Charles McLetchie is the Vice President and Branch Leader at Fidelity Investments, where he leads a group of Financial Professionals at the Framingham Investor Center. In this role, he focuses on collaborative planning processes that identify client goals, address concerns, and co-create financial plans. He has been with Fidelity Investments since 2011, serving as Regional Brokerage Consultant from 2011 to 2015, Regional Planning Consultant from 2015 to 2019, and Vice President, Branch Leader since 2019.

Bryan Turner is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on building personalized strategies that align with each client's unique ambitions and financial goals. Bryan works closely with clients one-on-one to understand what matters most in their lives and to develop thoughtful plans that address areas such as college education planning, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Plymouth State University and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bryan prioritizes clear communication and transparency, ensuring clients feel heard and comfortable throughout the financial planning process. Outside of his professional responsibilities, Bryan enjoys a variety of personal interests including basketball, boating, cooking, football, golfing, ice hockey, music, skiing, spending time with his family, and traveling.

Ryan Finn is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his advisory career, he worked at Bentley University and West Shore Marina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized groups such as Estate Planning Strategies.

Lennox Donlon is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Power Home Remodeling. Donlon manages his advisory business through Array Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, providing written recommendation reports and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

Melissa Horton is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by firm-approved tools and employs a structured process centered on discovery conversations and quantitative modeling.

Svetlana Derevyankina is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools to develop customized financial plans.

Janine Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the finance industry, including 15 years as a financial advisor. Janine is committed to serving clients and their families by developing personalized financial strategies tailored to their long-term goals. She specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, managing new wealth, women and wealth, and retirement income. Janine follows a disciplined process that begins with thoroughly understanding each client's unique needs, concerns, and priorities to build customized financial and investment management strategies. She collaborates strategically with clients and their other advisors, such as CPAs and attorneys, to craft and manage comprehensive financial plans. Janine holds a Bachelor's Degree from Colby College and a Master of Science in Finance from Northeastern University. She has earned the Certified Divorce Financial Analyst™ (CDFA™) designation, the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, and is a Personal Investment Advisor (PIA). Janine resides in Concord, Massachusetts, with her husband and five children. She is an avid runner, having completed two marathons and several overnight relays, and is a member of the Concord Carlisle Neighbors organization.

Julie Donaruma is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Sii from 2016 to 2018. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning and retirement consulting, employing various tools and third-party platforms to construct and manage portfolios tailored to client needs.

Susan Kaplan is a financial advisor with LPL Financial in Newton, MA, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience and has operated Kaplan Financial Services since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Erin Valente is a Financial Consultant at Fidelity Investments. She has been with Fidelity for over a decade, progressively advancing through roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Her experience spans client relationship management and financial planning, focusing on helping individuals and families develop strategies that adapt over time. Erin emphasizes building meaningful partnerships to support clients' financial confidence and control. Erin resides in Boston with her husband, daughter, and their golden retriever. She engages in family activities, fitness, social events, golf, and volunteering in her personal time.

Joan Donahue is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. She holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Michael Chiasson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2009. His practice is based in Wellesley, MA. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers both direct and employer-linked planning solutions.

Diana Taksir is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various financial institutions, including Citizens Bank and Citizens Securities. Outside of her advisory role, she provides public notary services. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written retirement income recommendations, supported by a centralized consulting team.

Douglas Stocklan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with LPL Financial since 2022 and has held roles at Cuna Brokerage Services Inc. and Cuna Mutual Group since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting services.

Michael Welch is a financial advisor with Ameriprise in Duxbury, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with a centralized consulting team supporting advisors in producing these recommendations.

Lauren Forsman is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in a travel agency business, Believe in the Magic Vacations Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by offering advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

Rebecca Majewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She is also the owner and treasurer of Dynamo Polyurethane Systems. Majewski has a long association with Primerica Financial Services dating back to 2002 and has been with Primerica Advisors since 2021. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing a range of investment models implemented by BNY Mellon Advisors.

Sam Forrest is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their financial goals, identify challenges, and develop plans to achieve success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and currently serving as an Investment Consultant since 2024. Throughout his tenure at Fidelity Investments, Sam has gained experience in client relationship management and investment solutions. His career path reflects a consistent focus on supporting clients in navigating their financial journeys. Outside of his professional work, Sam has interests in food, football, golf, music, and pets.

William Dittrich is a CFP® certificant with five years of industry experience, currently affiliated with Raymond James Financial in Franklin, MA. His work history includes roles at 1776 Financial and Merrill Lynch. He is involved with 1776 Financial as an independent contractor providing financial advice and administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals.

Charlene Reese is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she focuses on simplifying wealth planning and helping clients make informed financial decisions by leveraging Fidelity's resources and strategic insights. Prior to this, she held various financial and lending positions, including Vice President Lending Officer at C2 Financial Corporation, Executive Mortgage Banker at William Raveis Mortgage LLC, and Vice President in Wealth Management Loan Officer at Merrill Lynch. Charlene's extensive experience spans over two decades in financial consulting, lending, and wealth management. She has held key roles at C2 Financial Corporation from 2000 to 2022, progressing from Senior Lending Officer to Branch Manager and eventually Vice President Lending Officer. Her background encompasses expertise in lending and financial advising. She holds a California Insurance License. Outside of her professional career, Charlene has interests in art, gardening, traveling, and volunteering.