Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Matthew O'Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating customized, goal-based wealth management plans for individuals, families, and small businesses. His approach focuses on understanding each client's unique priorities through one-on-one conversations to build tailored financial strategies. Since 2014, Matthew has developed expertise in areas such as tax minimization, executive compensation, legacy planning, and retirement income. He leverages Merrill Lynch research to construct portfolios aimed at preserving and growing client wealth through varying market conditions, with attention to low costs and risk-managed returns. Matthew holds a bachelor's degree in finance from Bentley University. He maintains various professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Marshfield, Massachusetts, he enjoys spending time with his family and partaking in activities such as boating, golfing, skiing, and ice hockey.

Jay Irving is a financial advisor with LPL Financial in Rockland, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Surya Sapra is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Santander Securities and Santander Bank. Sapra is a co-owner of a non-investment real estate entity outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide clients with tailored written recommendation reports and ongoing advice.

Brendan Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on facilitating access to Fidelity's financial expertise, aiming to assist clients in pursuing their personal financial goals through a straightforward and tailored planning process. His approach involves collaborating closely with clients to create financial plans that support their current and future needs. During his tenure at Fidelity Investments, Brendan has specialized in developing and implementing financial plans that are designed to benefit clients and their families. His work emphasizes a collaborative process that addresses individual client needs, ensuring that financial strategies align with their specific objectives. Outside of his professional responsibilities, Brendan enjoys attending concerts, participating in family activities, following football, engaging in social events with friends, and pursuing outdoor activities such as golf and hiking.

Kelly Mackenzie is a Series 66-licensed financial advisor with Morgan Stanley, based in Norwell, MA, and has one year of industry experience. Prior to joining Morgan Stanley, Mackenzie held roles at J.B. Hunt and Gentle Giant Moving Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering planning services supported by firm‑approved tools and methodologies.

Denise Comeau is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2015, with a brief period at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers plans both directly to individuals and through Corporate Financial Planning agreements.

Shawn Limerick is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He has been with Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is involved as an independent insurance agent, selling fixed annuities, long-term care, disability, group and individual health, and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management strategies supported by in-house and third-party research.

Nicholas Nannicelli is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services for six years. Outside of his advisory role, he volunteers with Wings For Widows, an educational nonprofit. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools.

Naromie Saint Clair is a Financial Advisor at Merrill Lynch Wealth Management, dedicated to connecting clients with tailored financial plans that align with their unique ambitions. She specializes in assisting individuals, families, and business owners in pursuing financial goals through personalized planning and strategic approaches. With a focus on building lasting relationships based on trust, integrity, and clear communication, Naromie brings strong leadership, strategic problem-solving, and decision-making skills to her role. She is adept at managing multiple priorities in fast-paced environments and is committed to delivering exceptional service and meaningful solutions. Naromie holds a Bachelor's Degree from Nova Southeastern University and is designated as a Personal Investment Advisor (PIA). She is proficient in both English and French.

Jack Hall is a financial advisor at Edward Jones in Quincy, MA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2026, he worked at Eaton Vance/Morgan Stanley from 2021 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Denise Gray is a Series 66-licensed financial advisor with Merrill in Hingham, MA, where she has worked since 2014. She has 10 years of industry experience. Outside of her advisory role, she serves as a volunteer board member and chair of the New Member Committee for Temple Israel in Sharon, Massachusetts. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Helen Hamilton is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and also works with MASSMUTUAL Life Insurance Company, where she has been since 2016. Prior to that, she spent two years at Metlife Securities, Inc. 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on client goals and strategy recommendations.

Bethany Dever is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. She has held positions at Rockland Trust, Fidelity Investments, Martha's Vineyard Investment Advisors, and Martha's Vineyard Savings Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a wide range of advisory programs, financial planning services, and utilizes model portfolios and research to support diversified investment strategies.

Matt Fiore is a Planning Consultant at Fidelity Investments, where he collaborates with new and existing clients as part of the Wealth Management Team to develop personalized financial plans tailored to each client and their family. He began his career at Fidelity Investments in 2021 as a Customer Relationship Advocate and has held several roles within the company, including High Net Worth Associate, Investment Solutions Representative I and II, before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Matt has gained experience in client relationship management and investment solutions, which supports his work in financial planning. His progression within the firm reflects his involvement in various aspects of wealth management, focusing on delivering personalized financial advice and strategies. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Michael Naughton is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 63 designation and four years of industry experience. His work history includes positions at MML Investor Services, LLC, MassMutual Life Insurance Company, Bunker Hill Community College, and the Town of Lexington. MassMutual 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 financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

William Thomas is a CFP® professional with 15 years of experience in the financial services industry. He has worked at LPL Financial since 2008 and was previously with Bay Financial Advisors, Inc. from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Connor Elliott is a Planning Consultant at Fidelity Investments. He works closely with clients to develop customized financial plans by carefully listening to their wants and needs. He has held multiple roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in various aspects of financial services from 2023 to the present. Outside of his professional role, Connor has personal interests in beach activities, football, and gardening.

Robert Damon III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent 13 years at Citizens Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kathleen Doisneau is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to supporting clients' financial well-being. She has held this role since 2025. Her experience at Fidelity Investments spans multiple roles, including Vice President, Regional Planning Consultant from 2023 to 2025, Financial Consultant from 2019 to 2023, Investment Consultant from 2016 to 2019, Relationship Manager from 2015 to 2016, and Financial Representative from 2013 to 2015.