Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds a Series 66 designation and has worked with various firms affiliated with Edelman Financial Engines since 2011. 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 diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Yi Yang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several financial institutions including Santander Bank and Webster Bank. Outside of his financial career, Yi is involved with the Newton Chinese Language School, a nonprofit providing cultural diversity training and Chinese language education in the Boston area. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support recommendations, including an ESG eligibility framework, and offers broader derivatives and commodities capabilities through affiliated entities.

Vincent Beaudoin is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Morgan Stanley. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Neil Murtagh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals, providing access to Merrill's investment insights and Bank of America's banking and lending solutions. Mr. Murtagh holds a bachelor's degree from The London Institute of Banking and Finance and has earned multiple professional designations including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Portfolio Management Advisor (APMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), Retirement Manager Advisor (RMA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include college education planning, LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management. In addition to his professional activities, Mr. Murtagh participates in community service and volunteers with Hingham Youth Soccer. His personal interests include golfing, running, and soccer.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

Susan Daileader is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial and Rockland Trust Company. She has been with these firms since 2007 and holds a Series 63 license. In addition to her advisory role, she serves as a relationship manager and business development officer for Rockland Trust’s trust and wealth management group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides comprehensive financial planning, diverse portfolio management options, and institutional platforms, supporting advisors with advanced research and operational tools.

Julia Ortenzio is a financial advisor with Ameriprise in Boston, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Dani Braun is Vice President and Financial Consultant at Fidelity Investments, a role held since 2019. She began her career at Fidelity in 2003, bringing extensive experience in financial consulting. As a U.S. Army veteran, Dani partners with client families to provide thoughtful planning, education, and guidance aimed at helping clients make informed decisions and work towards their financial goals. Outside of her professional work, Dani's personal interests include biking, fitness, gardening, military service, outdoor adventures, and traveling.

Owen Heaney is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held positions at the University of New Hampshire, Cheever Tavern, John Hoadley and Sons, and worked at Norwell High School and Norwell Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies for managing fund-of-funds and model portfolios.

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.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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.

Leslie Gosule is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including Aegis Capital Corp, Avantax Investment Services, and 1ST Global Capital Corp. Gosule is also involved in tax preparation and accounting services through Marina Point Services, LLC. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

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.

Camden Constantine is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His background includes roles at Raymond James Financial Services and 1776 Financial, as well as work outside the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services.

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.