Sujitha Thiruvazhi is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jing Yang is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, Yang worked at The Prudential Insurance Company of America, Pruco Securities LLC, and several other firms. Yang has also been involved with Boston Language Education, Inc. and Boston Business Institute, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that includes financial planning, model portfolios, and access to third-party asset management programs.

Frederik Otte is a Planning Consultant dedicated to partnering with clients to understand their short- and long-term goals and to help build customized financial plans that meet their unique needs. He prioritizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to his current role, Frederik worked as a Customer Relationship Associate at Fidelity Investments from 2023 to 2024. His experience includes client interactions and support within the investment services sector. Outside of his professional responsibilities, Frederik has interests in football, golf, music, and skiing.

Jessica Kelley is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been associated with Merrill since 2010 and has worked at Bank of America, N.A. since 2015. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Justin Abely is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation. He has no prior industry experience beyond his current role and has a diverse work history including positions at St. Anne's Credit Union, the Durham Youth Hockey Organization, and Woodland Golf Club. Outside of finance, he has experience in the food service industry, having worked at Sierra's Brick Oven Pizza & Pub. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party advisory programs and fiduciary services tailored to clients' risk tolerance and investment goals.

Brian Sullivan is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment 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.

Jean St Pierre is a financial advisor with Ameriprise in Westport, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of advising, she is involved in commercial real estate through ownership of a property management business in Topsham, Maine. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research with modeling and a centralized consulting team to deliver non-discretionary advice, primarily focusing on assets held within Ameriprise-managed accounts.

George Burdick is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he assists clients by simplifying the complexities of their financial lives through advice and guidance grounded in goals-based wealth management principles. He works closely with individuals, families, and small businesses, partnering with his team to provide comprehensive support as the primary point of contact for his clients. He holds several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). George earned a Bachelor's Degree from the University of Maine at Orono and a Master's Degree from Bentley University. George is a member of professional organizations such as the American Mensa Society, Boston Harbor Angels, and ENET (Boston Entrepreneurs' Network). He is also involved in community service through his participation in FPA MA Pro Bono Military Financial Planning.

John Trickett is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works with high net worth individuals, affluent families, and successful businesses in Massachusetts and nationwide, focusing on a planning-based approach to wealth management and portfolio formulation. John also provides services to employers and employees by developing and enhancing corporate retirement plans. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a variety of Merrill model portfolios and third-party investment options. John holds several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Massachusetts Amherst. John’s areas of expertise encompass college education planning, family wealth management, legacy planning, liquidity management, retirement income, socially responsible investing, and special needs planning strategies. Outside of his professional work, John enjoys golfing, music, running, traveling, and spending time with his family. He is committed to community involvement and volunteers with organizations serving the communities where he and Merrill Lynch operate.

Connor Bacon is a Financial Consultant at Fidelity Investments, where he currently supports local families in building financial plans tailored to their goals. He collaborates with clients to understand their priorities and identify strategies that meet their unique needs. Connor has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management.

Daniel Defeo is a financial advisor with Primerica Advisors in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home-related services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure and maintaining oversight of model offerings.

Jason Tautel is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm in 2025. Before entering the financial sector, he worked at Syska Hennessy Group and has experience in education from Clark University and Greenwich High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.

Jon Collins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner with the Collins Brady Group, where he focuses on investment oversight and managing client investment portfolios, primarily serving senior executives, business owners, and wealthy families. Jon is a qualified Portfolio Manager who develops and implements personalized investment strategies, including discretionary management within the firm's Investment Advisory Program. He also leads the team's business development activities, aiming to grow the practice through client-focused advice and a standard of care exceeding expectations. Jon joined Merrill Lynch in 2011 after eighteen years of experience with three financial institutions, with roles in portfolio management, trading, and sales and marketing, concentrating on equity and fixed income securities. Prior to Merrill Lynch, he worked at State Street Global Markets as Head of Business Development, Charles River Development as Senior Sales Engineer, Independence Investments as Assistant Portfolio Manager, Scudder Stevens & Clark as Investment Analyst, and Investors Bank & Trust as Senior Fund Accountant. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Boston. Jon earned a Bachelor of Science degree in Business Administration from the University of Southern Maine in 1992, where he played on three College World Series baseball teams, including the 1991 National Championship team. He lives in Sudbury, MA with his wife and two children and is involved in coaching sports and serving on the Board of Directors for Sudbury Youth Baseball.

Timothy Weaton is a Series 66 registered advisor with 20 years of industry experience at Equitable Advisors and its predecessor, AXA Advisors. He has been with Equitable Advisors since 2006. Outside of his advisory work, he serves as a guardian agent on a voluntary basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Quinn Wardwell is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes positions at Door Dash, the University of Rhode Island, and Vermont National Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on a range of third-party advisory models and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Lam is a financial advisor with Edward Jones in Needham, MA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, affiliated mutual funds, and services under a fiduciary standard.

Theofanis Bakolas is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Havener Capital Partners’ Institutional Division and Compass Securities Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ryan Stefens is a financial advisor at Ameriprise with 4 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at John Hancock and Otis Elevator. Stefens manages his advisory business through an outside entity, Net Flows LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized recommendations through a centralized consulting team.

Beth Green is a financial advisor at Merrill with 22 years of industry experience. She has worked at Merrill and its predecessor firms since 2008, including a brief period at Wells Fargo Clearing Services in 2019. Green holds Series 63 and Series 65 licenses. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.