Shawn Rivers is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and the Malden Redevelopment Authority. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Patrick Noonan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2009, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial planning and investment consulting. Patrick works closely with clients to understand their unique investing goals and to develop financial plans that address both short-term and long-term investment needs. His approach emphasizes honesty, integrity, and a commitment to building strong client relationships. He holds a California Insurance License.

Sybil Durgin is a financial advisor at LPL Enterprise with 26 years of industry experience and holds a Series 63 designation. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MSI Financial Services. She is involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated insurance and trust services.

James Kelble is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Voya Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc. based in North Reading, MA. 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, supporting a large network of advisors with diverse investment solutions.

Gabriel Perez is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. He has worked at Merrill since 2020 and has been with Bank of America, N.A. since 2023. Prior to his advisory career, he was affiliated with Universidad de Puerto Rico for six years. 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.

Brian Tuttle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior roles include positions at Salem Five Cent Savings Bank, Cooperative Bank of Cape Cod, Infinex Investments, Santander Securities, and DWS Investments Distributors. 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 a large network of investment adviser representatives.

David Littlefield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked with Littlefield & Davidson Wealth Services and Littlefield & Associates and is associated with several related wealth management activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Travis Keeper is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Solutions Consultant from 2021 to 2022 and Investment Solutions Representative from 2019 to 2021. Prior to joining Fidelity, he was a Wealth Advisor at USAA from 2015 to 2019. In his role, Travis works with clients to build financial plans, identify investment strategies to enhance their plans, and establish strong relationships through regular ongoing communication. He holds a California Insurance License. Outside of his professional work, Travis has interests in food, motorcycles, museums, pets, reading, and traveling.

Andrea Fiore is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Ameriprise, she worked at Fidelity Investments and BNY Mellon, among other roles. Outside of financial advising, Andrea works as a swim instructor at Lifetime Fitness and occasionally serves as a proxy for ProxyPics, an app that collects property-related photos and data. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Karen Leland is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2006. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Brian Osborne is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. Outside of his advisory role, Osborne works as a tax preparer through Stephen Chase Tax Preparation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Richard Case Jr. is a financial advisor with UBS Financial Services in Peabody, MA, holding a Series 63 designation and bringing 36 years of industry experience. He has been with UBS since 1990. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Luke Laforest is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, ALKU, and the Town of Littleton. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

John Gicker Jr. is a financial advisor with Merrill and holds a Series 66 designation. He has 7 years of industry experience and has worked at Bank of America, Merrill, and Capital One. Outside of his advisory role, he serves as an assistant coach for the Wilmington Youth Soccer program in Massachusetts. 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 plans, corporations, and charitable organizations.

Michael Fennell is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with families and individuals to develop comprehensive financial plans tailored to their specific needs, focusing on creating retirement plans that clients feel comfortable with in both the short and long term. Michael's experience at Fidelity Investments includes positions as an Investment Consultant from 2024 to 2025, Financial Representative from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. He holds an Arkansas Insurance License.

Thomas Rogers III is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following prior roles at MassMutual Life Insurance Company and Metlife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations as part of annual collaborative planning engagements.

Darin Byrne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2013 after eleven years in the commercial real estate field. In his role, Darin works directly with clients to provide customized wealth management strategies tailored to their needs, goals, and priorities. He is a qualified Portfolio Advisor, delivering guidance through traditional advice and by recommending investment strategies from Merrill Lynch or approved third-party managers. Darin holds several professional credentials including the CERTIFIED FINANCIAL PLANNER™ certification, the CHARTERED ADVISOR IN PHILANTHROPY™ designation, and is recognized as a CERTIFIED PLAN FIDUCIARY ADVISOR™ professional. He earned his bachelor's degree from Amherst College. Residing in Winchester, MA with his wife and three sons, Darin is engaged in his community through coaching youth sports. He also enjoys golfing, music, singing, and spending time with his family.

Jason Whittier is a financial advisor with Raymond James & Associates in Burlington, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Bank of America N.A. and Merrill before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, advisory programs, and institutional consulting with a generally non-discretionary approach to investment implementation.

Monica Buckwalter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gabriel Aufiero is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Cambridge Investment Research Advisors, LPL Financial, and Edward Jones. He also works as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.