Chase St. Laurent is a financial advisor with Fidelity Investments based in Framingham, MA. He holds a Series 66 designation and has three years of industry experience, including roles within Fidelity since 2022. Prior to his advisory career, his background includes various positions ranging from retail to hospitality and university roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary research and quantitative analysis.

Delphine Morrill is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2016 and joined Merrill in 2017. Delphine earned a Bachelor of Science from the University of Virginia and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Divorce Financial Analyst® (CDFA®) designations. She also holds FINRA Series 7 and 66 registrations as well as licenses in Life, Accident, and Health Insurance. Delphine specializes in business development, relationship management, and financial planning, with expertise in working with executives holding concentrated stock positions, local small business owners, and emerging millennial wealth. She focuses on delivering customized wealth management strategies through personalized planning, investment management, and asset allocation. Additionally, Delphine is dedicated to addressing the unique challenges faced by female investors and contributes to women's mentorship programs. Outside of her advisory role, Delphine serves as President of the University of Virginia Alumni Club of Boston and Vice President of the Merrill Lynch Boston Women's Exchange. She is also active in her neighborhood association and has volunteered with the American Cancer Society. Delphine grew up on Nantucket Island and currently resides in South Boston with her husband and dog. Her personal interests include staying active, cooking, traveling, horseback riding, and spending time with family.

Nathan Zielonka is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Avantax Advisory Services for over a decade. Outside of his advisory role, Zielonka serves as a director and officer for several nonprofit and community organizations and manages a tax preparation and planning business. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a network of more than 10,000 advisors and oversees over $256 billion in assets.

Matthew Peterson is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. He has held roles at Cambridge Investment Research Inc. and Charles River Bank and serves as a notary public. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of platform solutions and proprietary and third-party model strategies.

Thomas Curran is a financial advisor at Ameriprise with 37 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is involved in independent insurance brokering through Ohio National. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with expert oversight to tailor retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Jonathan Erb is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior positions at TechConnect and the University of Maryland-College Park. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals, offering a Schwab Wealth Advisory wrap fee program alongside managed accounts and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and due diligence.

Diana Rittenberg is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction across a broad investable universe.

Julie Shank is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her career includes roles at JPMorgan Chase Bank, First Republic Investment Management, Bank of America, Merrill, and Shepherd Kaplan LLC. Outside of her primary work, she serves as a member and manager of Broadway’s Best LLC, a real estate business. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Mary Mcgrail is a financial advisor with Edelman Financial Engines in Norwood, MA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and was previously affiliated with Edelman Financial Services, LLC and EF Legacy Securities, LLC from 2016 to 2018. Outside of her advisory role, she is a landlord managing rental property in Worcester, MA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with $326 billion in assets under management.

Devin Callaghan is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. His background includes roles outside finance, such as positions at West Chop Club, Yankee Candle, and the Genesis Spiritual Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals and risk tolerances.

John Simeone is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Simeone serves as Vice President on the Board of Directors for Needham Junior Football and Cheer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor advice, with a focus on assets managed within Ameriprise accounts.

Ryan Farley is a Planning Consultant at Fidelity Investments, currently based in the Westwood Investor Center. In this role, he supports two wealth management teams and partners with clients to develop their financial plans. Before his current position, Ryan held roles as a Relationship Manager and Financial Representative at Fidelity Investments. He also gained experience as an Acquisitions Manager at Zen Property Investors from 2021 to 2022. Outside of his professional work, Ryan has interests in boating, cars, fishing, fitness, football, and tennis.

Andrew Grande is a financial advisor with LPL Enterprise who holds Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual, New York Life, and AllState. Outside of advising, he is involved with DMSE Sports as an event consultant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

John Doherty is a financial advisor with Charles Schwab holding a Series 66 designation and no prior industry experience. His recent work history includes positions at Charles Schwab Premier Bank, Charles Schwab & Co., Inc., and Charles Schwab Bank, SSB since 2025, as well as a prior role at The Bulfinch Group in 2024. Before entering the financial industry, he spent several years in full-time education and was involved with Braintree Golf Course. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach, backed by a large-scale, integrated operational framework.

Thomas Hitchcock is a financial advisor with LPL Financial and holds the ChFC®, Series 63, and Series 65 designations. He has 49 years of industry experience and has been associated with both LPL Financial and Bay Financial Advisors, Inc. since 2009. He also provides financial planning and consulting through Bay Financial Advisors, an independent registered investment advisor. Additionally, he is involved in the sale and service of traditional insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, supported by various model portfolios, research, and technology-based solutions.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he has held various roles, including several positions at Saint Anselm College and Middlesex Savings Bank. Outside of financial services, he has worked at Newcomb Farms Family Restaurant and participated in educational programs in the Milton Public Schools system. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Mengyu Liu is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Liu held positions at Zhongjindayou Capital, CICC Capital, Shenzhen Leaguer Venture Capital, and had academic affiliations with Cornell University and Babson College. Liu holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Gabriella Koziol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2017, including time with Axa Advisors. Prior to her advisory career, she worked in campus engagement at Bryant University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Michele Gasper is a financial advisor at Merrill with 17 years of industry experience. She has held her current role since 2017 and previously worked at Citizens Bank. Gasper holds Series 63 and Series 66 licenses. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Russell Woeltz is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Kaplan Chong Group. He is dedicated to providing clients with individually tailored financial and investment management strategies. He focuses on building enduring client relationships through a commitment to outstanding guidance and service. Russell works closely with clients to define and help achieve their financial goals by understanding their personal perspectives and priorities. His areas of expertise include college education planning, executive compensation, services for endowments, foundations, and non-profits, defined benefit and contribution plans, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint Lawrence University and is a Personal Investment Advisor (PIA). Outside of his professional role, Russell is a member of the USGA and Ski Club Hochgebirge and is involved with the NOLS and SCA community organizations. His personal interests include biking, golfing, hiking, music, reading, running, skiing, tennis, watching movies, and writing.