Stephen Morrison is a financial advisor with Ameriprise in Westwood, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at the University of Massachusetts Amherst and Westwood Public Schools. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Ponte is a Financial Consultant who partners with individuals and families to create and maintain comprehensive financial plans aimed at achieving long-term peace of mind. He has experience working in investment consulting and relationship management. Prior to his current role, Ryan worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Relationship Manager at Fidelity Investments from 2019 to 2020.

Stephen Collins is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Waddell & Reed and various insurance carriers over 35 years, as well as a brief period with Ten Cedar Street LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

John Summerlin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007. He serves as a board member of the Crown Ridge Owners Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dana Rodrigues is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Cetera, Rodrigues worked at Bright Futures Wealth Management and Investors Capital Corporation. Outside of advisory activities, Rodrigues is involved with the nonprofit Financial Education Partnership as an educator providing general financial workshops. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with access to both affiliated and third-party managers.

John Benedetto III is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked at firms including Janney Montgomery Scott and National Securities Corp. Benedetto manages Laurel Wealth Management, Inc., an investment-related business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Garrett Kent is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014. He began his career as an Associate at Boston Partners Financial Group from 2012 to 2014 before joining Fidelity Investments. At Fidelity, Garrett advanced through several roles, including Relationship Manager, Investment Consultant, and Financial Consultant, before his current position as Vice President, Financial Consultant. He partners with clients to help protect, grow, and distribute their wealth.

Alexander Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at People's United Bank, People's Securities, and Salem Five Cent Savings Bank. Outside of his advisory work, Moody coaches youth hockey in North Andover, Massachusetts. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through an extensive network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary research, model portfolios, and various investment strategies.

Nancy Mcginty is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Merrill since 2006. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joan Sweeney is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2025. She previously worked at OSAIC for seven years and spent over two decades at Signator Investors, Inc. and John Hancock Life Insurance Company. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Gregory Abelli is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2021, he worked at BlackRock Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John De Simone is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Co. He is also the president of the JGD Memorial Foundation, a charitable organization involved in fundraising and organizing a golf tournament. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers a range of investment and educational programs.

Shawn Avery is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has real estate ownership interests. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Timothy Fifield is a Series 63-licensed financial advisor with Ameriprise, based in Essex, MA, and has 14 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2016 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he owns TPFG LLC, an entity established to manage his practice. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Blaise Romanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009, following an internship that began in 2008. Blaise specializes in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Blaise earned both his Bachelor's degree in Finance, Economics and Operations Management and his MBA in Finance from Loyola University Chicago, Quinlan School of Business. He holds the Personal Investment Advisor (PIA) designation. Drawing on his interest in behavioral and computational finance, Blaise works closely with clients to develop customized portfolio models tailored to their unique preferences and goals. Outside of his professional role, Blaise participates in community fundraising events for the Alzheimer's Association. He resides in the Lincoln Square area with his wife and their English Bulldog. His personal interests include biking, boating, camping, cooking, fishing, golfing, and spending time with family.

Dylan Knizak is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he worked briefly at Janney Montgomery and Scott LLC and has a background that includes academic positions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Colantoni currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. In this position, he leads a team of advisors with the goal of delivering a client experience that warrants pride at all times. Before becoming Branch Leader, he held several roles at Fidelity Investments, including Regional Planning Consultant from 2018 to 2021, Vice President and Financial Consultant from 2016 to 2018, Financial Consultant from 2014 to 2016, and Investment Consultant from 2013 to 2014. Prior to joining Fidelity, Christopher worked as a Regional Sales Representative at RS Funds from 2010 to 2013 and as a Sales Representative at Guardian Insurance from 2009 to 2010. Christopher's career demonstrates extensive experience within financial consulting and leadership roles, focusing on team development and client service. Outside of his professional responsibilities, he has personal interests that include the beach, cars, cooking and baking, and food.

Thomas Morgera is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2024. His background also includes roles in education and various business activities prior to entering the financial services field. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristin Kissane is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including JJK Wealth Management, OSAIC, Office B&B, Signator Investors, and Riversource Fund Distributors. In addition to her advisory role, Kristin is a business owner of JM Sweeney LLC in Andover, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, combining proprietary and third-party research with a range of investment strategies and services.