Kurt Wright is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. He returned to UBS in 2026 after previous experience there. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor planning and portfolio management to clients’ goals and risk tolerances.

Steven Corrado is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Voya Financial Advisors. Outside of advisory work, he is employed part-time as a pharmacy technician at Southshore Health Organization. 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 extensive technology and a large network of advisors.

John Eggers is a financial advisor with LPL Financial in Plymouth, MA, holding Series 63 and 66 credentials and bringing 29 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Horace Mann Investors, Inc. for 12 years. Outside of his advisory role, he is involved in insurance through MTS Insurance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Joseph Mcnamara is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes tenure at UBS Financial Services and multiple roles within Morgan Stanley organizations since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Bennett White is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services supported by proprietary research and technology.

Gregory Bryant is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with various advisory programs, including 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 supported by firm-approved tools and market-based modeling.

James Ditzel is a financial advisor with Mass Mutual Investors Services in Norwell, MA, holding CFP® and ChFC® designations and over 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he is involved in education and operates a retail sales business, as well as providing sales and services for property, casualty, and commercial insurance through an outside brokerage. Mass Mutual 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 comprehensive financial planning, asset management, and educational seminars, structuring client engagements as ongoing relationships focused on goal analysis and written recommendations.

Mary Ruch is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Mary earned her Bachelor's Degree from Williams College. Her role involves providing wealth management services to clients, leveraging her expertise as a Personal Investment Advisor.

William Thornley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for seven years and has held roles at Commonwealth Financial Network, Financial Foundations, and New England Investment & Retirement Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through its extensive network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Deborah Campbell is a Series 66-registered financial advisor at Cetera with 21 years of industry experience. She is president and sole shareholder of Campbell Financial Services, Inc., where she provides tax preparation, consulting, bookkeeping, accounting, and financial planning services. She also serves as a trustee for Team North Street Realty Trust, overseeing the operations and financial management of a rental property. Cetera Investment Advisers LLC is a multi-manager platform that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through its network of independent advisors, supported by a variety of program structures and third-party managers.

Michael Feenan is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 14 years of industry experience. He previously worked at National Planning Corporation for six years and has operated Feenan Financial Group since 2011. Outside of advisory work, he owns Feenan Income Tax, LLC, which provides tax preparation and accounting services. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Laurie Goddard is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 38 years of industry experience. She has worked at Cetera and its related entities since 2013 and previously operated Goddard Financial Strategies for over three decades. Outside of her advisory work, she is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with access to affiliated and unaffiliated third-party managers, supporting discretionary and non-discretionary investment options.

Marcella Santos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Merrill Lynch, Bank of America. Outside of finance, she worked as a fitness instructor at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kris Federico is a financial advisor with Ameriprise in Hingham, MA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Prior to Ameriprise, he worked at Shoreline Private Wealth Management and SS&C Technologies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and asset allocation recommendations.

Dominic Collamati is a financial advisor with Fidelity in Westwood, MA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with various Fidelity affiliates since 2001 and currently serves as a director for Final 2%, a nonprofit supporting Xavier University student athletes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jon Henderson is a financial advisor at LPL Financial with 37 years of industry experience. His prior roles include positions at infinex Investments, Inc. and Rockland Trust Company. He holds Series 63 and Series 65 designations. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Susan Karsch is a financial advisor with Ameriprise in Hanover, MA, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked at Ameriprise since 2019 and concurrently operates SK Wealth Services, LLC, which she founded in 2013. Prior to that, she spent six years at Raymond James Financial Services Advisors Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary advice through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

Kevin Donovan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and UBS Financial Services. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Patrick Mccusker is a financial advisor with Charles Schwab and Co., Inc. holding Series 63 and Series 66 credentials and 26 years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade Investment Management, LLC and Td Ameritrade, Inc. He has also coached youth lacrosse and served as a lacrosse referee. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers primarily non-discretionary advisory services combined with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investments program.