Matthew Diver is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial in Norwell, MA. His work history includes roles at LPL Financial, Feenan Financial Group, Stoddard Financial, Northwestern Mutual, and the MetroWest Economic Research Center. He is also associated with Feenan Financial Group, LLC in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Patrick Mcauliffe is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2003 as an intern and joined the Fahey/O'Brien Group in 2004, where he contributed to establishing client relationships and maintaining service standards. His daily work focuses on relationship management, performance reporting, and goals-based wealth management planning. Patrick holds a Bachelor of Science in Finance and a Master of Science in Financial Planning, both from Bentley College. He has earned the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations, as well as credentials as a Personal Investment Advisor and Retirement Benefits Consultant. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, individual and corporate investment strategies, tax minimization, and retirement income. Outside of his professional role, Patrick resides in Hanson, Massachusetts, with his wife Christine and their sons Christian and Miles. He has been involved with NVNA & Hospice as a member of its Board of Directors from 2013 to 2015. His personal interests include photography, spending time with his family, and traveling.

Paul Giglio is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and preferences.

Debra Blair is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Elizabeth Garabedian is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in designing customized wealth management plans that extend beyond investments to address clients’ unique priorities. Elizabeth collaborates closely with clients to develop goal-based financial strategies, regularly reviewing and adjusting plans to align with their evolving needs and comfort levels. With over 31 years of experience in financial advice and wealth management, Elizabeth focuses on family wealth management strategies, legacy planning, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She works alongside tax and legal advisors to ensure comprehensive and coordinated financial strategies. Elizabeth holds a High School Diploma from Old Rochester Regional High School, an Associate's Degree from Katherine Gibbs School, a Bachelor’s Degree from Mount Ida College, and a Master’s Degree from Suffolk University. She is also a Personal Investment Advisor (PIA). Elizabeth resides in Scituate, Massachusetts with her husband and daughter. Her personal interests include gardening, reading, running, sewing, skiing, tennis, and spending time with her family.

Richard Eckelhofer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Bobby Fry is a Financial Consultant who collaborates with clients to develop individualized financial plans aimed at achieving their short- and long-term goals efficiently and effectively. He has a background in banking and financial services, having worked as a Private Banker at Morgan Stanley from 2018 to 2023 and held previous roles as a Financial Solutions Advisor at Merrill Edge from 2013 to 2018, as well as a Wealth Management Banker at Merrill Lynch from 2009 to 2013. Outside of his professional career, Bobby has interests in camping, football, outdoor adventures, and skiing.

Keiron Obrien is a financial advisor with Mass Mutual Investors Services in Hingham, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Brown Brothers Harriman and Sandy Cove Advisors. Outside of advisory work, he is also engaged as an insurance broker specializing in life and disability insurance. 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, using firm-approved software to analyze client goals and providing recommendations across investment categories.

James Buzgo is a CFP®-certified financial advisor with 25 years of industry experience. He has worked with Ameriprise Financial Services since 2020, following eleven years at UBS Financial Services and eight years at Merrill. He holds the Series 66 designation and is based in Medfield, MA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Karen Dresser Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured tools and committee-based return estimates, managing approximately $2.74 trillion in client assets.

Elizabeth Shanley is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith since 2018. 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 a range of model-based and discretionary investment strategies supported by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Sexton is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in creating comprehensive financial strategies for high net-worth and highly compensated individuals. He began his career at Fidelity Investments, focusing on financial planning for high net-worth clients and advising on employer-sponsored plans such as 401Ks and 403Bs. Michael joined Merrill Lynch Wealth Management in 2018 and became part of Beagley and Associates at Merrill in 2021. Michael employs a planning-centric approach that involves getting to know each client and their family, understanding their financial situation, and identifying what matters most to them. He develops customized wealth management strategies that can adapt to changing client needs and market conditions. He collaborates with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Michael earned a Bachelor's Degree from Coastal Carolina University. Committed to community involvement, he follows Merrill's tradition of participation by volunteering with local organizations. His personal interests include boating, golfing, skiing, spending time with his family, and traveling.

Maureen Burgess is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and TDAmeritrade. Outside of her advisory role, she operates a professional organizing business and works as an office manager and event coordinator for Stonehill College’s Office of Alumni Engagement. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Gordon Moulton is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera. Outside of advising, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Johanna Arrieta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Tyler Bittrich is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2025. He has prior experience at Rockland Trust Company since 2019 and has worked in the brewing and real estate industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Andrew Witherow is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with Ameriprise since 2018, including prior roles at ATEL Securities Corporation. Outside of his advisory work, he serves on the Board of Trustees for the Church of the Pilgrimage and provides pro bono financial assistance to veterans through the Coordinated Assistance Network. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides retirement income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Michael Wallander is a CFP® professional with 17 years of experience in financial advisory. He is currently with Ameriprise Financial Services, LLC, having previously worked at LPL Financial, Integrated Wealth Concepts, Mass Mutual Investors Services, and Metlife Securities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves clients primarily through its institutional platform, emphasizing managed accounts and utilizing algorithmic tools overseen by a specialized consulting team.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

Frederick Hussey is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery processes and advanced modeling tools.