Jackson Graham is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has held roles at Synergy Wealth Partners and worked in various capacities including investment analyst and insurance agent. His background also includes positions outside finance such as landscaping and retail. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to deliver tailored investment solutions.

Robert Barrette is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 1991. He provides advisory services focused on the creation, growth, preservation, and transfer of wealth, leveraging his extensive experience combined with Merrill Lynch's resources. His expertise spans multiple client focus areas including family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and philanthropic planning. Bob holds a Bachelor's Degree from Georgetown University and holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He employs a collaborative approach, emphasizing an understanding of clients' life priorities to create personalized financial plans tailored around their goals and aspirations. Outside of his professional work, Robert enjoys golfing, reading, running, and skiing.

Michael Brady is a financial advisor at Merrill with Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and with Bank of America since 2009. Outside of his advisory role, Brady serves on investment committees for the Massachusetts Health & Hospital Association and Beth Israel Lahey Health, and he is a Town Meeting Member for the Town of Milton. 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 supported by internal and third-party portfolio managers for a range of clients including individuals, high-net-worth investors, and charitable organizations.

John Flynn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in Burlington, Massachusetts. He has been in the financial services industry since 1994, beginning his career as a Financial Advisor at BayBank. He joined Merrill Lynch in 2009 following the merger with Banc of America Investments. John focuses on forming long-term relationships and assisting clients with all aspects of their financial lives. John advises clients on wealth accumulation, preservation, and transfer through individually customized wealth management strategies using a defined process. He offers a wide range of services including portfolio development, education planning, liability management, retirement planning, and asset preservation, emphasizing a client's complete financial picture. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. John holds a Bachelor's degree from Boston College earned in 1987 and a Master's degree in Business Administration from Northeastern University obtained in 1998. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, John is interested in baseball, basketball, swimming, and spending time with his family. He is married with three children and engages in community volunteer activities aligned with Merrill's tradition of community participation.

Shayla Eubanks is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and Wealth Management teams to support clients in developing comprehensive financial plans. She focuses on understanding clients' goals, values, and unique financial situations to help create plans that provide confidence and peace of mind. Shayla has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. Her experience within the firm has provided her with a broad understanding of client needs and financial planning processes.

Robert Mc Neice is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 credential with two years of industry experience. He has been with Morgan Stanley since 2022. Outside of his advisory role, Mc Neice coaches for the Boston Junior Huskies in Canton, Massachusetts. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Justin Appleby is a financial advisor with Equitable Advisors in Wellesley, MA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, his experience includes positions at Cohasset Golf Club and The Barrel County Market. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed platforms.

Carson Cacciatore is a financial advisor with Thrivent Investment Management in Watertown, MA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked with Chi Alpha Campus Ministries for seven years and has experience in entrepreneurial ventures including Blue Sail Coffee and U Storage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Amy La Marche is a financial advisor with Edward Jones in Burlington, MA, holding a Series 66 designation and one year of industry experience. She previously worked at Salem Five Bank for nine years. La Marche serves as a trustee for the Legacy Family Trust in Lynnfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm has a large national network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Alexander Nagy is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. His prior work includes roles at Target, Northwest Children's Home, and Central Washington University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored and other third-party programs to deliver advisory and brokerage solutions.

Philip Stone is a Series 65-licensed financial advisor with LPL Financial, based in Lexington, MA. He has 20 years of industry experience and has been with LPL Financial since 2005. In addition to his role at LPL, he has operated Stone & Company, P.C. since 1987 and is involved with Stone Acquisitions Group, LLC, which lists businesses for sale or represents buyers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Benjamin Rice is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Legends Global and LL Bean. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers to provide advisory and brokerage solutions.

Frank Rossi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Rossi serves on the Town of Medway Investment Advisory Committee and is a Select Board member, overseeing the town’s operating budget and capital projects. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and access to extensive investment resources.

Richard Alles Jr. is a financial advisor with Ameriprise in Weston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Oppenheimer for 21 years before joining Ameriprise in various capacities since 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside a dedicated consulting team to deliver customized retirement income strategies.

Bibekananda Das is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s models.

Jacob Zisk is a Series 66-registered financial advisor with UBS Financial Services in Wellesley, MA, with two years of industry experience. Prior to joining UBS, he held roles at Grove Street Fiduciary, Norfolk Gold Club, and Cherry Hill Golf Course. Outside of finance, he has worked in diverse fields including hospitality and cleaning services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies. The firm operates with institutional trading capabilities alongside wealth management services.

Gregory Costa is affiliated with Cambridge Investment Research Advisors and has been with the firm since 2026. He has over 20 years of experience at Turner & Costa PC, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and platform solutions.

Alexandra Terista is a financial advisor with LPL Financial and holds a Series 66 designation. She has recently transitioned to the financial industry after four years at Eversource Energy and currently serves in the U.S. Navy Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, supported by both proprietary and third-party research.

Alfred Hargrave Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera and affiliated entities since 2002 and is also president of McCarthy Hargrave Wealth Management. Outside of his advisory roles, he serves as treasurer on the board of the Worcester Children’s Chorus, a nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and discretionary and non-discretionary programs.

Terrence Mc Manus is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Citizens Bank, Bank of America, and Merrill. His background also includes a role with Advanced Restoration Scholarships and employment at Boston University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a centralized due-diligence framework and combines institutional advisory services with broker-dealer and investment adviser registrations.