Victoria Staebler is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005 and is also associated with Bank of America, N.A. since 2011. Outside of her advisory role, she manages a personal oil painting business and serves as a member of the investment committee for the Pro-Choice Massachusetts Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jonathan Brummer is a Financial Advisor and co-head of The Six Bridges Group at Merrill Lynch Wealth Management. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) mark, reflecting his commitment to a rigorous and analytical approach to investment strategy and financial planning. With a focus on precision and thoroughness, Jonathan synthesizes sophisticated financial concepts into actionable and cohesive strategies tailored for his clients. He emphasizes education and clear communication, helping individuals, families, and business owners understand the reasoning behind each financial decision to enable them to move forward with confidence. Jonathan holds a Bachelor's Degree from Vassar College. He is a member of the CFA Society of Boston and the Cambridge Boat Club. The ethos of The Six Bridges Group is influenced by Jonathan's background as a rowing athlete and his Boston heritage, symbolized by the six critical pillars of financial planning.

Rob Andreasse is a Financial Consultant at Fidelity Investments. He collaborates with individuals and families from various financial backgrounds to co-create personalized financial plans that clients feel comfortable and confident in. Rob has been with Fidelity Investments since 2021, holding roles including High Net Worth Associate, Financial Representative, Investment Consultant, and currently Financial Consultant. His experience spans multiple facets of financial advisory within the firm. Outside of his professional responsibilities, Rob engages in social activities with friends and participates in recreational interests such as golf, running, and spending time by the lake.

Mark Barber is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. 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, institutions, and charitable organizations, offering financial planning, non-discretionary consulting, and specialized municipal advisory services.

Paul Reed is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, AllState Insurance Company, and Axa Advisors, LLC. Outside of his advisory role, he performs in a guitar duo called MacPablo. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Michael Lancaster serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and holds professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the Sellinger School of Business at Loyola University and passed the Certified Public Accountant (CPA) examination in 1986. Prior to his current role, Michael worked for 10 years as a Chief Financial Officer in the nonprofit sector. Michael specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, values-based and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. He emphasizes collaboration with clients' attorneys, accountants, and other advisors to align financial advice with each client's overall situation and goals. Michael is committed to providing high levels of client service and satisfaction. He follows the Merrill tradition of community involvement and spends time volunteering with organizations including the Greater Boston Food Bank and Africa Exchange Project, Inc. Outside of his professional responsibilities, Michael enjoys cooking, fishing, football, golfing, pickleball, spending time with his family, and traveling.

Gerard Delannoy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with J.P. Morgan entities since 2018 and previously held roles at Santander Securities and John Hancock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of product types through its affiliations.

Anna Brodeur is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2020. Her prior roles include positions at Baycoast Bank and New York Life Insurance Company, as well as experience at Bob's Store and Bryant University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Michele Marini is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at National Financial Services Corporation and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Tracy Teng is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 credential and 22 years of industry experience. Prior to joining LPL Financial in 2021, Teng worked at Mass Mutual Investors Services, Massmutual Life Insurance Co., and MetLife Securities Inc. She is involved in a DBA entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management with resources from internal and third-party research.

William Bellerose Jr. is a Series 66-credentialed financial advisor with 14 years of industry experience, currently serving at Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and broad investment offerings.

Ryan Saucier is a Planning Consultant at Fidelity Investments, where he provides financial planning services tailored to align clients' financial decisions with their life goals. He works to build meaningful, long-term relationships and aims to be a trusted partner for his clients as they navigate various life milestones. Ryan has been with Fidelity Investments since 2021, progressing through roles including Relationship Management Intern, Customer Relationship Advocate, Investment Solutions Representative I, and Relationship Manager before becoming a Planning Consultant in 2025. He holds an Arkansas Insurance License and applies his knowledge and experience to deliver personalized, strategic financial planning.

Gerald Sweeney II is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has led a planning-based practice focused on delivering personalized strategies for retirement, wealth preservation, and long-term growth. His approach centers on listening to clients, understanding their priorities, and creating plans tailored to their individual goals. With over 20 years of experience in the financial services industry, Gerry helps corporate executives, business owners, and families organize and simplify their financial lives. He leverages his expertise in investment management, tax-aware strategies, and estate planning to provide clients with clarity and confidence in their financial decisions. His core areas of client focus include personal retirement planning, legacy planning, tax minimization, and portfolio management services among others. Gerald earned a Bachelor of Science degree from the University of Massachusetts. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Norwell, Massachusetts, with his wife Rachel and their daughters Olivia and Chloe.

Robert Basiri is a financial advisor with Osaic Wealth, Inc. located in Needham Heights, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Sii Jhfn. He is also a partner at Diamond Point Wealth Partners, where he focuses on business development and team management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Michael Laliberte is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Wellesley, MA. Prior to joining Morgan Stanley in 2025, he spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, with a focus on tailored financial planning and extensive asset management.

Carolyn Moodie is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career at Fidelity in 2015 as a Financial Representative and has held several roles within the company, including Financial Representative II, Relationship Manager, and Planning Consultant. As a CERTIFIED FINANCIAL PLANNER™, Carolyn specializes in collaborating with individuals and families to develop personalized financial plans aimed at providing confidence and peace of mind. She holds a California Insurance License, supporting her ability to offer comprehensive financial consulting. Outside of her professional role, Carolyn has interests in beach activities, cooking and baking, football, reading, and soccer.

Matthew Boehm is a financial advisor with LPL Financial in Framingham, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Unified Wealth Management, LLC for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

James Butler III is a financial advisor with LPL Financial in Westwood, MA, holding a Series 63 license and bringing 43 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. for 17 years. Outside of his advisory role, he is involved in selling fixed annuities and various types of insurance, including health, life, long-term care, and disability coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Ryan Vanweezel is a financial advisor with LPL Financial in Dedham, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. for five years and Nuveen Investments for three years. Vanweezel is also involved in tax preparation and accounting services and operates RVW Wealth Management, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and technology tools.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a variety of investment programs.