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.

Tyler Arnesen is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Prior to his current role, he worked at Bentley University and Nashua High School South. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, featuring a written Recommendation Report and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Richard Wright II is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. He has worked at Merrill since 2017 and has also been associated with Bank of America, N.A. and General Wireless Inc. DBA Radioshack. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Addonizio III is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017, following a four-year tenure at MES Solutions. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Merrill in Acton, MA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Forward Financial Services, Inc., as well as internships and work in educational settings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

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 worked at several firms, including Riversource Fund Distributors, Inc., Bofa Advisors, LLC, and OSAIC. Kristin is also the owner of JM Sweeney LLC, a non-investment business based in Andover, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

James Reagan is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience with Keenan Financial and has worked in various educational and service roles before entering the financial sector. In addition to his advisory duties, Reagan is a licensed insurance agent and occasionally offers clients commissionable insurance products outside of his advisory role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term orientation.

Travis Terry is a financial advisor with Ameriprise in Salem, NH, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise and HD Vest, as well as running his own CPA firm, Travis Terry & Company, since 2000. He serves on the Board of Directors for the Bank of New England. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Connor Kee is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he was affiliated with Tenzing Advisors and has experience outside finance at the University of Rhode Island and Boston Modern Staging. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a global investment committee.

John Golis is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of his advisory role, he creates video game-related content as a YouTuber. 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 modeling process combined with planner delivery and online tools, offering diversified model portfolios and a long-term investment approach.

Glen Duffy is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bruce Favorat is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and has worked at several firms including Securities America Advisors, Inc. and SSN Advisory, Inc. He also operates as an independent insurance producer, engaged in variable and index product sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, consolidation activity, and complex affiliate network.

Eric Evans is a financial advisor with Edward Jones in North Reading, MA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Rubin is a CFP® with 19 years of industry experience, currently advising at Edelman Financial Engines in Burlington, MA. He has worked with Financial Engines Advisors L.L.C. since 2018 and previously held roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of services from discretionary management to online advice.

Jeffrey Beck is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. His activities include involvement in non-variable insurance business through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists while offering access to third-party asset managers and insurance products.

Herbert Hollender is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 43 years of industry experience. His career includes previous roles at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he has real estate ownership interests unrelated to investment activities. 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 recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.