Charles Zisko Jr. is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, and he is owner of The Zisko Tax Group, a tax preparation business. Cetera Investment Advisers LLC is a nationally registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Alexander Kroot is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Investments since 2021. His background includes positions outside finance at Crooker Construction, DICK's Sporting Goods, MaineHealth, Mason's Brewing Company, and as a student at the University of Maine, Orono. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on a broad investable universe.

Giorgio Scappini is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Bank of America, Merrill, and Banc of America Investment Services. Outside of his advisory role, he is involved in managing a rental property business in Providence, Rhode Island. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment committee insights. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Northwestern Mutual, State Street Bank, and KPMG Advisory Services. Outside of her advisory work, she operates Lolo & Huck Publishing, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Stephen Leary is a CFP® professional with 40 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. Prior to this, he worked at Cetera Advisors LLC and has been involved with Cambridge Investment Research, Inc. since 2003. In addition to his advisory role, he is self-employed providing tax preparation services during the tax season and acts as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets through multiple platforms and a broad network of financial professionals.

Wesley Blanchard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked in construction and landscape supply. He is the founder and president of the Keene State Lacrosse Alumni Association Inc., a nonprofit involved in sports. 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 a variety of advisory programs supported by structured planning tools and investment research.

Candice Travis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at institutions including Santander Bank and Citizens Bank prior to her current role. 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. The firm’s advisory process combines quantitative and qualitative research, with a focus on eligible strategies and ESG considerations.

Edward Marshall III is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2003, initially at Ameriprise Financial Services, Inc., and currently at Ameriprise. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations and emphasizes managed accounts within its advisory approach.

Steven Murray is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Janice Jeffers is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her career includes roles within various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Allison Tilden is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at Apex Systems and LeapFrog Systems. 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, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Matthew Bruce is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and owns Bruce Capital Management. Bruce serves on the board of Sino-American Bridge for Education and Health, a nonprofit facilitating exchange programs for American and Chinese educators and healthcare workers, and is involved with several other nonprofit organizations focused on education and mediation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing affiliated and third-party managers within a multi-manager platform.

Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Alan Slavin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Lisa Virello is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Virello serves as a board member of the South Shore YMCA, where she reviews the organization’s investment portfolio and ensures adherence to its investment policy statement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured tools and conducts planning supported by the Global Investment Committee’s return estimates and simulations.

Dean Sylvester is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Lighthouse Investment Group, Inc. and Commonwealth Financial Network over two decades before joining LPL Financial and Lighthouse Investment South Shore in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Nicholas Banks is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has held roles at MassMutual Life Insurance Company since 2022. Prior to that, he worked at Rockland Trust from 2018 to 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning tools and event-driven services such as estate settlement and divorce planning.

Christopher Dewey is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental properties in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Giselle Sarilho Ferguson is a financial advisor at Merrill with four years of industry experience. She holds Series 65 and Series 66 credentials, and her prior work includes roles at Bank of America, South Shore Bank, Bankshop LLC, and Banco Santander Bahamas. Outside of her advisory role, she has worked as a delivery employee for DoorDash. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.