Joseph Surace is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and Equitable Advisors. Outside the financial sector, he worked at Enterprise Rent-A-Car and also has experience at Curry College. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients. The firm offers a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Gurman is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. prior to that. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools to analyze client goals.

Reed Thompson is a CFP® and ChFC® with 30 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026 after 12 years at Commonwealth Financial Network. Outside of his advisory role, he is an officer and president of Touchpoint Financial, a support company based in Woburn, MA, and also manages annuities through Touchpoint Financial in a non-investment capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Robert Covino is a Series 63 and Series 65 credentialed financial advisor with 41 years of industry experience. He has been with UBS Financial Services Inc. since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Nathalie Kallab Racimo is a financial advisor at MML Investors Services, LLC, a subsidiary of MassMutual, with one year of industry experience. She holds the Series 66 designation and has previous work experience with Tessi Consulting and Hult International Business School. Outside of her advisory role, she provides pet care services, including dog sitting. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm uses firm-approved software and collaborative annual plans to analyze client goals, recommending investment strategies without direct investment discretion.

James Connors is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Parametric Portfolios and with the New Orleans Saints and Pelicans LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools and automated portfolio management techniques.

Bridget Grella is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has been with LPL Financial since 2004 and also operates Grella Financial Services, which she has run since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

Jesse Sherwood is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Isaac Kot is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Advisory Services and Fiduciary Appointment. Outside of advising, he operates a business under the name Jim's Quick Stop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios.

Caleb Aldrich is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Mirus Capital Advisors, The Seyon Group, AEW Capital Management, and Perennial Capital Advisors, and he also spent four years at Harvard University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Oberlander is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Adam Davison is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for ten years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Robert Loughlin is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 17 years. Outside of his advisory role, he serves on the board of his condominium association and performs occasionally as a freelance guitarist. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Jillian Feehan is a financial advisor with Raymond James Financial Services Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked with Commonwealth Financial Network and Touchpoint Financial Advisor Group, accumulating a total of twelve years of experience at each firm until joining Raymond James in 2026. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable linkage to municipal and public finance activity through its affiliations and broad institutional network.

Mark Orvin is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from internal and third-party sources.

Timothy O'Malley is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 44 years of industry experience, including six years at VOYA Financial Advisors before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Samuel Grant is a financial advisor with LPL Financial based in Haverhill, MA, holding Series 63 and Series 65 designations and ten years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by model portfolios and research.

Reilly Jenkins is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at James Madison House and The Thirsty Gull CT. Jenkins is also involved with Watermelon Bay, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients holding Ameriprise Managed Accounts.

Melissa Gallery is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop tailored, holistic financial planning strategies. She focuses on building strong and lasting relationships with clients and their families to address their unique financial needs. Melissa has held several roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, College Planning Specialist, and Customer Relationship Advocate. This range of positions has provided her with experience in client relationship management and financial planning. Outside of her professional work, Melissa enjoys activities such as barre, hiking, pilates, spending time with friends, watching movies, and caring for pets.

Taylor Caggiula is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work history includes roles at Cantella & Co., Inc. and Signator Investors, Inc. He serves as a board member for the James Conklin Memorial Scholarship. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing customizable strategies across multiple platform arrangements.