Jiles Robinson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior work includes roles at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, with a focus on non-discretionary advice supported by extensive research and multiple portfolio management styles.

Heather Scearce is a Financial Advisor with Merrill Lynch Wealth Management, where she has been creating personalized wealth strategies for clients since 2022. She focuses on understanding her clients' short-, mid-, and long-term goals to provide tailored financial advice encompassing personal retirement planning, socially responsible and values-based investing, ESG investing, and tax minimization. Heather serves as a resource for various financial needs, including general investing, retirement planning, and emergency savings, and connects clients with Bank of America specialists for additional services. Prior to her career in financial advising, Heather owned a Pilates and personal training studio, where she helped many clients achieve their health and fitness objectives. This background informs her approach to coaching clients toward achieving financial strength for life. She holds a Bachelor's Degree from the University of Washington and is a Personal Investment Advisor (PIA). Outside of her professional role, Heather enjoys boating, dancing, gardening, music, spending time with her family, tennis, traveling, and yoga.

Jason Traino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses proprietary tools and modeling techniques.

Carl Annese III is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2019 and previously worked at Siharum Advisors from 2015 to 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Joy Baron is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. She has 38 years of industry experience, including 30 years at Signator Investors, Inc. and overlapping tenure with John Hancock, before joining OSAIC in 2018. Baron is also a partner at Coastal Wealth Management, a financial services LLC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to multiple managed account platforms and third-party money managers.

Roger Cunhui Yang is a CFP® professional affiliated with Cetera, with 28 years of experience in the financial industry. He has held positions at various firms including Cetera Advisors LLC and Cantella & CO., Inc., and has extensive involvement in insurance services through Great Wall Insurance Group, Inc. Outside of advisory roles, he serves as president of Great Wall Financial Group, Inc. and is involved in managing multiple real estate and trust entities. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional accounts and offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Coote is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Brian Glavin is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott and RiverFront Investment Group, LLC. Outside of his advisory role, he volunteers in youth lacrosse organizations, serving as Vice President of the Board for Andover Youth Lacrosse and Chair of the Girl’s Select Committee for Massachusetts Youth Lacrosse. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management using a mix of in-house and third-party managers, including traditional and non-traditional investment strategies.

Hugh Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He previously served as a Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate at Fidelity Investments, gaining experience across multiple client-focused positions from 2020 to 2022. Hugh’s approach to financial planning emphasizes tailoring strategies to fit each client's individual needs, recognizing that different approaches work for different people. He prioritizes clear and open communication to help clients manage their financial strategies effectively. Outside of his professional work, Hugh enjoys activities such as beach outings, bowling, cooking and baking, hiking, surfing, and volunteering.

Rennee Lammi is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley during her career. 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.

Jason Sechrist is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and John Hancock Funds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joyce Curtis is a CFP® with 40 years of industry experience, currently advising clients at LPL Financial since 2018. She has also been affiliated with Invest Financial Corporation since 2003. In addition to her advisory work, Curtis is an independent insurance agent specializing in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Lindale is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked for M&T Bank’s Wilmington Trust Investment Advisors for 13 years. Outside of his advisory work, he is involved in managing a family farm estate that leases tillable acreage to a local farmer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds. The firm supports its clients through a large network of advisors and branch offices and operates under a fiduciary standard.

Douglas Howes is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with Woodbury Financial Services, Inc. for 16 years. Outside of his advisory role, he serves as Vice President of the Atkinson Youth Baseball & Softball Association and is a board member of the Southern New Hampshire Softball League. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing various asset-allocation tools and third-party arrangements.

James Freeman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes over two decades at Cantella & Co., Inc. He is also involved as an agent with Cantella Insurance Agency and owns a business operating under the name Juliad Enterprises. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. 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, offering both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Miles Feuer is a financial advisor with Raymond James & Associates in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill Lynch, Fidelity Investments, and several advisory firms. Feuer has also been involved with Instacart since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Matthew Greeke is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His career at Fidelity includes roles at Fidelity Investments since 2013 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Barton Liro is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Hendricks Wealth and Estate Management, Hero Investment Planners LLC, Cetera Advisors LLC, Tower Square Investment Management LLC, and Investors Capital Corporation. He is involved with Ohana Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party subadvisors, and research services.

Marc Freedman is a CFP®-designated financial advisor with LPL Financial, based in Peabody, MA, and has 35 years of industry experience. He has been affiliated with LPL Financial since 1991 and founded Freedman Financial Associates, Inc. in 2012. Freedman is also an author of financial planning books and frequently speaks to financial professionals about serving the mass affluent market. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both in-house research and third-party resources across diversified and alternative strategies.