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.

Donald Kane is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Wellesley, MA. He has one year of experience in the financial services industry, previously working at LPL Enterprise and holding roles outside of finance at Synagro and New England Fertilizer. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer with a focus on LPL-sponsored and third-party programs.

Meihua Tu is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at Santander Securities and Santander Bank. Charles Schwab & Co., Inc. serves a diverse client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and centralized custody and order-routing services.

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.

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.

Maura Clow is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works closely with clients to develop goal-driven financial plans that help them manage their financial futures with confidence. Maura is committed to building long-term, trust-based relationships and providing support and guidance throughout various stages of her clients' lives. She maintains a California Insurance License, which supports her ability to offer comprehensive financial advice. Details regarding her educational background and additional professional credentials are not provided.

Bryce Schintzius is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as president of Goetz Energy Corp and occasionally works as a substitute teacher at a public high school. 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 wrap and money-manager services, educational seminars, and specialized planning such as divorce and estate-settlement planning.

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.

Cooper Cerulo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at CUSO Financial Services, UMASSFIVE College Federal Credit Union, Bank of America, and Merrill. Outside of advising, he has ownership in a rental property managed through a vacation rental company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple asset managers and offering both advisory and brokerage services.

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.

Ashley Casucci is a financial advisor at Morgan Stanley with one year of industry experience. Before joining Morgan Stanley, she worked at MENTOR South Bay and previously spent six years with Braintree Public Schools. She is a Series 66 license holder and holds a minority partnership in a real estate investment firm. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through employer agreements.

Zachary Mc Bride is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Leonardo Electronics, and various other companies in different sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincenzo Palmerino is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked previously at Bridgewater Associates and The Richman Group. He is also involved with CCR Wealth Management as a financial planning associate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party investment strategies.

Mark Nasson is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Hunter Dempsey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial and Balance Wealth Advisors, among other firms. Dempsey is involved with Balance Wealth Advisors outside of his primary role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with research and model portfolio support.

Xeng Her is a financial advisor at Equitable Advisors in Wellesley, MA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Equitable Advisors in 2021, Xeng worked at Ecolab Inc for 16 years. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

David Ferris is a CFP®-licensed financial advisor with Morgan Stanley in Wellesley, MA, and has 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for trusts based in Glen Ellen, California. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Kelly Demay is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Patricia Phillips is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Illinger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by structured discovery methods and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized financial planning services.