Sharon Mckenna is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MSI Financial Services, Inc. from 2005 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and educational seminars, with additional event-driven planning services such as divorce and estate-settlement planning.

Gabriella Mc Clain is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at M&T Bank, People's Securities, Inc., Exhale, and Amundi Pioneer Institutional Asset Management, Inc. Outside of her advisory role, she is a licensed therapist operating as a sole proprietor. 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, supported by extensive operational tools and a broad scale of financial activities.

Parker Freedman is a financial advisor at Ameriprise with CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and IA Financial Advisors. Outside of his advisory work, Freedman owns Canalmen Tax Consulting LLC, a tax preparation business. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marc Schiowitz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Colin Gallagher is the Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. Prior to this, he served as Vice President, Financial Consultant at Fidelity Investments from 2013 to 2018. He began his career as a Financial Advisor at Morgan Stanley, where he worked from 2009 to 2013. Colin focuses on understanding his clients' financial goals and aspirations to design tailored financial plans that suit their individual circumstances. His experience spans over a decade in financial consulting and advising, emphasizing personalized planning. No additional information regarding Colin's education, credentials, personal interests, or community involvement is provided.

Ashley Bosquez is a financial advisor with Charles Schwab in Salem, MA, holding a Series 66 designation and six years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2019 and previously at Charles Schwab Bank, SSB. Prior to her advisory career, she held various roles including positions at Miramont Country Club and Ann Taylor Factory. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary investment management, using multi-asset model portfolios and a centralized structure that supports extensive client coverage and integrated custody and order-routing services.

Anthony Silvio is a financial advisor at J.P. Morgan Securities in Peabody, MA, with eight years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, as well as prior experience at Santander Securities LLC, Santander Bank, N.A., and Putnam Investments. 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. The firm’s advisory process combines quantitative and qualitative research supported by a dedicated manager solutions team and incorporates ESG considerations where applicable.

Christopher White is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he serves as Treasurer of the Lexington Ski Club, a family ski club focused on social activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with an integrated operational model that includes advisory, brokerage, custody, and alternative investment services.

Michael Rinaldi is a financial advisor with Edward Jones in Chelmsford, MA. He holds CFP®, CFA®, and Series 63 credentials and has six years of industry experience. His prior roles include positions at Baystate Financial, MassMutual, Northwestern Mutual, and Athena Capital Advisors. 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 strategies, supported by a large network of financial advisors and branch offices across the United States.

Haley Iovaine is a Planning Consultant at Fidelity Investments, where she focuses on collaborating with individuals and their families to develop holistic financial plans. Her goal is to help clients feel comfortable and confident as they work toward achieving their financial objectives, including retirement, college savings, and financial independence. Haley has been with Fidelity Investments since 2019, holding positions such as Customer Experience Associate, Financial Representative, Financial Associate, Relationship Manager, and currently Planning Consultant. This progression demonstrates her growing experience in client relationship management and financial planning within the company.

Erica Hubbard is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Publicity Coordinator for the Windham Baseball and Softball League. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supporting clients through a centralized retirement-income consulting team.

Steven Tolpa is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Steven works with individuals and families to develop personalized financial plans tailored to their unique situations and goals. His professional experience encompasses a range of responsibilities within financial consulting, focusing on helping clients achieve long-term financial success. Steven emphasizes integrity, passion, and values in his approach to financial planning. Outside of his professional role, Steven enjoys family activities, fishing, golf, and skiing.

Brendan Burke is a financial advisor with Mass Mutual Investors Services who holds the Series 63 and Series 66 licenses and has 27 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides written recommendations through annual, collaborative planning engagements.

Jeffrey Davis is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation, LPL Financial, and Citigroup Global Markets. Outside of advisory work, he is a licensed insurance agent offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance, and he co-owns an LLC used for expense management. OSAIC serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a large multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with a variety of program options.

Dennis Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he serves as a co-trustee of The Holland Family Trust, assisting with family health and well-being matters. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including institutional consulting and municipal advisory services.

Kevin Dunn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 20 years of experience as a financial advisor combined with 10 years as a management consultant, including work with PricewaterhouseCoopers. Kevin specializes in advanced wealth management and estate planning strategies, focusing on tax-efficient investment approaches for high-income clients. Kevin holds the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Certified Plan Fiduciary Advisor (CPFA) designations, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Foreign Service in International Economics from Georgetown University and a Master’s degree from the University of Massachusetts Amherst. Fluent in English, Spanish, and French, Kevin is involved in professional and community organizations such as St. Mark's Church and More Than Words.

Connell Tarr is a financial advisor at LPL Enterprise with over 53 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Principal Financial Services, and Hornor, Townsend & Kent, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning, consulting, and access to third-party asset managers and programs.

Kathleen Richards is a Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. She began her financial services career in 1985 and joined Merrill Lynch in 1987. Kathleen organizes and coordinates the financial lives of clients and their families, business owners, professionals, and non-profit organizations, and has over 26 years of experience at Merrill Lynch Wealth Management. Kathleen helps clients meet both their short-term cash needs and longer-term financial goals using a goals-based approach to planning and investing while considering each client's personal preferences and objectives. She provides customized solutions based on clients' risk tolerance, time horizon, liquidity needs, investment goals, and related costs. Her areas of expertise include goals-based planning, retirement planning, portfolio development, trusts and estate planning, corporate cash management and lending, insurance analysis, and education planning. Kathleen holds a bachelor's degree from the University of Massachusetts and holds the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Outside of her professional role, Kathleen and her husband support organizations including the Alzheimer's Association and the Greater Boston Food Bank. In her personal time, she enjoys hiking, gardening, and playing pickleball.

Jody Chadwick is a financial advisor with RBC Capital Markets in Danvers, MA, holding a Series 66 designation and 27 years of industry experience. Her career includes roles at Merrill and Bank of America, NA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.

Alicia Majeski is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. She specializes in financial planning, focusing on building client relationships based on trust and providing attentive service. Her approach centers on simplifying complex financial concepts and guiding conversations by personal goals, followed by education, execution, and monitoring. Prior to her current role, Alicia worked as a Wealth Management Specialist at Tilton Wealth Management from 2017 to 2022. Throughout her career, she has developed expertise in wealth management and financial planning. Outside of her professional work, Alicia has personal interests that include fitness, outdoor adventures, parenthood, skiing, traveling, and yoga.