Timothy Fifield is a Series 63-licensed financial advisor with Ameriprise, based in Essex, MA, and has 14 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2016 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he owns TPFG LLC, an entity established to manage his practice. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dylan Knizak is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he worked briefly at Janney Montgomery and Scott LLC and has a background that includes academic positions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Frank Addonizio III is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017, following a four-year tenure at MES Solutions. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Connor Kee is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he was affiliated with Tenzing Advisors and has experience outside finance at the University of Rhode Island and Boston Modern Staging. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a global investment committee.

Bruce Favorat is a CFP® with 43 years of industry experience. He has worked at OSAIC since 2024 and previously held positions at Securities America Advisors, Inc. and SSN Advisory, Inc. He also works as an independent insurance producer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across a broad range of securities.

Eric Evans is a financial advisor with Edward Jones in North Reading, MA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Chase is a CFP®-designated financial advisor with 23 years of experience, currently with Cetera since 2025. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors. He is also the owner of a tax preparation business serving individual clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through multiple program structures and manager affiliations.

Edward Waldron III is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for nine years. Outside of his advisory role, Waldron owns and operates several insurance agencies focused on accident, health, disability, and life insurance products. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm employs integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk tolerance assessments, and automated rebalancing.

Jeffrey Beck is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over 40 years. His other business activities include involvement with Prudential-sponsored non-variable insurance offerings. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Herbert Hollender is a financial advisor with Ameriprise in Gloucester, MA, holding a Series 63 designation and 42 years of industry experience. He worked at UBS Financial Services from 2008 to 2020 before joining Ameriprise in 2020. Outside of his advisory role, he has interests in real estate ownership. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alex Case is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as the head of the investment committee for the Marblehead Museum and Historical Society, overseeing decisions on buying and selling within the society’s accounts. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm leverages proprietary capital market research and model-based asset allocations to tailor financial plans, combining institutional trading capabilities with wealth management offerings.

Stephen Shaw is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 14 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at Foresters Financial Services from 2011 to 2019. Shaw also works as an insurance broker through ITrust Advisors LLC, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations, offering financial planning, asset management, and educational seminars. The firm employs collaborative, annual financial planning engagements using approved software tools and provides a range of event-driven planning services.

Andrew Bodnar is a financial advisor with Ameriprise in North Andover, MA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Bodnar serves on the Board of Directors for a condominium association in Pompano Beach, FL. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

William Belezos is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 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 both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mary Robbins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2019 and previously spent six years with VOYA Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Bradley Roberts is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate financial planning agreements.

Barry Debany is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and owns Debany Financial Group, LLC, which provides financial services. Outside of finance, he is the executive producer of a musical performance scheduled for Carnegie Hall in 2027. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment advisory services through a multi-manager platform, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Crowley is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. He has worked at Cetera Advisors LLC since 2016 and at Investors Capital from 2003 to 2016. Outside of his advisory role, he is also an insurance agent selling life and annuities and works as an operations associate at Home Depot. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Matthew Kirschner is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at Guggenheim Securities. Outside of his advisory work, he manages a rental property in Lincoln, New Hampshire. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated offerings including mutual funds and a trust company.