Peter Cleary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at City National Bank and RBC Capital Markets. Outside of advising, he serves as the executor of his mother's estate. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through over 14,000 advisors.

Matthew Gorham is a financial advisor at LPL Financial with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2009, he has been with LPL Financial, and outside of his advisory role, he has worked intermittently in film set production and participated in online survey work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Michael Kelleher is a CFP® professional with four years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes five years at Fidelity Investments and various roles in other industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Brian Kelley is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Ed Pollis is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans. He focuses on helping clients potentially grow, preserve, utilize, and distribute their wealth by addressing retirement, investment, and financial planning goals through Fidelity's resources and planning process. His professional experience spans over two decades, including roles such as Vice President and Head of Practice Management at Voya Financial Advisors from 2014 to 2021, Senior Relationship Manager at Charles Schwab & Co., Inc. from 2004 to 2014, Account Manager at Kobren Insight Management from 2001 to 2003, and Financial Advisor at Park Avenue Securities LLC from 1999 to 2001. Ed holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner, which reflects his commitment to professional standards in financial planning.

Christopher Sonde is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS since 2026 and has prior experience working at Instacart, Data Axle, Boston College, and Whole Foods Market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research-based investment approaches.

Bryn Giammanco is a financial advisor with Ameriprise in Hingham, MA, holding a Series 66 designation and having four years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary research along with third-party data and algorithmic tools.

Alicia O'Connell is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and market modeling to assist clients with their financial goals.

Sean Cavanaugh is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial and led his own firms, Cavanaugh Financial Group and Cavanaugh Group. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management.

John Davis is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and Ohio National Life Insurance. He is also president of Cahill Davis Insurance Agency, Inc., which provides insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Kelly Hogan is a Series 66-licensed financial advisor with three years of industry experience, currently with Edward Jones in Sherborn, MA. She has worked at Edward Jones during multiple periods since 2016 and was involved in real estate through Kelly Hogan Real Estate and Sherborn North Main LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Debra Burns is a financial advisor at Edelman Financial Engines with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Lion Street Financial, PRW Wealth Management, and Mcguire Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Helen Meng is a Planning Consultant at Fidelity Investments, where she works closely with clients to develop personalized financial plans. She emphasizes building strong relationships with clients and their families to maintain trust and reliability throughout their partnership. Helen has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before transitioning to her current role in 2023. She holds an Arkansas Insurance License, supporting her expertise in financial planning and insurance solutions.

Mary Ellen Weikert is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 37 years of experience in wealth planning, investment, and financial management. She provides specialized services to individuals, families, family offices, corporations, charitable gift programs, endowments, and foundations. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. Throughout her career, Mary Ellen has been recognized for her professional excellence and community service. She has been named to Forbes’ "Best-In-State Wealth Advisors" list from 2018 to 2022 and the "Top Women Wealth Advisors" list in 2017, 2018, 2020, and 2021. In 2015, she received the Bank of America Corporation’s David Brady Community Service Award, honoring her commitment to client service and community involvement. Mary Ellen holds the Personal Investment Advisor (PIA) designation and attended Sinclair College. In addition to her professional work, Mary Ellen serves in several leadership roles within the Atlanta community. She is Vice Chair and Trustee of the Emory St. Joseph Hospital Board, Chair of the Finance and Advisory Council for the Atlanta Catholic Archdiocese, and Trustee of The Parkinson’s Foundation. Mary Ellen is also active in speaking engagements on wealth and estate planning. She has been married to her husband, Scott, for more than 40 years and they have three children and three grandchildren. Her personal interests include cooking, gardening, golfing, reading, running marathons, spending time with family, and traveling.

Austin O'Shea is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Merrill and John Hancock Distributors LLC among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing personalized financial planning and advisory programs supported by firm-approved planning tools and comprehensive investment resources.

Daniel Dubeau is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Jack London is a financial advisor at Edelman Financial Engines with 33 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. In addition to his financial career, he serves as an on-call firefighter-EMT and director of emergency management for the Town of Dover, and as a special police officer for the Town of Wellesley. He is also a trustee of the Louis Wolfson Foundation and assists with financial management at London Medical Group, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term investment strategies across workplace solutions, wealth management, and retirement income services.

Joseph Benson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Primerica since 2005 and has held roles outside of financial services, including involvement with Rescue Cleanout Services and The Market at Pinehills. Additionally, he engages in part-time tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Stephen Doucette is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 20 years. He is also the president of Doucette Capital, a support company related to his advisory business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Derek Degrass is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research-driven, model-based asset allocations to tailor plans to clients’ goals and risk tolerances.