Jonathan Green is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc. and Sii Investment Inc. Green operates True Wealth Advisor Group, providing financial services to individual clients and organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. 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, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Jonathan Price is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank since 2015. In addition to his advisory work, he is a partner at Price Capital LLC, an investment and finance firm. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Thomas Berard is a Wealth Management Advisor with Merrill Lynch Wealth Management. Drawing on over 25 years of experience, he helps clients develop customized financial strategies tailored to their unique goals and values. His client focus areas include college education planning, family wealth management, liquidity management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Before joining Merrill Lynch in 1998, Thomas spent more than six years in hotel and restaurant management and accounting with a global luxury hotel franchise, where he gained experience in delivering exceptional client service. He holds a Bachelor of Science degree from the Isenberg School of Management at the University of Massachusetts, Amherst. Thomas maintains professional credentials including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is an active member of the Financial Planning Association® and the Investments & Wealth Institute™. Thomas is committed to ongoing education for himself and his clients and focuses on clear communication to help clients articulate and pursue meaningful financial objectives. He works with individuals at different life stages, including millennials, business owners, executives, and families approaching retirement. Outside of work, Thomas enjoys reading, fitness training, baseball, football, music, watching movies, and spending time with his family.

Alexander Chigas is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2009, with a five-year tenure at Morgan Stanley Private Bank from 2017 to 2022. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing a systematic approach to managing model portfolios composed of mutual funds, ETFs, and ETPs.

Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and Capital Financial Services, Inc. Shen is also the founder and president of Holistic Financial & Retirement Group, which offers fixed insurance products tailored to client needs. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and supports multiple advisory platforms and third-party managed-account solutions.

Aditya Nathan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Bank of America, N.A. and Unum. Outside of finance, he is involved as a coach for Muay Thai and MMA classes at Integrated Martial Arts, a mixed martial arts gym. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Nahill is a Wealth Management Advisor with Merrill Lynch Wealth Management. As the lead investment architect for Nahill, Dunn & Associates, he focuses on designing customized wealth management strategies and investment portfolios tailored to the unique goals of each client. His approach integrates a disciplined investment management process, responsive service, a client-focused team, and transparency regarding fees, risks, and outcomes. With over 30 years of capital markets experience, including more than 20 years advising professional investment managers at leading mutual funds, pension funds, endowments, and hedge funds, Nahill brings extensive expertise to his role. He specializes in areas such as family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Nahill holds a B.A. in Economics from Boston College and an M.B.A. from Columbia University. He is a CERTIFIED FINANCIAL PLANNER® certificant and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Nahill is committed to community involvement and follows the Merrill tradition of volunteering with local organizations. His personal interests include golfing, interior decorating, music, and reading.

Carla Loarte is a financial advisor at RBC Capital Markets with nine years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services Inc. She holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a range of advisory programs. The firm offers tailored investment strategies through both in-house and third-party managers, integrating services such as portfolio management, financial planning, and custody.

Stephen Berube is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Adam Marino is a CFP® professional affiliated with OSAIC, based in Needham Heights, MA, with 18 years of industry experience. He worked at Sii for 10 years before joining OSAIC in 2018. Marino serves as a board member and head of the events committee for NAIFA Massachusetts, an insurance and financial advisors’ advocacy group. 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 network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using multiple advisory platforms and third-party managed-account solutions.

Daniel Feigelman is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to that, he had roles at Northwestern Mutual and Indiana University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through 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.

Chase St. Laurent is a financial advisor with Fidelity Investments based in Framingham, MA. He holds a Series 66 designation and has three years of industry experience, including roles within Fidelity since 2022. Prior to his advisory career, his background includes various positions ranging from retail to hospitality and university roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary research and quantitative analysis.

Delphine Morrill is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2016 and joined Merrill in 2017. Delphine earned a Bachelor of Science from the University of Virginia and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Divorce Financial Analyst® (CDFA®) designations. She also holds FINRA Series 7 and 66 registrations as well as licenses in Life, Accident, and Health Insurance. Delphine specializes in business development, relationship management, and financial planning, with expertise in working with executives holding concentrated stock positions, local small business owners, and emerging millennial wealth. She focuses on delivering customized wealth management strategies through personalized planning, investment management, and asset allocation. Additionally, Delphine is dedicated to addressing the unique challenges faced by female investors and contributes to women's mentorship programs. Outside of her advisory role, Delphine serves as President of the University of Virginia Alumni Club of Boston and Vice President of the Merrill Lynch Boston Women's Exchange. She is also active in her neighborhood association and has volunteered with the American Cancer Society. Delphine grew up on Nantucket Island and currently resides in South Boston with her husband and dog. Her personal interests include staying active, cooking, traveling, horseback riding, and spending time with family.

Nathan Zielonka is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Avantax Advisory Services for over a decade. Outside of his advisory role, Zielonka serves as a director and officer for several nonprofit and community organizations and manages a tax preparation and planning business. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a network of more than 10,000 advisors and oversees over $256 billion in assets.

Jonathan Erb is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior positions at TechConnect and the University of Maryland-College Park. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals, offering a Schwab Wealth Advisory wrap fee program alongside managed accounts and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and due diligence.

Devin Callaghan is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. His background includes roles outside finance, such as positions at West Chop Club, Yankee Candle, and the Genesis Spiritual Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals and risk tolerances.

John Doherty is a financial advisor with Charles Schwab holding a Series 66 designation and no prior industry experience. His recent work history includes positions at Charles Schwab Premier Bank, Charles Schwab & Co., Inc., and Charles Schwab Bank, SSB since 2025, as well as a prior role at The Bulfinch Group in 2024. Before entering the financial industry, he spent several years in full-time education and was involved with Braintree Golf Course. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach, backed by a large-scale, integrated operational framework.

Meaghan Boermeester is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 credential and one year of industry experience. Her prior roles include positions at Tewksbury Public Schools and Grant Thornton LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he has held various roles, including several positions at Saint Anselm College and Middlesex Savings Bank. Outside of financial services, he has worked at Newcomb Farms Family Restaurant and participated in educational programs in the Milton Public Schools system. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.