Diana Rittenberg is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction across a broad investable universe.

Julie Shank is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her career includes roles at JPMorgan Chase Bank, First Republic Investment Management, Bank of America, Merrill, and Shepherd Kaplan LLC. Outside of her primary work, she serves as a member and manager of Broadway’s Best LLC, a real estate business. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Mary Mcgrail is a financial advisor with Edelman Financial Engines in Norwood, MA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and was previously affiliated with Edelman Financial Services, LLC and EF Legacy Securities, LLC from 2016 to 2018. Outside of her advisory role, she is a landlord managing rental property in Worcester, MA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with $326 billion in assets under management.

Devin Callaghan is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. His background includes roles outside finance, such as positions at West Chop Club, Yankee Candle, and the Genesis Spiritual Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals and risk tolerances.

John Simeone is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Simeone serves as Vice President on the Board of Directors for Needham Junior Football and Cheer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor advice, with a focus on assets managed within Ameriprise accounts.

Andrew Grande is a financial advisor with LPL Enterprise who holds Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual, New York Life, and AllState. Outside of advising, he is involved with DMSE Sports as an event consultant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

John Doherty is a financial advisor with Charles Schwab holding a Series 66 designation and no prior industry experience. His recent work history includes positions at Charles Schwab Premier Bank, Charles Schwab & Co., Inc., and Charles Schwab Bank, SSB since 2025, as well as a prior role at The Bulfinch Group in 2024. Before entering the financial industry, he spent several years in full-time education and was involved with Braintree Golf Course. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach, backed by a large-scale, integrated operational framework.

Thomas Hitchcock is a financial advisor with LPL Financial and holds the ChFC®, Series 63, and Series 65 designations. He has 49 years of industry experience and has been associated with both LPL Financial and Bay Financial Advisors, Inc. since 2009. He also provides financial planning and consulting through Bay Financial Advisors, an independent registered investment advisor. Additionally, he is involved in the sale and service of traditional insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, supported by various model portfolios, research, and technology-based solutions.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Middlesex Savings Bank and multiple engagements at Saint Anselm College. Outside of his advisory work, he has experience working at Newcomb Farms Family Restaurant and in educational roles within Milton Public Schools. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Troy Botts is a financial advisor at Merrill with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Merrill since 2015 and Bank of America, N.A. since 2020. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mengyu Liu is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Liu held positions at Zhongjindayou Capital, CICC Capital, Shenzhen Leaguer Venture Capital, and had academic affiliations with Cornell University and Babson College. Liu holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Gabriella Koziol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2017, with prior experience at Axa Advisors and roles at Bryant University. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Michele Gasper is a financial advisor at Merrill with 17 years of industry experience. She has held her current role since 2017 and previously worked at Citizens Bank. Gasper holds Series 63 and Series 66 licenses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Russell Woeltz is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Kaplan Chong Group. He is dedicated to providing clients with individually tailored financial and investment management strategies. He focuses on building enduring client relationships through a commitment to outstanding guidance and service. Russell works closely with clients to define and help achieve their financial goals by understanding their personal perspectives and priorities. His areas of expertise include college education planning, executive compensation, services for endowments, foundations, and non-profits, defined benefit and contribution plans, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint Lawrence University and is a Personal Investment Advisor (PIA). Outside of his professional role, Russell is a member of the USGA and Ski Club Hochgebirge and is involved with the NOLS and SCA community organizations. His personal interests include biking, golfing, hiking, music, reading, running, skiing, tennis, watching movies, and writing.

Jonathan Greer is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Financial Advisor with The Cafaro Group since 2013. He brings 20 years of investment experience to his role, focusing on helping ultra-high-net-worth families and real estate business owners develop wealth management strategies aligned with their financial goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jonathan holds a bachelor's degree in American studies from Franklin & Marshall College in Lancaster, Pennsylvania. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Jonathan serves as President of the Matthew L. Greer Children's Foundation. He lives in Chestnut Hill with his wife, Lynne, and their three children.

Sean Tully is a financial advisor at Morgan Stanley with Series 66 registration and six years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2020 and was previously involved with CrossFit TILT from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Egor Shiroglazov is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual goals and financial situations of his clients. He collaborates with clients to understand their priorities and creates flexible plans that adapt to changing market conditions. His approach integrates investment insights from Merrill and utilizes banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. He emphasizes building long-term relationships with clients and delivering service that aligns with their expectations. Connor holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA). Connor earned a degree in Finance from the University of Massachusetts, Amherst. Outside of his professional role, he spends time with his family and enjoys activities such as basketball, fishing, football, golfing, music, and watching movies.

Michael Hodge is a CFP® with 31 years of industry experience, currently affiliated with Cetera since 2026. He previously worked at Commonwealth Financial Network for 27 years and has operated Hodge Associates, Inc. since 1998, where he is president and co-owner. Outside of financial advising, he is involved in tax preparation and accounting services through Hodge Associates, Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.