Craig Slater is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 13 years. Outside of his advisory role, Slater is an associate at North Atlantic Investment Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and risk profiling tools and supports various advisory programs across a large network.

Stephen Gentile is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at NEXT Financial Group for 14 years and Ceres Financial Group, Inc. for 5 years. His credentials include Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Reginald Lamb is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his financial advising career in 2015, initially with Waddell and Reed before joining Merrill in 2017, he has specialized in helping individuals, families, and small business owners make sound financial decisions and manage their wealth responsibly. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and philanthropic planning, among others. Prior to his career in finance, Reginald was a professional classical musician. Starting his professional career at age 16, he held principal bassist positions with several orchestras, including the Bangor Symphony Orchestra, Portland Symphony, Rhode Island Philharmonic, and Vermont Symphony. He has performed with notable artists such as Yo-Yo Ma and Jonathan Biss. Reginald’s musical background contributes to his approach as a financial advisor by shaping his skills in listening, attention to detail, and collaborative client service. Reginald holds a Bachelor's Degree from Bob Jones University and a Master's Degree from Johns Hopkins University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a Personal Investment Advisor (PIA). Outside of work, Reginald lives in Massachusetts with his wife, three children, two dogs, several fish, and a bearded dragon. He is actively involved in his community through Westgate Church and has personal interests in camping, chess, fishing, football, gardening, hiking, music, reading, rock climbing, soccer, and rock hounding.

Julie Lynch is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She 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, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Robert Barrette is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 1991. He provides advisory services focused on the creation, growth, preservation, and transfer of wealth, leveraging his extensive experience combined with Merrill Lynch's resources. His expertise spans multiple client focus areas including family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and philanthropic planning. Bob holds a Bachelor's Degree from Georgetown University and holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He employs a collaborative approach, emphasizing an understanding of clients' life priorities to create personalized financial plans tailored around their goals and aspirations. Outside of his professional work, Robert enjoys golfing, reading, running, and skiing.

Michael Brady is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch and Bank of America since 2004. Outside of his advisory role, he serves on the investment committees for the Massachusetts Health & Hospital Association and Beth Israel Lahey Health, and is a Town Meeting Member in Milton, Massachusetts. 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 institutional accounts.

Shayla Eubanks is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and Wealth Management teams to support clients in developing comprehensive financial plans. She focuses on understanding clients' goals, values, and unique financial situations to help create plans that provide confidence and peace of mind. Shayla has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. Her experience within the firm has provided her with a broad understanding of client needs and financial planning processes.

Robert Mc Neice is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 credential with two years of industry experience. He has been with Morgan Stanley since 2022. Outside of his advisory role, Mc Neice coaches for the Boston Junior Huskies in Canton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Dwayne Demond is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities Inc. Outside of his advisory work, he is involved in managing an LLC for branding his financial services practice. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm focuses on collaborative annual planning engagements that analyze client goals using firm-approved tools and offers various investment-related programs and services.

Justin Appleby is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Cohasset Golf Club and The Barrel County Market. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party asset managers and advisory models.

Alexander Nagy is a Series 66-licensed advisor with Equitable Advisors in Wellesley, MA, joining the firm in 2026. He has no prior industry experience and held various positions outside financial services before becoming an advisor. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Benjamin Rice is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Legends Global and LL Bean, where he was a retail associate outside of his advisory responsibilities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, with services delivered through a network of Investment Adviser Representatives and utilizing both proprietary and third-party investment solutions.

Mark Mcmanus is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is involved with RRiM, LLC, a software company that distributes retirement planning software. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver recommendations.

Frank Rossi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Rossi serves on the Town of Medway Investment Advisory Committee and is a Select Board member, overseeing the town’s operating budget and capital projects. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and access to extensive investment resources.

James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

Kendall Pomeroy is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Fidelity Investments for one year and has held various roles including positions related to baseball organizations and at the University of Massachusetts Lowell. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including scenario modeling through the Global Investment Committee’s estimates and Monte Carlo simulations.

Bibekananda Das is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s models.

Corleen Cadman is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at PFS Investments Inc. since 2023 and Primerica Financial Services since 2018. Outside of finance, she has been involved with Caseys Diner since 2015 and worked with Micheal J Connolly & Sons for over two decades. Primerica Advisors is a large-scale firm serving primarily individual investors including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing.

Mark Palmerino is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves on multiple nonprofit healthcare boards, including Harrington Memorial Hospital and Harrington Healthcare System, where he holds positions such as secretary and vice chairman. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using a multi-manager platform with discretionary and non-discretionary program options.

Jeffrey Hall is a financial advisor with LPL Financial based in Norwood, MA, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His prior roles include positions at Winslow Wealth Management and Winslow, Evans, and Crocker, Inc. He is also involved in non-investment business activities through Birch Point Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.