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.

Brendan Sheehan is a CFP® professional with 25 years of experience in the financial industry, currently serving at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation, Ameriprise, and Mintz Levin Financial Advisors LLC, among others. Sheehan is also a partner and agent at Waymark Wealth Management, LLC, where he focuses on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third-party asset managers, and a variety of financial tools and platforms.

Daniel Marean is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing a combination of investment research and algorithmic tools.

Jennifer Taber is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she is employed by Net Flows, LLC in connection with her work at Ameriprise. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

James Cawley is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2024 and previously held roles at Strategy Asset Managers, Equitable Advisors, and other organizations. Outside of his advisory work, he served as a client service associate at CCR Wealth Management LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse investment management and financial planning services through a large network of independent advisors.

Brian Kennedy is a CFP® with 19 years of industry experience. He is currently affiliated with Cetera and CCR Wealth Management, with prior experience at Commonwealth Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers.

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.

Michelle De Morais is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, she has managed a residential cleaning and organizing business for over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.

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.