Thomas Connelly is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He worked at Neds Point Capital, LLC for five years before joining Wells Fargo Advisors in 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Jim Capra is Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2017. In this role, he partners with families to provide holistic financial planning aimed at creating personalized wealth plans that offer clients a vision for their wealth and peace of mind. Jim has over 30 years of experience in the financial services industry, having progressed through various roles at Fidelity Investments since 1993. His career includes positions as Vice President - Financial Consultant, Financial Representative, Associate Financial Representative, and Customer Service Representative, which have contributed to his expertise in financial planning and client service. Outside of his professional work, Jim engages in activities such as golf, hiking, traveling, and volunteering.

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 credentials and 23 years of industry experience. He has been with LPL Financial since 2012 and also provides financial planning and consulting services through Bay Financial Advisors, a separate independent investment advisory firm he has been involved with since 2015. Outside of his advisory roles, Donovan is a notary and serves as a for-profit board member at Partners Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Jordan Adner is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Digital On Demand, Equity Industrial Partners, and Fitback Co. Prior to his advisory career, he was affiliated with Syracuse University and Camp Tel Noar. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

James Bonaccorsi is a financial advisor with LPL Financial in Dedham, MA, holding a Series 63 license and bringing 46 years of industry experience. He worked for Cadaret, Grant & Co., Inc. for 36 years before joining LPL Financial in 2024. Outside of his advisory role, he owns Next Era Tax LLC and provides tax preparation and review services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers various financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeremiah O'Connor is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has two years of industry experience and additionally owns Green Oak Financial Services LLC, where he works as a Certified Public Accountant. Prior to his advisory role, he was affiliated with Harvard University and has been involved with Green Oak Financial since 2009. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various platform arrangements and discretionary or non-discretionary strategies.

Mengni Liu is a financial advisor at Merrill with a Series 66 credential and four years of experience at Merrill. Prior to joining Merrill, Liu held positions at Bank of America, Tory Burch, and was involved with Find Aesthetic Living Museum and JingKing Tech Holdings. 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.

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 previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile using a combination of in-house and third-party investment managers.

Emily Simcoke is a CFP® professional with 13 years of industry experience currently with Mass Mutual Investors Services in Needham, MA. She has been with Mass Mutual Investors Services since 2017 and was previously affiliated with Metlife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning and asset management services. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

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 at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 designations. Hottleman has a background in accounting and tax preparation, including roles at Melissa Gilroy CPA and Pavento Ratcliffe Renzi Co LLC, and owns a sole proprietorship that prepares tax returns and provides bookkeeping services. She also operates Hottleman and Associates, offering financial advisory and wealth management services for individuals and families. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm's advisers utilize various tools and analytics to construct diversified portfolios tailored to client risk tolerance and investment preferences.

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.

John Mc Bride is a financial advisor with Merrill in Braintree, MA, holding Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Morgan Stanley and Claro Advisors and has experience in the hospitality industry with Cityside Tavern and Mile 22 Inc. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 17 years of industry experience. He has worked at LPL Financial since 2016 and previously spent five years with Century Bank & Trust. Ferreira is also involved in investment-related activities through two DBAs associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 proprietary and third-party research.

Andrew Heald is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, Heald serves on the Board of Trustees for the Infant Toddler Children's Center and is the treasurer for the Merriam School PTO. RBC Wealth Management, a division of RBC Capital Markets, 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.

Jacqueline Leveroni is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Leveroni operates through Leveroni Financial Management Corp, a business related to her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.