Eric Dean is a financial advisor with Equitable Advisors in Weymouth, MA, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Axa Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Dean serves as Director of Alumni Engagement for the Babson Alumni Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Andrew White is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has operated a livery service as a sole proprietor and previously engaged in outerwear distribution. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Francis Mc Nulty is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team that works alongside financial advisors.

Edward Duffy Jr. is a CFP® with 44 years of industry experience, currently affiliated with Cetera. His prior work includes over three decades at Commonwealth Financial Network and roles at Lexington Financial, Inc., and EJD Insurance Agency. He is also a partner in LFG Insurance Agency, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered by a nationwide network of independent advisors.

Michael Regan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has over 20 years of experience in the financial services industry, during which he has worked in various roles including Financial Counselor at iCapital, LLC, Senior Client Advisor at GL Investment Advisory Services, LLC, Equity Trader and Trading Manager at Fidelity Investments, and Senior Vice President and Senior Trader at TD Waterhouse Capital Markets. As a CERTIFIED FINANCIAL PLANNER™, Michael partners with individuals and families to plan for retirement and manage their wealth throughout retirement. He focuses on helping clients preserve and grow their wealth by combining comprehensive financial planning with personalized investment strategies. Michael emphasizes the importance of working with a trusted advisor to implement and monitor a formal long-term financial plan.

Michael Trotter Jr. is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Citizens Securities, KLR Investment Advisors, Securities America, Geode Capital Management, and ProShare Advisors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Stephen Adams is a financial advisor with Ameriprise in Halifax, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an LLC that holds real estate. Ameriprise is a large institutional firm that offers retirement-income planning services designed for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Hana Ferrari is a financial advisor at UBS Financial Services with seven years of industry experience. She has worked at several firms, including First Republic Investment Management and BNP Paribas. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management solutions and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

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 in Scituate, MA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years and has operated BlueLine Financial Services since 2002. 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, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Michael Rothberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked for Metlife Securities Inc. for 19 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, he is an author who published a book in 2008 and serves as a voluntary Board Ambassador for the Ricciardi College of Business at Bridgewater State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using firm-approved analytical tools and provides various educational seminars and specialized planning programs.

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.

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.

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.