Stacy Poli is a financial advisor at RBC Capital Markets with 16 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. Poli is certified as a health coach through the Institute for Integrative Nutrition and has been involved in health and wellness coaching. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, offering portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Timothy Petrik is a financial advisor with Ameriprise in Braintree, MA, holding the Series 66 designation. He has been with Ameriprise since 2025 and has previous experience working in various roles at educational institutions including Boston College and Fordham University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with structured recommendations and ongoing advice.

Elizabeth Shanley is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith since 2018. Merrill, along 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 a range of model-based and discretionary investment strategies supported by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Sexton is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in creating comprehensive financial strategies for high net-worth and highly compensated individuals. He began his career at Fidelity Investments, focusing on financial planning for high net-worth clients and advising on employer-sponsored plans such as 401Ks and 403Bs. Michael joined Merrill Lynch Wealth Management in 2018 and became part of Beagley and Associates at Merrill in 2021. Michael employs a planning-centric approach that involves getting to know each client and their family, understanding their financial situation, and identifying what matters most to them. He develops customized wealth management strategies that can adapt to changing client needs and market conditions. He collaborates with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Michael earned a Bachelor's Degree from Coastal Carolina University. Committed to community involvement, he follows Merrill's tradition of participation by volunteering with local organizations. His personal interests include boating, golfing, skiing, spending time with his family, and traveling.

Michael Kiziuk is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having 25 years of industry experience. His career includes roles at Avantax, Santander Securities, Morgan Stanley, and other firms. He is also a partner and financial advisor at Peak Advisor Group, where he provides comprehensive wealth management and financial planning services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

David Whiting is a CFP® professional with 40 years of experience in the financial services industry. He has been with LPL Financial since 1994. Whiting serves as treasurer for the Tom C. Siever Charitable Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers.

Johanna Arrieta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Tyler Bittrich is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2025. He has prior experience at Rockland Trust Company since 2019 and has worked in the brewing and real estate industries. 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, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Andrew Witherow is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with Ameriprise since 2018, including prior roles at ATEL Securities Corporation. Outside of his advisory work, he serves on the Board of Trustees for the Church of the Pilgrimage and provides pro bono financial assistance to veterans through the Coordinated Assistance Network. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides retirement income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Michael Wallander is a CFP® professional with 17 years of experience in financial advisory. He is currently with Ameriprise Financial Services, LLC, having previously worked at LPL Financial, Integrated Wealth Concepts, Mass Mutual Investors Services, and Metlife Securities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves clients primarily through its institutional platform, emphasizing managed accounts and utilizing algorithmic tools overseen by a specialized consulting team.

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.

Amanda Murray is a financial advisor with LPL Financial in Cohasset, MA, holding a Series 66 credential and seven years of industry experience. She has been with LPL Financial since 2018 and previously worked with Lean & Local LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Frederick Hussey is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery processes and advanced modeling tools.

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.

Patrick Menton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior work at Sustainable Leaders Investment Management. Outside of financial services, he has worked as an independent contractor at J.Crew, assisting customers and training new staff. 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 within a non-discretionary program.

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 at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2022 and previously at E*TRADE and Columbia Management Investment Advisers. Outside of finance, he is involved in a family business specializing in refrigeration and HVAC, where he serves as a refrigeration technician. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and sophisticated modeling tools.

Derek Gage is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2007, following positions at Ryan Beck & Co., Raymond James Financial Services, and UBS Financial Services. Outside of his advisory role, he serves on the board of directors for the charitable organization Wicked Good Cause and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses intended as a basis for client decisions.

Roger Gray is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2012. Outside of his advisory role, he serves as a trustee for the First Parish Church Milton, overseeing the investment decisions for the church’s endowment funds. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.