Carla Loarte is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Stephen Berube is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing prior to joining RBC in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles with a range of portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Adam Marino is a Certified Financial Planner® at OSAIC with 18 years of industry experience. He worked at Sii for 10 years before joining OSAIC in 2018. Marino serves as a board member and head of the events committee for NAIFA Massachusetts, an industry advocacy group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, supported by various managed account programs and third-party money managers.

Michael Ferguson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2007, following six years at Merrill. Ferguson holds Series 63 and Series 65 credentials. 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 supported by proprietary tools and research from its Global Investment Committee.

Daniel Feigelman is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to that, he had roles at Northwestern Mutual and Indiana University. 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 plans, corporations, and charitable organizations.

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, where she leads the LM Group with offices in Wellesley, Boston, and Denver. She began her financial services career in 2016 and joined Merrill in 2017, bringing experience from a planning desk and a background in sales. Delphine holds a Bachelor of Science degree from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Divorce Financial Analyst® (CDFA®). She maintains FINRA Series 7 and 66 registrations and holds licenses in Life, Accident, and Health Insurance. Delphine specializes in supporting executives with concentrated stock positions, local small business owners, and emerging millennial clients. Her focus areas include business development, relationship management, and customized financial planning. She works closely with clients to develop personalized wealth management strategies through goal-based financial planning, investment management, and asset allocation. Additionally, she concentrates on addressing the unique challenges faced by female investors and actively contributes to women's mentorship programs. Beyond her advisory work, Delphine serves as President of the UVA Alumni Club of Boston and Vice President of the Merrill Lynch Women's Exchange. She is active in her local neighborhood association and has volunteered with organizations such as the American Cancer Society. Raised on Nantucket Island, Delphine currently resides in South Boston with her husband and dog. Her personal interests include staying active, cooking, traveling, horseback riding, and spending time with her 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 with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. His prior work includes roles at Charles River Bank and Southern New Hampshire University. Outside of advisory services, he is a Notary Public and an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering access to multiple platforms, proprietary model strategies, and third-party advisers.

Thomas Curran is a financial advisor with Ameriprise in Westborough, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of proprietary models and oversight of affiliated and unaffiliated sub-advisers.

Mary Mcgrail is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Winslow, Evans & Crocker, Inc. and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual, institutional, and retirement-plan clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm offers diversified portfolio strategies and serves a large client base through both discretionary management and online advice platforms.

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 the Series 66, Series 63, and Series 65 designations and has 12 years of industry experience. His prior work includes roles at Northwestern Mutual, New York Life, and AllState. He is also involved as an event consultant with DMSE Sports. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

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 in Westwood, MA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 49 years of industry experience and has been with LPL Financial since 2009, having previously worked at Bay Financial Advisors, Inc. for 11 years. He also provides financial planning and consulting services through Bay Financial Advisors, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Middlesex Savings Bank and multiple engagements at Saint Anselm College. Outside of his advisory work, he has experience working at Newcomb Farms Family Restaurant and in educational roles within Milton Public Schools. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.