Paul Fortini is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2008. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Paul Nylen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals and changing market conditions. Paul leverages investment insights from Merrill and access to banking and lending solutions through Bank of America to support his clients’ wealth management needs. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul earned a Bachelor's Degree from Boston College and a Doctorate from Suffolk Law School.

Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he served in the United States Army and held roles in law enforcement and education, including positions with the Massachusetts State Police, Essex County Sheriffs Department, and North Andover Public Schools. Outside of his advisory work, he acts as a trustee for a local homeowners association. 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 employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Peter Lounsbury Jr. is a financial advisor with LPL Financial in Stoughton, MA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2001. In addition to his advisory role, he sells fixed insurance products including disability, health, dental, vision, life, long-term care, and related plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-enabled strategies.

Colin Boutin is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, and Personal Retirement Planning, aiming to assist clients in creating strategies aligned with their financial goals. Colin approaches financial planning as a collaborative and strategic process, focusing on aligning various aspects to build clear and confident paths forward. Born and raised on the South Shore of Massachusetts, Colin attended the University of South Carolina, where he played Division I rugby. His academic focus included international business and economics, which shaped his global perspective on financial markets. He holds a Bachelor's Degree from the University of South Carolina and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Personal Investment Advisor (PIA). Outside of his professional work, Colin has interests in cooking, football, and spending time with his family. He is also involved in his community through coaching sports in his free time, mentoring others and fostering growth on and off the field.

Brian Smith is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member and director for girls' youth basketball teams with the Foxboro Youth Basketball Association. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Gonthier is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2025. Prior to joining Ameriprise, he worked at AAFCPAs, Inc. and held several roles in finance and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.

Peter Fitzgerald is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His prior roles include positions at Doordash, SagePoint Financial, and Securian Advisors of New England. 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, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

Suzanne Saville is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Citizens Securities, Inc. from 2014 to 2023. 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, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, with investment management supported by in-house research and third-party subadvisors.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Inc. and Cambridge Investment Research Advisors, INC. Curran is a member of Boston Women in Finance, a networking group for women in the financial industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with investment portfolios constructed using firm-provided asset-allocation tools and third-party money managers.

David Swartz is a financial advisor at Morgan Stanley in Wellesley, MA, with 26 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2007. Outside of his advisory work, he serves as a FINRA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and investment research.

Daniel Robert Ambrefe is a CFA® charterholder and holds a Series 66 license. He has 13 years of industry experience and has been with UBS Financial Services in Rockland, MA since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

David Everts is a financial advisor at UBS Financial Services with 41 years of experience, having been with UBS since 1985. He holds a Series 63 designation. He serves as a trustee for multiple family trusts related to investment management and planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Patrycja Cotter is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Citizens Bank and CCO Investment Services Corp. Outside of advising, she serves as a notary public. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and comprehensive recommendation reports.

Daniel Finn is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Jack Citarell is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with families on their longer term goals by providing investment guidance, retirement planning, and legacy planning considerations. Prior to his current role, Jack served as a Planning Consultant at Fidelity Investments from 2023 to 2026 and as a Workplace Planning Consultant from 2021 to 2023. Outside of his professional career, Jack enjoys baseball, boating, fishing, football, golf, and participating in social events with friends.

Matthew Little is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and Investors Capital Corp. Outside of advising, he works as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets across various discretionary and non-discretionary program structures.

Alasdair Swett is a Series 66 licensed financial advisor with Fidelity in Chestnut Hill, MA, with one year of industry experience. His prior work history includes a position at Harbour Capital Corporation and various roles outside finance, such as involvement with the University of New Hampshire Cat's Cupboard Food Pantry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.