Carol Crowley is a CFP® professional with 13 years of experience, currently serving clients at Edward Jones since 2013. She holds a Series 66 designation and is based in Northborough, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning programs and educational seminars.

Bernard Ravelson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual, METLIFE Securities, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

David Smith is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Merrill and Bank of America for over 15 years each. He serves as co-trustee of a family investment trust established for himself and his wife. 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 strategies for a range of individual and institutional investors.

Timothy Woodward is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is committed to helping clients develop and implement wealth planning strategies designed to benefit them and their families both now and in the future. Prior to his current position, Timothy worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as an Associate Financial Consultant at Charles Schwab & Co. from 2018 to 2020. His experience spans various aspects of financial consulting and investment advisory. Outside of his professional work, Timothy has interests in baseball, concerts, cooking and baking, hiking, and music.

William Slaney is a financial advisor with Ameriprise in Cumberland, RI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Tara Grinham is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2013 and prior experience at Oppenheimer from 2011 to 2013. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

Kelly Fagan is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2024, Fagan worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Fagan has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. LPL Enterprise provides investment advisory and brokerage services to various clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jed Brandes is a financial advisor with Cambridge Investment Research Advisors in Worcester, MA, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including prior roles at FSC Securities Corporation and The Feingold Companies, where he remains involved in structured settlements. Brandes serves as a board member of the Touro Fraternal Association, a non-public nonprofit entity. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Daniel Wallach is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with LPL Financial since 2010 and previously with Ameriprise from 2004 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Amanda Ross is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2007. Outside of her advisory role, she serves as an adjunct faculty member teaching MBA students at Boston University and is a board member of the Boston Chamber of Commerce Women’s Network Advisory Board. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Keith Pomeroy is a CFP® professional with over 32 years of industry experience, currently affiliated with Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee member for MassEdCO, a nonprofit focused on education and youth, where he also teaches a class to high school students annually. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment committee guidance.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Hughes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Cetera or its affiliated entities since 2002 and also operates John Hughes Tax Preparation, where he provides tax preparation, planning, and client advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary investment options.

Alec Duncan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and MCR Labs. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Chad Bearce is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Edward Jones and Northwestern Mutual Investment Services, LLC. Outside of finance, he has been involved in restaurant management and operated a property maintenance business. 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 affiliation with a municipal advisor.

Nancy Oldakowski is a financial advisor at Morgan Stanley in Worcester, MA, with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Dennis Seeley Jr. is a financial advisor with Charles Schwab in Framingham, MA, holding a Series 66 credential and over 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously held positions at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, he is a part owner of Salon Moxie, LLC, where he assists occasionally. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Jared Evangelous is a financial professional with 17 years of industry experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has previously worked at Empower Retirement for nine years. He is also involved with CCR Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a range of investment and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and operates as a multi-manager platform with over $256 billion in assets under management.

Devan Gould is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.