Vu Duong is a Financial Advisor with Merrill Lynch Wealth Management. He has been working in the banking and financial industry since 2000, serving in multiple roles. Vu focuses on family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Vu holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed an accredited certificate program at Irvine Valley College. Fluent in both Vietnamese and English, Vu partners with clients to understand their short-, mid-, and long-term financial goals, offering personalized wealth management strategies. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Vu enjoys basketball, bowling, camping, cooking, fishing, football, ice hockey, skiing, and traveling. His approach centers on uncovering what matters most to clients and their families in order to help create strategies that pursue their financial goals.

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 in Norwood, MA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years and had a brief tenure at Winslow Wealth Management. LPL Financial provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, and institutional investment platforms. The firm supports advisors with research, operational tools, and a broad range of financial products alongside its advisory services.

Christian Parker is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Advisors in 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional for clients to implement through various brokerage or advisory programs.

Harry Shuman is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is an associate financial advisor managing a separate advisory business in Hopkinton, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Zisk is a Series 66-registered financial advisor with UBS Financial Services in Wellesley, MA, with two years of industry experience. Prior to joining UBS, he held roles at Grove Street Fiduciary, Norfolk Gold Club, and Cherry Hill Golf Course. Outside of finance, he has worked in diverse fields including hospitality and cleaning services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies. The firm operates with institutional trading capabilities alongside wealth management services.

Matthew Clayson is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of his advisory role, Clayson is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to develop goal-based recommendations without investment discretion.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Lin is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Morgan Stanley since 2017, including the Private Bank division from 2018 onward, and previously at Senji Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm reports managing approximately $2.74 trillion in client assets and delivers services through various financial planning and investment strategies.

Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Donna Walsh is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill and Axa Advisors, Llc before joining Equitable Advisors in 2012. Walsh serves as Advisory Council Treasurer for Boston Women in Finance, where she contributes to education programs and membership initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party investment programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

Jeffrey Davis is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior firms include Sagepoint Financial, Investors Capital Corp., SII Investments, and Legacy Advisory Services. He is also involved in insurance sales, focusing on fixed annuities and life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and investment management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various discretionary and third-party managed strategies.

Khatuna Tkebuchava is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in guiding clients through significant life events, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible, values-based, and ESG investing, women and wealth, and tax minimization. Born and raised in Georgia, Khatuna moved to Boston, Massachusetts in 1997 where she began her family. She currently resides in Newton. Khatuna holds a Bachelor's Degree from Georgian Technical University and a Master's Degree from GIPA. She is a Personal Investment Advisor (PIA) and is affiliated with the MFA. Khatuna is fluent in Russian and English. Outside of her professional work, she is involved in community activities such as the Walk for Hunger. Her personal interests include antiquing, cooking, gardening, hiking, interior decorating, music, spending time with family, traveling, and yoga.

Zachary Frisella is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 10 years. His work history also includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Jeffrey Factor is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment modeling in its financial planning process.

Peter Aiello is a CFP® with four years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Bank of Canton and Rise Private Wealth Management. He also has experience outside finance, notably working at Pop's Fine Wines and Nike. 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. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Peter Sechoka is a financial advisor with OSAIC in Needham Heights, MA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. and John Hancock Financial Network. Outside of his advisory role, he owns and manages an online business selling audio and musical equipment. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services using model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager programs.

Michael Savage is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Michael Scherer is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Antico Business, Lansing Building Products, C-4 Analytics, and Endicott College. Outside of his advisory role, he is involved in managing rental properties through an entity formed for liability protection. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Barry is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Citrin Cooperman. Outside of his advisory role, he has worked as bartender and waitstaff at White Cliffs Country Club since 2018. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of firm-offered and third-party advisory programs.