Kenneth Lampert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Lampert serves as a board member of the Winchester Farmer's Market, a nonprofit organization in Winchester, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and research.

Melinda McGinn is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Michael De Biase is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edward Jones, Bank of America, Merrill, and MFS Institutional Advisors, among others. He has also engaged in ride-share driving as a transportation service in San Francisco. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm employs a research-driven approach with specific enrollment criteria and incorporates affiliated investment products in its recommended strategies.

Ezra Shammay is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor AXA Advisors. Outside of his advisory role, he serves as a board member for Zionist House, an organization selecting Jewish groups in the Boston area that provide services supporting the state of Israel. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver diversified advisory programs.

Ronald Bernard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial advisory industry, having started his career in 1991. Since joining Merrill Lynch in 2006, he has navigated multiple market cycles, including the tech crash of 2000, the global financial crisis of 2008, and the market impacts of the COVID-19 pandemic in 2020. Ronald specializes in areas such as family wealth management strategies, personal retirement planning, tax minimization, retirement income, and women and wealth. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Nichols College. Ronald emphasizes understanding clients' needs, goals, and fears to provide a disciplined investment process and personalized service. Outside of his professional work, Ronald enjoys adventure sports, reading, skiing, and spending time with his family.

Harvey Mcinerney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Stifel, and RBC Capital Markets. Outside of advising, he owns MORFWORX, LLC, a product design and development business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management options and municipal advisory capabilities.

Richard Cullen is a financial advisor with Edward Jones in Medfield, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Cullen serves as a co-trustee managing a family trust property in North Conway, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Jonathan Price is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank since 2015. In addition to his advisory work, he is a partner at Price Capital LLC, an investment and finance firm. Morgan Stanley Wealth Management serves 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 a structured planning process using firm-approved tools and market modeling techniques.

Daniel Le is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Bank of America/Merrill Lynch, Fidelity, and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Thomas Berard is a Wealth Management Advisor with Merrill Lynch Wealth Management. Drawing on over 25 years of experience, he helps clients develop customized financial strategies tailored to their unique goals and values. His client focus areas include college education planning, family wealth management, liquidity management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Before joining Merrill Lynch in 1998, Thomas spent more than six years in hotel and restaurant management and accounting with a global luxury hotel franchise, where he gained experience in delivering exceptional client service. He holds a Bachelor of Science degree from the Isenberg School of Management at the University of Massachusetts, Amherst. Thomas maintains professional credentials including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is an active member of the Financial Planning Association® and the Investments & Wealth Institute™. Thomas is committed to ongoing education for himself and his clients and focuses on clear communication to help clients articulate and pursue meaningful financial objectives. He works with individuals at different life stages, including millennials, business owners, executives, and families approaching retirement. Outside of work, Thomas enjoys reading, fitness training, baseball, football, music, watching movies, and spending time with his family.

Lisa Gigliotti is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. She has 35 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Banc of America Investment Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across various platforms and custodians.

Beau Yurkevicius is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and the U.S. Army Research Institute of Environmental Medicine. He is also an independent insurance agent involved with Commonwealth P&C and Baystate Financial Group Benefits, focusing on life, disability, long-term care insurance, and group benefits referrals to small business owners. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, emphasizing collaborative, annual financial planning relationships without investment discretion.

Aditya Nathan is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Unum and spent several years at Assumption College. Outside of finance, he is involved as a coach for Muay Thai and MMA classes at Integrated Martial Arts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Christopher Stark is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is a co-owner of North Peak Holdings, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing detailed recommendation reports and utilizing a combination of research, modeling, and tax-efficiency analysis. The firm serves clients with significant investable assets and delivers a broad range of advisory, brokerage, and insurance solutions.

Carla Loarte is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Stephen Berube is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing prior to joining RBC in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles with a range of portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Adam Marino is a Certified Financial Planner® at OSAIC with 18 years of industry experience. He worked at Sii for 10 years before joining OSAIC in 2018. Marino serves as a board member and head of the events committee for NAIFA Massachusetts, an industry advocacy group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, supported by various managed account programs and third-party money managers.

Michael Ferguson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2007, following six years at Merrill. Ferguson holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Daniel Feigelman is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to that, he had roles at Northwestern Mutual and Indiana University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chase St. Laurent is a financial advisor with Fidelity Investments based in Framingham, MA. He holds a Series 66 designation and has three years of industry experience, including roles within Fidelity since 2022. Prior to his advisory career, his background includes various positions ranging from retail to hospitality and university roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary research and quantitative analysis.