William Danforth is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and priorities, offering strategies across areas such as executive compensation, equity compensation services, liquidity management, personal retirement planning, portfolio management, and small business strategies. He also provides guidance in specialized areas like sports and entertainment finance and retirement income planning. William holds a Bachelor's Degree from Lehigh University and has earned the Personal Investment Advisor (PIA) designation. His professional approach focuses on building long-term relationships through thoughtful planning and disciplined investment management, ensuring that client strategies adapt as their life circumstances evolve. Outside of his professional work, William enjoys hiking, running marathons, and spending time with his family.

Paul Cooney Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 19 years of industry experience. His prior roles include positions at The Patriot Financial Group Insurance Agency, Ivy Wealth Management, and Mutual of America Life Insurance Company. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals. The firm offers a variety of investment solutions across multiple platforms and includes proprietary and third-party model strategies.

Christopher Riffle is a CFP® professional with 22 years of experience in the financial services industry. He is currently with MassMutual Investors Services and has been with the MassMutual family of companies since 2016, including prior experience at Metlife Securities Inc. since 2015. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships and provides a range of programs including educational seminars and event-driven planning services.

Francis Meuse is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he was employed in education and construction roles, including positions within Waltham Public Schools and Consigli Construction. Outside of finance, he works as a bartender and server on a part-time basis. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a range of programs delivered by its Investment Adviser Representatives and third-party managers.

Daniel Burnham is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for RBC Capital Markets Corp for 16 years before joining Merrill. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Wilder is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his current role, he helps families develop personalized wealth strategies focused on growth, preservation, and transfer of assets. He collaborates with specialists in investment strategy, financial planning, and estate planning to deliver comprehensive wealth management services. His professional experience includes positions such as Vice President, Executive Planning Consultant and Financial Consultant at Fidelity Investments, as well as prior roles including Financial Advisor at Equitable Advisors, EVP of Business Development at Newfleet Asset Management, and SVP of Relationship Management at Securities Finance Trust Company. He holds a California Insurance License.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Kirk Mccaw is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 21 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2015 to 2022. Outside of his advisory role, he is involved in property management as an owner of a real estate condominium in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Godosky is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has held prior roles at Adams Street Motors and Harding Financial. Godosky also worked at Bentley University and has a background involving the Black Rock Country Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Ellen Pumphret is a financial advisor at Merrill with over 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1993. Outside of her advisory role, she serves as a power of attorney and co-trustee for her parents. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

George Bernet is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including roles at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. In addition to his advisory work, he provides disability and life insurance policies through various agencies. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Connor Goodwin is a financial advisor at Equitable Advisors with a Series 66 designation. He joined the firm in 2025 and has no prior industry experience. His work history includes roles outside finance, such as positions at the Catherine J Malatesta Foundation and Sudbury DPW, as well as involvement with Tulane University and Skyhawks Sports Academy. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

Mark Greenfield is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, serving in roles including Financial Consultant and Investment Consultant. As a Certified Financial Planner™, Mark works with individuals, families, and business owners to develop and implement comprehensive retirement plans. His professional experience focuses on retirement planning and financial consulting. No additional information about his education, credentials beyond CFP®, or personal interests has been provided.

Christopher Dewey is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental properties in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Christopher Fahey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in advanced wealth management strategies for families and business owners, with client focus areas including Family Wealth Management Strategies, Personal Retirement Planning, and Sports & Entertainment. Chris has over 25 years of experience in financial services and has been a CERTIFIED FINANCIAL PLANNER® professional since 1998. He holds a Bachelor's Degree in Economics from the University of Massachusetts at Amherst. He also carries the Personal Investment Advisor (PIA) designation. Chris lives in Mashpee, MA with his wife Tracey. His personal interests include fishing, golfing, hiking, music, skiing, and spending time with his family.

Michael Bellody is a financial advisor with LPL Financial based in Braintree, MA, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, and Securian Advisors of New England. Outside of advisory work, he serves as an IAABO certified referee and coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Thomas Walker is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Frontier Security Strategies. Outside of his advisory work, he has been involved with yacht clubs in the New Bedford and Nantucket areas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations and advisory roles uncommon among large institutional peers.

Robert Connelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Robert provides access to Merrill's investment insights combined with the banking convenience and lending solutions of Bank of America to create flexible wealth management plans tailored to each client’s needs. He holds a Bachelor's Degree from the University of Massachusetts Amherst and has earned the Personal Investment Advisor (PIA) designation. Robert is committed to engaging with the communities he serves and dedicates time to volunteering with local organizations.

Sean Henry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and E*TRADE Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Dianne Steen is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.