Edward Eastman III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Charles Schwab in 2018, he worked for Cape Cod Five Trust & Asset Management for 14 years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through comprehensive wealth advisory and managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment process.

George Sonntag Jr. is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 1995. He also operates Integrated Benefit Corporation, where he is involved in income tax preparation and insurance sales. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third‑party subadvisors, and customized strategies.

Michael Garrison is a CFP® professional with 18 years of experience in financial advisory services. He has been affiliated with Raymond James Financial since 2011 and previously operated Garrison Financial, Inc. for 10 years. Garrison is also the President of Garrison Financial, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and emphasizes non-discretionary advisory programs combined with specialized municipal and public-finance services.

Kelley Mcgoldrick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Morgan Stanley, and OSAIC. She serves as a board member for the Cornell Varsity Athletic Alumni Association and the Cornell Adult University Board of Directors, organizations that promote women's athletics and adult education for Cornell University alumni. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with extensive options including model portfolios, third-party managers, and bespoke strategies.

James Hopwood is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns a recreational bait and tackle business in Buzzards Bay, Massachusetts. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm employs structured discovery conversations and advanced modeling tools in its planning process and manages approximately $2.74 trillion in client assets.

Robert Clower is a financial advisor with LPL Financial in Mashpee, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at ValMark Advisers, Inc. and ValMark Securities, Inc., and operated Clower Insurance & Financial Strategies for 18 years. He serves as trustee of family trusts, including the Elizabeth Dean Clower Inherited Trust and the Courtney G. Clower Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Andrew Zimmerman is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2016. Outside of his advisory work, he serves on the board of a nonprofit dedicated to preserving Quissett Harbor in Woods Hole, MA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Hokanson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment committee guidance.

Caitlyn Potter is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with various Fidelity entities since 2017. Prior to that, she had a one-year period of unemployment in 2016-2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including fund and portfolio management using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, employing systematic methodologies and AI-driven research in its investment process.

Tyler Eldredge is a financial advisor with Morgan Stanley in Hyannis, MA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Eldredge serves on the board of directors for Latham Centers, a charitable organization based in Brewster, MA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Olivia Pearsall is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, and Intern. In her current role, Olivia collaborates with clients to understand their short-term and long-term financial goals, co-creating personalized financial plans and developing customized investment strategies. Her professional experience encompasses various aspects of financial consulting and client relationship management within Fidelity Investments.

Andrew Lenzi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS, and Fintrx. Outside of financial services, he has worked in the food industry with Joy Food Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm's advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jessica Fiedler is a Financial Advisor at Merrill Lynch Wealth Management. She brings over 10 years of experience in the mutual fund and wealth management industries, focusing on helping individuals, families, and business owners make informed financial decisions through personalized guidance and goals-based planning. Jessica earned a Bachelor of Science degree from the University of New Hampshire and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Her approach centers on understanding each client's unique values, priorities, and aspirations to develop tailored financial strategies. Outside of her professional work, Jessica enjoys skiing, golfing, boating, and spending time with her husband and their three daughters.

Steven Griffith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Cetera since 2014 and also provides wealth management services through Public Employee Educational Retirement Services, Inc. In addition to advisory work, he is involved in the sale of fixed life, disability, and long-term care insurance and fixed annuities. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and a variety of program structures, with more than $256 billion in assets under management.

Henrik Gulmann is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been employed since 2000. He serves as a qualified Portfolio Manager within the Merrill Investment Advisory Program, managing client accounts across the United States using personalized and defined investment strategies. Henrik's client focus areas include education planning, investment consulting for defined contribution plans, retirement income, and socially responsible investing, among others. Henrik has over 25 years of experience in business management and finance. Before joining Merrill, he worked as a public accountant for PriceWaterhouseCoopers in San Francisco and Boston. He holds bachelor's degrees in Economics and Legal Studies from the University of California Berkeley. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Henrik is involved in his community as a trustee of Falmouth Academy. He lives in Falmouth, Massachusetts with his wife, Lara, and their three children, Ben, Erik, and Anna. He spends personal time hiking, traveling, and pursuing goals such as climbing various peaks in the United States and visiting continents worldwide.

Maria Ferguson is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Edward Jones for 14 years before joining UBS in 2026. Maria holds Series 63 and Series 66 credentials. Outside of her advisory role, she volunteers with nonprofit organizations focused on financial empowerment and community events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Christopher Flanders is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. Flanders serves as trustee for two family trusts, managing investments through a third-party money manager for which he is the broker of record. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions for its clients.

Asta Muldoon is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Ameriprise since 2005. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Elizabeth La Croix is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Merrill since 2004 and also worked at Bank of America N.A. beginning in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary strategies developed by internal and third-party managers and offers strategic asset allocation with options tailored for tax-sensitive investors.

Ekaterina Petrova is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping clients navigate their financial goals and develop strategies tailored to their individual circumstances. Ekaterina’s professional background includes expertise in legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income planning. She holds a Bachelor’s degree from the University of San Francisco and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ekaterina is proficient in English and Russian. Outside of her advisory role, Ekaterina participates in her local Homeowners Association and engages in personal interests such as boxing, camping, cooking, hiking, photography, reading, spending time with family, watching movies, and woodworking.