Nicholas Cafaro is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry after graduating from Assumption College in Worcester, Massachusetts, with a bachelor's degree in accounting and finance. Nick started at Deloitte's Boston office and later joined Bank of America, where he developed client relationships and provided banking, credit, and lending solutions. As a qualified Senior Portfolio Manager and Personal Investment Advisor (PIA), Nick manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He focuses on fixed-income management and market-linked investments to help clients create goals-based investment strategies. Nick does not provide legal or tax advice in his role. Nick and his wife, Monica, reside in Wellesley with their young daughter and son.

Mark Lehoullier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016, following prior roles at Fidelity and VOYA Financial Advisors. He is also associated with 1776 Financial in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Angelo Anello is a financial advisor with LPL Financial in Needham, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Banc of America Investment Services and Quick & Reilly before joining LPL Financial in 2009, and more recently began providing investment advisory services through Gladstone Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and platforms, combining advisory services with extensive financial offerings and operational technology.

Michael Franchella is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held roles at AXA Advisors and John Hancock Distributors LLC. Outside of his advisory role, he volunteers with the Lexington High School softball team operations. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, utilizing both firm-offered and third-party advisory models. The firm’s approach includes assessing client risk tolerance and matching them to tailored investment solutions across mutual funds, ETFs, and alternative investments.

Andrew Cutler is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association beginning in 2015. Outside of his advisory work, he serves as Chairman of the Board of Managers for the YMCA Needham, Massachusetts. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Stephen Coffey is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Needham, MA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he is involved with SIC Ventures, LLC, a business that supports Ameriprise Financial franchise operations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal strategies.

Brian Konish is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in local entrepreneurship education through his ownership of Koncentric, LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach that incorporates diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

Jacqueline Wilson is a CFP®-designated financial advisor with Edward Jones in Braintree, MA, where she has worked since 2013. She has 12 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Alexi Tsolirides is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Prior to Merrill, Alexi has worked at Bank of America, Blue Lake Capital, and engaged with entrepreneurial and creative ventures including Win at Life LLC and Billy Clark Creative Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

John Pimental is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Cetera, Questar Capital Corporation, and MSI Financial Services. He is an owner of Arrow Wealth Management LLC and serves as a board member of the Ocean State Business Development Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Gina Palumbo is a financial advisor with Ameriprise in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. She is involved in managing her advisory practice through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning and recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Richard Testa Jr. is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2021. His prior experience includes roles at Prosperafinancial Services and Jesup & Lamont Securities Corp. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating a multi-billion dollar asset base through thousands of financial professionals.

Andrew Brooks is a financial advisor at UBS Financial Services in Wellesley, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ZoomInfo, Reveneer Inc, FedEx, and Lindon Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cheng Hao Wang is a CFA® charterholder and Series 63 licensee affiliated with UBS Financial Services in Wellesley, MA, with three years of industry experience. His prior roles include positions at Foxconn Corporation and New Century Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm also provides institutional trading capabilities alongside wealth management services.

Erik Doucette is a Financial Consultant currently working with Branches Fidelity Investments since 2016. He has held various roles within Fidelity Investments, including Investment Solutions Consultant, Investment Consultant for Managed Accounts, High Net Worth Bond Consultant, and Retirement Investment Specialist, demonstrating a broad range of experience in financial advisory and investment management. Erik began his career as a Financial Advisor at Edward Jones in 2011 before returning to Fidelity Investments where he has served in multiple capacities since 2001. His professional journey reflects a consistent focus on retirement services, investment consulting, and client management within the financial services industry. He believes in the importance of having a plan to grow and protect assets and is committed to understanding clients' goals to help them navigate their financial futures.

Aiden Fournier is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2025, he worked at The Home Depot and Diamond Diagnostics, and was involved with Midland Area Youth Soccer. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party and proprietary advisory models and investment solutions.

Timothy Over is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company, INTE Securities LLC, and Eolas Capital LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialized planning programs, including recently added offerings like Divorce Planning.

Philip Peck is a CFP®-designated financial advisor with LPL Financial, based in Westwood, MA, with 42 years of industry experience. He has been with LPL Financial since 1998 and has been practicing as Philip Peck CFP since 1994. Peck is also a Lieutenant Colonel in the United States Army Reserve, where he works on counterterrorism aspects of homeland security. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.