John Fronek is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he served in the U.S. Navy for 22 years and worked at ThermoFisher Scientific. He has also been involved with Spring Brook Farms and has a concurrent role with John P Fronek AFLAC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through its integrated platform.

John Lesser is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked with community organizations such as the Boys & Girls Club of Dorchester. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Barone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and is also involved with The Professional Alliance and Ripcord Wealth, LLC, where he serves as an owner and board member. Additionally, he operates as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Alison Willig is a Series 66-licensed financial advisor with Merrill, bringing 18 years of industry experience. She has been with Merrill since 2009 and concurrently with Bank of America since 2015. Outside of her advisory role, she assists a charity bike race organization with event logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Laura Angus is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Matthew Whiting is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management strategies tailored to clients' individual financial goals. His approach begins with listening to clients’ needs to develop personalized financial plans that address areas such as college education planning, employee benefits, executive compensation, personal retirement planning, tax minimization, and family wealth management. Matthew holds a Bachelor's Degree from the University of Massachusetts System and holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is active in his local community and participates with the Southborough Open Land Foundation. Outside of work, Matthew enjoys spending time with his wife and three children, coaching youth sports, and engaging in recreational activities like golfing, boating, swimming, basketball, and skiing.

Alissa Burwick is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Alissa held financial advisory positions at Charles Schwab & Co from 2013 to 2020 and BTS Asset Management from 2002 to 2013. She also worked as a Regional Marketing Associate at Putnam Investments from 2004 to 2006. Alissa is a CERTIFIED FINANCIAL PLANNER™ who focuses on helping clients work towards their financial goals by creating tailored plans aligned with their current and future objectives. Her experience spans multiple firms and roles within the financial services sector, providing her with a broad perspective on investment and financial planning strategies. Outside of her professional commitments, Alissa enjoys golf and traveling.

Stephen Craig is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving 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 investment research, third-party data, and algorithmic tools, with implementation conducted by clients or their advisors under non-discretionary terms.

Doug Colton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, initially serving as a Financial Consultant. Prior to joining Fidelity, Doug worked as a Financial Advisor at Merrill Lynch from 2010 to 2015. His earlier roles include Principal at Americas Growth Capital from 2005 to 2009 and Head Trader at Moors & Cabot from 1997 to 2005. Doug focuses on building lasting relationships by understanding each client's goals and delivering personalized financial strategies that support their goals, values, and financial well-being.

Kimberly Boucher is Vice President and Wealth Planner at Fidelity Investments, where she partners with clients to build, implement, and monitor personalized financial plans. In her role, she collaborates with high net-worth clients and their families to identify and execute strategies tailored to their goals and needs, focusing on understanding each unique Family Wealth System. She has been with Fidelity Investments since 2015, initially serving as a Financial Consultant before her current position beginning in 2022. Prior to Fidelity, Kimberly held roles including Key Account Manager and Regional Sales Specialist at Pioneer Investments from 2005 to 2015, and Financial Advisor at Ameriprise Financial Advisors from 2002 to 2005. Outside of her professional work, Kimberly enjoys spending time at the beach, engaging in family activities, parenthood, caring for pets, reading, and traveling.

Amy Walls serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she partners with clients to understand their financial goals and co-creates plans aimed at strengthening and securing their financial well-being. Prior to this, she was Senior Vice President of Thought Leadership at Fidelity Investments from 2012 to 2022. Her extensive experience in the financial sector includes positions such as Managing Director of Marketable Securities at Dartmouth College from 2008 to 2011, Managing Director of the Strategic Research Team at Putnam Investments from 2001 to 2007, and Investment Consultant at Mercer Investment Consulting from 1997 to 2001. Amy holds a California Insurance License. Outside of her professional career, Amy enjoys cooking and baking, fitness, and traveling.

Erica Mellone is a CFP® professional with 17 years of industry experience, currently serving at Royal Alliance Associates, INC. since 2018. She previously worked at John Hancock Life Insurance Co. and Signator Investors, Inc. from 2008 to 2018. Outside of her advisory work, she serves on the board of the Boston Young Professionals Association, where she advises and manages several partnerships. She is affiliated with Osaic Wealth, Inc., which serves a diverse client base including individual and institutional investors through a large network of advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Kenneth O’Toole is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his investment career in 2000, he has collaborated with clients at E*TRADE Financial, Charles Schwab, and Fidelity Investments, serving clients in both the Northeast and San Francisco Bay areas. His work focuses on helping clients achieve financial freedom and flexibility to meet their individual goals. Ken’s 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. He holds the Personal Investment Advisor (PIA) designation. Ken earned a bachelor's degree in Business Administration from Saint Michael’s College. He resides in Hopkinton, Massachusetts, with his family and pursues personal interests such as biking, photography, running, soccer, and traveling.

Kreg Pearless is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS in various capacities since 2014. Outside of his advisory role, he serves as a successor trustee for a family trust contingent on his mother’s incapacitation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets functions.

Michelle Parretti is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Parretti serves on the finance committee of the Ecotarium museum of science and nature in Worcester, Massachusetts. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved planning tools to support client financial plans.

Philip Kasden is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Eagle Strategies, New York Life Insurance Company, and Kasden Metal Brokerage LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Mark Sullivan is a financial advisor with Osaic Wealth, Inc. based in Needham Heights, MA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes positions at John Hancock Life Insurance Company and Signator Investors, Inc. Sullivan is a managing partner of Centinel Financial Group, LLC, where he markets insurance and investment products. OSAIC Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using various asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and wrap programs.

Eric Kaplan is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial and investment management strategies. He works closely with individuals, families, and businesses to develop strategies that align with their short- and long-term financial objectives. Eric emphasizes understanding each client's unique needs, concerns, and priorities through a disciplined and client-focused approach. With a financial services career beginning in 1997 and joining Merrill Lynch in 2002, Eric holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree in Economics from Brandeis University and has leadership experience as the softball team captain at Temple Beth Avodah. Outside of his professional work, Eric enjoys spending time with his family and participating in recreational activities such as biking, cooking, golfing, music, pickleball, softball, and tennis.

Scott Stanwood is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner And Smith Incorporated for the past 15 years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Dittrich is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Triten Real Estate Partners and EDENS, as well as academic and development-related work at Babson College and Diplacido Development Corporation. He is also involved with 1776 Financial, a supporting company based in Franklin, Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.