James Shea is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Medtronic Inc. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports based on research and modeling, combining advisory, brokerage, and insurance solutions through its affiliated companies.

Harvey Gates is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership interest in several commercial rental properties in Scituate, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and fiduciary oversight, with a notable inclusion of insurance-related investment options.

Thomas Loonie is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 credential and possessing 23 years of industry experience. He has been associated with LPL Financial since 2004 and also operates Peachtree Wealth Strategies LLC, a DBA used in connection with his LPL business. Thomas has prior experience at Bay Financial Advisors, Inc., where he worked for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Peter Plant is a financial advisor with LPL Financial in Scituate, MA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years and has operated BlueLine Financial Services since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Michael Rothberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked for Metlife Securities Inc. for 19 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, he is an author who published a book in 2008 and serves as a voluntary Board Ambassador for the Ricciardi College of Business at Bridgewater State University. Mass Mutual Investors Services, LLC is 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 offers ongoing, collaborative financial planning engagements using firm-approved analytical tools and provides various educational seminars and specialized planning programs.

Kristie Hall Souza is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2008, progressing through roles including Vice President, Financial Consultant; Financial Consultant; Investment Representative; and General Management Apprentice. Prior to joining Fidelity, she worked at Goldman, Sachs & Co as a Client Associate and Client Service Analyst. In her role, Kristie partners with clients to help them make educated decisions regarding growing, preserving, and distributing their wealth. She emphasizes understanding each family's unique story to tailor her financial suggestions for positive impact on her clients and their families' futures.

Peter Blanchard is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee or co-trustee for multiple trusts in Marshfield, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Eileen Holzman is a financial advisor with Ameriprise in Andover, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience, having previously worked at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. Holzman serves on the Boards of the Andover Coalition of Education and the Suffolk University SBS Alumni Board, and she is an adjunct lecturer at Suffolk University, teaching Retirement and Estate Planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Xiuxiu Kan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on providing comprehensive financial guidance to individuals and families. She is part of Group One Wealth Management based in Leawood, Kansas, a team known for bringing an institutional investment process to individual investors. Xiuxiu works closely with clients to develop customized strategies that address their unique financial goals and circumstances. With experience in areas such as education planning, family wealth management, legacy planning, liquidity management, and tax minimization, Xiuxiu assists clients in prioritizing and implementing solutions across investments, estate planning, retirement income, and philanthropic planning. She is committed to simplifying clients’ financial lives and helping them optimize their resources efficiently. Xiuxiu holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. She is involved in community organizations including Ducks Unlimited, Knights of Columbus, and Pheasants Forever.

Stefan Cautino is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with Voya Financial Advisors. Outside of his advisory role, he serves as a general board member for the Easton Youth Soccer League and volunteers as an annual fund ambassador for Dedham Country Day School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Sandra Manzella is a financial advisor with UBS Financial Services in Cohasset, MA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with UBS since 1981. Outside her advisory role, she serves as a trustee for a trust established in 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, leveraging proprietary research and asset allocation models to tailor client strategies.

Zachary Hager is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously at Cetera Advisors LLC and Investors Capital Corporation. Hager is also involved as an owner and board member of Ripcord Wealth, a wealth management business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing both proprietary and third-party model strategies across multiple platform arrangements.

Stephen Benak is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Carr is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at Merrill for 15 years before joining Morgan Stanley in 2022. She holds the Series 66 designation and is based in Norwell, MA. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analyses.

Stephanie Cadenhead is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has over 20 years of experience collaborating with families and businesses to develop financial strategies tailored to their long-term goals. Stephanie's approach involves gaining a deep understanding of her clients' objectives to create effective financial plans. Her professional background includes roles such as Financial Advisor at Citizens Investment Services, Senior Retirement Consultant at Empower Retirement, AVP - Financial Advisor at Merrill Lynch, VP Financial Consultant at Charles Schwab, Financial Planning Consultant at Voya Financial Advisors, Financial Solutions Advisor at Merrill Lynch, Investment Specialist at Bank of America Merrill Lynch, and Financial Advisor at Ameriprise Financial. This extensive experience spans various aspects of financial advising and consulting. Outside of her professional work, Stephanie enjoys activities such as comedy, concerts, cooking and baking, exploring food, golf, and outdoor adventures.

Paul Schofield is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2007. He operates under the DBA Schofield Financial Services in Dedham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a large network of investment adviser representatives.

Megan Tan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Blue Bottle Coffee and participated in various community and educational activities including work with Bowdoin Organic Garden and Bowdoin College. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Timothy Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding a Series 63 designation and possessing 49 years of industry experience. He has been with LPL Financial since 2009 and operates Leveroni Financial Management, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Andrew Dunn is an Investment Consultant at Fidelity Investments, where he assists clients and their families in creating customized financial plans designed to provide confidence, clarity, and stability throughout retirement. He has held several roles at Fidelity Investments since 2020, progressing from Investor Center Intern to Financial Representative, Relationship Manager, Planning Consultant, and currently serving as Investment Consultant. Throughout his tenure at Fidelity Investments, Andrew has developed expertise in investment consulting and financial planning. His career progression within the company reflects a deepening understanding of client needs and financial strategies. Outside of his professional responsibilities, Andrew is interested in football, golf, traveling, and social events with friends.

Richard Webber is a financial advisor with Equitable Advisors in Hingham, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory work, he owns and manages LAUNCH LLC, a coaching practice focused on goal setting and value systems for teens and college students. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, employing a hybrid referral and implementation model that combines advisory and brokerage channels.