Stephanie Manchon is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Lion Street Financial, PRW Wealth Management, and TIAA-CREF. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Dan Smith is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and clients to develop personalized financial plans. He focuses on understanding clients' financial goals and individual circumstances to support their progress toward financial success. Dan has held several roles at Fidelity Investments, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate, with experience spanning from 2021 to the present. This progression reflects his familiarity with client service and relationship management within the financial services industry. Outside of his professional work, Dan's personal interests include beach activities, cooking and baking, fitness, golf, running, and skiing.

Craig D'Ambrosia is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2002 and has been with Fidelity since 1993, progressing through various positions including Assistant Branch Manager, Senior Financial Representative, Associate Financial Representative, and Executive Correspondence Representative. His experience encompasses branch leadership and financial services, with a focus on client support and employee development. Craig is motivated to positively impact the financial lives of clients and the professional growth of his team, aligning his leadership skills with Fidelity's core values. Outside of his professional responsibilities, Craig is interested in fitness, football, gardening, pets, and volunteering.

Philip Sartori is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Christopher B. Bean is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management with 30 years of experience. He leads Bean & Associates, a tenured Wealth Management Advisory Team providing personalized, concierge-style service focused on affluent families, business executives, medical professionals, and trusts and estates. The team offers customized strategies that integrate wealth management, tax minimization, estate and legacy planning, retirement and education planning, asset preservation, and banking services. Christopher holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He is an honors graduate of Brandeis University and holds a Master's Degree in Business Administration from Boston University's Graduate School of Management. Prior to his financial advisory career, he held elected public office for seventeen years. He is involved with the Jacob Bradbury Bean Foundation. Christopher and his wife, Pamyla, live in Duxbury with their four children.

Mark Gomes is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with LPL Financial. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations combining modeling and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Anthony Lorizio is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop, implement, and manage financial plans tailored to their unique personal financial situations. He emphasizes a personal level of service and care, supported by his team. Anthony has over 20 years of experience with Fidelity Investments, having served as Vice President Financial Consultant from 2009 to 2024 and as Financial Consultant from 2004 to 2009. Throughout his career, he has focused on building strong relationships with clients and helping them work towards their personal and financial goals. Outside of his professional work, Anthony enjoys fishing, social events with friends, outdoor adventures, and traveling.

Tracy Alter is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She has accumulated over 20 years of experience in the financial services industry, with previous positions including Director at Barings from 2014 to 2020, Licensed Mortgage Loan Officer at Radius Financial Group, Inc. from 2013 to 2014, Wholesaler at Eaton Vance from 2000 to 2013, and 401(K) Plan Administrator at Scudder Kemper Investments, Inc. from 1999 to 2000. Her professional focus involves partnering with clients and their families to develop customized financial plans tailored to their unique goals, emphasizing clear understanding and confidence. Tracy is committed to assisting clients in staying on track through all phases of retirement. Outside of her professional work, Tracy enjoys exploring the gems of New England and international travel.

Hui Yu is a financial advisor with LPL Financial, holding a Series 66 designation and bringing four years of industry experience. Yu has worked at LPL Financial since 2022 and has also been affiliated with Rockland Trust since 2014. Outside of advisory work, Yu is a commissioned notary. 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, supported by extensive operational and research tools.

William Whitfield Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank since 2015, having previously worked at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a partner in Boston South Real Estate and Development LLC, a real estate venture based in Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services including comprehensive financial planning and estate strategies.

John Lobue is a financial advisor with Ameriprise in Dorchester, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

Edward Mcbride is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors, Agia, and VALIC Financial Advisors. Mcbride is also involved with Brayshaw Financial LLC, where he engages in fixed annuity sales, fixed life insurance, and long-term care services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with a multi-advisor platform offering brokerage and advisory services, incorporating tools such as risk-tolerance questionnaires and portfolio optimization.

Bryan Carey is a financial advisor with Ameriprise in Quincy, MA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Glen Hatfield is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and utilizes various risk management tactics.

Sam Hetu is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans focused on their life goals. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and various levels of Investment Solutions Representative before assuming his current position in 2025. Sam holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys attending concerts, watching football and movies, golfing, and engaging in outdoor activities such as skiing.

Ryan Fine is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and the broader Raymond James Financial Services since 2003. Outside of his advisory role, he is owner of The Semjen Group, a support company based in Braintree, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal and public finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Murray is a CFP® with three years of industry experience, currently affiliated with J.P. Morgan Securities in Scituate, MA. He previously worked at BNY Mellon for 24 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Lauren Collins is a financial advisor with UBS Financial Services in Scituate, MA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley Smith Barney for six years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Sonia DeMelo is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to address service and planning needs for clients. She focuses on understanding clients' family stories and financial situations to guide them through customized planning processes. Building strong relationships and providing a high level of customer service are central to her approach, serving as a resource and advocate for clients and their families. Her career at Fidelity Investments began in 2000, progressing from Service & Trading Representative to Sr. Relationship Manager before assuming her current role in 2017. Prior to joining Fidelity, she worked as a Collections Assistant Supervisor at BankBoston from 1997 to 2000. Outside of her professional responsibilities, Sonia's personal interests include spending time at the beach, engaging in family activities, and maintaining fitness.

Kelly Woerdeman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MetLife Resources, Cetera Investment Services, Merrill, and VOYA Financial Advisors. She also serves as a military instructor in the U.S. Army Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.