Charles Fiske is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Nash CPAs and the New England Patriots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and a variety of investment services.

Christina Rondeau is a Planning Consultant at Fidelity Investments, based in the Westwood Investor Center. In her current role, she supports two wealth management teams by partnering with a Financial Consultant and a Wealth Planner to help maximize clients' relationships with Fidelity. Christina's experience at Fidelity Investments includes roles as a Relationship Manager, Investment Solutions Representative I, and Customer Relationship Advocate, reflecting a progressive career within the company since 2022. She holds an Arkansas Insurance License, which complements her professional responsibilities. Outside of her professional work, Christina has interests in boating, concerts, horseback riding, music, outdoor adventures, and traveling.

David Randall is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 1998. Prior to joining LPL Financial, he was self-employed for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Jonathan Preston is a CFP® professional affiliated with Mass Mutual Investors Services with five years of industry experience. He has held positions at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018, as well as a prior role at Fidelity Brokerage Services LLC. He is also a member of Merwin Financial, LLC, a business entity focused on tax and liability matters. Mass Mutual Investors Services 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 programs, structuring engagements as collaborative annual relationships without discretionary authority over client assets.

Christopher Knight is a financial advisor with Knightsbridge Advisors, Inc. in Scituate, MA, holding a Series 65 designation and 22 years of industry experience. He is also president of CLK Financial, Inc., a financial consulting firm that provides income tax planning, tax return preparation, estate planning, financial statement analysis, and risk management services. Knight divides his professional time between Knightsbridge Advisors and CLK Financial. Knightsbridge Advisors, Inc. provides portfolio management services primarily to individual clients and small businesses through a single-advisor practice. The firm manages approximately $89.5 million in assets for a limited number of clients and utilizes external investment managers and access to alternative investment vehicles, including private equity and hedge funds.

Gregory Doherty is a CPA and the sole advisor at Gregory M Doherty, CPA, an independent firm based in Dedham, MA. He has 27 years of industry experience, providing both investment advisory and accounting-related services. His background integrates portfolio management with tax and accounting support. Gregory M Doherty, CPA serves individual clients with approximately $66.7 million in assets under management across 126 relationships. The firm combines licensed accounting services with investment advisory work, offering a tailored approach that integrates tax and investment considerations.