Lillian Whelan is a Planning Consultant at Fidelity Investments, where she works as part of the Wealth Management Team. In her current role, she collaborates with new and existing clients to develop personalized financial plans tailored to each client and their family. Lillian has been with Fidelity Investments since 2023. She began her career as a Financial Representative before advancing to the role of Relationship Manager in 2025. Later that year, she transitioned to her current position as a Planning Consultant.

Carl Cafaro is a Wealth Management Advisor and the founder of The Cafaro Group at Merrill Lynch Wealth Management, leading a twenty-five person team with offices in Newton, Massachusetts and Chicago, Illinois. He focuses on meeting and exceeding client goals through a disciplined wealth management approach, specializing in family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Carl emphasizes a client-centric philosophy that prioritizes personalized service and care, aiming to guide high net worth families and individuals through complex financial environments and life transitions. Carl began his career in financial services in 2000 and has over twenty-five years of experience. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Carl earned a Bachelor's degree in Political Science with a minor in Economics from Assumption University in Worcester, Massachusetts, and a Master's degree in Higher Education Administration from Boston College. He remains active in the Assumption University community as a member of its Board of Trustees. Carl resides in Wellesley, Massachusetts with his wife Jacqueline and six children. He contributes to his local community by serving on the advisory board of the learning center Engaging Minds and on the Board of Directors for the Catalina Film Festival.

Patrick Gill is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Eaton Vance Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise managed accounts.

Victoria Staebler is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005 and is also associated with Bank of America, N.A. since 2011. Outside of her advisory role, she manages a personal oil painting business and serves as a member of the investment committee for the Pro-Choice Massachusetts Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jonathan Brummer is a Financial Advisor and co-head of The Six Bridges Group at Merrill Lynch Wealth Management. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) mark, bringing a rigorous and analytical approach to investment strategy and financial planning. His expertise centers on integrating the six critical pillars of financial planning: investments, taxes, risk management, income, retirement, and estate planning. Jonathan emphasizes clear communication and client education, aiming to empower individuals, families, and business owners to make informed financial decisions. The Six Bridges Group reflects his background as a rowing athlete and the Boston heritage of the team. Jonathan holds a Bachelor's Degree from Vassar College. He is a member of the CFA Society of Boston and the Cambridge Boat Club.

Anne Diamond is a financial advisor with Morgan Stanley in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of advising, she is involved with Model Club Inc., a modeling agency, and has provided modeling services for a Hasbro Toys video. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Joseph Bevilacqua is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2026, he worked at Linsco / Private Ledger Corp. for 27 years. He also operates as an independent insurance agent through Bevilacqua Associates. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program structures, supported by over 10,000 advisors and more than $256 billion in assets under management.

Rob Andreasse is a Financial Consultant at Fidelity Investments. He collaborates with individuals and families from various financial backgrounds to co-create personalized financial plans that clients feel comfortable and confident in. Rob has been with Fidelity Investments since 2021, holding roles including High Net Worth Associate, Financial Representative, Investment Consultant, and currently Financial Consultant. His experience spans multiple facets of financial advisory within the firm. Outside of his professional responsibilities, Rob engages in social activities with friends and participates in recreational interests such as golf, running, and spending time by the lake.

Derek Delzer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and manage customized financial plans. He has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before his current position starting in 2026. Throughout his tenure at Fidelity Investments, Derek has developed expertise in client relationship management and financial planning. His professional experience encompasses working directly with clients to address their financial needs and goals. Outside of his professional responsibilities, Derek enjoys family activities, fitness, exploring culinary experiences, football, and traveling.

Mark Barber is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary consulting, and specialized municipal advisory services.

Paul Reed is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, AllState Insurance Company, and Equitable Advisors. Outside of finance, he performs as part of a guitar duo in local venues. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Michele Marini is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at National Financial Services Corporation and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dylan Bernache is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. He has worked with Cambridge Investment Research and Aegis Insurance Agency, where he is an independent insurance agent and business owner. Bernache also serves on the board of the Rockland Education Foundation and presents educational sessions on insurance to new financial professionals. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Tracy Teng is a financial advisor with LPL Financial based in Westwood, MA, holding a Series 66 license and 23 years of industry experience. Prior to joining LPL Financial in 2021, Teng worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, Metlife Securities Inc., and Mariner. 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, model portfolios, third-party asset management, and institutional platforms.

Ryan Saucier is a Planning Consultant at Fidelity Investments, where he provides financial planning services tailored to align clients' financial decisions with their life goals. He works to build meaningful, long-term relationships and aims to be a trusted partner for his clients as they navigate various life milestones. Ryan has been with Fidelity Investments since 2021, progressing through roles including Relationship Management Intern, Customer Relationship Advocate, Investment Solutions Representative I, and Relationship Manager before becoming a Planning Consultant in 2025. He holds an Arkansas Insurance License and applies his knowledge and experience to deliver personalized, strategic financial planning.

Gerald Sweeney II is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has led a planning-based practice focused on delivering personalized strategies for retirement, wealth preservation, and long-term growth. His approach centers on listening to clients, understanding their priorities, and creating plans tailored to their individual goals. With over 20 years of experience in the financial services industry, Gerry helps corporate executives, business owners, and families organize and simplify their financial lives. He leverages his expertise in investment management, tax-aware strategies, and estate planning to provide clients with clarity and confidence in their financial decisions. His core areas of client focus include personal retirement planning, legacy planning, tax minimization, and portfolio management services among others. Gerald earned a Bachelor of Science degree from the University of Massachusetts. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Norwell, Massachusetts, with his wife Rachel and their daughters Olivia and Chloe.

Robert Basiri is a financial advisor with OSAIC based in Needham Heights, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii Jhfn, and Centinel Financial Group. Basiri is also a partner and financial advisor at Diamond Point Wealth Partners, where he focuses on business development and team management. OSAIC Wealth serves a diverse mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and maintaining a complex network of affiliated broker-dealer, asset management, insurance, and trust entities.

Michael Laliberte is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Wellesley, MA. Prior to joining Morgan Stanley in 2025, he spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, with a focus on tailored financial planning and extensive asset management.

Cooper Korbey is a financial advisor with Ameriprise Financial Services in Dorchester, MA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at DCU, UniBank, Gentle Giant, and JD Marquedant & Associates. Outside of his advisory work, he provides client service and administrative support for the Ameriprise Financial practice through DES Group, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written Recommendation Reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security options.

Carolyn Moodie is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career at Fidelity in 2015 as a Financial Representative and has held several roles within the company, including Financial Representative II, Relationship Manager, and Planning Consultant. As a CERTIFIED FINANCIAL PLANNER™, Carolyn specializes in collaborating with individuals and families to develop personalized financial plans aimed at providing confidence and peace of mind. She holds a California Insurance License, supporting her ability to offer comprehensive financial consulting. Outside of her professional role, Carolyn has interests in beach activities, cooking and baking, football, reading, and soccer.