Devy Thangavel is a financial advisor with Merrill who holds a Series 66 designation and has two years of industry experience. He has worked with Bank of America and Merrill since 2016. 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 a range of individuals and institutional clients.

Brian Hash is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. Throughout his career at Fidelity, he has held various roles including Branch Leader, Branch Service Manager, Senior Manager of the Private Client Group, Manager of Retirement Investment Services, Retirement Services Team Lead, and Retirement Services Representative. Brian's professional experience encompasses a range of responsibilities within financial consulting, branch leadership, retirement investment services, and private client management. His work focuses on educating and empowering clients to make informed financial decisions and developing customized financial plans tailored to individual needs.

Felipe Nicolaou is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mutual One Bank, Santander Bank, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process includes systematic quantitative screens, qualitative research, and an ESG eligibility framework, supported by centralized due diligence and broader derivatives and commodities capabilities.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Northwestern Mutual, State Street Bank, and KPMG Advisory Services. Outside of her advisory work, she operates Lolo & Huck Publishing, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

James Gennari Jr. is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning through structured processes supported by firm-approved tools and analytics.

Tom Boardman serves as Vice President, Wealth Planner at Fidelity Investments, where he partners with clients to develop and implement family wealth plans aimed at achieving their short, intermediate, and long-term goals. He has been with Fidelity Investments since 2005, holding various roles including Wealth Planner since 2018, Financial Consultant from 2013 to 2018, and Investment Representative from 2012 to 2013. Prior to his current role, Tom gained experience as a Private Client Specialist and Financial Representative at Fidelity Investments, along with positions focused on retirement and customer service. His extensive tenure at Fidelity reflects a commitment to client service and wealth management. Outside of his professional career, Tom's personal interests include comedy, fitness, music, skiing, and snowboarding.

Jacqueline Milowe is a financial advisor with RBC Capital Markets in Wellesley, MA, holding the CFP® designation and Series 63 and 66 licenses. She has 10 years of industry experience, including roles at City National Bank and Foresters Financial Services. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles using both in-house and third-party managers.

Ann Sybill Emmanuel is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Wellington Management Company LLP, LPL Enterprise, LLC, and Gray, Gray & Gray. She is also involved with Fourth Heaven Media LLC, an entrepreneurial venture she has been engaged with since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, and it maintains notable municipal advisory capabilities and specialized employer advisory programs.

Bridget Skeffington is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at M&T Bank, Playa Bowls LLC, and the University of Connecticut. Outside of finance, she has experience in the food service industry with Marylou's Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Tyler Walls is a financial advisor at Morgan Stanley with seven years of industry experience. He has previously worked at T. Rowe Price and has academic experience from Towson University. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations as part of its advisory process.

Sarah Dunworth is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, TSW Wealth Management, Triad Advisors, and Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Rachael Linnehan is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 a large network of investment adviser representatives.

Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support financial plans.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources, supported by a centralized service team and proprietary research.

Elaine Mc Laughlin is a Series 66 licensed financial advisor with 23 years of industry experience. She has worked at Edward Jones since 2025, following roles at Ameriprise Financial Services LLC, Wells Fargo Clearing, and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michael Fornal is a financial advisor with OSAIC in Needham Heights, MA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Royal Alliance Associates, Jhfn Sii, and John Hancock Investment Management. Outside of his advisory duties, he operates a sole proprietorship, Centinel Financial Group, where he performs the full range of financial advisor responsibilities. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party investment platforms.

Carolyn Mciver is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined seven years prior to joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Luke Boyd is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously in roles outside the financial industry, including positions at Pearl Street Beverage and Instacart. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.