Michael Feenan is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2011 to 2017. In addition, he owns Feenan Income Tax, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Diane Graca is a CFP® professional with 29 years of experience in the financial services industry. She has worked at OSAIC since 2018 and previously spent over two decades at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. Diane is also involved in insurance brokerage activities, including life insurance, disability, and annuity products through several affiliated businesses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to deliver customized investment solutions.

Marcella Santos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Merrill Lynch, Bank of America. Outside of finance, she worked as a fitness instructor at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kris Federico is a financial advisor with Ameriprise in Hingham, MA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Prior to Ameriprise, he worked at Shoreline Private Wealth Management and SS&C Technologies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and asset allocation recommendations.

Dominic Collamati is a financial advisor with Fidelity in Westwood, MA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with various Fidelity affiliates since 2001 and currently serves as a director for Final 2%, a nonprofit supporting Xavier University student athletes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Susan Karsch is a financial advisor with Ameriprise in Hanover, MA, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked at Ameriprise since 2019 and concurrently operates SK Wealth Services, LLC, which she founded in 2013. Prior to that, she spent six years at Raymond James Financial Services Advisors Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary advice through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

Kevin Donovan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Patrick Mccusker is a financial advisor with Charles Schwab and Co., Inc. holding Series 63 and Series 66 credentials and 26 years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade Investment Management, LLC and Td Ameritrade, Inc. He has also coached youth lacrosse and served as a lacrosse referee. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers primarily non-discretionary advisory services combined with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investments program.

Nora Yousif is a CFP® with 14 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. She serves on the boards of the Easton Lion’s Club, the Women’s Boston Bar Foundation, and the Women’s Foundation of Boston. These roles involve fundraising, community outreach, and supporting access to justice and empowerment for underserved women and families. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, alongside features such as tax management and responsible investing options.

Natasha Antonakos is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joel Agus is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked for Commonwealth Financial Network for 19 years. Agus is also president of Highland Capital, a non-investment-related support company that he manages alongside his advisory work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains institutional consulting and portfolio management within a large advisor network.

Stephen Benevento is a CFP® with 25 years of industry experience, currently with Equitable Advisors since 2024. He previously worked at LPL Financial for 13 years. Outside of his advisory role, he is involved with the Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Ann Mccarthy Hackney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing Services LLC since 2017. Outside of her advisory role, she serves on the Board of Trustees for The Learning Project Elementary School in Boston, where she participates in finance committee meetings and advises on outreach, advancements, and budgeting. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathan Eng is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017 and Bank of America since 2018. Prior to that, he was employed at North Country Savings Bank from 2010 to 2017. Outside of his advisory role, Eng serves as a committee member on the City of Quincy Bicycle Commission and the Boston Chinatown Neighborhood Center. 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, and institutional investors.

Alina Okulovska is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Ukrainian Construction Investment Bank, PINbank, and Sberbank. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Diver is a CFP® professional with seven years of industry experience. He is associated with LPL Financial and has worked there since 2017. His work history also includes roles at Feenan Financial Group, Stoddard Financial, Northwestern Mutual, MetroWest Economic Research Center, and Framingham State University. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patrick Mcauliffe is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2003 as an intern and joined the Fahey/O'Brien Group in 2004, where he contributed to establishing client relationships and maintaining service standards. His daily work focuses on relationship management, performance reporting, and goals-based wealth management planning. Patrick holds a Bachelor of Science in Finance and a Master of Science in Financial Planning, both from Bentley College. He has earned the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations, as well as credentials as a Personal Investment Advisor and Retirement Benefits Consultant. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, individual and corporate investment strategies, tax minimization, and retirement income. Outside of his professional role, Patrick resides in Hanson, Massachusetts, with his wife Christine and their sons Christian and Miles. He has been involved with NVNA & Hospice as a member of its Board of Directors from 2013 to 2015. His personal interests include photography, spending time with his family, and traveling.

Cameron Bresciani is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Equitable Advisors, and American Income Life Insurance. He also worked at Bridgewater State University and has experience outside finance with companies such as Cumberland Farms and GGE Systems. 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 based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary.

Paul Giglio is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and preferences.

Michael Gillette is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 1994. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and delivery of model portfolios through systematic methodologies.