Ryan Saucier is a Planning Consultant at Fidelity Investments, where he provides financial planning services tailored to align clients' financial decisions with their life goals. He works to build meaningful, long-term relationships and aims to be a trusted partner for his clients as they navigate various life milestones. Ryan has been with Fidelity Investments since 2021, progressing through roles including Relationship Management Intern, Customer Relationship Advocate, Investment Solutions Representative I, and Relationship Manager before becoming a Planning Consultant in 2025. He holds an Arkansas Insurance License and applies his knowledge and experience to deliver personalized, strategic financial planning.

James Ross is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including OSAIC, SagePoint Financial, and Securian Financial Services. Ross is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven solutions.

James Butler III is a financial advisor with LPL Financial in Westwood, MA, holding a Series 63 license and bringing 43 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. for 17 years. Outside of his advisory role, he is involved in selling fixed annuities and various types of insurance, including health, life, long-term care, and disability coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Samir Shah is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Shah also maintains a role at Leveroni Financial Management Corp., a business he has been involved with since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a wide range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management along with model portfolios and research resources.

Ryan Vanweezel is a financial advisor with LPL Financial in Dedham, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. for five years and Nuveen Investments for three years. Vanweezel is also involved in tax preparation and accounting services and operates RVW Wealth Management, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and technology tools.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a variety of investment programs.

Shelley Zicolell is a financial advisor with LPL Financial in Milford, MA, holding seven years of industry experience. She has been with LPL Financial since 2018 and also maintains a longstanding role with Abodeely Insurance Co dating back to 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Steve Liss is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Investment Solutions Representative. His professional experience centers on working with high net worth families to understand and address their diverse financial goals. Steve emphasizes the importance of in-depth financial planning tailored to each client's unique situation to provide clarity for their financial future. Outside of his professional responsibilities, he enjoys golf, skiing, and traveling.

Charles Casassa is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2001. He acts in a fiduciary capacity for two irrevocable trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Conor Duffy is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2018 in various capacities. He began his career as a Financial Representative Intern at AXA Advisors LLC in 2017 before joining Fidelity Investments as a Workplace Planning Associate in 2018. Since then, he has progressed through roles including Workplace Planning Consultant, Financial Representative, Relationship Manager, and Planning Consultant, culminating in his current position starting in 2025. Throughout his tenure at Fidelity Investments, Conor has focused on developing individualized financial plans tailored to clients' specific needs, preferences, and goals. His experience spans private wealth management and client relationship management, emphasizing personalized financial planning strategies. Outside of his professional work, Conor enjoys baseball, fishing, kayaking, spending time with friends at social events, and caring for his pets.

Ava Asai Sarris is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. She previously worked at Benefit Street Partners and Floyd Advisory LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerard Nizich is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 37 years of industry experience. Prior to joining LPL Financial in 2021, he worked at American Portfolios Financial Services, Inc. for eight years. He is also involved in a national insurance brokerage business focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021, following prior roles at Mass Mutual Investors Services and Baystate Financial. Outside of her advisory work, she is involved with the Libre Advisor Network, which provides education and resources to financial professionals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management options and proprietary as well as third-party model strategies.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Surya Sapra is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Santander Securities and Santander Bank. Sapra is a co-owner of a non-investment real estate entity outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide clients with tailored written recommendation reports and ongoing advice.

Brendan Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on facilitating access to Fidelity's financial expertise, aiming to assist clients in pursuing their personal financial goals through a straightforward and tailored planning process. His approach involves collaborating closely with clients to create financial plans that support their current and future needs. During his tenure at Fidelity Investments, Brendan has specialized in developing and implementing financial plans that are designed to benefit clients and their families. His work emphasizes a collaborative process that addresses individual client needs, ensuring that financial strategies align with their specific objectives. Outside of his professional responsibilities, Brendan enjoys attending concerts, participating in family activities, following football, engaging in social events with friends, and pursuing outdoor activities such as golf and hiking.

Shawn Limerick is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He has been with Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is involved as an independent insurance agent, selling fixed annuities, long-term care, disability, group and individual health, and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management strategies supported by in-house and third-party research.

Steven Lavergne is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2020, he worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2013 to 2020. He serves on the board of directors for the Steere Farm Estates homeowners association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jack Hall is a financial advisor at Edward Jones in Quincy, MA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2026, he worked at Eaton Vance/Morgan Stanley from 2021 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.