Liam Leonard is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Rubin Wealth Advisors and several other businesses including Smart Blonde, LLC. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services rather than individual security recommendations.

Rob Giordano is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he helps multiple generations of families develop personalized wealth strategies focused on the growth, preservation, and transfer of their assets. He emphasizes simplicity and encourages clients to be curious and candid, coordinating a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to deliver comprehensive wealth planning. Rob has been with Fidelity Investments since 1994, progressing through various roles including Trading and Service Representative, Financial Representative, Financial Consultant, and Wealth Management Advisor. His long tenure at Fidelity reflects extensive experience in financial consulting and wealth management.

Philip Lennox is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co, Lincoln Investment, Financial Planning Alternatives, Northeast Planning Associates, Inc., and LPL Financial LLC. His other business activities include trailing non-securities life insurance revenue at Allstate Financial Services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Ghiringhelli is a CERTIFIED FINANCIAL PLANNER™ (CFP®) associated with Ameriprise in Norwell, MA, with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he serves on the Board of Directors for the Hingham Sports Partnership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Timothy Davis is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at firms including Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley. Outside of his advisory role, he is involved in property management for several rental real estate holdings in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its advisors with a varied menu of investment strategies and tools, alongside extensive non-advisory financial products and services.

Philip Peck is a CFP®-designated financial advisor with LPL Financial, based in Westwood, MA, with 42 years of industry experience. He has been with LPL Financial since 1998 and has been practicing as Philip Peck CFP since 1994. Peck is also a Lieutenant Colonel in the United States Army Reserve, where he works on counterterrorism aspects of homeland security. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

Kimberly Carroll is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Brenda Duggan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel and Merrill. Outside of her advisory role, she is a notary public, owns an antique buying and selling business called Nana's Attic Treasures, and serves as a wedding officiant with Universal Life Church Ministries. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Linnane is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 13 years of industry experience. He has been with LPL Financial since 2016 and also teaches at Quincy College. Prior to LPL, he worked at Mariner and MSI Financial Services, Inc. for one year each. 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 range of services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Nathan Mchugh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 credential and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is involved in receiving commission trails related to group benefits and life insurance plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementations and offers access to third-party asset managers and various financial planning services.

Anna Hight is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley since 2006, totaling 20 years with the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Aubray Rowe serves as Vice President and Financial Consultant at Fidelity Investments. In this role, Aubray works closely with clients to develop personalized long-term financial plans aimed at achieving their goals and addressing their needs. Aubray has extensive experience within Fidelity Investments, having held multiple positions since 2017. These roles include Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant, culminating in the current vice president position. This progression reflects a comprehensive background in financial consulting and client relationship management. Prior to joining Fidelity, Aubray gained experience in the small business sector, which informs the approach to financial planning by emphasizing the importance of solid financial strategies. Aubray's professional focus is on understanding clients' priorities and collaborating with them to create tailored financial plans.

Nicole Kent is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held various roles within Fidelity Investments since 2019, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, she worked as a Paraplanner at Ameriprise Financial Services, Inc. from 2018 to 2019. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nicole focuses on educating and empowering her clients to make informed financial decisions. She emphasizes developing a thorough understanding of her clients' priorities to create customized financial plans tailored to their unique needs.

Lauren DeStephano is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2017 in various roles. She has progressed through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial planning and wealth management. Lauren partners with individuals and families to create comprehensive, personalized financial plans aimed at building, preserving, and transferring wealth. Her focus is on providing clients with financial peace of mind through each stage of life. Outside of her professional work, Lauren is involved in activities such as family activities, golf, reading, softball, traveling, and volunteering.

Steven Dias is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cantella and Co., Inc. and U.S. Financial Advisors. In addition to his advisory role, he is involved in tax services as a Certified Public Accountant. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing multi-billion dollar assets across multiple platforms.

Robin Kelly is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2005. 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.

Christopher Esposito is a financial advisor with Ameriprise in Norwell, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at John Hancock and John Hancock Funds LLC for six years before joining Ameriprise. Esposito manages his advisory business through an outside entity, Onipa?a Enterprise, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement planning integrates proprietary research and third-party data and operates within a defined investment universe influenced by affiliated product relationships.

John Destefanis is a financial advisor with Cambridge Investment Research Advisors in Hingham, MA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Cambridge in 2025, he worked at Providence Equity Partners for two years. He serves as a volunteer committee member at Boston College High School. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and custodians, supporting both discretionary and non-discretionary management with proprietary model strategies under the Founders Gate Capital brand.

John Gordon is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Cetera and has held roles at CETERA Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, and LPL Financial, LLC. He is also the owner of Summit Star Financial and Summit Star Advisory, where he provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment solutions.