Joseph Bevilacqua is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2026, he worked at Linsco / Private Ledger Corp. for 27 years. He also operates as an independent insurance agent through Bevilacqua Associates. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program structures, supported by over 10,000 advisors and more than $256 billion in assets under management.

Derek Delzer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and manage customized financial plans. He has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before his current position starting in 2026. Throughout his tenure at Fidelity Investments, Derek has developed expertise in client relationship management and financial planning. His professional experience encompasses working directly with clients to address their financial needs and goals. Outside of his professional responsibilities, Derek enjoys family activities, fitness, exploring culinary experiences, football, and traveling.

Dylan Bernache is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. He has worked with Cambridge Investment Research and Aegis Insurance Agency, where he is an independent insurance agent and business owner. Bernache also serves on the board of the Rockland Education Foundation and presents educational sessions on insurance to new financial professionals. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Ryan Saucier is a Planning Consultant at Fidelity Investments, where he provides financial planning services tailored to align clients' financial decisions with their life goals. He works to build meaningful, long-term relationships and aims to be a trusted partner for his clients as they navigate various life milestones. Ryan has been with Fidelity Investments since 2021, progressing through roles including Relationship Management Intern, Customer Relationship Advocate, Investment Solutions Representative I, and Relationship Manager before becoming a Planning Consultant in 2025. He holds an Arkansas Insurance License and applies his knowledge and experience to deliver personalized, strategic financial planning.

Najada Lako is a financial advisor with Ameriprise in Medfield, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of her advisory role, she is a condominium owner in Medfield. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Cooper Korbey is a financial advisor with Ameriprise Financial Services in Dorchester, MA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at DCU, UniBank, Gentle Giant, and JD Marquedant & Associates. Outside of his advisory work, he provides client service and administrative support for the Ameriprise Financial practice through DES Group, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written Recommendation Reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security options.

James Ross is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including SagePoint Financial, Minnesota Life Insurance Co, and Hornor Townsend & Kent Inc. In addition to his advisory role, Ross is involved in non-variable insurance activities in Massachusetts. 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 asset management solutions, utilizing both proprietary research and third-party strategies.

James Kelleher is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arthur W. Wood Company, Inc., Citizens Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Samir Shah is a financial advisor with LPL Financial in Braintree, MA, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009 and is also associated with Leveroni Financial Management Corp. outside of his primary role. 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 advisory and brokerage services through a network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Michelle Hill is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2007, with a brief period at Holidays for Heroes and Sierra Delta Inc from 2017 to 2020. She serves as Vice President on the Board of Directors for Figawi Charities Inc., a nonprofit supporting competitive sailing for all ages. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Steve Liss is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Investment Solutions Representative. His professional experience centers on working with high net worth families to understand and address their diverse financial goals. Steve emphasizes the importance of in-depth financial planning tailored to each client's unique situation to provide clarity for their financial future. Outside of his professional responsibilities, he enjoys golf, skiing, and traveling.

Brian Johnson is a CFP® professional at LPL Financial with 22 years of industry experience. He has been with LPL Financial since 2015. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jane Ricardi is a CFP® professional with 27 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and previously worked at Cetera Advisors LLC. Ricardi serves as a trustee board member for the Pilgrim Hall Museum in Plymouth, MA. Cambridge Investment Research Advisors, Inc. serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals across multiple platforms and manages a multi-billion dollar asset base.

Laura Glennon is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her career includes multiple tenures at Morgan Stanley and three years at Focus Partners Wealth, LLC, with a period focused on homemaking between 2012 and 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Conor Duffy is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2018 in various capacities. He began his career as a Financial Representative Intern at AXA Advisors LLC in 2017 before joining Fidelity Investments as a Workplace Planning Associate in 2018. Since then, he has progressed through roles including Workplace Planning Consultant, Financial Representative, Relationship Manager, and Planning Consultant, culminating in his current position starting in 2025. Throughout his tenure at Fidelity Investments, Conor has focused on developing individualized financial plans tailored to clients' specific needs, preferences, and goals. His experience spans private wealth management and client relationship management, emphasizing personalized financial planning strategies. Outside of his professional work, Conor enjoys baseball, fishing, kayaking, spending time with friends at social events, and caring for his pets.

Gerard Nizich is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked for American Portfolios Financial Services, Inc. for eight years. In addition to his advisory role, he is involved in a national insurance brokerage focusing on non-variable insurance products. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management platforms.

Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Irial O Neill is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America and Merrill since 2007. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Herlihy is a CFP® professional with 25 years of industry experience, currently serving as an advisor at LPL Financial since 2011. Prior to this, he worked at U.S. Financial Advisors and ran The Herlihy Company, Inc. Outside of his advisory work, he is an ice hockey official. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms with a broad set of investment options and technology tools.

Gregg Helbock is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes nine years at Edward Jones and three years at Morgan Stanley. 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, tax-aware retirement income planning advice.