Sarah Groleau is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial and its investment management division since 2008. Outside of her advisory role, Groleau serves as vice president of Cynthia's Challenge, a nonprofit supporting local special needs families, is a board member at large for Friends of the Freedom Public Library, and chairs the Freedom, NH school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations across various financial planning areas without portfolio management or discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and account services.

Casey Poirier is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Casey was involved with the Lil' Shooters Toddler Soccer Program and has worked in various roles including at Skytop Liquors and Chenard & Son's Landscaping. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Daniel Ferreira Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Santander Securities, Eagle Strategies (NY Life), and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shane Fargo is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he provides one-on-one financial guidance to help clients define their goals and develop portfolio strategies aimed at achieving those objectives. He offers ongoing advice and adjusts clients' portfolios as their situations evolve. Shane holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Vermont.

Joseph Shumbata is a Financial Consultant at Fidelity Investments, where he assists individuals and families in understanding their finances and planning for the future. He collaborates with the Wealth Management Team to develop financial plans and monitor progress toward clients' goals. With over 20 years of experience in financial services, Joseph has held various roles including Vice President National Risk Officer and Financial Advisor at Morgan Stanley, Associate Director at UBS Private Wealth Management, Controls Manager at AXA Advisors, LLC, and participated in the Leadership Development Program at Prudential. Outside of his professional work, Joseph enjoys boating, fishing, skiing, and participating in family activities.

Craig Constantino is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on both individual and institutional advisory programs.

Henry Dembowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Invest Financial Corp, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Outside of his advisory work, he is involved in football operations as a director and coaches football at Milton High School. 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 and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Gregory Simmons is an International Wealth Advisor with Merrill Lynch Wealth Management. With over 42 years of professional experience, he works with individuals, families, charitable organizations, and retirement accounts to develop and implement investment plans aimed at managing and growing wealth. His approach centers on understanding each client’s financial priorities by listening carefully to their current situations, future objectives, and potential concerns to create customized strategies aligned with their financial and life goals. Greg holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Eastern Nazarene College and completed his high school education in Melrose, Massachusetts. His areas of expertise include college education planning, retirement income and planning, portfolio management, individual and corporate investment strategy, tax minimization, and services for endowments, foundations, and non-profits. Outside of his professional role, Gregory Simmons lives on Boston's South Shore with his wife, Terry. His personal interests include football, reading, and spending time with his family.

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.

Edward Marshall III is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2003, initially at Ameriprise Financial Services, Inc., and currently at Ameriprise. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations and emphasizes managed accounts within its advisory approach.

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.

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 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.

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.