Zainab Karim is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Karim provides integrated wealth management solutions by leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification from the Certified Financial Planner Board of Standards, Inc., and is a qualified Portfolio Manager. In her role, she offers traditional financial advice as well as personalized portfolio management that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, including discretionary management under the firm's Investment Advisory Program. Karim earned a bachelor’s degree from the University of Florida. She values community involvement and participates in volunteer activities within the communities she serves. Outside of work, she enjoys cooking, golfing, spending time with her family, and watching movies.

Joseph Guerriero is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Evergreen Investment Management Co and Allspring Funds Management, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics to support its investment approach.

Brandy Mahoney is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles from Investment Consultant to Vice President, Financial Consultant. Her current position reflects her long-standing commitment to the firm and her clients. Brandy has over 18 years of experience working with Fidelity clients from diverse backgrounds. She focuses on financial planning, aiming to understand clients' unique personal circumstances. She ensures that clients are fully informed of Fidelity's offerings and presents options to help them pursue their financial goals.

Bryan Mcdavitt is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including prior roles at Commonwealth Financial Network and operating McDavitt Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, investment management, and institutional platform services.

Richard Higgins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, and portfolio management services. Richard holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Northeastern University. Outside of his professional role, he has personal interests in football, horseback riding, music, and skiing.

Christopher Szymanski is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. In addition to his advisory role, he works as a life insurance agent and broker, providing analysis and underwriting for various insurance products. He also supports financial planning efforts through affiliated firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable capabilities in municipal and public finance advisory.

Courtney Rosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Mac Lean is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. He has previously worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Grove Point Advisors LLC, and Voya Financial Advisors. Mac Lean serves as a board member for the Paxton Little League in Paxton, MA. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Elizabeth Kirk is a financial advisor with Fidelity Investments holding a Series 66 designation and no prior industry experience. Her work history includes roles at Whale Rock Capital Management LLC and teaching positions at Thayer Academy and Hingham Middle School. Outside of finance, she has been involved with Marylou's Coffee and Gait Lacrosse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages a diverse range of client accounts through discretionary and non-discretionary services.

Leah Coco is a Financial Consultant at Fidelity Investments, where she partners closely with clients to help them make confident, informed decisions about their financial futures. She collaborates with the Wealth Management Team to co-create holistic and personalized financial plans that reflect each client's goals, priorities, and values. Leah has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2013, including Branch Leader and Team Leader in multiple departments such as Investment Solutions, Stock Plan Services, and Client Services. Prior to Fidelity, she worked as an Associate Financial Advisor at Ameriprise Financial and as a Registered Representative at Northwestern Mutual. Her career also includes leadership experience as a Team Leader in Defined Contributions at Putnam Investments. Outside of her professional responsibilities, Leah enjoys spending time at the beach, engaging in fitness activities, and hiking.

Amir Hossein Tajiki is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Uber, Lyft, and teaching roles at Hult International Business School and the University of Tehran. He also has experience operating an international food market and deli. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Bagby is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones, JPMorgan Chase Bank, and Fidelity Brokerage Services. Outside of finance, he was self-employed with 21 Lacrosse, Inc. for 17 years. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Drew Smith is a Vice President and Financial Consultant with over two decades of experience in the financial services industry. He has held roles at Fidelity Investments from 2022 to 2025 and was a Wealth Advisor at Charles Schwab from 2002 to 2022. Throughout his career, Drew has collaborated with families to develop comprehensive financial plans aimed at achieving their financial goals. He focuses on understanding the personal and professional priorities of his clients to build tailored strategies that provide financial peace of mind.

Brooke Curry is a financial advisor with Fidelity Investments in Framingham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles including sole proprietor of a cosmetic services business and lifeguard supervisor at a luxury gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Paige Morandi is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and ten years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

Daniel Tenore is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he officiates youth basketball games during the winter months. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Rousseau is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has also been involved with CCR Wealth Management LLC, where he works as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and platforms.

Molly Wilson is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop comprehensive financial plans tailored to clients' unique situations. She focuses on understanding her clients, their families, and their individual needs to assist them in achieving their most important financial goals. Since joining Fidelity Investments in 2021, Molly has progressed through several roles, including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming her current position. Her experience encompasses various aspects of workplace financial planning, contributing to her ability to support clients effectively. Outside of her professional responsibilities, Molly enjoys spending time at the beach, exploring culinary experiences, participating in social events with friends, practicing Pilates, skiing, and traveling.

Lawrence Kaplan is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and operates out of Newton, MA. Kaplan also owns Kaplan Financial Services, a separate business entity. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining advisory services with a broad range of non-advisory financial activities.