Dennis Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he serves as a co-trustee of The Holland Family Trust, assisting with family health and well-being matters. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including institutional consulting and municipal advisory services.

Kevin Dunn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 20 years of experience as a financial advisor combined with 10 years as a management consultant, including work with PricewaterhouseCoopers. Kevin specializes in advanced wealth management and estate planning strategies, focusing on tax-efficient investment approaches for high-income clients. Kevin holds the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Certified Plan Fiduciary Advisor (CPFA) designations, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Foreign Service in International Economics from Georgetown University and a Master’s degree from the University of Massachusetts Amherst. Fluent in English, Spanish, and French, Kevin is involved in professional and community organizations such as St. Mark's Church and More Than Words.

Jessica Govoni is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the United Church of God. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Verheyen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Trimboard and Charge Infrastructure. Prior to his financial services career, he held roles at BJs Wholesale, Best Buy, and Tesla. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Kathleen Richards is a Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. She began her financial services career in 1985 and joined Merrill Lynch in 1987. Kathleen organizes and coordinates the financial lives of clients and their families, business owners, professionals, and non-profit organizations, and has over 26 years of experience at Merrill Lynch Wealth Management. Kathleen helps clients meet both their short-term cash needs and longer-term financial goals using a goals-based approach to planning and investing while considering each client's personal preferences and objectives. She provides customized solutions based on clients' risk tolerance, time horizon, liquidity needs, investment goals, and related costs. Her areas of expertise include goals-based planning, retirement planning, portfolio development, trusts and estate planning, corporate cash management and lending, insurance analysis, and education planning. Kathleen holds a bachelor's degree from the University of Massachusetts and holds the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Outside of her professional role, Kathleen and her husband support organizations including the Alzheimer's Association and the Greater Boston Food Bank. In her personal time, she enjoys hiking, gardening, and playing pickleball.

Alicia Majeski is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. She specializes in financial planning, focusing on building client relationships based on trust and providing attentive service. Her approach centers on simplifying complex financial concepts and guiding conversations by personal goals, followed by education, execution, and monitoring. Prior to her current role, Alicia worked as a Wealth Management Specialist at Tilton Wealth Management from 2017 to 2022. Throughout her career, she has developed expertise in wealth management and financial planning. Outside of her professional work, Alicia has personal interests that include fitness, outdoor adventures, parenthood, skiing, traveling, and yoga.

David Hackmeier is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and E*TRADE in various capacities since 2012. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options along with centralized custodial and order-routing services.

Mary Butler Aldrich is a financial advisor at LPL Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she spent 31 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Michael Ioffredo is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following a seven-year tenure at Dimensional Fund Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, using both discretionary and non-discretionary strategies supported by advanced operational tools.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

Matthew Hand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Merrill and Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of financial advising, he owns and operates Aviation By Hand, LLC, which offers aerial photography flight instruction. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Devon Breen is a financial advisor with Fidelity Investments in Cambridge, MA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Fidelity and involvement with New England Youth Volleyball Inc. and Bentley University in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse mutual funds, ETFs, and ETPs.

Bryan Nelson is a financial advisor with Ameriprise in Sudbury, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015 and previously at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he serves as a co-trustee assisting with household expense management without providing investment advice or asset management. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

Natasha Botis is a financial advisor at Fidelity with Series 63 and Series 65 designations and three years of industry experience. She has worked at Fidelity Investments since 2022 and had prior experience at Rubin Pomerleau and various other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Caroline Souza is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She works with individuals and families to develop holistic financial plans tailored to their specific goals and needs. Caroline emphasizes building strong relationships and maintaining ongoing communication to guide clients toward financial success. Her professional experience includes multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate in 2019-2020 to Planning Consultant from 2022 to 2024. Prior to joining Fidelity Investments, she was a Financial Representative at Northwestern Mutual in 2018. Caroline's work focuses on comprehensive financial planning and strategy review to improve efficiency and comfort for her clients.

Peter Canestrari is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he focuses on developing long-term client relationships built on trust and aims to deliver strategies designed to grow and protect wealth. Peter has been with Fidelity Investments since 2006, progressing through various roles including Investment Consultant, Private Client Relationship Manager, and Implementation Project Manager. This breadth of experience has provided him with comprehensive insight into financial consulting and client management. Details regarding Peter's education, credentials, personal interests, or community involvement have not been provided.

Victoria Christie Gustin is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. She has been with LPL Financial since 1993, totaling over 30 years with the firm. Outside of her advisory role, she is involved in the sale and service of non-variable insurance products and provides strategic consulting through Gustin Partners Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Toupin is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2018 to 2021, and as a Financial Representative at the same firm from 2015 to 2018. Before joining Fidelity, he worked as an Investment Advisor Representative at Mcadam Financial from 2013 to 2015. In his work, James partners closely with clients to understand what is important to them and their loved ones. He collaborates with clients to build customized financial plans aimed at reaching their financial goals and providing peace of mind for their families.

Frank Hynes is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved with Hynes Financial Partners LLC, where he focuses on the sales and marketing of securities and insurance products, and serves as a trustee for the Marianna Hynes Irrevocable Trust. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to various managed-account and third-party investment platforms.

Gerald Breen is a Series 66 registered advisor at Edward Jones with eight years of industry experience. He has previously worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services, as well as Moody's Analytics, where he was employed for 21 years. His current role at Edward Jones began in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 financial advisors.