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 a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the Pembroke Historical Society. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive approaches to deliver personalized advice through a centralized consulting team.

Matthew Bruce is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and owns Bruce Capital Management. Bruce serves on the board of Sino-American Bridge for Education and Health, a nonprofit facilitating exchange programs for American and Chinese educators and healthcare workers, and is involved with several other nonprofit organizations focused on education and mediation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing affiliated and third-party managers within a multi-manager platform.

Paul Chaput is a financial advisor with LPL Financial in Wrentham, MA, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Boston Benefits Group and Winslow, Evans & Crocker, Inc. Chaput also serves as a locomotive engineer for Keolis Commuter Services, a role he has held since 2014. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and various management approaches.

Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Stephen Mccourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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.

Thomas Carlow Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He is also an independent contractor and partial owner of 1776 Financial Services Inc. located in Franklin, MA. Additionally, he has been involved in rental real estate through TC2 Realty LLC since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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 a Series 65 credential. He has varied work experience including roles at Edelman Financial Engines since 2021 and prior positions outside the financial industry. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Michael Lucarello is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He is the owner of two tax preparation businesses and manages a beekeeping operation that sells honey. Additionally, he holds an executive producer role in a film investment enterprise. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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, 65, and 66 credentials and 19 years of industry experience. His prior roles include positions at The Patriot Financial Group Insurance Agency, Ivy Wealth Management, and Mutual of America Life Insurance Company. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals. The firm offers a variety of investment solutions across multiple platforms and includes proprietary and third-party model strategies.

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.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Matthew Connor is the Regional Vice President of Executive Services at Fidelity Investments, where he leads a team of senior wealth advisors focused on providing corporate executives with comprehensive wealth planning services. In this role, he oversees strategies and solutions tailored to meet the complex financial needs of executive clients. Matthew's experience centers on wealth management for corporate executives, guiding them through tailored financial planning processes. His leadership role at Fidelity Investments underscores his expertise in executive services within the financial sector. Outside of his professional responsibilities, Matthew engages in various personal interests including fitness, social events with friends, hiking, outdoor adventures, skiing, and traveling.

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.