Harvey Gates is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership interest in several commercial rental properties in Scituate, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and fiduciary oversight, with a notable inclusion of insurance-related investment options.

Peter Plant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with Lincoln Financial Securities Corporation. Plant operates BlueLine Financial Services, which has been active since 2002. 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, third-party asset management, and institutional platforms.

Robert Zuber is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2021. Prior to this, he was affiliated with LPL Financial and INVEST Financial Corp. Zuber serves as treasurer on the board of the Tri State Alpine Racing Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, employing a range of portfolio management strategies and platform options tailored to client objectives.

Kristie Hall Souza is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2008, progressing through roles including Vice President, Financial Consultant; Financial Consultant; Investment Representative; and General Management Apprentice. Prior to joining Fidelity, she worked at Goldman, Sachs & Co as a Client Associate and Client Service Analyst. In her role, Kristie partners with clients to help them make educated decisions regarding growing, preserving, and distributing their wealth. She emphasizes understanding each family's unique story to tailor her financial suggestions for positive impact on her clients and their families' futures.

Peter Blanchard is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee or co-trustee for multiple trusts in Marshfield, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Peter Dow is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with Strategic Advisers, Inc., a Fidelity Investments company, where he has worked since 2011. The firm provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. Strategic Advisers is notable for its role as a commodity pool operator and its application of algorithmic methods and AI in research.

Xiuxiu Kan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on providing comprehensive financial guidance to individuals and families. She is part of Group One Wealth Management based in Leawood, Kansas, a team known for bringing an institutional investment process to individual investors. Xiuxiu works closely with clients to develop customized strategies that address their unique financial goals and circumstances. With experience in areas such as education planning, family wealth management, legacy planning, liquidity management, and tax minimization, Xiuxiu assists clients in prioritizing and implementing solutions across investments, estate planning, retirement income, and philanthropic planning. She is committed to simplifying clients’ financial lives and helping them optimize their resources efficiently. Xiuxiu holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. She is involved in community organizations including Ducks Unlimited, Knights of Columbus, and Pheasants Forever.

Stefan Cautino is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with Voya Financial Advisors. Outside of his advisory role, he serves as a general board member for the Easton Youth Soccer League and volunteers as an annual fund ambassador for Dedham Country Day School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Philip Barnes III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2015 to 2017. He is also involved in individual life and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning engagements and offers a range of investment and educational programs.

Elizabeth Johnson is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 65 designation and has been with Fidelity Investments since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Sandra Manzella is a financial advisor with UBS Financial Services in Cohasset, MA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with UBS since 1981. Outside her advisory role, she serves as a trustee for a trust established in 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, leveraging proprietary research and asset allocation models to tailor client strategies.

Lori Shea is a Series 66-licensed financial advisor with Edward Jones in Scituate, MA, bringing nine years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Stephen Benak is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2019. 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 written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Carr is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2007 to 2022 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and a range of investment and planning services.

Peisan Lin is a financial advisor at J.P. Morgan Securities with six years of industry experience. Lin holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at Bank of America and Merrill from 2019 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding a Series 63 designation and 49 years of industry experience. His prior roles include positions at Mutual Service Corporation and Bts Asset Management, Inc. He is involved as an investment-related fiduciary in a family trust. 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 portfolios, third-party asset management, and institutional platforms.

Mark Truchan is a CFP® with seven years of industry experience, currently serving at Strategic Advisers, Inc., a Fidelity Investments company. He holds Series 63 and Series 65 licenses and has been with the firm since 2015. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Richard Webber is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory work, he owns and manages LAUNCH LLC, a coaching practice focused on goal setting and value systems for teens and college students. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party program sponsors and advisory platforms to implement tailored investment strategies across mutual funds, ETFs, and alternative investments.

Samuel Difiore Jr. is a CFP® professional with 29 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at City National Bank and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement portfolios.

Kurt Wright is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. He returned to UBS in 2026 after previous experience there. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor planning and portfolio management to clients’ goals and risk tolerances.