Evans Menard is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. Prior to his financial services career, he spent six years with Kings Dining and Entertainment. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Connor Mac Isaac is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2020, he worked briefly at MFS Investment Management and has experience in non-financial roles including positions at Boston Sail Loft Cafe and Bar and the Town of Winthrop Valkyrie Ferry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Kevin Mantville is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Merrill for one year. Additionally, he is involved in non-variable insurance sales and serves as a relationship manager for the trust and wealth management department at Rockland Trust’s investment management group. 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.

Richard Whelpley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Cornerstone Asset Management LLC, providing clerical and office management support to representatives. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Steven Currie is a financial advisor with Wells Fargo Clearing in Norwell, MA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of advising, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers a range of solutions through bank and insurance affiliates.

Jay Gordon is a financial advisor with Ameriprise in Cohasset, MA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Michaelyn Bortolotti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Steward Partners and Morgan Stanley Smith Barney. She is the owner of Davis Executive Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Catherine Johnson is a Series 66-licensed financial advisor with Ameriprise in Braintree, MA, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jonathan Fabrizio is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Arsenal Financial, Signator Investors, and Raymond James Financial. Fabrizio also sells fixed insurance and annuity products through a local brokerage. 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, utilizing both proprietary research and third-party strategies across various platforms.

Elliot Herman is a CFP® professional with 32 years of industry experience, currently serving at Edelman Financial Engines. His prior roles include positions at Financial Engines Advisors L.L.C., PRW Wealth Management LLC, and Lion Street Financial, LLC. Outside of advisory work, he participates on multiple nonprofit boards and committees, including serving as Board Treasurer for One Family, Inc., a nonprofit focused on ending homelessness, and providing financial coaching to cancer patients through the FPA/Dana Farber Coaching Program. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advice as a fiduciary under ERISA and DOL guidelines.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Tom Erickson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with individuals and families to develop customized financial plans aimed at growing, protecting, and efficiently distributing their wealth. His approach involves simplifying clients' financial situations and co-creating a roadmap for their financial future to reduce retirement risks. Tom's experience with Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025 and Workplace Planning Consultant from 2020 to 2023. This progression reflects his continued commitment to financial planning and investment consulting within the organization. Outside of his professional work, Tom enjoys a range of outdoor activities such as beach visits, boating, hiking, scuba diving, snowboarding, and playing soccer.

Thomas Miller is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals 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 provides services under both direct and corporate financial planning agreements.

Andrew Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1999, working directly with affluent individuals and families, many of whom he and his team continue to serve. Andrew focuses on offering boutique-level attention and investment discipline to high-net-worth and ultra-high-net-worth clients, aiming to preserve and grow their wealth through sophisticated strategies. Andrew's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He works with clients such as senior-level financial industry executives, private business owners, wealthy retirees, endowments, and non-profit organizations across Massachusetts and 15 other states. He emphasizes investor behavior as the dominant driver of investment returns and collaborates with clients' accountants and attorneys to align tax and estate planning. Before his financial career, Andrew served four years in the United States Marine Corps, stationed at Camp Lejeune, Okinawa, Japan, Europe, Africa, and Haiti. He earned a bachelor's degree from the University of Delaware and holds professional designations including Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Retirement Manager Advisor. Andrew lives on the South Shore with his wife Holly, who is also his colleague, and their three children. He is actively involved with several veterans organizations and enjoys biking, golfing, hiking, skiing, and spending time with his family.

Melissa Gray Murphy is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2018. She previously worked at SII Investments for nine years. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Robert DeAngelis is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to create personalized financial plans focused on the growth, protection, and distribution of wealth. His objective is to provide clients with peace of mind by helping them make sound financial decisions. Robert has extensive experience within Fidelity Investments, having held several positions since 2012. His roles have included Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Vice President and Financial Consultant. Outside of his professional work, Robert enjoys spending time with his family, including exploring new places with his wife and their twin boys. His personal interests also include baseball, football, golf, running, and participating in social events with friends.

Daniel McCabe is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. His background includes roles with Avantax Advisory Services and Avantax Insurance Agency, as well as longstanding service with the City of Taunton. Outside of advising, he operates a general legal practice and serves as a part-time instructor for the Massachusetts Municipal Police Training Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, providing a range of discretionary and non-discretionary program options.

Sandra Lalond is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Citizens Bank between 2013 and 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Brian Mahler is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020, following a 19-year tenure at American Express Financial Advisors. Outside of advisory work, he owns MoleMosh LLC, a business unrelated to investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual reviews. The firm’s approach includes proprietary research and third-party data, with access restricted to clients meeting certain asset thresholds.

Devon French is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Republic Investment Management and American Tower Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to broader derivatives and commodities capabilities through affiliated entities.