Douglas Gage is a financial advisor with Ameriprise in Newton, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gage serves on the finance committee of the Falmouth Yacht Club, where he participates in monthly reviews of the club’s finances. Ameriprise offers a retirement-income planning service aimed at clients nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to create personalized recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Susan Kaplan is a financial advisor with LPL Financial in Newton, MA, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience and has operated Kaplan Financial Services since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Joan Donahue is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. She holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Michael Chiasson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2009. His practice is based in Wellesley, MA. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers both direct and employer-linked planning solutions.

Diana Taksir is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various financial institutions, including Citizens Bank and Citizens Securities. Outside of her advisory role, she provides public notary services. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written retirement income recommendations, supported by a centralized consulting team.

Lauren Forsman is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in a travel agency business, Believe in the Magic Vacations Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by offering advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

Sam Forrest is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their financial goals, identify challenges, and develop plans to achieve success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and currently serving as an Investment Consultant since 2024. Throughout his tenure at Fidelity Investments, Sam has gained experience in client relationship management and investment solutions. His career path reflects a consistent focus on supporting clients in navigating their financial journeys. Outside of his professional work, Sam has interests in food, football, golf, music, and pets.

William Dittrich is a CFP® certificant with five years of industry experience, currently affiliated with Raymond James Financial in Franklin, MA. His work history includes roles at 1776 Financial and Merrill Lynch. He is involved with 1776 Financial as an independent contractor providing financial advice and administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals.

Benjamin Taylor is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2002. Outside of his advisory role, Taylor is an agent in a non-MMLIA insurance brokerage and a partner in a life settlement business, assisting clients with sourcing and evaluating life settlement offers. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also provides specialized services such as estate settlement and employer-sponsored planning programs.

Andrew Nawrocki is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. He previously worked at Avidia Bank for seven years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

Sarah Ott is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2020 and has held various roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she worked as a Senior Analyst in Asset Servicing at BNY Mellon from 2019 to 2020. In her current role, Sarah collaborates with clients and their families to develop personalized financial plans that align investments with long-term goals. She emphasizes trust, integrity, and a client-first approach in her advisory services, aiming to support clients through significant financial decisions. No additional information about her education or personal interests has been provided.

Susie Lui is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2016. Outside of her advisory role, she performs bookkeeping for a construction-related S-Corp in Framingham, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and proprietary planning tools in its process.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2015 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Atwood is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Investment Management, and currently J.P. Morgan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage services.

Carter Smith is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to develop personalized investment strategies that align with their financial goals and priorities. He provides investment advice and access to banking and lending services through Bank of America. Smith's expertise covers multiple client focus areas including divorce transition planning, education planning, employee benefits planning, equity compensation services, employee financial health, and personal retirement planning. He guides clients through various financial decisions ranging from general investing to retirement planning and savings strategies. He holds a Bachelor's Degree from the University of Massachusetts System and has earned the designation of Personal Investment Advisor (PIA). Outside of his professional work, Smith's personal interests include baseball, cooking, soccer, and traveling.

Kevin Mc Carthy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments, Merrill, Bank of America, and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wilfred Keyser III is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he works as a part-time professional ski instructor at Loon Mountain Ski Resort. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 client solutions.

Marissa Kivett is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a distribution trustee for several investment-related trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Peter Gill is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Bernstein Institutional Services LLC. He serves on the Boston event committee for Toast to St. Jude, an annual fundraising event for St. Jude Children’s Research Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles using both in-house and third-party managers.