Matthew Clayson is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of his advisory role, Clayson is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to develop goal-based recommendations without investment discretion.

Alfred Hargrave Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera and affiliated entities since 2002 and is also president of McCarthy Hargrave Wealth Management. Outside of his advisory roles, he serves as treasurer on the board of the Worcester Children’s Chorus, a nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and discretionary and non-discretionary programs.

Terrence Mc Manus is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Citizens Bank, Bank of America, and Merrill. His background also includes a role with Advanced Restoration Scholarships and employment at Boston University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a centralized due-diligence framework and combines institutional advisory services with broker-dealer and investment adviser registrations.

Alan Ioffredo is a CFP® accredited financial advisor with over 32 years of industry experience. He has worked at LPL Financial since 1998 and led Alena Wealth, LLC from 2008 to 2025. Outside of advising, he is also an author and writer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

David Lin is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Morgan Stanley since 2017, including the Private Bank division from 2018 onward, and previously at Senji Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm reports managing approximately $2.74 trillion in client assets and delivers services through various financial planning and investment strategies.

Lisa Comeau is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC for 11 years. Outside of Ameriprise, she provides compliance support through an outside employment role at Detroit Compliance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Donna Walsh is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill and Axa Advisors, Llc before joining Equitable Advisors in 2012. Walsh serves as Advisory Council Treasurer for Boston Women in Finance, where she contributes to education programs and membership initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party investment programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

Jeffrey Davis is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sagepoint Financial, Inc. for over 10 years. In addition to his advisory role, he is involved in insurance sales and serves as a representative for Brayshaw Financial Group LLC, focusing on the sale of fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of investment strategies and platforms, including automated asset allocation tools and unified managed accounts, serving individual investors, corporations, and charitable organizations.

Khatuna Tkebuchava is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in guiding clients through significant life events, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible, values-based, and ESG investing, women and wealth, and tax minimization. Born and raised in Georgia, Khatuna moved to Boston, Massachusetts in 1997 where she began her family. She currently resides in Newton. Khatuna holds a Bachelor's Degree from Georgian Technical University and a Master's Degree from GIPA. She is a Personal Investment Advisor (PIA) and is affiliated with the MFA. Khatuna is fluent in Russian and English. Outside of her professional work, she is involved in community activities such as the Walk for Hunger. Her personal interests include antiquing, cooking, gardening, hiking, interior decorating, music, spending time with family, traveling, and yoga.

Zachary Frisella is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 10 years. His work history also includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Jeffrey Factor is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment modeling in its financial planning process.

Peter Sechoka is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Financial Network. Outside of his advisory work, he owns an online business selling audio and musical equipment. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and third-party money managers to construct diversified portfolios tailored to client needs.

Michael Savage is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Michael Scherer is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Antico Business, Lansing Building Products, C-4 Analytics, and Endicott College. Outside of his advisory role, he is involved in managing rental properties through an entity formed for liability protection. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

John Barry is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Citrin Cooperman. Outside of his advisory role, he has worked as bartender and waitstaff at White Cliffs Country Club since 2018. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of firm-offered and third-party advisory programs.

Michael Kalina is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of his advisory work, he contributes as an unpaid NFL Draft prospect scout for GMJR Scouting. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm leverages a range of advisory models and third-party program sponsors to tailor investment solutions for its clients.

Seth Thompson is a financial advisor with Merrill in Framingham, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes positions at Bank of America, TD Bank, and Purshe Kaplan Sterling Investments. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Jeffrey Ellis is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2013 and is also a partner at QRGA, LLP, a CPA affiliate program. Additionally, he serves as a trustee for the Jonathan Kern Supplemental Needs Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and operational tools.

Gary Thibeault is a financial advisor with Mass Mutual Investors Services holding a Series 63 designation and 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 17 years. Outside of his advisory role, he is an independent insurance agent selling life settlement products through Ashar Group LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, ongoing planning relationships.