Jeffrey Singer is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves clients through CUNA Brokerage Services, Inc. and Central One Federal Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Andrew Heald is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, Heald serves on the Board of Trustees for the Infant Toddler Children's Center and is the treasurer for the Merriam School PTO. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Jack Leader is a financial advisor with LPL Financial based in Westwood, MA. He holds Series 63 and Series 65 designations and has 48 years of industry experience. Mr. Leader has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2004. Outside of his advisory role, he is involved in selling life, group/individual health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Mckenna is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various capacities within Fidelity since 2001, including roles at Fidelity Charitable Services and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company entities. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and oversee diversified model portfolios.

Brian Tierney is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He is dedicated to assisting clients and their families in co-creating financial plans tailored to their unique goals, with a focus on enhancing and protecting their wealth. Prior to his current position, Brian held several roles at Fidelity Investments, including Investment Consultant from 2023 to 2025, Financial Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This progression reflects his growing expertise in financial consulting and client relationship management. Outside of his professional work, Brian enjoys activities such as beach outings, boating, golf, hiking, snowboarding, and traveling.

Kenneth Lampert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Lampert serves as a board member of the Winchester Farmer's Market, a nonprofit organization in Winchester, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and research.

Melinda McGinn is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Michael De Biase is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill, and MFS Institutional Advisors. He has also worked as a ride-share driver in San Francisco. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Ezra Shammay is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2001. Outside of his advisory work, Shammay serves as a board member of Zionist House, a Boston-area organization supporting Jewish groups that provide various community services related to the state of Israel. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, delivering both advisory and brokerage solutions with a substantial portion of assets managed on a non-discretionary basis.

Ronald Bernard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial advisory industry, having started his career in 1991. Since joining Merrill Lynch in 2006, he has navigated multiple market cycles, including the tech crash of 2000, the global financial crisis of 2008, and the market impacts of the COVID-19 pandemic in 2020. Ronald specializes in areas such as family wealth management strategies, personal retirement planning, tax minimization, retirement income, and women and wealth. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Nichols College. Ronald emphasizes understanding clients' needs, goals, and fears to provide a disciplined investment process and personalized service. Outside of his professional work, Ronald enjoys adventure sports, reading, skiing, and spending time with his family.

Harvey Mcinerney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he is involved in product design and development through his ownership of MORFWORX, LLC. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Jonathan Green is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc. and Sii Investment Inc. Green operates True Wealth Advisor Group, providing financial services to individual clients and organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts.

Richard Cullen is a financial advisor with Edward Jones in Medfield, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Cullen serves as a co-trustee of a family trust in North Conway, NH, assisting with property management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. 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 municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Jonathan Price is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank since 2015. In addition to his advisory work, he is a partner at Price Capital LLC, an investment and finance firm. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Thomas Berard is a Wealth Management Advisor with Merrill Lynch Wealth Management. Drawing on over 25 years of experience, he helps clients develop customized financial strategies tailored to their unique goals and values. His client focus areas include college education planning, family wealth management, liquidity management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Before joining Merrill Lynch in 1998, Thomas spent more than six years in hotel and restaurant management and accounting with a global luxury hotel franchise, where he gained experience in delivering exceptional client service. He holds a Bachelor of Science degree from the Isenberg School of Management at the University of Massachusetts, Amherst. Thomas maintains professional credentials including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is an active member of the Financial Planning Association® and the Investments & Wealth Institute™. Thomas is committed to ongoing education for himself and his clients and focuses on clear communication to help clients articulate and pursue meaningful financial objectives. He works with individuals at different life stages, including millennials, business owners, executives, and families approaching retirement. Outside of work, Thomas enjoys reading, fitness training, baseball, football, music, watching movies, and spending time with his family.

Alexander Chigas is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2009, with a five-year tenure at Morgan Stanley Private Bank from 2017 to 2022. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing a systematic approach to managing model portfolios composed of mutual funds, ETFs, and ETPs.

Lisa Gigliotti is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 35 years of industry experience, including prior roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platform arrangements and maintains proprietary and third-party model strategies.

Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and Capital Financial Services, Inc. Shen is also the founder and president of Holistic Financial & Retirement Group, which offers fixed insurance products tailored to client needs. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and supports multiple advisory platforms and third-party managed-account solutions.

Beau Yurkevicius is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and the U.S. Army Research Institute of Environmental Medicine. He is also an independent insurance agent involved with Commonwealth P&C and Baystate Financial Group Benefits, focusing on life, disability, long-term care insurance, and group benefits referrals to small business owners. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, emphasizing collaborative, annual financial planning relationships without investment discretion.