James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

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.

Corleen Cadman is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at PFS Investments Inc. since 2023 and Primerica Financial Services since 2018. Outside of finance, she has been involved with Caseys Diner since 2015 and worked with Micheal J Connolly & Sons for over two decades. Primerica Advisors is a large-scale firm serving primarily individual investors including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing.

Jeffrey Hall is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years before joining Winslow Wealth Management and subsequently LPL Financial. He is involved with Birch Point Advisors, a business entity maintained for tax and investment purposes. 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 advisory programs, retirement plan consulting, and brokerage services, with investment management options that include strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.

Andrew Smith is a financial advisor at Edward Jones in Braintree, MA, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019, with prior roles in mortgage lending at Plaza Home Mortgage, MSA Mortgage LLC, and Mortgage One Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Parker is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services from 2001 to 2016 before joining Wells Fargo Advisors, where he has been since 2016. Parker is also a co-owner of Wellesley Private Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels.

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.

Matthew Clayson is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of his advisory work, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC 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, using tools like Monte Carlo simulations and automated asset allocation to support client goals.

Patrick Dougherty is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial in Stoughton, MA. His prior roles include seven years at Infinex Investments and a cumulative 15 years at South Shore Bank. Outside of his financial advisory work, he serves as a USA Hockey referee. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a broad range of advisory and brokerage services supported by in-house and third-party research, offering both discretionary and non-discretionary management solutions.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Lin is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Morgan Stanley since 2017, including the Private Bank division from 2018 onward, and previously at Senji Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm reports managing approximately $2.74 trillion in client assets and delivers services through various financial planning and investment strategies.

Laura Gallotto is a Financial Consultant at Fidelity Investments, where she currently works to develop financial plans tailored to clients' unique needs. She has held several roles at Fidelity since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. She focuses on understanding clients' financial goals and motivations to collaborate effectively in creating personalized financial strategies. Her experience spans various aspects of financial planning and client relationship management, all within Fidelity Investments.

Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Donna Walsh is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Walsh serves as Advisory Council Treasurer for Boston Women in Finance, where she contributes to education programs and membership growth. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Khatuna Tkebuchava is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in guiding clients through significant life events, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible, values-based, and ESG investing, women and wealth, and tax minimization. Born and raised in Georgia, Khatuna moved to Boston, Massachusetts in 1997 where she began her family. She currently resides in Newton. Khatuna holds a Bachelor's Degree from Georgian Technical University and a Master's Degree from GIPA. She is a Personal Investment Advisor (PIA) and is affiliated with the MFA. Khatuna is fluent in Russian and English. Outside of her professional work, she is involved in community activities such as the Walk for Hunger. Her personal interests include antiquing, cooking, gardening, hiking, interior decorating, music, spending time with family, traveling, and yoga.

Zachary Frisella is a financial advisor at Charles Schwab with 10 years of industry experience. He previously worked at Merrill for 10 years before joining Charles Schwab Bank and Charles Schwab in 2025. He holds a Series 66 designation. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory, custody, and order-routing arrangements.

Paul Melanson is a financial advisor with OSAIC who holds the Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Securities America Advisors, Lincoln Financial Advisors, South Shore Bank, and Infinex Investments. He serves as a volunteer member of the Board of Trustees for The Accord School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with access to various investment platforms, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Jeffrey Factor is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and models, offering both direct and corporate-based planning solutions.

Peter Sechoka is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Financial Network. Outside of his advisory work, he owns an online business selling audio and musical equipment. 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 various investment platforms and third-party money managers to construct diversified portfolios tailored to client needs.

Michael Savage is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Charles Schwab & Co., Inc. serves primarily 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 a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.