Nicholas Bollas is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Evan Mattern is a CFP® with nine years of industry experience, currently serving at Raymond James Financial. He has held roles at Lightship Wealth Strategies, Inc. and Commonwealth Financial Network. Mattern is president of Mattern Wealth Strategies, Inc., an S corporation supporting his Raymond James business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a linkage to municipal and public finance activities through its affiliate network.

Sarah Groleau is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial and its investment management division since 2008. Outside of her advisory role, Groleau serves as vice president of Cynthia's Challenge, a nonprofit supporting local special needs families, is a board member at large for Friends of the Freedom Public Library, and chairs the Freedom, NH school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations across various financial planning areas without portfolio management or discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and account services.

Casey Poirier is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Casey was involved with the Lil' Shooters Toddler Soccer Program and has worked in various roles including at Skytop Liquors and Chenard & Son's Landscaping. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Stephen Vacher is a Wealth Management Advisor with Merrill Lynch Wealth Management, affiliated with The Cafaro Group. He began his career in financial services in 1995 at Fidelity Investments, becoming a financial advisor there in 1999. In 2008, he joined Bank of America before moving to Merrill Lynch Wealth Management in 2009. Steve holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). As a qualified portfolio manager, he provides traditional advice and guidance and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He may also manage client portfolios on a discretionary basis through the firm's Investment Advisory Program. He earned a bachelor's degree in finance from Bryant University in 1994, followed by a master's degree in financial planning from Bentley University's McCallum Graduate School. Steve resides in North Attleboro with his wife, Darah, and their two children.

Robin Grace is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Morgan Stanley, Grace worked at Citigroup Global Markets. Outside of advisory work, Grace serves as a trustee for multiple trusts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning that utilizes firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and its Estate Planning Strategies Group.

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 credentials and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for eight years. Outside of his advisory role, he is an independent agent for outside fixed insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid advisory and brokerage model, utilizing a broad roster of third-party asset managers and emphasizing individualized client planning.

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 industry experience, currently serving as a financial advisor at Osaic Wealth. She has worked at Canby Financial Advisors and Commonwealth Financial Network, with tenures of 12 and 11 years respectively. Spear is also CEO of Spear Wealth Management, an LLC involved in investment advisory and insurance services. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

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.

Kathryn Slattery is a financial advisor at Morgan Stanley with the Series 63 designation and one year of industry experience. Prior to joining Morgan Stanley, she held roles at Fidelity Investments and has diverse work experience including positions at Depop, LuluLemon, and involvement with Massachusetts Youth Lacrosse. She is also associated with Kimball Farm, indicating engagement in entrepreneurial or community activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer financial planning agreements.

Max Morgovsky is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has held positions at OSAIC since 2022 and at Centinel Financial Group since 2021. Outside of his advisory roles, Morgovsky serves as a checkbook auditor for the Freemasonry of Massachusetts. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Craig Constantino is a financial advisor with Raymond James Financial in Braintree, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing a non-discretionary advisory approach supported by extensive firm research and a broad affiliate network.

Henry Dembowski is a financial advisor with LPL Financial in Milton, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corp for 13 years. Outside of his advisory role, he is involved in local football operations as a director and coaches football at Milton High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology to support both discretionary and non-discretionary management strategies.

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.

John Doherty is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He operates under the branch DBA North Atlantic Investment Partners, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.

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 with four years of industry experience. He holds a Series 66 designation and has worked previously at WisdomTree Investment Inc and Lawrence Academy. He is also involved with Array Services LLC, managing an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2006. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.