Noah French is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various affiliates of Edelman Financial Engines since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.

Eric Merrifield is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 1999, serving in various roles including Senior Relationship Officer, Relationship Officer, Registered Representative, and Workplace Investments Representative. His work focuses on developing strategic financial plans tailored to all stages of life, helping clients build wealth, generate retirement cash flow, and address legacy and estate planning considerations. He collaborates with clients to set strategic short- and long-term goals based on an analysis of their current financial situation, aiming to create comprehensive plans that reflect their personal priorities, concerns, and aspirations.

Stephen Davis is a financial advisor with LPL Financial in Mansfield, MA, holding a Series 63 designation and 33 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1992. Outside of advisory work, he operates the Robert W. Davis Insurance Agency, a non-variable insurance business. 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, supported by advanced operational tools and oversight of significant discretionary assets managed by a large network of advisors.

Daniel Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding the CFP® designation and Series 63 license. He has 49 years of industry experience, including previous roles at Mutual Service Corporation and Bts Asset Management, Inc. He also operates Leveroni Financial Management Corp. as a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Eric Shepherd is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Personal Trust Company and Shepherd Tax Services, as well as legal experience at his own law office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Bryan Turner is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal and financial priorities, developing personalized strategies to help them pursue their financial goals. His approach focuses on clear communication and building trusted relationships to support clients through complex investment and wealth planning decisions. Turner's expertise spans college education planning, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Plymouth State University. Outside of his professional work, Turner enjoys basketball, boating, cooking, football, golfing, ice hockey, music, skiing, spending time with his family, and traveling.

Erin Valente is a Financial Consultant at Fidelity Investments. She has been with Fidelity for over a decade, progressively advancing through roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Her experience spans client relationship management and financial planning, focusing on helping individuals and families develop strategies that adapt over time. Erin emphasizes building meaningful partnerships to support clients' financial confidence and control. Erin resides in Boston with her husband, daughter, and their golden retriever. She engages in family activities, fitness, social events, golf, and volunteering in her personal time.

Michael Welch is a financial advisor with Ameriprise in Duxbury, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with a centralized consulting team supporting advisors in producing these recommendations.

William Dittrich is a CFP® certificant with five years of industry experience, currently affiliated with Raymond James Financial in Franklin, MA. His work history includes roles at 1776 Financial and Merrill Lynch. He is involved with 1776 Financial as an independent contractor providing financial advice and administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals.

Charlene Reese is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she focuses on simplifying wealth planning and helping clients make informed financial decisions by leveraging Fidelity's resources and strategic insights. Prior to this, she held various financial and lending positions, including Vice President Lending Officer at C2 Financial Corporation, Executive Mortgage Banker at William Raveis Mortgage LLC, and Vice President in Wealth Management Loan Officer at Merrill Lynch. Charlene's extensive experience spans over two decades in financial consulting, lending, and wealth management. She has held key roles at C2 Financial Corporation from 2000 to 2022, progressing from Senior Lending Officer to Branch Manager and eventually Vice President Lending Officer. Her background encompasses expertise in lending and financial advising. She holds a California Insurance License. Outside of her professional career, Charlene has interests in art, gardening, traveling, and volunteering.

Donald Mc Donough III is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Hogan Jr. is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at ENE Systems Inc. from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Frank Moy Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as a trustee for multiple family trusts. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and maintains approximately 3,700 advisors and $15.5 billion in assets under management.

Andrew Semjen is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has been associated with Raymond James financial services since 2003 and has led The Semjen Group as an independent contractor since 2010. Outside of advisory work, he owns The Semjen Group, a support company unrelated to investment activities. 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, corporations, and institutional investors. The firm uses comprehensive analytical tools to tailor recommendations and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dante Amatucci is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2018, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is employed in the bakery department at Whole Foods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Boragine is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2015. Outside of Ameriprise, he manages an advisory business with Eight Feet Wealth Advisors Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Cook is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Leo Tang is a financial advisor at Merrill with 10 years of experience at the firm and five years in the industry. He holds a Series 66 designation and is based in Hingham, MA. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jim Capra is Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2017. In this role, he partners with families to provide holistic financial planning aimed at creating personalized wealth plans that offer clients a vision for their wealth and peace of mind. Jim has over 30 years of experience in the financial services industry, having progressed through various roles at Fidelity Investments since 1993. His career includes positions as Vice President - Financial Consultant, Financial Representative, Associate Financial Representative, and Customer Service Representative, which have contributed to his expertise in financial planning and client service. Outside of his professional work, Jim engages in activities such as golf, hiking, traveling, and volunteering.

Nancy Madonna is a financial advisor with Ameriprise in Mansfield, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2009, including her current role at the firm since 2020. Outside of her advisory work, she is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.