Brian Osullivan is a financial advisor with MassMutual Investors Services in Quincy, MA, holding a Series 63 license and having 31 years of industry experience. He has worked with MML Investors Services since 1996 and with Connecticut Mutual Life Insurance Co since 1994. Outside his primary advisory role, he owns a business that refers health insurance and fixed annuity products and advises clients on life settlements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Frederick Hussey is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. He holds a Series 63 license. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets through structured planning tools and a variety of investment services.

Jonathan Eitas is a financial advisor with Cetera and holds the Series 63 and Series 66 designations. He has 20 years of industry experience and has worked at firms including Franklin Templeton and Kovack Advisors. Since 2021, he has been involved with BAKER & EITAS Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Elizabeth Portesi is a financial advisor with Morgan Stanley in Norwell, Massachusetts, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates Coastal Cookies, LLC, a retail and online cookie business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Marc Perrault is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. His background includes roles at Morgan Stanley Private Bank and E*TRADE Capital Management. Additionally, he is involved in a family-owned refrigeration and HVAC business where he works as a refrigeration technician. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm utilizes structured planning tools and data-driven models to support its financial planning services.

Derek Gage is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for Wicked Good Cause, a charitable organization, and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Sebastian Gonzalez is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in real estate flipping through House to Home Development, LLC, a business focused on property renovation and resale. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include personalized recommendation reports and tax-smart withdrawal strategies. The firm combines research, modeling, and a centralized consulting team to deliver retirement-income advice, primarily to clients with significant investable assets.

Paul Mcgovern is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2018. He was previously with Signator Investors, Inc. and is a partner at Downey & Company, LLP, a CPA firm providing tax and accounting services since 1986. Mcgovern is also a partner at Downey and McGovern Insurance Brokerage LLC, involved in life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary management, with access to various third-party platforms and managed-account solutions.

Charles Fiske is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Nash CPAs and the New England Patriots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and a variety of investment services.

David Randall is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 1998. Prior to joining LPL Financial, he was self-employed for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Nicholas Fichter is a CFP® and holds a Series 65 license with 32 years of industry experience. He has been the sole advisor at Fichter & Co. Investors since 1990. Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients, while also serving various institutional and non-profit entities. The firm manages approximately $3.12 million in assets across 27 client relationships and is noted for its diverse client base, which includes sovereign wealth funds, banking institutions, government entities, and charitable organizations.

Christopher Knight is a financial advisor with Knightsbridge Advisors, Inc. in Scituate, MA, holding a Series 65 designation and 22 years of industry experience. He is also president of CLK Financial, Inc., a financial consulting firm that provides income tax planning, tax return preparation, estate planning, financial statement analysis, and risk management services. Knight divides his professional time between Knightsbridge Advisors and CLK Financial. Knightsbridge Advisors, Inc. provides portfolio management services primarily to individual clients and small businesses through a single-advisor practice. The firm manages approximately $89.5 million in assets for a limited number of clients and utilizes external investment managers and access to alternative investment vehicles, including private equity and hedge funds.

Leo Leydon is a financial advisor at Financial Focus Asset Management, Inc. in Plymouth, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been working with Financial Focus Advisory Services, LLC and Financial Focus Asset Management, Inc. since 2002. Financial Focus Asset Management, Inc. is an independent firm that provides investment advisory services and also offers tax, business, and accounting advice through its related entity.