Joseph Shumbata is a Financial Consultant at Fidelity Investments, where he assists individuals and families in understanding their finances and planning for the future. He collaborates with the Wealth Management Team to develop financial plans and monitor progress toward clients' goals. With over 20 years of experience in financial services, Joseph has held various roles including Vice President National Risk Officer and Financial Advisor at Morgan Stanley, Associate Director at UBS Private Wealth Management, Controls Manager at AXA Advisors, LLC, and participated in the Leadership Development Program at Prudential. Outside of his professional work, Joseph enjoys boating, fishing, skiing, and participating in family activities.

John Brady Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience, including fourteen years at Park Avenue Securities, LLC, and Guardian Life Insurance Co. Outside of his advisory role, he coaches youth basketball and baseball. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning relationships using firm-approved software tools and offers specialized planning programs, including recent additions such as standalone Divorce Planning.

Craig Constantino is a financial advisor with Raymond James Financial in Braintree, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing a non-discretionary advisory approach supported by extensive firm research and a broad affiliate network.

Henry Dembowski is a financial advisor with LPL Financial in Milton, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corp for 13 years. Outside of his advisory role, he is involved in local football operations as a director and coaches football at Milton High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology to support both discretionary and non-discretionary management strategies.

Gregory Simmons is an International Wealth Advisor with Merrill Lynch Wealth Management. With over 42 years of professional experience, he works with individuals, families, charitable organizations, and retirement accounts to develop and implement investment plans aimed at managing and growing wealth. His approach centers on understanding each client’s financial priorities by listening carefully to their current situations, future objectives, and potential concerns to create customized strategies aligned with their financial and life goals. Greg holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Eastern Nazarene College and completed his high school education in Melrose, Massachusetts. His areas of expertise include college education planning, retirement income and planning, portfolio management, individual and corporate investment strategy, tax minimization, and services for endowments, foundations, and non-profits. Outside of his professional role, Gregory Simmons lives on Boston's South Shore with his wife, Terry. His personal interests include football, reading, and spending time with his family.

Joshua Shepherd is a financial advisor with Ameriprise in Marshfield, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved with Southern Alliance Volleyball and is the anticipated owner of a volleyball junior Olympic club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

John Flaherty is a financial advisor with Raymond James & Associates in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a notable focus on public finance and municipal work alongside its retail advisory services.

Marla Skeffington is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. She offers over 30 years of experience in the financial industry and holds the designation of CERTIFIED FINANCIAL PLANNER4. Marla empowers individuals, families, and business owners to make informed financial decisions through goal-based financial planning tailored to their unique goals, objectives, and preferences. Her professional experience includes roles as Vice President, Financial Consultant at Fidelity Investments from 2020 to 2026; Vice President of Institutional Business Development at Natixis Investment Managers from 2017 to 2019; Vice President of Institutional Marketing at T. Rowe Price from 2014 to 2017; Business Development Executive at Western Asset Management Company from 1999 to 2013; and Analyst at Wellington Management Company from 1994 to 1999.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2006. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Steven Murray is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

James Murray is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to develop financial plans that address both short-term and long-term goals, aiming to support them through significant life events and work toward their financial success. He began his career at Fidelity Investments in 2019 as a Financial Representative and has held several roles within the company, including Relationship Manager, Investment Consultant, and Financial Consultant, before assuming his current position in 2026. His experience encompasses various aspects of financial consulting and client relationship management. Outside of his professional role, James enjoys football and golf.

Cory Clark is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at DALBAR, Inc. for eight years and operated the Law Office of Cory Clark for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Finley Morgan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Finley partners with clients and their families to help them understand their company benefits and develop customized financial plans that align with their short- and long-term goals. Finley has held various positions at Fidelity Investments since 2021, including Benefits Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Consultant, and Stock Plan Associate. This progression reflects a broad experience in benefits and stock plan services within the company. Outside of work, Finley enjoys activities such as football, golf, movies, exploring food, and spending time with pets.

William Mattey is a Financial Consultant currently working at Fidelity Investments since 2016. In this role, he partners with individuals to guide them through the complexities of financial planning aimed at growing, protecting, and maintaining their wealth. He has accrued extensive experience in financial services, having held various positions including Investment Consultant at Fidelity Investments from 2014 to 2016, Director of Fixed Income Sales at Oppenheimer & Co, Inc from 2011 to 2012, Director of Fixed Income Sales at Susquehanna International Group from 2010 to 2011, Fixed Income Sales at JP Morgan from 2000 to 2010, and Product Specialist at John Hancock from 1998 to 1999.

Miles Prescott is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the Pembroke Historical Society. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive approaches to deliver personalized advice through a centralized consulting team.

Paul Chaput is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at Boston Benefits Group and Winslow, Evans & Crocker, Inc. In addition to his advisory work, he serves as a locomotive engineer for Keolis Commuter Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs and services supported by proprietary and third-party research, providing both discretionary and non-discretionary portfolio management solutions.

Robert Berman is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, previously serving at MetLife Securities. Berman is also involved in outside insurance activities, including disability, fixed annuities, health, and life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and offers event-driven planning services such as divorce and estate-settlement planning.

Michael Geary is a financial advisor with LPL Financial in Natick, MA, holding Series 63 and Series 66 credentials and bringing 51 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting clients through both discretionary and non-discretionary advisory relationships.

Sophie Barrow is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 66 designation and two years of industry experience. She previously worked at Commonwealth Financial Network/Boston Wealth Strategies for six years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative planning engagements using firm-approved software and offers event-driven planning services such as divorce and estate settlement planning.