Shane Fargo is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he provides one-on-one financial guidance to help clients define their goals and develop portfolio strategies aimed at achieving those objectives. He offers ongoing advice and adjusts clients' portfolios as their situations evolve. Shane holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Vermont.

Paul Lexner is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Equitable Advisors in 2023, he spent eight years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he works as an independent agent for outside fixed insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party managed account programs, focusing on matching clients to investment models based on personal and plan information and risk tolerance.

Christopher Laucks is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop customized financial plans tailored to their unique needs and goals. He focuses on helping clients efficiently grow, preserve, and distribute their wealth through a collaborative planning process. Christopher has held various roles in the financial services industry since 2013, including Relationship Manager at Fidelity Investments, 401k Regional Sales Consultant at Ameritas, Internal Sales Consultant at Invesco, Vice President - Philanthropic Sales Associate at Bank of America - U.S. Trust, Regional Sales Director and National Sales Consultant at Columbia Threadneedle Investments, and 401(k) Sales Associate at Putnam Investments. Outside of his professional work, Christopher enjoys board games, boating, bowling, family activities, skiing, and volunteering.

Joelle Spear is a CFP® professional with 21 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Canby Financial Advisors, Commonwealth Financial Network, and Fidelity. In addition to her advisory role, she serves as CEO of Spear Wealth Management, an LLC engaged in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

Ronald Bell is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise Financial Services since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm employs a non-discretionary implementation process and uses proprietary research and third-party data for its recommendations within a defined investment universe.

John Brady Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience, including fourteen years at Park Avenue Securities, LLC, and Guardian Life Insurance Co. Outside of his advisory role, he coaches youth basketball and baseball. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning relationships using firm-approved software tools and offers specialized planning programs, including recent additions such as standalone Divorce Planning.

Stephen Zahka is a CFP® with 42 years of industry experience. He is currently with Edward Jones and has previously worked at Ameriprise, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he performs as a musician about once per month at local venues in Marlborough, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Kathryn Slattery is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 66 and Series 63 licenses. She has worked at Morgan Stanley since 2026 and previously held roles at Fidelity Investments, Depop, and Lululemon. Outside of finance, she has experience with Kimball Farm and has been involved with Massachusetts Youth Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and firm-approved tools.

Max Morgovsky is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 credential and has worked previously at Centinel Financial Group and Staples Inc. Morgovsky is also involved with the Freemasonry of Massachusetts as a Check Book Auditor. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Henry Mc Kay is a Financial Advisor with Merrill Lynch Wealth Management. He assists individuals and families in making thoughtful financial decisions by bringing clarity and coordination to their financial lives. His advisory approach emphasizes ongoing discipline in financial planning, adapting to changes in goals, opportunities, and circumstances within a broad strategic framework. Henry's expertise centers on key areas such as liquidity, tax efficiency, risk management, and wealth transfer. He provides guidance through various stages of life, including wealth building, retirement preparation, supporting future generations, and managing significant life events. His services encompass investment management, retirement planning, estate and trust considerations, lending strategies through Bank of America, and collaboration with other professional advisors. He holds a Bachelor's Degree from Temple University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Henry is proficient in English and French.

Rohan Mehta is a financial advisor with Ameriprise in Marlborough, MA, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in business ownership through DPT Management Corp. and consulting with RHM Holdings LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

John Doherty is a financial advisor with Raymond James Financial in Newton Lower Falls, MA, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also associated with North Atlantic Investment Partners, LLC, which serves as his branch's DBA name. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide range of advisory programs and institutional consulting services.

James Mcintire is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as positions outside finance at UMass Dartmouth, iHop, and Framingham High School. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also provides access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Meaghan Liposky is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Christopher Ketchen is a financial advisor with LPL Financial based in Newton, MA. He holds the Series 63 and Series 65 credentials and has 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services for 12 years. 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 financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced research and operational tools.

Robert Todisco is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant, and Workplace High Engagement Team Representative. In his professional capacity, Robert works with individuals, families, and businesses to prioritize their goals and develop wealth plans that align with their visions. His experience encompasses financial planning and client relationship management. Outside of his professional work, Robert's personal interests include boating, family activities, golf, parenthood, pets, and traveling.

Ryan Miller is a financial advisor at Ameriprise in Wellesley, MA, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Ameriprise since 2017, a position at WisdomTree Investment Inc in 2021, and employment at Lawrence Academy from 2015 to 2017. Outside of his advisory role, he manages an advisory business through Array Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on comprehensive investment research and tax-aware strategies.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with distinctive roles in the industry.

Arushee Divyakirti is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with individuals and families to identify and develop tailored financial strategies that span short-, mid-, and long-term goals. Her client focus areas include college education planning, liquidity management, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. With over a decade of experience, Arushee provides comprehensive guidance ranging from general investing to retirement planning and savings strategies. She partners with Bank of America specialists to offer clients additional banking, credit, home financing, and small business solutions. Arushee holds a Bachelor's Degree from the University of Delhi, a Master's Degree from Western Michigan University, and has completed an Accredited Certificate Program from the Hindu Institute of Management. She also holds the Personal Investment Advisor (PIA) professional designation and is licensed under NMLS#2430426. Fluent in English and Hindi, Arushee is involved with the community organization Ekal Vidyalaya USA. Outside of her professional responsibilities, she enjoys camping, cooking, hiking, spending time with her family, and watching movies.

Jack Hoehlein is a Series 66-licensed financial advisor with Morgan Stanley, based in Wellesley, MA, and has 21 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2009 and currently serves as Board Chair for Big Brothers Big Sisters of Central Mass. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.