Lisa Comeau is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC for 11 years. Outside of Ameriprise, she provides compliance support through an outside employment role at Detroit Compliance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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 17 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Walsh serves as Advisory Council Treasurer for Boston Women in Finance, where she contributes to education programs and membership growth. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

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 previously worked at Merrill for 10 years before joining Charles Schwab Bank and Charles Schwab in 2025. He holds a Series 66 designation. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory, custody, and order-routing arrangements.

Jeffrey Factor is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and models, offering both direct and corporate-based planning solutions.

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 three years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Citrin Cooperman. Outside of his advisory role, he works part-time as a bartender and waitstaff at White Cliffs Country Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Kalina is a financial advisor with Equitable Advisors in Sudbury, MA, holding a Series 66 designation and 18 years of industry experience. He has worked with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he contributes as an unpaid scout for GMJR Scouting, writing NFL Draft prospect reports. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Seth Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides customized financial advice tailored to the individual goals of his clients, assisting with areas such as investment allocation, college planning, credit and lending, retirement, and estate planning. He utilizes resources from Bank of America banking services and Merrill Lynch's investment products to develop strategies aimed at meeting client objectives. Seth's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Seth graduated from Pennsylvania State University System with a Bachelor's Degree. He is involved in community organizations including Junior Achievement and Young America. Outside of his professional role, Seth enjoys camping, football, hiking, hunting, music, reading, running, skiing, spending time with his family, and traveling.

Jeffrey Ellis is a financial advisor with LPL Financial, 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 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.

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 designations and having 37 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he also works with Avidia Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

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.