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.

Austin O'Shea is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Merrill and John Hancock Distributors LLC among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing personalized financial planning and advisory programs supported by firm-approved planning tools and comprehensive investment resources.

Daniel Dubeau is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Joseph Benson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Primerica since 2005 and has held roles outside of financial services, including involvement with Rescue Cleanout Services and The Market at Pinehills. Additionally, he engages in part-time tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Derek Degrass is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services 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 and uses research-driven, model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Charles Harvey is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise for 11 years. Outside of his advisory role, he owns a business related to a patented lacrosse stick. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory.

Linh Nguyen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Nguyen worked at Bank of America, N.A., and has experience in retail through Nordstrom Inc. Outside of financial advising, Nguyen operates an online store selling unused household items on eBay. 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Deborah Farrell is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Murray is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 17 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. He is also involved with Massabay Tax Service, providing tax preparation and accounting services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

James Hansman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Joanne Mills is a Series 66-credentialed financial advisor with Morgan Stanley, based in Norwell, MA, with 13 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Iryna Perry is a Series 66 licensed financial advisor at Merrill with two years of industry experience. Her prior work includes roles at Tapfin, Citizens Bank, Healthcare Financial Inc, Saks Fifth Avenue, and Swarovski. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Erik Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2019, progressing through roles including Financial Representative, Investment Consultant, and Planning Consultant. His professional focus includes working with families on various financial planning needs such as wealth accumulation, asset preservation, and income generation. Erik's role involves helping clients understand how Fidelity's services can assist them in achieving their financial goals. Outside of his professional career, he engages in activities such as baseball, boating, family activities, football, golf, and skiing.

Benjamin Neil is a financial advisor with Primerica Advisors in Weymouth, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and also served at SWN Church for 11 years. Outside of advising, he is involved in entertainment through Great Scott Productions and is the owner and creator of Cube-it, both non-investment related ventures. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Courtney Brock is a financial advisor with Wells Fargo Clearing in Norwell, MA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Dean is a financial advisor with Equitable Advisors in Weymouth, MA, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Axa Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Dean serves as Director of Alumni Engagement for the Babson Alumni Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Andrew White is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has operated a livery service as a sole proprietor and previously engaged in outerwear distribution. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Francis Mc Nulty is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team that works alongside financial advisors.

Edward Duffy Jr. is a CFP® with 44 years of industry experience, currently affiliated with Cetera. His prior work includes over three decades at Commonwealth Financial Network and roles at Lexington Financial, Inc., and EJD Insurance Agency. He is also a partner in LFG Insurance Agency, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered by a nationwide network of independent advisors.