Robert Vanasse Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high-net-worth families across generations, focusing on retirement planning and financial well-being. Robert aims to understand clients' needs and objectives to help formalize and prioritize their financial goals. He has over 35 years of experience assisting business owners, corporate executives, and their families with opportunities related to estate taxes and next generation planning. His expertise includes planning, developing wealth management strategies, and portfolio management. Robert holds a Bachelor of Arts and Sciences degree in Economics from Boston College. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning CounselorSM (CRPC®) designation, the Certified Private Wealth Advisor (CPWA) credential, and the Personal Investment Advisor (PIA) designation.

Thomas M. Caputo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 34 years of experience in the wealth management field and joined Merrill Lynch in 2004. His professional focus includes developing strategies and providing advice for individuals, families, and businesses by understanding their short- and long-term financial objectives. Tom's expertise encompasses a wide range of wealth management areas, including corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER4 designation awarded by the Certified Financial Planner Board of Standards, Inc., among other professional credentials. He is a graduate of Boston College's Carroll School of Management. Tom lives in Milton, Massachusetts, with his wife, Kait, and their three children. The family is active in the community and supports several organizations, including Brigham and Women's Hospital NICU, The Boys & Girls Club, the National Kidney Association, and the St. Rock Haiti Foundation.

Tristan Henderson is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at TD Ameritrade, Santander Bank, and Fidelity Investments. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory program. The firm provides integrated brokerage, custody, and financial planning services supported by multi-asset model portfolios and centralized operational infrastructure.

John Meklis is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2016, along with a prior role at Investors Capital Corporation. Meklis serves as president of the Agganis Foundation and holds leadership positions with a local credit union and the St. George Greek Orthodox Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a range of portfolio strategies and program structures.

Andrew Batey is a financial advisor with J.P. Morgan Securities in Manchester, NH, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities from 2015 to 2020 before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Kathryn Maffei is a CFP® professional with over 42 years of industry experience, currently serving at LPL Financial since 1989. She is president of KLM Financial, Inc., a non-variable insurance firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various management strategies.

Kevin Losty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and also manages Losty Wealth Management and has been an independent insurance agent since 2018. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Francesco Puopolo is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2022, following prior roles at Citizens Securities, Inc. and Lincoln Financial Group. Outside of the financial industry, he manages office operations for a hydraulic hose and fitting assembly company. Charles Schwab serves a broad client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational structures.

Samuel Levine is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors, LLC. His background includes roles outside finance, such as positions with Amazon and Dunkin, as well as employment during his university years. Merrill, together 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Bullock is a financial advisor with LPL Financial in Lexington, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at Horizon Wealth Partners, Waddell & Reed, Baystate Financial, and several other firms. He is involved with Memento Mori Corporation of America, a business entity he manages for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Evangelos Glicos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Opus Consulting, Webster Pacific LLC, Walmart, and Martindale Country Club. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Timothy Murphy is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes over two decades at Investors Capital Advisory Services and several years at Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and both discretionary and non-discretionary management options.

Joe Fucci is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with individuals, families, and business owners to develop customized financial plans aimed at achieving their financial goals. Joe collaborates closely with clients to create strategies that promote financial peace of mind. Joe has been with Fidelity Investments since 2016, holding several roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Investment Solution Representative, and Premium Relationship Associate. His experience spans various aspects of financial consulting and client relationship management. He holds a California Insurance License, which supports his professional practice in the financial services industry.

Inga Yengoyan is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Charles Schwab since 2024 and previously held roles at Santander Securities and Santander Bank. Charles Schwab serves a large client base, 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment program.

David Weisberg is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fidelity Brokerage Services Inc. since 2000 and has worked across various Fidelity divisions, including Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he holds a 5.56% ownership stake and serves as assistant property manager in a family LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with oversight and use of AI-driven research methods.

Christine Belair is a CFP®-credentialed financial advisor with 19 years of industry experience. She is currently affiliated with LPL Financial and has prior experience at CUNA Mutual Group and CUNA Brokerage Services. Belair is involved with BrightBridge Investment & Retirement Group, an entity related to her LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Noah Caruso is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for Andover Little League. 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 utilizes structured planning tools and models developed by its Global Investment Committee.

Amar Zornic is currently a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager, Investment Solutions Representative 1, and Customer Relationship Advocate. Prior to joining Fidelity, Amar worked at Citizens Bank from 2016 to 2022, where he held positions as Teller, Personal Banker, and Loan Officer. Throughout his career, Amar has partnered with individuals, families, and business owners to develop and maintain financial plans that address both short and long-term goals. His approach emphasizes building relationships that adapt to clients' changing goals and circumstances, aiming to provide confidence and peace of mind in their financial planning.

Todd Elliott is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he helps clients develop plans in pursuit of achieving their financial goals. His professional experience centers on providing financial consulting services to assist clients with their financial planning needs.

James Rose IV is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 16 years of industry experience. He has been with MML Investors Services, LLC since 2017 and has also worked with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC 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 tools to develop written recommendations in collaborative annual engagements.