James Butler III is a financial advisor with LPL Financial in Westwood, MA, holding a Series 63 credential and with 43 years of industry experience. He has worked at LPL Financial since 2004 and previously spent 17 years at Bay Financial Advisors, Inc. In addition to his advisory role, he sells fixed annuities and various types of insurance, including individual and group health, term, universal and whole life, long-term care, and disability insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.

Ryan Vanweezel is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His work history includes roles at Cadaret Grant & Co., Inc. and Nuveen Investments. In addition to his advisory role, he is involved in tax preparation and accounting as a CPA and holds a notary commission. 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 advanced advisor tools and a broad network of over 22,800 advisors.

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.

Charles Casassa is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2001. Casassa also acts in a fiduciary capacity for two irrevocable trusts. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Ava Asai Sarris is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. She previously worked at Benefit Street Partners and Floyd Advisory LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience, currently associated with Cambridge Investment Research Advisors. Her work history includes roles at Mass Mutual Investors Services and Baystate Financial. She is also active as an independent insurance agent and is involved with the Libre Advisor Network, which provides education and resources to advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Benjamin Chwalek is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Tour the Hill Boulder, Aircare Marketing, and CB Equities, as well as academic experience at the University of Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, supporting both discretionary and non-discretionary advisory mandates.

Suzanne Crociati is a financial advisor with Ameriprise in Plymouth, MA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Janney Montgomery Scott from 2003 to 2020 before joining Ameriprise. Outside of her advisory role, she is part owner of a family-run brewery and serves as a sorority advisor and founder of a women's initiative team. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Jeffrey Wheeler is a financial advisor with Ameriprise in Concord, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Edward Jones, New York Life Insurance, and NYLife Securities. He has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Matthew O'Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating customized, goal-based wealth management plans for individuals, families, and small businesses. His approach focuses on understanding each client's unique priorities through one-on-one conversations to build tailored financial strategies. Since 2014, Matthew has developed expertise in areas such as tax minimization, executive compensation, legacy planning, and retirement income. He leverages Merrill Lynch research to construct portfolios aimed at preserving and growing client wealth through varying market conditions, with attention to low costs and risk-managed returns. Matthew holds a bachelor's degree in finance from Bentley University. He maintains various professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Marshfield, Massachusetts, he enjoys spending time with his family and partaking in activities such as boating, golfing, skiing, and ice hockey.

Jeremy Dalidowitz is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. His prior positions include roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. He is licensed as a Series 66 advisor and engages in referring clients for property and casualty insurance services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Jay Irving is a financial advisor with LPL Financial based in Rockland, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms for 30 years. His other business activities include operating Irving Wealth Management, an investment-related entity affiliated with LPL. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.