James Bonaccorsi is a financial advisor with LPL Financial in Dedham, MA, holding a Series 63 license and bringing 46 years of industry experience. He worked for Cadaret, Grant & Co., Inc. for 36 years before joining LPL Financial in 2024. Outside of his advisory role, he owns Next Era Tax LLC and provides tax preparation and review services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers various financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeremiah O'Connor is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has two years of industry experience and additionally owns Green Oak Financial Services LLC, where he works as a Certified Public Accountant. Prior to his advisory role, he was affiliated with Harvard University and has been involved with Green Oak Financial since 2009. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various platform arrangements and discretionary or non-discretionary strategies.

Angelina Milenevsky is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile using a combination of in-house and third-party investment managers.

Emily Simcoke is a CFP® professional with 13 years of industry experience currently with Mass Mutual Investors Services in Needham, MA. She has been with Mass Mutual Investors Services since 2017 and was previously affiliated with Metlife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning and asset management services. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Michael Mcconnell is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory role, Mcconnell is president of Mcconnell & Co., a financial services firm and a CPA firm, and he manages a mortgage company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

Andrea Hottleman is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 designations. Hottleman has a background in accounting and tax preparation, including roles at Melissa Gilroy CPA and Pavento Ratcliffe Renzi Co LLC, and owns a sole proprietorship that prepares tax returns and provides bookkeeping services. She also operates Hottleman and Associates, offering financial advisory and wealth management services for individuals and families. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm's advisers utilize various tools and analytics to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Kareen Blake is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 26 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. MassMutual's subsidiary, MML Investors Services, LLC, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm structures financial planning as annual collaborative relationships, using firm-approved software to analyze client goals and deliver written recommendations.

Natalia Digiovanni is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked across multiple Fidelity businesses since 2009. Outside of advisory work, she owns and manages a rental property in Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio construction using a combination of fundamental research, quantitative analysis, and systematic methodologies.

John Mc Bride is a financial advisor at Merrill with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill and Bank of America, he gained experience at Morgan Stanley and Claro Advisors. Outside of finance, he has worked in the hospitality sector with Cityside Tavern and Mile 22 Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Laura Maxwell is a Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2013. In her role, she collaborates with clients and their families to develop holistic wealth plans tailored to their priorities and goals. She provides ongoing assistance to clients as they navigate different phases of their financial situations, aiming to offer clarity on investment strategies and financial progress. Prior to joining Fidelity Investments, Laura gained experience in banking and financial services through roles at Wells Fargo, where she served as a Regional Private Banker and Assistant Vice President from 2008 to 2013, and at JP Morgan Chase as a Licensed Personal Banker in 2007. Laura lives on the south shore with her husband and two children. Outside of work, she spends time with her family, explores new recipes, and enjoys running.

Lisbeth Stuart is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. The firm serves individual and institutional clients, offering a wide array of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its financial planning process.

Joseph Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2016 and previously spent five years with Century Bank & Trust. Ferreira is also involved in investment-related activities through two DBAs associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Heald is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, Heald serves on the Board of Trustees for the Infant Toddler Children's Center and is the treasurer for the Merriam School PTO. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Jacqueline Leveroni is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 retirement plan consulting and model portfolios, with both discretionary and non-discretionary management options.

Jack Leader is a financial advisor with LPL Financial based in Westwood, MA. He holds Series 63 and Series 65 designations and has 48 years of industry experience. Mr. Leader has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2004. Outside of his advisory role, he is involved in selling life, group/individual health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Mckenna is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various capacities within Fidelity since 2001, including roles at Fidelity Charitable Services and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company entities. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and oversee diversified model portfolios.

Kenneth Lampert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Lampert serves as a board member of the Winchester Farmer's Market, a nonprofit organization in Winchester, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and research.

Erin O'Neill is a financial advisor with UBS Financial Services in Rockland, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining UBS in 2022, Erin worked for nine years at John Hancock Distributors LLC and John Hancock. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad set of investment and capital markets solutions.

Melinda McGinn is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Michael De Biase is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill, and MFS Institutional Advisors. He has also worked as a ride-share driver in San Francisco. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.