Michael Abramo is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Natixis Distribution, Morgan Stanley, Fidelity Investments, and Eastern Trust Wealth Management. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust services.

Jessica Hoffman is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at Bogle Investment Management, LP for 18 years and at HOME for two years. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Maher is a CFA® charterholder with over 31 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is a co-owner of a vacation rental property in Snowmass, Colorado. Cetera Investment Advisers LLC is a large SEC-registered multi-manager platform that serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering both discretionary and non-discretionary portfolio management and access to third-party money managers.

Mark Feinberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals and circumstances. By integrating investment insights from Merrill and banking and lending solutions from Bank of America, he aims to provide clients with flexible strategies that adapt to evolving market conditions. Mark holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Boston University. Committed to community involvement, he participates in volunteer activities aligned with Merrill’s tradition of supporting the communities it serves.

Paul Bruchez is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2004 and operates under the DBA Bruchez & Associates in Wellesley Hills, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing a network of advisors supported by research, technology tools, and diverse investment strategies.

Gregg Catsoulis is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America, The Patriot Financial Group, and LPL Financial. Outside of his advisory work, he acts as managing partner of Patriot Benefit Services, focusing on fixed group insurance sales and service. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with a model-based investment approach that integrates portfolio optimization, risk assessment, and multiple managed account options.

Ezekiel Okai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America and various entrepreneurial ventures such as Monamipets and Gearupfortheelections. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

Alexander Gurin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized custody and operational support.

Richard Moore Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. Outside of his advisory role, Moore is the owner of a travel baseball program, Energy Athletics, and serves as a notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Alina Okulovska is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Ukrainian Construction Investment Bank, PINbank, and Sberbank. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Muller is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2019, following an 11-year tenure at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Michael Gillette is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His tenure includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alan Atamer is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes 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.

Sukanya Ghosh is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Harvey Albert is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 65 credentials and over 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves as an officer and treasurer on the board of directors of Temple Emeth, a religious organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.

Brian Rogers-Botellio is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works closely with clients and their families to develop financial plans aimed at achieving their life goals, emphasizing care, guidance, and service. His professional experience includes roles at Charles Schwab & Co. from 2017 to 2023, progressing from Client Relationship Specialist to Vice President - Financial Consultant. Prior to that, he held positions at State Street Bank from 2015 to 2017, including Client Service Specialist and Functional Specialist. Brian's personal interests include fitness, football, social events, movies, and music.

Guillermo Alberto is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Guillermo also holds a Series 66 license and is involved in a non-variable insurance business outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services through a network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

David Mingori is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2017, following prior roles at MassMutual Life Insurance Company and MetLife Securities Inc. Mingori is also an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, goal-oriented planning engagements.

Anthony Psikarakis is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 27 years of industry experience. He previously worked at American Express Financial Advisors Inc. for 22 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gerry Goldman is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 63 designation with 27 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated Financial Advisors and its Estate Planning Strategies Group. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.