Grace Bumpus is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at RBC Capital Markets since 2025. Her prior experience includes roles at Franklin Distributors, Franklin Templeton Companies, and Putnam Investment Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Samuel Bachelder is a financial advisor at Morgan Stanley in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2014 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Marco N Calabro is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Calabro is also a member of the New Member Committee for the Salem NH Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment solutions.

Matt Flaks is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Susan Cohan is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at UBS Financial Services and Nordstrom. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm‑approved planning tools.

Eliud Parada is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, and Uber Technologies. He is also a commissioned Notary Public. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and investment advisory.

Sadie O’Neil is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and approximately one year of industry experience. Before joining Morgan Stanley, she worked at New Balance and held positions at Bates College and Concord Carlisle Regional High School. Outside of her advisory role, she coaches youth sports with Bay State Bullets in Acton, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, serving clients through both direct and employer-based arrangements.

Sean Egan is a Planning Consultant who collaborates with clients to design comprehensive financial plans aligned with their individual goals. He takes the time to understand client priorities and works together with them to create personalized strategies tailored to their needs. Sean has held various roles at Fidelity Investments, progressing from Investment Solutions Representative I in 2023-2024, to Investment Solutions Representative II in 2024-2025, and then Investment Solutions Representative III in 2025-2026. Prior to that, he served as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. He also gained experience as a Finance Intern at Catholic Medical Center in 2021. Sean holds insurance licenses in Arkansas and California.

Suzanne Brown is a financial advisor at Morgan Stanley in Boston, MA, with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Adele Financial Services and Raymond James Financial Services. Outside of finance, she is involved in the food service industry, including roles waitressing at Nantasket Flatts and The Jetty, and as sole proprietor of XO Provisions, an online retail store. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various channels including corporate financial planning agreements.

Bruno Mazzotta is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and 39 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. 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 customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Stephen Kagan is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience, currently serving as an advisor at Edward Jones in Boston, MA. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is noted for its extensive retail advisor and branch network and provides services under a fiduciary standard.

Mark Tsoir is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies designed to help them attain their personal financial goals. Mark connects various aspects of clients' financial lives and helps prioritize and pursue the objectives that matter most to them. He utilizes the global investing resources of Merrill and offers access to credit, lending, and banking services through Bank of America. Mark holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from EU Business School. He communicates with clients in Russian, Hebrew, and English, enabling him to serve a diverse clientele. Outside of his professional work, Mark has interests in antiquing, genealogy, music, painting, photography, reading, soccer, spending time with his family, traveling, and writing.

Nathaniel Francois is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 license with one year of industry experience. He has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2023 and studied at Northeastern University from 2020 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Klodiana Sina Gjikondi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she is involved in non-variable insurance business activities. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Jefferson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work includes roles at JMJ Financial Partners, Inc., Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Peter Danas is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 credentials and offering 41 years of industry experience. He has been with Merrill since 1985 and also has been affiliated with Bank of America, N.A. for 15 years. He holds power of attorney positions in two non-investment-related entities based in Andover, Massachusetts. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Edmund Haughey is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Securities America. In addition to his advisory role, he is involved in corporate insurance sales as a producer for Risk Strategies. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach that includes portfolio optimization, discretionary strategies, and third-party manager options, supported by a complex affiliate network and private equity ownership.

Frank Panayotou is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.