Evan Mattern is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving as an advisor at Raymond James Financial in Newton Lower Falls, MA. He has held roles at Commonwealth Financial Network and Lightship Wealth Strategies, Inc., where he continues to act as an independent contractor and also serves as president of Mattern Wealth Strategies, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal and public finance advisory.

Sarah Groleau is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial and its investment management division since 2008. Outside of her advisory role, Groleau serves as vice president of Cynthia's Challenge, a nonprofit supporting local special needs families, is a board member at large for Friends of the Freedom Public Library, and chairs the Freedom, NH school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations across various financial planning areas without portfolio management or discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and account services.

Casey Poirier is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Casey was involved with the Lil' Shooters Toddler Soccer Program and has worked in various roles including at Skytop Liquors and Chenard & Son's Landscaping. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Stephen Vacher is a Wealth Management Advisor with Merrill Lynch Wealth Management, affiliated with The Cafaro Group. He began his career in financial services in 1995 at Fidelity Investments, becoming a financial advisor there in 1999. In 2008, he joined Bank of America before moving to Merrill Lynch Wealth Management in 2009. Steve holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). As a qualified portfolio manager, he provides traditional advice and guidance and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He may also manage client portfolios on a discretionary basis through the firm's Investment Advisory Program. He earned a bachelor's degree in finance from Bryant University in 1994, followed by a master's degree in financial planning from Bentley University's McCallum Graduate School. Steve resides in North Attleboro with his wife, Darah, and their two children.

Daniel Ferreira Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Santander Securities, Eagle Strategies (NY Life), and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Robin Grace is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Morgan Stanley, Grace worked at Citigroup Global Markets. Outside of advisory work, Grace serves as a trustee for multiple trusts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning that utilizes firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and its Estate Planning Strategies Group.

Shane Fargo is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he provides one-on-one financial guidance to help clients define their goals and develop portfolio strategies aimed at achieving those objectives. He offers ongoing advice and adjusts clients' portfolios as their situations evolve. Shane holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Vermont.

Paul Lexner is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Equitable Advisors in 2023, he spent eight years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he works as an independent agent for outside fixed insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party managed account programs, focusing on matching clients to investment models based on personal and plan information and risk tolerance.

Joseph Shumbata is a Financial Consultant at Fidelity Investments, where he assists individuals and families in understanding their finances and planning for the future. He collaborates with the Wealth Management Team to develop financial plans and monitor progress toward clients' goals. With over 20 years of experience in financial services, Joseph has held various roles including Vice President National Risk Officer and Financial Advisor at Morgan Stanley, Associate Director at UBS Private Wealth Management, Controls Manager at AXA Advisors, LLC, and participated in the Leadership Development Program at Prudential. Outside of his professional work, Joseph enjoys boating, fishing, skiing, and participating in family activities.

John Brady Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience, including fourteen years at Park Avenue Securities, LLC, and Guardian Life Insurance Co. Outside of his advisory role, he coaches youth basketball and baseball. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning relationships using firm-approved software tools and offers specialized planning programs, including recent additions such as standalone Divorce Planning.

Kathryn Slattery is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials. She joined Morgan Stanley in 2026 and has prior experience at Fidelity Investments. Outside of her advisory role, she has been involved with various organizations including Depop and Massachusetts Youth Lacrosse. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers comprehensive advisory programs including estate planning and corporate financial planning agreements.

Max Morgovsky is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has held positions at OSAIC since 2022 and at Centinel Financial Group since 2021. Outside of his advisory roles, Morgovsky serves as a checkbook auditor for the Freemasonry of Massachusetts. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Craig Constantino is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on both individual and institutional advisory programs.

Henry Dembowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Invest Financial Corp, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Outside of his advisory work, he is involved in football operations as a director and coaches football at Milton High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Henry Mc Kay is a Financial Advisor with Merrill Lynch Wealth Management. He assists individuals and families in making thoughtful financial decisions by bringing clarity and coordination to their financial lives. His advisory approach emphasizes ongoing discipline in financial planning, adapting to changes in goals, opportunities, and circumstances within a broad strategic framework. Henry's expertise centers on key areas such as liquidity, tax efficiency, risk management, and wealth transfer. He provides guidance through various stages of life, including wealth building, retirement preparation, supporting future generations, and managing significant life events. His services encompass investment management, retirement planning, estate and trust considerations, lending strategies through Bank of America, and collaboration with other professional advisors. He holds a Bachelor's Degree from Temple University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Henry is proficient in English and French.

Gregory Simmons is an International Wealth Advisor with Merrill Lynch Wealth Management. With over 42 years of professional experience, he works with individuals, families, charitable organizations, and retirement accounts to develop and implement investment plans aimed at managing and growing wealth. His approach centers on understanding each client’s financial priorities by listening carefully to their current situations, future objectives, and potential concerns to create customized strategies aligned with their financial and life goals. Greg holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Eastern Nazarene College and completed his high school education in Melrose, Massachusetts. His areas of expertise include college education planning, retirement income and planning, portfolio management, individual and corporate investment strategy, tax minimization, and services for endowments, foundations, and non-profits. Outside of his professional role, Gregory Simmons lives on Boston's South Shore with his wife, Terry. His personal interests include football, reading, and spending time with his family.

John Doherty is a financial advisor with Raymond James Financial in Newton Lower Falls, MA, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also associated with North Atlantic Investment Partners, LLC, which serves as his branch's DBA name. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide range of advisory programs and institutional consulting services.

Joshua Shepherd is a financial advisor with Ameriprise in Marshfield, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved with Southern Alliance Volleyball and is the anticipated owner of a volleyball junior Olympic club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

John Flaherty is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Christopher Ketchen is a financial advisor with LPL Financial based in Newton, MA. He holds the Series 63 and Series 65 credentials and has 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced research and operational tools.