Tara Grinham is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 66 designation and has been with Fidelity in various roles since 2013. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies alongside AI and machine learning in its investment process.

Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Peter Burbank is a financial advisor at Wells Fargo Advisors with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Michael Klein is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm serves clients on a non-discretionary basis, with access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Frederick Gillis III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His career includes positions at Ameriprise Financial Services, Investment Professionals, and Wells Fargo Advisors. Outside of financial advising, he works part-time as security staff at Gillette Stadium. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to support its planning process.

Michelle Hoyle is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Her credentials include Series 63 and Series 65 licenses. Outside of LPL, she is involved in life, health, disability, and long-term care insurance through MG Financial Pathways. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kavita Dave is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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 broker-dealer, utilizing a delivery model that involves LPL-sponsored programs and endorsed third-party managers.

Robert Andreola Jr. is a CFP® with 33 years of industry experience, currently serving at Edelman Financial Engines. He has been with the firm or its predecessors since 2016 and has operated Teachers Driving Academy since 2009. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Caitlin Pickul is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has a background that includes leadership roles in sports and recreation organizations, such as Top Pick Sports, LLC and 3STEP Sports. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both retail and institutional investment solutions.

Evelyn Alberding is a financial advisor with Raymond James & Associates in Wellesley, MA, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James in 2024, she worked at William James College and Wondermore, Inc. She serves as President of the Board of Directors for the Needham Community Council, a social service agency, a volunteer role she has held since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional clients with a range of advisory and fiduciary services.

Daniel Wallach is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, he is involved in real estate development and management through Blox Properties, Inc., and assists individuals in buying or selling homes via CW Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 specialized services such as overlay portfolio management and direct indexing.

Hunter Darrer is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has held various roles outside finance, including positions at The Village Deli, 2 Jerks BBQ and Market, and Pizza X. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Larm is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

Daniel O'Neill Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in a non-variable insurance business based in Waltham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Sandra Grover is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as power of attorney for family trusts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

George Haffenreffer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His background includes roles in wealth management and various positions outside the financial sector, such as work with the Prouts Neck Yacht Club and educational institutions. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients with a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates primarily through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary investment solutions.

Chad Bearce is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and Davio's Northern Italian Steakhouse. Outside of finance, he was involved in property maintenance for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm operates a large network of financial advisors and branch offices and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Andrew Kofman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Cetera in 2025, he spent five years with Avantax Advisory Services and has operated his own CPA practice since 2014, providing tax preparation services for individuals and businesses. He is also a licensed attorney, though he does not actively practice law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program options, including model portfolios, third-party managers, and customized strategies.

Frank Deleo Jr. is a financial advisor at LPL Financial with 44 years of industry experience and holds the ChFC® and Series 63 credentials. He has been with LPL Financial since 2004. Outside of his advisory role, he serves as a local basketball official. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.