Tim Dunn is Vice President and Financial Consultant at Fidelity Investments. He works with clients within the Private Client Group, focusing on all areas of wealth planning including investment planning, retirement planning, income protection, and family conversations. Since joining Fidelity Investments in 2008, Tim has held multiple roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President Financial Consultant. He follows a comprehensive process with each client, starting with understanding their needs and financial objectives, analyzing their current situation, and collaborating on strategies to improve their financial plan. Outside of his professional responsibilities, Tim has interests in concerts, fitness, food, golf, traveling, and volunteering.

Xiuxiu Kan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on providing comprehensive financial guidance to individuals and families. She is part of Group One Wealth Management based in Leawood, Kansas, a team known for bringing an institutional investment process to individual investors. Xiuxiu works closely with clients to develop customized strategies that address their unique financial goals and circumstances. With experience in areas such as education planning, family wealth management, legacy planning, liquidity management, and tax minimization, Xiuxiu assists clients in prioritizing and implementing solutions across investments, estate planning, retirement income, and philanthropic planning. She is committed to simplifying clients’ financial lives and helping them optimize their resources efficiently. Xiuxiu holds a bachelor's degree from Kansas State University and has earned the Personal Investment Advisor (PIA) designation. She is involved in community organizations including Ducks Unlimited, Knights of Columbus, and Pheasants Forever.

Stefan Cautino is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with Voya Financial Advisors. Outside of his advisory role, he serves as a general board member for the Easton Youth Soccer League and volunteers as an annual fund ambassador for Dedham Country Day School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Michael Muccio is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Ameriprise in Hopkinton, MA. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, GWFS Equities, Inc., and MML Investors Services. He is also an associate financial advisor with DES Group, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendation reports delivered through a centralized consulting team.

Brendan Harrington currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he helps lead a team of financial advisors and professionals in assisting clients to make educated and confident financial decisions for themselves and their families. He has been with Fidelity Investments since 2019, progressing through several roles including Investment Solutions Representative, Financial Representative, Investment Consultant, and Assistant Branch Leader. Prior to joining Fidelity, Brendan worked as an Investor Service Associate at Putnam Investments from 2017 to 2019.

Diarmuid Allen is a financial advisor with Equitable Advisors in Wellesley, MA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. His prior work experience includes roles in education, roofing, and technology sectors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both in-house and third-party advisory models.

Nermin Khalil is a financial advisor at Ameriprise with 11 years of industry experience. Prior to joining Ameriprise in 2020, Khalil worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of Ameriprise, Khalil is CEO of Madden Bailey LLC, a financial planning and brokerage firm. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

Tushar Gala is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Citizens Investment Services, Citizens Securities, Inc., Century Bank, and LPL Financial. Outside of his advisory work, he serves as a trustee for a condominium association in Medford, Massachusetts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs.

Seth Waltz is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds a Series 66 credential and has worked at Mass Mutual Investors Services since 2017, following roles at Mass Mutual Life Insurance Company and Metlife Securities Inc. In addition to his advisory work, he is involved in outside insurance activities, including individual and group life, health, fixed annuity, and disability products. 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 ongoing financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Peter Kalogerakos is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his current role, he focuses on providing personalized service experiences tailored to individual needs and preferences, facilitating conversations around Wealth Planning to support clients and their families. Peter has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Senior Relationship Manager. This experience has provided him with a broad understanding of wealth management and client relationship strategies.

Irene Doulos is a Series 66-credentialed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill Lynch since 2010. 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. The firm offers model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Hager is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 13 years of industry experience, including roles at Cetera Advisors LLC and Investors Capital Corporation prior to joining Cambridge. He is a partner and board member of Ripcord Wealth, a separate wealth advisory business. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies, third-party advisers, and multiple platform options.

Jeffrey Jacobs is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Bank of America, Mizuho Securities USA, and Telsey Advisory Group. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eugene Clark IV is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary market simulations as part of its advisory process.

Stephanie Cadenhead is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has over 20 years of experience collaborating with families and businesses to develop financial strategies tailored to their long-term goals. Stephanie's approach involves gaining a deep understanding of her clients' objectives to create effective financial plans. Her professional background includes roles such as Financial Advisor at Citizens Investment Services, Senior Retirement Consultant at Empower Retirement, AVP - Financial Advisor at Merrill Lynch, VP Financial Consultant at Charles Schwab, Financial Planning Consultant at Voya Financial Advisors, Financial Solutions Advisor at Merrill Lynch, Investment Specialist at Bank of America Merrill Lynch, and Financial Advisor at Ameriprise Financial. This extensive experience spans various aspects of financial advising and consulting. Outside of her professional work, Stephanie enjoys activities such as comedy, concerts, cooking and baking, exploring food, golf, and outdoor adventures.

Karen Bishop is a financial advisor at Morgan Stanley in Wellesley, MA, with 28 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has a proprietorship in the art and culture sector based in Marlborough, MA. 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 research.

Thomas Ellwanger is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. His prior experience includes roles at Thrivent Investment Management, Thrivent Financial, and Citizens Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and financial planning services, combining non-discretionary client relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Paul Schofield is a financial advisor with LPL Financial in Dedham, MA, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. He also operates a financial services business under the name Schofield Financial Services. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Kurt Lovell II is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms within the MassMutual organization since 2015. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and group insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations through annual, collaborative planning relationships.

Jonathon Read is a CFP®-certified financial advisor with four years of industry experience, currently with Equitable Advisors. He previously worked at John Hancock and Northwestern Mutual and has a background that includes roles outside of finance, such as working at Chick-Fil-A and teaching at Christian Heritage Academy and Wheaton College. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party providers.