Troy Botts is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Merrill since 2015 and Bank of America, N.A. since 2020. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mengyu Liu is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Liu held positions at Zhongjindayou Capital, CICC Capital, Shenzhen Leaguer Venture Capital, and had academic affiliations with Cornell University and Babson College. Liu holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Gabriella Koziol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2017, with prior experience at Axa Advisors and roles at Bryant University. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Michele Gasper is a financial advisor at Merrill with 17 years of industry experience. She has held her current role since 2017 and previously worked at Citizens Bank. Gasper holds Series 63 and Series 66 licenses. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Amy Gordon is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Citizens Securities, Inc. She is also a notary public, providing this service as part of her role at Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Russell Woeltz is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Kaplan Chong Group. He is dedicated to providing clients with individually tailored financial and investment management strategies. He focuses on building enduring client relationships through a commitment to outstanding guidance and service. Russell works closely with clients to define and help achieve their financial goals by understanding their personal perspectives and priorities. His areas of expertise include college education planning, executive compensation, services for endowments, foundations, and non-profits, defined benefit and contribution plans, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint Lawrence University and is a Personal Investment Advisor (PIA). Outside of his professional role, Russell is a member of the USGA and Ski Club Hochgebirge and is involved with the NOLS and SCA community organizations. His personal interests include biking, golfing, hiking, music, reading, running, skiing, tennis, watching movies, and writing.

Jonathan Greer is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Financial Advisor with The Cafaro Group since 2013. He brings 20 years of investment experience to his role, focusing on helping ultra-high-net-worth families and real estate business owners develop wealth management strategies aligned with their financial goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jonathan holds a bachelor's degree in American studies from Franklin & Marshall College in Lancaster, Pennsylvania. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Jonathan serves as President of the Matthew L. Greer Children's Foundation. He lives in Chestnut Hill with his wife, Lynne, and their three children.

Sean Tully is a financial advisor at Morgan Stanley with Series 66 registration and six years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2020 and was previously involved with CrossFit TILT from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Egor Shiroglazov is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill and Bank of America since 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lisa Joyce is a Series 66-registered financial advisor with Merrill, based in Wellesley Hills, MA, and has 18 years of industry experience. She has been with Merrill Lynch since 2010. 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, pension plans, corporations, and charitable organizations.

Andrew Alvarez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Fidelity divisions since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Thomas Lanahan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2012 and has been involved with 401KQUOTE.COM since 2000. He also engages in the sale of non-variable insurance. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a wide range of financial services.

Louis Kline is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 designations and bringing 30 years of industry experience. His prior roles include 16 years at Lincoln Financial Advisors and two years at MetLife Investment Fund Services LLC. He is also the managing partner of Dean Ave Planning Group LLC, a financial planning firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.

Eric Liu is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning his industry career in 2026. Prior to joining Equitable Advisors, he held brief positions at Cambridge Associates and Advisor Assist, LLC, and has experience from roles outside the financial sector. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalizing advice based on client information and risk tolerance.

Mark Uzzell is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes roles at MassMutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, Metlife Securities Inc. from 2015 to 2017, and New England Securities from 2009 to 2017. In addition to his advisory work, he is an insurance agent involved in individual and group life and health insurance. MassMutual 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, wrap and money-manager programs, and educational seminars, using firm-approved tools to develop and deliver written recommendations within annual, collaborative planning engagements.

Marcell Robateau is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co from 2016 to 2018. Robateau serves on the Community Preservation Committee in Randolph, Massachusetts, where he participates in local civic decisions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Andrius Jurkunas is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He worked at Citizens Securities, Inc. for 20 years before joining Ameriprise in 2023. Jurkunas serves as a member of the Board of Trustees at the Isabella Stewart Gardner Museum. Ameriprise Financial Services is a large advisory firm that serves 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’s approach integrates Ameriprise’s investment research and third-party data within a structured investment ecosystem.

John Theophilos is a CFP® professional with 32 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plans, banks, trust companies, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of financial activities with oversight of over $819 billion in discretionary assets.

Stephanie Lynne is a CFP® professional with 26 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2016, and previously worked at Bay Financial Advisors and Personal Financial Planning LLC. Outside of her advisory work, she has taught CFP courses at Boston University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.