Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Donna Walsh is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill and Axa Advisors, Llc before joining Equitable Advisors in 2012. Walsh serves as Advisory Council Treasurer for Boston Women in Finance, where she contributes to education programs and membership initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party investment programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

Jeffrey Davis is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sagepoint Financial, Inc. for over 10 years. In addition to his advisory role, he is involved in insurance sales and serves as a representative for Brayshaw Financial Group LLC, focusing on the sale of fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of investment strategies and platforms, including automated asset allocation tools and unified managed accounts, serving individual investors, corporations, and charitable organizations.

Khatuna Tkebuchava is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in guiding clients through significant life events, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible, values-based, and ESG investing, women and wealth, and tax minimization. Born and raised in Georgia, Khatuna moved to Boston, Massachusetts in 1997 where she began her family. She currently resides in Newton. Khatuna holds a Bachelor's Degree from Georgian Technical University and a Master's Degree from GIPA. She is a Personal Investment Advisor (PIA) and is affiliated with the MFA. Khatuna is fluent in Russian and English. Outside of her professional work, she is involved in community activities such as the Walk for Hunger. Her personal interests include antiquing, cooking, gardening, hiking, interior decorating, music, spending time with family, traveling, and yoga.

Zachary Frisella is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 10 years. His work history also includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Jeffrey Factor is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment modeling in its financial planning process.

Peter Aiello is a CFP® and Series 66-registered advisor with J.P. Morgan Securities, based in Brookline, MA. He has four years of industry experience, including prior roles at Bank of Canton and various wealth management firms. Outside of finance, he briefly managed Pop's Fine Wines in 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Peter Sechoka is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Financial Network. Outside of his advisory work, he owns an online business selling audio and musical equipment. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and third-party money managers to construct diversified portfolios tailored to client needs.

Michael Savage is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Michael Scherer is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Antico Business, Lansing Building Products, C-4 Analytics, and Endicott College. Outside of his advisory role, he is involved in managing rental properties through an entity formed for liability protection. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

John Barry is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Citrin Cooperman. Outside of his advisory role, he has worked as bartender and waitstaff at White Cliffs Country Club since 2018. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of firm-offered and third-party advisory programs.

Michael Kalina is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of his advisory work, he contributes as an unpaid NFL Draft prospect scout for GMJR Scouting. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm leverages a range of advisory models and third-party program sponsors to tailor investment solutions for its clients.

Seth Thompson is a financial advisor with Merrill in Framingham, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes positions at Bank of America, TD Bank, and Purshe Kaplan Sterling Investments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Jeffrey Ellis is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2013 and is also a partner at QRGA, LLP, a CPA affiliate program. Additionally, he serves as a trustee for the Jonathan Kern Supplemental Needs Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and operational tools.

Brian Kiefer is a financial advisor with Ameriprise in Arlington, MA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at RiverSource Distributors Inc for eight years before joining Ameriprise in 2023. Outside of his advisory role, Kiefer coaches first-time alpine downhill ski racers at Ragged Mountain Competition Programs. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team while offering a broad range of advisory, brokerage, and insurance solutions.

Gary Thibeault is a financial advisor with Mass Mutual Investors Services holding a Series 63 designation and 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 17 years. Outside of his advisory role, he is an independent insurance agent selling life settlement products through Ashar Group LLC. Mass Mutual Investors Services, LLC 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 seminars, using firm-approved tools to deliver collaborative, ongoing planning relationships.

Mark Murphy is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at DaVinci Capital Management Inc. and Comprehensive Insurance Providers, Inc., as well as work with Babson College and Weston Golf Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

David Korff is a financial advisor with LPL Financial in Marlborough, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2021 and has prior experience with Wells Fargo Clearing from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Bono is a financial advisor at Morgan Stanley in Wellesley, Massachusetts, with seven years of industry experience. He holds a Series 66 license and has previously worked at Merrill Lynch and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

David Doray is a financial advisor with Merrill based in Westborough, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, LPL Financial, and Southbridge Savings Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.