Thomas Ellwanger is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and nine years of industry experience. His work history includes roles at Charles Schwab & Co., Charles Schwab Bank, Thrivent Investment Management, and Citizens Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Paul Schofield is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2007. He operates under the DBA Schofield Financial Services in Dedham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a large network of investment adviser representatives.

Kurt Lovell II is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms within the MassMutual organization since 2015. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and group insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations through annual, collaborative planning relationships.

Megan Tan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Blue Bottle Coffee and participated in various community and educational activities including work with Bowdoin Organic Garden and Bowdoin College. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Peisan Lin is a financial advisor at J.P. Morgan Securities with five years of industry experience. Their career includes roles at Bank of America, Merrill, TD Bank, and JP Morgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Timothy Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding a Series 63 designation and possessing 49 years of industry experience. He has been with LPL Financial since 2009 and operates Leveroni Financial Management, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Anush Gyulbudaghyan is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2024, Anush worked at Bank of America, N.A. and spent eight years at the Russian School of Mathematics. 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 a range of individual and institutional clients.

Andrew Dunn is an Investment Consultant at Fidelity Investments, where he assists clients and their families in creating customized financial plans designed to provide confidence, clarity, and stability throughout retirement. He has held several roles at Fidelity Investments since 2020, progressing from Investor Center Intern to Financial Representative, Relationship Manager, Planning Consultant, and currently serving as Investment Consultant. Throughout his tenure at Fidelity Investments, Andrew has developed expertise in investment consulting and financial planning. His career progression within the company reflects a deepening understanding of client needs and financial strategies. Outside of his professional responsibilities, Andrew is interested in football, golf, traveling, and social events with friends.

Richard Webber is a financial advisor with Equitable Advisors in Hingham, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory work, he owns and manages LAUNCH LLC, a coaching practice focused on goal setting and value systems for teens and college students. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, employing a hybrid referral and implementation model that combines advisory and brokerage channels.

Samuel Difiore Jr. is a CFP® professional with 29 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at City National Bank and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement portfolios.

Pavel Prihodko is a financial advisor at Merrill with Series 63 and Series 66 registrations and four years of industry experience. He has worked at Bank of America and JPMorgan Chase prior to his current role. 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 both model-based and discretionary investment strategies to a range of individual and institutional clients.

Robert Porack is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Metlife Securities Inc., General American Distributors, Inc., and MetLife Investors. He operates an insurance brokerage focused on life and health insurance and serves as an adjunct faculty member teaching a graduate-level wealth management course at Merrimack College. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides various event-driven planning services such as divorce and estate-settlement planning.

Kurt Wright is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with UBS Financial Services and previously worked for Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Martin Kofman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and he has operated a CPA practice since 1982. Outside of advising, he is a partner in an investment partnership and manages a CPA tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Jake Guidone is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including prior roles with Boston Sports Partners and MassMutual Life Insurance Company. Before entering the financial sector, he was affiliated with several educational and sports organizations. Mass Mutual Investors Services 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 a collaborative planning process using firm-approved software and provides event-driven planning services such as estate settlement and divorce planning.

Erin Nowak is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked in roles outside of finance, including positions at JNP Coffee and The Union Club of Boston. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Corrado is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2021, he worked at VOYA Financial Advisors for five years. He also works part-time as a pharmacy technician with Southshore Health Organization. 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 consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Mcnamara is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes ten years at UBS Financial Services before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Bennett White is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. 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, and manages approximately $2.74 trillion in client assets.

Jeffrey Sullivan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.