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 at RBC Capital Markets since 2019, following three years at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

James Barri is a Financial Consultant at Fidelity Investments, where he partners with clients to develop, implement, and maintain financial plans tailored to their goals. He has been with Fidelity Investments since 2018, progressing through various roles that have expanded his experience and expertise in financial planning and client relationship management. James's career at Fidelity began as a Workplace Planning and Advice Associate in 2018, followed by positions as Financial Representative, Relationship Manager, and Planning Consultant before assuming his current role as Financial Consultant in 2025. This progression reflects his comprehensive experience in delivering financial advice and planning services to clients.

Aaron Ezra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has a substantial history with Fidelity, having served in various roles including Planning Consultant, Investment Management Consultant, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant since 2018. Prior to his career at Fidelity, Aaron worked as a Relationship Banker at Huntington Bank from 2016 to 2018. In his current role, Aaron works closely with clients to develop financial plans tailored to their individual goals, concerns, and financial situations. He focuses on creating strategies that provide clients with peace of mind across all market conditions, allowing them to concentrate on living fulfilling lives. Outside of his professional work, Aaron enjoys baseball, movies, and puzzles.

Ellen Goodman is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Natalia Digiovanni is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63, 65, and 66 designations and has been with various Fidelity entities since 2009. Outside of her advisory role, she owns and manages a rental condominium in Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset types.

Chad Battaglia is a Wealth Management Advisor and the Founding Partner and Managing Director of The Battaglia Group at Merrill Lynch Wealth Management. He began his career in financial services in 1998 and joined Merrill in 2004. He holds a Bachelor's degree in Finance from Bentley University and the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute® and The Wharton School of the University of Pennsylvania. He also holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. With over 25 years of experience, Chad works with executives, partners, business owners, entrepreneurs, and multigenerational families facing complex financial decisions. His expertise includes wealth planning, tax-efficient investing, retirement planning, risk management, equity compensation strategies, liquidity events, and multigenerational wealth transfer. Chad and his team provide a personalized, team-based approach to coordinate clients' financial lives and develop strategies aligned with their unique goals and values. Outside of his professional responsibilities, Chad enjoys spending time with his family on Cape Cod, golfing, traveling, and supporting charitable and community initiatives.

Peter Sullivan is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as spending one year at Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model-based investment solutions.

Travis Ferland is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity since 2012, serving in various capacities including Financial Consultant and Workplace Planning and Guidance Consultant. Travis is committed to helping clients develop and implement wealth strategies that aim to benefit them and their families now and in the future. His professional experience encompasses a range of financial consulting roles within Fidelity Investments, providing him with insights into workplace planning and financial guidance. Travis works closely with clients to offer approachable financial planning and leverage Fidelity's technology and resources. Outside of his professional responsibilities, Travis has personal interests that include cooking and baking, fishing, outdoor adventures, caring for pets, traveling, and volunteering.

Mark Buchanan is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Elizabeth Ryan is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked at TD Ameritrade for 12 years before joining Charles Schwab and its affiliated bank. Ryan serves as a volunteer board member for two nonprofits, LexFun and The Cure JM Foundation, assisting with family-focused events and annual fundraising walks. Charles Schwab serves a large client base primarily composed of 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Andrew Heald is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Before joining RBC Capital Markets in 2021, he worked at Wells Fargo Clearing for five years. He serves on the Board of Trustees for the Infant Toddler Children's Center and is the treasurer for the Merriam School PTO, overseeing financial records and budgets. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through multiple advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors strategies based on client risk profiles and utilizes a mix of in-house and third-party managers, with capabilities that include alternative investments and integrated lending arrangements.

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.

Brian Tierney is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He is dedicated to assisting clients and their families in co-creating financial plans tailored to their unique goals, with a focus on enhancing and protecting their wealth. Prior to his current position, Brian held several roles at Fidelity Investments, including Investment Consultant from 2023 to 2025, Financial Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This progression reflects his growing expertise in financial consulting and client relationship management. Outside of his professional work, Brian enjoys activities such as beach outings, boating, golf, hiking, snowboarding, and traveling.

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.

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 at Ameriprise Financial Services with 24 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edward Jones, Bank of America, Merrill, and MFS Institutional Advisors, among others. He has also engaged in ride-share driving as a transportation service in San Francisco. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm employs a research-driven approach with specific enrollment criteria and incorporates affiliated investment products in its recommended strategies.

Scott Coppock is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked for Citizens Securities, Inc. for 15 years prior to joining Ameriprise. Outside of his advisory role, he serves as a volunteer soccer and basketball coach. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, providing written recommendations and ongoing advice to clients approaching or in retirement.

Ezra Shammay is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor AXA Advisors. Outside of his advisory role, he serves as a board member for Zionist House, an organization selecting Jewish groups in the Boston area that provide services supporting the state of Israel. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver diversified advisory programs.

Ronald Bernard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial advisory industry, having started his career in 1991. Since joining Merrill Lynch in 2006, he has navigated multiple market cycles, including the tech crash of 2000, the global financial crisis of 2008, and the market impacts of the COVID-19 pandemic in 2020. Ronald specializes in areas such as family wealth management strategies, personal retirement planning, tax minimization, retirement income, and women and wealth. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Nichols College. Ronald emphasizes understanding clients' needs, goals, and fears to provide a disciplined investment process and personalized service. Outside of his professional work, Ronald enjoys adventure sports, reading, skiing, and spending time with his family.