Harrison Seitz is a Series 66-credentialed financial advisor with Merrill, based in Needham, MA, and has three years of industry experience. His prior work experience includes roles at Bank of America, Total Quality Logistics, and various other organizations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Evans Menard is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and experience in the dining and entertainment sector. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individual, high-net-worth, and institutional clients.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been with Merrill since 1997. Bien Aime serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Daniel Cappucci is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in a non-MMLIA insurance brokerage and has ownership in a short-term vacation rental property. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers a range of programs including estate and employer-sponsored planning.

Steven Currie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as a trustee for a family trust and manages a non-investment-related LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Bellody is a financial advisor with LPL Financial based in Braintree, MA. He holds a Series 66 designation and has three years of industry experience, including roles at OSAIC, SagePoint Financial, and New England Silica. Outside of his advisory work, he serves as a referee in Boston. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alexander Bean is a Financial Advisor with Bean & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, and retirement income. The Bean & Associates team provides a family office experience designed to streamline clients' financial lives through a concierge-style service. He focuses on creating customized and dynamic wealth management strategies that integrate various aspects of clients' financial needs, including tax minimization, estate planning, philanthropic and legacy planning, retirement and education planning, asset and income preservation, and banking services access through Bank of America. Alexander holds a Bachelor's Degree from Bryant University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys football, golfing, and spending time with his family.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her primary role, she is a 45% owner of R & L Financial Group LLC, where she dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jay Gordon is a financial advisor with Ameriprise in Cohasset, MA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

John Mc Kay is a CFP® and Series 66 registered financial advisor with MassMutual Investors Services, bringing five years of industry experience. His prior roles include positions at Putnam Investments, Franklin Distributors, and MassMutual Life Insurance. He has also been involved with the Indian Ridge Country Club. 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, wrap and money-manager programs, and educational seminars.

Michaelyn Bortolotti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley Smith Barney. She is also the owner of Davis Executive Wealth Management Group, a support company unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Catherine Johnson is a Series 66-licensed financial advisor with Ameriprise in Braintree, MA, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jonathan Fabrizio is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2010 and also works with Arsenal Financial, LLC since 2019. Outside of his advisory role, Fabrizio sells fixed insurance and annuity products through a local brokerage firm. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Emily Tuzik is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Fidelity, she has held various roles including tutoring at Providence College and working with the Town of Hanover. Outside of her advisory work, she sells clothing through a peer-to-peer online marketplace. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Elliot Herman is a CFP® with 31 years of industry experience, currently with Edelman Financial Engines. He has held previous advisory roles at Financial Engines Advisors, PRW Wealth Management, Lion Street Financial, and Kestra Advisory. Herman serves on several nonprofit boards, including as head of finance committees and investment committees for community and religious organizations, and volunteers providing financial coaching to cancer patients. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary advice across diversified portfolios and maintains a fiduciary standard for retirement accounts.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Katherine Arcaro is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds a Series 65 designation and has worked at Cambridge since 2019. In addition to her role there, she is involved with Seeley Capital, where she has been active since 2017 and serves as a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent advisors, offering a variety of investment strategies and platform options tailored to client objectives.

Tom Erickson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with individuals and families to develop customized financial plans aimed at growing, protecting, and efficiently distributing their wealth. His approach involves simplifying clients' financial situations and co-creating a roadmap for their financial future to reduce retirement risks. Tom's experience with Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025 and Workplace Planning Consultant from 2020 to 2023. This progression reflects his continued commitment to financial planning and investment consulting within the organization. Outside of his professional work, Tom enjoys a range of outdoor activities such as beach visits, boating, hiking, scuba diving, snowboarding, and playing soccer.

Rebecca Saccone is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018, and previously was employed at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

Phillip Parziale is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include over a decade at Citizens Securities, Inc. and a six-year tenure at CUNA Brokerage Services, Inc. Parziale is involved with Hubpoint Capital LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm provides a range of advisory programs, financial planning services, and investment management solutions, supported by research from internal and third-party sources.