Jason Devito is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2012. Outside of his advisory role, he serves as a partner in Brotherhood Park Ventures, LLC and La Femme, LLC in Virginia, and is a board member of the Ouimet Fund in Massachusetts. He also participates in a selection committee for the Framingham Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and various advisory programs.

Jonathon Salo is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing one year of industry experience. His prior roles include positions at MML Investors Services LLC, Capstone Partners Financial & Insurance Services, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he operates METRO Financial Strategies, a non-investment-related business based in Chelmsford, Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Noah Trofimow is a financial advisor with Edward Jones in Woburn, MA, holding a Series 66 designation and two years of industry experience. His career includes roles at Edward Jones, LPL Financial, and Studio Three. He serves on the St. Jude Walk Committee, assisting with fundraising and event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Amy O'Connell is a financial advisor with LPL Financial holding a Series 66 designation. She has been in the industry since 1997, with prior experience at Ameriprise Financial, Balanced Wealth Advisors, and Cadaret Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Vincent Todd Jr Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering personalized financial and investment management strategies tailored to individual client objectives. With over 40 years of experience, Vincent advises clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. His approach includes portfolio development, liability management, tax minimization, and asset preservation, placing an emphasis on securing a lifetime retirement income stream. Vincent holds a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst School of Business, earned in 1982. He is a founding father of the Delta Upsilon Massachusetts chapter and a former member of the UMass baseball team. He is involved in his community through volunteering with organizations such as the Greater Boston Food Bank.

James Daisey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Hanscom Federal Credit Union, Workers Credit Union, Citizens Bank, and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of investment strategies and financial planning solutions.

Juliette Maloberti is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services and has a diverse background including roles in the brewing industry and retail. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using a mix of in-house and third-party managers, incorporating options for tax management and responsible investing.

Michael Sato is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and National Financial Services, with a longstanding tenure at Fidelity Brokerage Services, Inc. from 1991 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Joe Miller is a Financial Consultant at Fidelity, where he works with clients to help them understand their unique paths to financial wellness. He focuses on assisting individuals in achieving their retirement and investing goals through personalized planning. Joe has professional experience as a Financial Consultant at Fidelity since 2024. Prior to this, he worked as a Financial Planner at Prudential from 2016 to 2024. Outside of his professional work, Joe enjoys board games, cooking and baking, movies, music, parenthood, and theater.

Jamie Freidhof is a financial advisor with LPL Financial based in Newton, MA. He holds the Series 66 designation and has eight years of industry experience. He has been associated with LPL Financial since 2003 and with Kaplan Financial Services since 2000. 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 portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Erik Rautenberg is an Investment Consultant at Fidelity Investments. He has been in this role since 2024, focusing on providing investment guidance to clients. Erik's experience includes serving as a Workplace Planning Associate at Fidelity Investments from 2021 to 2024. He employs a comprehensive and holistic approach to planning, aiming to build relationships that uncover the deeper goals and concerns of his clients to help them work towards their objectives.

Heather Forrest is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Andrew Levesque is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He works directly with clients and their families to analyze current financial plans, develop tailored action plans, and execute these plans through ongoing one-on-one relationships. His focus includes addressing risks to income and assets and crafting customized financial strategies aimed at achieving individualized goals such as estate planning, charitable gifting, retirement planning, and education savings. Andrew has been with Fidelity Investments since 2013, progressing through various roles including Investment Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant I and II, and Defined Contribution Representative. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No information about his education, credentials, personal interests, or community involvement was provided.

Eric Fallon is a financial advisor with Ameriprise in Newton, MA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Sarthak Jena is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners align their wealth with their goals through personalized planning and investment guidance. He provides access to resources from Merrill and Bank of America to support his clients in areas such as investing, retirement planning, and managing unexpected financial needs. His expertise includes college education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Sarthak holds the Professional Investment Advisor (PIA) designation. Sarthak earned a Bachelor's Degree from Emory University and completed a Master of Business Administration (MBA) as well as a Master of Science in Finance (MSc Finance) from Hult International Business School. Outside of his professional work, his interests include cooking, music, pickleball, reading, running, soccer, spending time with his family, swimming, tennis, and writing.

Mark Lombardi is a Financial Consultant at Fidelity Investments, where he works as an advocate for his clients by helping them identify investment opportunities and manage associated risks. He provides comprehensive financial planning and analysis to design and implement investment strategies and retirement income plans aimed at helping clients progress towards their financial goals. Mark has been with Fidelity Investments since 2017. Prior to this, he was a Partner at New York Life from 2014 to 2017, and served as Vice President of Account Management at John Hancock Retirement Plan Services from 2010 to 2013. Outside of his professional work, Mark's personal interests include beach activities, boating, cars, and skiing.

Kevin Plodzik is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, with prior roles at Youngclaus and Company PLLC and Seacoast Coca-Cola. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Joan Cordell is a financial advisor at Morgan Stanley with one year of industry experience and holds the Series 66 designation. She has been with Morgan Stanley since 2011, including her current role at Morgan Stanley Private Bank, N.A. Outside of finance, she is involved with Sensational Foods, a catering food service company based in Watertown, Massachusetts. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools and processes to support financial planning.

Douglas Greene is a financial advisor with LPL Financial based in Waltham, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, with previous roles at Cadaret, Grant & Co., Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of advising, he is involved in insurance sales and operates a real estate rental business. 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 diversified advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Enos Jr. is a CFP® professional with 10 years of industry experience, currently serving at Osaic Wealth, Inc. since 2018. His prior roles include positions at Signator Investors Inc and Fidelity Brokerage Services LLC. He is also employed by Spencer Financial, LLC as a financial advisor, where he participates in securities and insurance-related activities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that focus on model-based asset allocation and portfolio optimization using various managed account strategies and third-party managers.