Nancy Madonna is a financial advisor with Ameriprise in Mansfield, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2009, including her current role at the firm since 2020. Outside of her advisory work, she is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.

Joseph Donovan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Prior to his current role, he worked at Verum, LLC and Bay Financial Advisors, where he also provided financial planning and consulting services. He serves as a notary and is a for-profit board member at Partners Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies through a large network of advisors and combines its advisory platform with multiple financial products and services.

Jordan Adner is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Digital On Demand, Equity Industrial Partners, and Syracuse University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party sponsors, focusing on personalized risk assessment and tailored advisory models.

James Bonaccorsi is a financial advisor with LPL Financial, holding a Series 63 license and bringing 47 years of industry experience. He previously spent 36 years at Cadaret, Grant & Co., Inc. Outside of advising, he owns Next Era Tax LLC, a business entity focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Mengni Liu is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, Liu worked at Bank of America and had roles at Tory Burch, Find Aesthetic Living Museum, and JingKing Tech Holdings. 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 institutions.

Greg Raso is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative there from 2022 to 2024. Before joining Fidelity Investments, Greg worked as a Financial Professional at The Moody Street Group from 2019 to 2020. Greg focuses on financial planning that prioritizes clients' goals, helping them achieve peace of mind about their financial future. He emphasizes educating clients and understanding their individual needs to create tailored financial plans. His experience spans client service and financial solutions within the investment and planning sector. Outside of his professional work, Greg's personal interests include boating, fishing, football, golf, skiing, and volunteering.

Angelina Milenevsky is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, following three years at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Emily Simcoke is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. She holds the CFP® designation and securities licenses Series 65 and Series 63. Her prior experience includes roles at Metlife Securities Inc. and RWA Wealth Partners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning without discretionary investment authority.

Michael Kerrigan is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory work, he serves as a board member for the Hemisphere Gardens Condo Association in Stoughton, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Andrea Hottleman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2007 and previously at Pavento Ratcliffe Renzi Co LLC and Melissa Gilroy CPA. Outside of her advisory role, she operates a sole proprietorship providing tax preparation and bookkeeping services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting a range of financial planning and managed portfolio programs.

Kareen Blake is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 26 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. MassMutual's subsidiary, MML Investors Services, LLC, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm structures financial planning as annual collaborative relationships, using firm-approved software to analyze client goals and deliver written recommendations.

Natalia Digiovanni is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63, 65, and 66 designations and has been with various Fidelity entities since 2009. Outside of her advisory role, she owns and manages a rental condominium in Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset types.

Joshua Honig is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015, following six years at Mapfre Insurance. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

Peter Sullivan is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as spending one year at Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model-based investment solutions.

Travis Ferland is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity since 2012, serving in various capacities including Financial Consultant and Workplace Planning and Guidance Consultant. Travis is committed to helping clients develop and implement wealth strategies that aim to benefit them and their families now and in the future. His professional experience encompasses a range of financial consulting roles within Fidelity Investments, providing him with insights into workplace planning and financial guidance. Travis works closely with clients to offer approachable financial planning and leverage Fidelity's technology and resources. Outside of his professional responsibilities, Travis has personal interests that include cooking and baking, fishing, outdoor adventures, caring for pets, traveling, and volunteering.

Lisbeth Stuart is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. The firm serves individual and institutional clients, offering a wide array of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its financial planning process.

Joseph Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Century Bank & Trust, Citizens Securities, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management across various investment strategies.

Andrew Heald is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Before joining RBC Capital Markets in 2021, he worked at Wells Fargo Clearing for five years. He serves on the Board of Trustees for the Infant Toddler Children's Center and is the treasurer for the Merriam School PTO, overseeing financial records and budgets. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through multiple advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors strategies based on client risk profiles and utilizes a mix of in-house and third-party managers, with capabilities that include alternative investments and integrated lending arrangements.

Jack Leader is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products including life, group and individual health, disability, long-term care insurance, and fixed annuities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Matthew Mckenna is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various capacities within Fidelity since 2001, including roles at Fidelity Charitable Services and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company entities. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and oversee diversified model portfolios.