Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support financial plans.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.

Jeffrey Forsythe is a financial advisor at Ameriprise with seven years of industry experience and holds the Series 66 designation. His prior roles include positions at Edward Jones and Bank of America. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s retirement income recommendations rely on proprietary research, third-party data, and algorithmic tools, with a restrictive enrollment process requiring a minimum level of investable assets.

Elaine Mc Laughlin is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Fornal is a financial advisor with Osaic Wealth, Inc. based in Needham Heights, MA, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. In addition to his advisory work, Fornal operates a sole proprietorship, Centinel Financial Group, and provides insurance brokerage services to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction and access to multiple third-party investment platforms.

Carolyn Mciver is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined seven years prior to joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Luke Boyd is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously in roles outside the financial industry, including positions at Pearl Street Beverage and Instacart. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicholas Bollas is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Evan Mattern is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving as an advisor at Raymond James Financial in Newton Lower Falls, MA. He has held roles at Commonwealth Financial Network and Lightship Wealth Strategies, Inc., where he continues to act as an independent contractor and also serves as president of Mattern Wealth Strategies, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal and public finance advisory.

Sarah Groleau is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Dedham, MA, with 18 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2008. Outside of her advisory role, she serves as Vice President of Cynthia's Challenge, a nonprofit supporting families with special needs, is a board member at large for Friends of the Library and chairs the Freedom, NH School Board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and integrates planning with managed-account services while maintaining separate planning and implementation functions.

Stephen Vacher is a Wealth Management Advisor with Merrill Lynch Wealth Management, affiliated with The Cafaro Group. He began his career in financial services in 1995 at Fidelity Investments, becoming a financial advisor there in 1999. In 2008, he joined Bank of America before moving to Merrill Lynch Wealth Management in 2009. Steve holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). As a qualified portfolio manager, he provides traditional advice and guidance and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He may also manage client portfolios on a discretionary basis through the firm's Investment Advisory Program. He earned a bachelor's degree in finance from Bryant University in 1994, followed by a master's degree in financial planning from Bentley University's McCallum Graduate School. Steve resides in North Attleboro with his wife, Darah, and their two children.

Robin Grace is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Morgan Stanley, Grace worked at Citigroup Global Markets. Outside of advisory work, Grace serves as a trustee for multiple trusts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning that utilizes firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and its Estate Planning Strategies Group.

Paul Lexner is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Equitable Advisors in 2023, he spent eight years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he works as an independent agent for outside fixed insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party managed account programs, focusing on matching clients to investment models based on personal and plan information and risk tolerance.

Christopher Laucks is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop customized financial plans tailored to their unique needs and goals. He focuses on helping clients efficiently grow, preserve, and distribute their wealth through a collaborative planning process. Christopher has held various roles in the financial services industry since 2013, including Relationship Manager at Fidelity Investments, 401k Regional Sales Consultant at Ameritas, Internal Sales Consultant at Invesco, Vice President - Philanthropic Sales Associate at Bank of America - U.S. Trust, Regional Sales Director and National Sales Consultant at Columbia Threadneedle Investments, and 401(k) Sales Associate at Putnam Investments. Outside of his professional work, Christopher enjoys board games, boating, bowling, family activities, skiing, and volunteering.

Joelle Spear is a CFP® professional with 21 years of experience in the financial services industry. She is currently with Osaic Wealth and previously worked at Canby Financial Advisors, Commonwealth Financial Network, and Fidelity in various capacities over a 16-year period. She is also CEO of Spear Wealth Management, an LLC involved in investment advisory and insurance product sales. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and asset-allocation tools to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Ronald Bell is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise Financial Services since 2009. Ameriprise Financial Services is a large advisory firm serving 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 non-discretionary implementation process and uses proprietary research and third-party data for its recommendations within a defined investment universe.

John Brady Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience, including fourteen years at Park Avenue Securities, LLC, and Guardian Life Insurance Co. Outside of his advisory role, he coaches youth basketball and baseball. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning relationships using firm-approved software tools and offers specialized planning programs, including recent additions such as standalone Divorce Planning.

Stephen Zahka is a financial advisor at Edward Jones in Marlborough, MA, holding CFP®, Series 63, and Series 65 designations with 42 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he performs as a musician, singing and playing guitar approximately once per month at local venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Kathryn Slattery is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Fidelity Investments, Depop, and Lululemon. Outside of finance, she has been involved with Massachusetts Youth Lacrosse and has experience working in the restaurant and athletics sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.