Charles Wilder is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his current role, he helps families develop personalized wealth strategies focused on growth, preservation, and transfer of assets. He collaborates with specialists in investment strategy, financial planning, and estate planning to deliver comprehensive wealth management services. His professional experience includes positions such as Vice President, Executive Planning Consultant and Financial Consultant at Fidelity Investments, as well as prior roles including Financial Advisor at Equitable Advisors, EVP of Business Development at Newfleet Asset Management, and SVP of Relationship Management at Securities Finance Trust Company. He holds a California Insurance License.

Dean Sylvester is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Lighthouse Investment Group, Inc. and Commonwealth Financial Network over two decades before joining LPL Financial and Lighthouse Investment South Shore in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad 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.

Nicholas Banks is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has held roles at MassMutual Life Insurance Company since 2022. Prior to that, he worked at Rockland Trust from 2018 to 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning tools and event-driven services such as estate settlement and divorce planning.

Mark Greenfield is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, serving in roles including Financial Consultant and Investment Consultant. As a Certified Financial Planner™, Mark works with individuals, families, and business owners to develop and implement comprehensive retirement plans. His professional experience focuses on retirement planning and financial consulting. No additional information about his education, credentials beyond CFP®, or personal interests has been provided.

Christopher Dewey is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental properties in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Christopher Fahey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in advanced wealth management strategies for families and business owners, with client focus areas including Family Wealth Management Strategies, Personal Retirement Planning, and Sports & Entertainment. Chris has over 25 years of experience in financial services and has been a CERTIFIED FINANCIAL PLANNER® professional since 1998. He holds a Bachelor's Degree in Economics from the University of Massachusetts at Amherst. He also carries the Personal Investment Advisor (PIA) designation. Chris lives in Mashpee, MA with his wife Tracey. His personal interests include fishing, golfing, hiking, music, skiing, and spending time with his family.

Michael Bellody is a financial advisor with LPL Financial in Braintree, MA, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked previously at firms including Fisher Investments, Securian Advisors of New England, and SagePoint Financial. Outside of his advisory work, Bellody serves as a certified referee and coach in sports and fitness. 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 portfolio programs, third-party asset management, and institutional platforms, with support from extensive operational tools and a broad non-advisory business footprint.

Giselle Sarilho Ferguson is a financial advisor at Merrill with four years of industry experience. She holds Series 65 and Series 66 credentials, and her prior work includes roles at Bank of America, South Shore Bank, Bankshop LLC, and Banco Santander Bahamas. Outside of her advisory role, she has worked as a delivery employee for DoorDash. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sean Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with firms including Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence and may incorporate ESG criteria.

Jianguo Wang is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, N.A., American Financial Alliance, Northeastern Mortgage LLC, TD Canada Trust, and CIBC. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mcnaughton is a financial advisor with Thrivent Investment Management in Dedham, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Thrivent since 2015. Outside of his advisory role, Mcnaughton serves on the board of the Urban Islands Project, an organization focused on developing new churches and faith communities, and works as a leadership coach for church and charitable organization leaders. He is also a pastor at The Link Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Matthew Fritz is an advisor at Thrivent Investment Management with Series 63 and Series 66 licenses. He has been with Thrivent since 2026 and previously worked for Johnson String Instrument for 16 years and operated Fritz Violins, LLC for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning in areas such as retirement, taxes, estate, business continuation, and special needs without portfolio management or discretionary trading authority.

Edward Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work includes roles at Tempus Unlimited/Myra Peral, PFS Investments Inc., and Harvard University. Outside of advising, he works as a driver for rideshare services Lyft and Uber. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by custody and clearing services from Pershing.

Brett Prince is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity for over twenty years, during which he has held various roles including Investment Solutions Consultant, Regional Planning Consultant, Branch Planning Consultant, Relationship Manager, Senior Consultant, Proactive Client Engagement, and Investment Solutions Representative. With twenty-five years of experience at Fidelity, Brett has developed a deep understanding of financial strategy. He focuses on partnering with clients to pursue their financial success, simplifying complex processes, and educating clients on available resources to meet their needs. As a fourth generation Cape Cod cranberry grower, he appreciates the role of family in decision making and in designing personalized financial strategies. Outside of his professional work, Brett enjoys activities such as beach outings, boating, football, lake visits, music, and outdoor adventures.

Brent Williams is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior employment includes Merrill and UBS Financial Services. Outside of his advisory work, he is the founder and CEO of NextGen Camps, which operates youth football camps nationwide, and serves as a board advisor for Catholic Memorial High School. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

John Kopka is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Fidelity Investments from 1997 to 2024 before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm offers these services through a large network of advisors, allowing clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Fearghal O'riain is a CFP® professional with 27 years of industry experience, currently serving at Edelman Financial Engines. He has worked with affiliated firms since 2014, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of advising, he is a co-owner of rental properties. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, focusing on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Frank O'Brien III is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a partner of the Fahey/O'Brien Group and has been with Merrill Lynch Wealth Management for over twenty-five years. Frank focuses on understanding what is most important to his clients to deliver tailored planning and investment management strategies aimed at achieving their life goals. His expertise includes legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, sports and entertainment wealth management, individual and corporate investment strategy, tax minimization, and retirement income planning. Frank holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Frank received his Bachelor's Degree in Economics from Lake Forest College. Outside of his professional role, he is involved in coaching hockey and soccer and lives in Hingham, MA with his wife Amy and their three children.

Patrick Goodine is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, N.A. and Glaukos Corporation. He has also spent time working at educational institutions such as the University of Maine and Weymouth High School. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Barber is a financial advisor at Osaic with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Equitable Advisors and AXA Advisors. Barber serves as co-chair of the Citizens Advisory Board for the South Coastal Region of the Massachusetts Department of Developmental Services and is a member of the Seaside Gardeners of Marshfield, MA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.