Patrick Gill is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Eaton Vance Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise managed accounts.

Anne Diamond is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is involved with a modeling agency, Model Club Inc., including work modeling for a Hasbro Toys video. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Joseph Bevilacqua is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2026, he worked at Linsco / Private Ledger Corp. for 27 years. He also operates as an independent insurance agent through Bevilacqua Associates. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program structures, supported by over 10,000 advisors and more than $256 billion in assets under management.

Derek Delzer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and manage customized financial plans. He has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before his current position starting in 2026. Throughout his tenure at Fidelity Investments, Derek has developed expertise in client relationship management and financial planning. His professional experience encompasses working directly with clients to address their financial needs and goals. Outside of his professional responsibilities, Derek enjoys family activities, fitness, exploring culinary experiences, football, and traveling.

Dylan Bernache is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cambridge since 2020 and is also an independent insurance agent at Aegis Insurance Agency. Bernache serves as a board member of the Rockland Education Foundation and presents educational sessions on personal insurance to financial professionals. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Najada Lako is a financial advisor with Ameriprise in Medfield, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of her advisory role, she is a condominium owner in Medfield. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

James Ross is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including SagePoint Financial, Minnesota Life Insurance Co, and Hornor Townsend & Kent Inc. In addition to his advisory role, Ross is involved in non-variable insurance activities in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

Kristin Lozano is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2019. Prior to her current role, she held positions in the hospitality sector, including Seasons 52 and Prime Table. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

James Kelleher is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. His prior experience includes roles at Citizens Securities, Citizens Bank, and Arthur W. Wood Company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Samir Shah is a financial advisor with LPL Financial in Braintree, MA, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009 and is also associated with Leveroni Financial Management Corp. outside of his primary role. 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 range of advisory and brokerage services through a network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Brian Johnson is a CFP® professional at LPL Financial with 22 years of industry experience. He has been with LPL Financial since 2015. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laura Glennon is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63, 65, and 66 licenses and having six years of industry experience. Her prior roles include three years at Focus Partners Wealth, LLC and earlier positions at Morgan Stanley and Morgan Stanley & Co. LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools while generally acting in an advisory capacity for its financial planning engagements.

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 based in Rockland, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms for 30 years. His other business activities include operating Irving Wealth Management, an investment-related entity affiliated with LPL. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.