Robert Swanke is a CFA® charterholder with 14 years of experience at Commonwealth Financial Network, where he has worked since 2012. He is based in Waltham, MA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Alexandria Nadworny is a CFP® professional with 15 years of industry experience, currently advising at Sequoia Financial Group, L.L.C. She has previously worked at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Outside of her advisory roles, she serves as Chairperson for the Citizen Advisory Board at the Massachusetts Department of Developmental Services, focusing on support for the disability community. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, customized accounts, and third-party manager selection, with oversight from an Investment Policy Committee and research from multiple external providers.

Joseph Stronach is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previously worked at Curry College as well as in various roles outside the financial industry, including positions at Lamberts Rainbow Market and Green Harbor Lobster Pound. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing operations, compliance, and investment management resources to affiliated advisors.

Andrew Altenbach is a CFP® with five years of industry experience, currently serving as a financial advisor at Guardian Life through its subsidiary, Park Avenue Securities. He has been with the firm since 2020. Outside of finance, Altenbach is involved in music as the Music Director of the Brookline Symphony Orchestra and a freelance guest conductor at Indiana University. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a digital advisory platform.

Neal Karelitz is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Jonah Lemieux is a financial advisor at Edward Jones in Woburn, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at UPS, UKG, ClearCompany, and Insurance Consultants of VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Karim Attar is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ financial goals, leveraging investment insights from Merrill and banking services from Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and retirement income. Karim holds a Bachelor’s Degree from the University of Florida and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. As a qualified Portfolio Manager, he provides both traditional advice and portfolio management services, including discretionary management of customized investment strategies that may involve individual securities, Merrill model portfolios, and third-party investment options. In addition to his professional work, Karim participates in community volunteer activities consistent with Merrill’s tradition of community service. He enjoys cooking, golfing, spending time with his family, and watching movies.

David Fivek is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials and with 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as Citigroup Global Markets since 2001. His other business activities include serving as a trustee in estate administration and investment decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Eric Sechman is a CFP® professional with 19 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Parkland Securities, LLC. Sechman serves on the Ayer+Devens Resolution Committee and the Town of Ayer Finance Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Christian Crays is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at AXA Advisors, Northwestern Mutual, and First Home Mortgage. Outside of finance, he was involved with Burtons Grill and Bar for six years. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.

Tyson Lashley is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for 10 years. He is also involved with North Atlantic Investment Partners, LLC. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Dale Lavelle Jr. is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at North Atlantic Investment Partners, Raymond James Financial Services, Wells Fargo Clearing Services, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from both internal and third-party sources.

Jaclyn Claus is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously spent four years at Boston Private Wealth LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Eugene Clark V is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2019. He also serves in the U.S. Air National Guard, a role he has held since 1999. Morgan Stanley Wealth Management provides advisory and brokerage services to both individuals and institutional clients, offering comprehensive financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of programs including tailored planning and estate strategies.

Patrick Ryan is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies for seasoned executives, business owners, and their families. He focuses on investment management, retirement planning, education funding, risk management, and legacy planning to help clients achieve their long-term financial goals. His approach emphasizes clarity, discipline, and confidence in building personalized strategies tailored to each client's values and priorities. With more than a decade of experience at Merrill Lynch, Patrick has supported clients through complex financial planning, ensuring their wealth is preserved and grown across generations. He operates within a personalized service model supported by Merrill's research capabilities, offering integrated advice to families with evolving financial needs. Patrick holds a Bachelor's degree from Bentley University and professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Wellesley, Massachusetts with his wife Kate and their two children. Outside of work, he enjoys golfing, hiking, skiing, and spending time outdoors with his family.

Kevin Dowd is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent eight years at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a variety of portfolio management styles and affiliated research.

Craig Slater is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 13 years. Outside of his advisory role, Slater is an associate at North Atlantic Investment Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and risk profiling tools and supports various advisory programs across a large network.

Graham Tower is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He previously worked at Ameriprise for 27 years before joining Raymond James in 2026. Outside of his advisory role, he serves as a committee member for the trust account at Acton Congregational Church. 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 encourages implementation through its advisory programs or other providers.

Reginald Lamb is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his financial advising career in 2015, initially with Waddell and Reed before joining Merrill in 2017, he has specialized in helping individuals, families, and small business owners make sound financial decisions and manage their wealth responsibly. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and philanthropic planning, among others. Prior to his career in finance, Reginald was a professional classical musician. Starting his professional career at age 16, he held principal bassist positions with several orchestras, including the Bangor Symphony Orchestra, Portland Symphony, Rhode Island Philharmonic, and Vermont Symphony. He has performed with notable artists such as Yo-Yo Ma and Jonathan Biss. Reginald’s musical background contributes to his approach as a financial advisor by shaping his skills in listening, attention to detail, and collaborative client service. Reginald holds a Bachelor's Degree from Bob Jones University and a Master's Degree from Johns Hopkins University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a Personal Investment Advisor (PIA). Outside of work, Reginald lives in Massachusetts with his wife, three children, two dogs, several fish, and a bearded dragon. He is actively involved in his community through Westgate Church and has personal interests in camping, chess, fishing, football, gardening, hiking, music, reading, rock climbing, soccer, and rock hounding.

Julie Lynch is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.