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.

Frederick Thielker is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial plans that address their unique ambitions and priorities. Frederick works with individuals and families to plan for key goals such as funding education, preparing for retirement and potential health care expenses, and achieving long-term financial objectives. He approaches financial advising by considering each client's personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning. Frederick provides guidance on a range of financial matters, including long-term income sustainability, wealth transfer and preservation, tax-efficient strategies, and educational funding. He collaborates with Bank of America specialists to offer clients comprehensive financial solutions encompassing banking, credit, home financing, and small business needs. Frederick holds a Bachelor's Degree from American International College. Outside of his professional work, he has personal interests in baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking.

Alexander Araniz is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His approach includes collaborating with clients to create plans tailored to their family, goals, and aspirations. His areas of expertise include personal retirement planning, college education planning, family wealth management strategies, and legacy planning. Alexander is certified as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Massachusetts Lowell. Outside of his professional work, Alexander enjoys activities such as boating, chess, cooking, football, ice hockey, music, pickleball, spending time with his family, volleyball, and watching movies.

Thomas Carlow Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He is also an independent contractor and partial owner of 1776 Financial Services Inc. located in Franklin, MA. Additionally, he has been involved in rental real estate through TC2 Realty LLC since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Christopher Swick is a Senior Vice President and Senior Financial Advisor with the Swick & McDevitt Wealth Management Group at Merrill Lynch Wealth Management. He delivers tailored advice and guidance to meet the specific objectives of his clients, including high net worth individuals, families, and institutions. Christopher assists clients in articulating their wealth goals and designing strategies to grow, preserve, and transfer their wealth effectively. Christopher joined the group in 2012, initially focusing on portfolio analytics and investment research. He is a qualified Portfolio Manager who provides traditional financial advice and also builds and manages personalized or defined investment strategies. His strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. When participating in the firm's Investment Advisory Program, he may manage client portfolios on a discretionary basis. Christopher completed his B.A. in Economics with a Concentration in Financial Markets at Colby College in 2014. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Boston, Massachusetts, he mentors students in the Colby Financial Alumni Club and serves on the Advancement Subcommittee for Bishop Feehan High School. He is a sports enthusiast who enjoys golf, tennis, and skiing.

Michael Lucarello is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He is the owner of two tax preparation businesses and manages a beekeeping operation that sells honey. Additionally, he holds an executive producer role in a film investment enterprise. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Christopher Giacin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation. His prior roles include positions at TruVideo, Dedham Country and Polo Club, Menemsha Fish Market, and Fairfield University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Richard Audet is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and in real estate with Keller Williams Realty. Outside of his financial advisory role, he works as an independent contractor for Twitch Interactive, a video game live streaming platform. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Gaffin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked for Fairway Independent Mortgage Corporation for nine years. Outside his advisory role, he occasionally works as a freelance karaoke host. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various investment vehicles.

Irene Bock is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where she partners with the Carcieri & Bock Group. She works with individuals and families to design personalized financial strategies aimed at meeting their diverse goals and managing various aspects of personal and professional wealth. Irene also holds the Certified Exit Planning Advisor (CEPA) designation, enabling her to guide business owners through the process of preparing for business sale or transition that aligns financial and personal objectives. With over two decades in the financial services industry, beginning in 1998, Irene brings extensive experience to her role. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from California State University, San Bernardino. Prior to her financial career, Irene served in the United States Navy and was awarded the Southwest Asia Service Medal. Irene volunteers with the Center for Women & Enterprise, contributing to the Certification Review Committee to assist women in advancing their businesses through WBENC certification. She is fluent in English and Spanish. Outside of her professional and volunteer activities, Irene enjoys spending time with her husband, three children, and dog, Tucker, as well as exploring new restaurants, reading, traveling, and cooking spicy dishes.

Fred Vicario is a Financial Consultant currently working at Fidelity Investments since 2022. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2021 to 2022, Premier Advisor at Citizens Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Prior to that, he served as an Internal Wholesaler at Ameriprise Financial from 2015 to 2019 and started his career as a Financial Advisor at Wells Fargo Advisors from 2014 to 2015. Fred focuses on understanding the unique financial situations and goals of his clients, working with them to document their specific objectives such as retirement savings, education planning, and legacy planning. He collaborates with clients to create tailored financial plans aimed at helping them achieve these goals.

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.

Peter Balesano is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes positions at BNY Mellon and Bank of America. He serves as a board member of the Health Foundation of Central Massachusetts, focusing on health initiatives for vulnerable populations. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drew Newcomb is a financial advisor with Fidelity and holds the Series 66 designation. He has industry experience beginning in 2024 and previously worked at Beaver Solutions LLC and RR and Company Realty, where he served as an independent contractor representing clients in real estate transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI in investment research.

Michael Garand is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2007. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Albert Crimaldi is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Cafaro Group. Since joining the team in 2016, he has led the group's life insurance and long-term care strategy and planning. Albert serves affluent families in New England and nationwide, working with professionals and corporate executives as they navigate key life transitions including job changes, retirement, and family milestones. His areas of focus include college education planning, legacy planning, liquidity management, tax minimization, and retirement income strategies. Albert holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Personal Investment Advisor (PIA), and Retirement Income Certified Professional (RICP). He earned his bachelor's degree from Endicott College, where he was a center on the football team, and holds an MBA from Johnson & Wales University. Albert is an active member of Rotary International and resides in Dedham, Massachusetts. Outside of his professional work, Albert enjoys cooking, golfing, and reading. He spends time with family and friends on Cape Cod.

Brennan Latham is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Fidelity Investments, E*Trade Securities, and Morgan Stanley Smith Barney LLC. He has been with Morgan Stanley Private Bank since 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct plans and Corporate Financial Planning agreements.

Evan Hopkins is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Eagle Strategies, NYLIFE Securities, and New York Life insurance company. Outside of finance, he has worked in customer service at the Borough Bagel Company. 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 diversified portfolios.

James Wing is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 66 licenses and 45 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Matthew Connor is the Regional Vice President of Executive Services at Fidelity Investments, where he leads a team of senior wealth advisors focused on providing corporate executives with comprehensive wealth planning services. In this role, he oversees strategies and solutions tailored to meet the complex financial needs of executive clients. Matthew's experience centers on wealth management for corporate executives, guiding them through tailored financial planning processes. His leadership role at Fidelity Investments underscores his expertise in executive services within the financial sector. Outside of his professional responsibilities, Matthew engages in various personal interests including fitness, social events with friends, hiking, outdoor adventures, skiing, and traveling.