; Business Development Executive at Western Asset Management Company from 1999 to 2013; and Analyst at Wellington Management Company from 1994 to 1999.

Kelli Hampton is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Merrill from 2013 to 2021 before joining Mass Mutual in 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals.

Steven Murray is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

James Murray is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to develop financial plans that address both short-term and long-term goals, aiming to support them through significant life events and work toward their financial success. He began his career at Fidelity Investments in 2019 as a Financial Representative and has held several roles within the company, including Relationship Manager, Investment Consultant, and Financial Consultant, before assuming his current position in 2026. His experience encompasses various aspects of financial consulting and client relationship management. Outside of his professional role, James enjoys football and golf.

Finley Morgan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Finley partners with clients and their families to help them understand their company benefits and develop customized financial plans that align with their short- and long-term goals. Finley has held various positions at Fidelity Investments since 2021, including Benefits Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Consultant, and Stock Plan Associate. This progression reflects a broad experience in benefits and stock plan services within the company. Outside of work, Finley enjoys activities such as football, golf, movies, exploring food, and spending time with pets.

William Mattey is a Financial Consultant currently working at Fidelity Investments since 2016. In this role, he partners with individuals to guide them through the complexities of financial planning aimed at growing, protecting, and maintaining their wealth. He has accrued extensive experience in financial services, having held various positions including Investment Consultant at Fidelity Investments from 2014 to 2016, Director of Fixed Income Sales at Oppenheimer & Co, Inc from 2011 to 2012, Director of Fixed Income Sales at Susquehanna International Group from 2010 to 2011, Fixed Income Sales at JP Morgan from 2000 to 2010, and Product Specialist at John Hancock from 1998 to 1999.

Allison Tilden is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at Apex Systems and LeapFrog Systems. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Miles Prescott is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, Prescott serves on the Board of Directors for the Pembroke Historical Society. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice. The firm utilizes a combination of proprietary research and third-party data to guide asset allocation and withdrawal strategies within an investment universe that includes affiliated products and managed accounts.

Zachary Moss is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at Harvard Extension School and George Washington University, as well as involvement with community organizations such as the Belmont Youth Basketball Association. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Ryan is a Planning Consultant at Fidelity Investments. He partners with clients to ensure they maximize the benefits of their relationship with Fidelity by helping them develop financial plans aligned with their goals and objectives. Prior to his current role, he worked as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2021 to 2023, both at Fidelity Investments. Outside of work, Joseph enjoys activities such as beach visits, fishing, fitness, football, hiking, and snowboarding.

Alan Slavin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

David Katz is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held multiple positions within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Services Representative at Merrill Edge in 2020. David focuses on partnering with clients to understand their financial goals and priorities, aiming to create customized plans and investment strategies that align with their needs. His approach centers on helping clients achieve peace of mind by ensuring their assets support what is most important to them and their families. Outside of his professional work, David has interests in art, beach activities, gardening, hiking, music, and traveling.

Vi Duong is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. Prior to Merrill, Vi held roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Rockland Trust. Outside of finance, Vi was involved with Hi Supply LLC for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams.

Tony DellAquila is a Financial Consultant at Fidelity Investments, a role he began in 2024. He partners with clients to create personalized comprehensive financial plans that align with their values, goals, and future aspirations. Tony leverages his experience to assist clients in pursuing their goals and providing peace of mind. Before joining Fidelity Investments, Tony held several positions at Merrill Lynch from 2015 to 2024, including Vice President Relationship Manager, AVP Relationship Manager, Premium Investment Specialist, and Service and Trade Investment Specialist. His decade of experience in the financial services industry has equipped him with a broad understanding of investment strategies and client relationship management. Outside of his professional work, Tony's personal interests include cooking and baking, golf, skiing, and traveling.

James Scannell is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 65 designation and has worked at Edelman Financial Engines in various capacities since 2021. Prior to that, he held roles at Maplebear Inc., Omni Career Search, and Providence College. 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 proprietary, committee-driven investment process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advisory options.

William Cratty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Ameriprise since 2014, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of advising, Cratty is involved in independent insurance brokering with multiple firms, including American General, Harvard Pilgrim, Integrity Life Insurance, and Guardian. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Lisa Virello is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Virello serves as a board member of the South Shore YMCA, where she reviews the organization’s investment portfolio and ensures adherence to its investment policy statement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured tools and conducts planning supported by the Global Investment Committee’s return estimates and simulations.

Paul Cooney Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, Series 65, and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Mutual of America Life Insurance Company, Assetmark, Inc., Ivy Wealth Management, and The Patriot Financial Group Insurance Agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals and a multi-billion dollar asset base.