Jonathan Meyers is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. His prior career includes roles at Citizens Securities Inc., Allstate Insurance Company, UBS Financial Services, and other firms. He is currently based at Hanscom Air Force Base in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Marcell Robateau is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co from 2016 to 2018. Robateau serves on the Community Preservation Committee in Randolph, Massachusetts, where he participates in local civic decisions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Andrius Jurkunas is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He worked at Citizens Securities, Inc. for 20 years before joining Ameriprise in 2023. Jurkunas serves as a member of the Board of Trustees at the Isabella Stewart Gardner Museum. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates Ameriprise’s investment research and third-party data within a structured investment ecosystem.

Marcus Cunha is a Planning Consultant with a background in financial services originating from Brazil. He has worked in various capacities within the financial sector, including roles at Fidelity Investments as a Relationship Manager, Financial Representative, and Financial Service Representative between 2024 and 2026. Prior to that, he held positions at Santander Bank N.A as an AVP - Senior Relationship Banker from 2022 to 2024, and at Bank of America as a Relationship Banker in 2022. Marcus holds the CFP4 designation and emphasizes a personalized, relationship-focused approach to financial planning. His professional experience centers on helping individuals and families navigate financial decisions by turning goals into actionable strategies and providing guidance to build confidence in their financial futures. Outside of his professional work, Marcus engages in personal interests such as cooking and baking, hiking, running, and soccer. He also participates in volunteering activities.

Laura Karoly is a financial advisor with Merrill based in Wellesley Hills, MA. She holds the Series 66 designation and has 15 years of industry experience, including 19 years with Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Botelho is a financial advisor at Equitable Advisors with the Series 66 designation and joined the firm in 2025. He has prior experience working at The Ryan Center, URI Campus Rec, and Walgreens, along with a degree from the University of Rhode Island. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Ko Dong is a financial advisor with LPL Financial in Wayland, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technologies, with oversight of over $819 billion in discretionary assets and a large network of advisors.

Curtis Kelley is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2014, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Curtis worked at Centinel Financial Group LLC, a member of the John Hancock Financial Network, where he held roles as Sales Manager from 2013 to 2014 and as Investment Advisor Representative from 2008 to 2014. With 18 years of experience in the financial services industry, Curtis focuses on helping individuals and families accumulate and protect their wealth across generations. He is dedicated to assisting clients in navigating the challenges and opportunities associated with financial planning. His professional approach is guided by his core values of compassion, loyalty, and candor.

Sean Meehan is a Series 66 licensed financial advisor with Equitable Advisors in Wellesley, MA, holding six years of industry experience. His prior roles include positions at AXA Advisors, Rockland Trust, and involvement with isportsweb.com. Outside of advisory work, he is active in managing rental properties through several LLCs, overseeing property maintenance and tenant relations. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party asset managers, focusing on tailored solutions for various client needs.

Peter Smail is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced methodologies including AI, and formal governance procedures.

Vincent Grimaldi is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors LLC and Citizens Securities, Inc. In addition to his advisory role, he is involved as a vice president and financial advisor at Northeast Investment Advisors and acts as an insurance agent selling life, health, annuities, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Nicholas Harvath is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Bentley University, Baystate Financial, BAE Systems, and the University of Massachusetts Lowell. Outside of his advisory role, he is employed part-time at Waverley Oaks Athletic Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Linda Durant is a financial advisor with Cetera in Lexington, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Lexington Financial Group since 1995 and joined Cetera and Cetera Wealth Services, LLC in 2026. She is also involved in selling fixed insurance at her branch location. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to numerous investment options and strategies.

Alyson Popper is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. She also maintains a revocable living trust focusing on real estate investment activities in Hilton Head Island, SC. Morgan Stanley Wealth Management serves individual and institutional clients by offering comprehensive advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment services while operating primarily in an advisory capacity.

Tess Butterworth is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously worked at Catalant Technologies from 2016 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and employer-based financial planning agreements.

Murad Royal is a CFP® with 27 years of experience in financial advising, currently with Raymond James Financial in Chelmsford, MA. His career includes prior roles at LPL Financial, Citizens Securities, Merrill, and John Hancock Investment Management. Outside of his advisory work, he manages an Etsy account as a non-investment related activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Colin Murtha is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011 and leads a wealth management practice that serves successful individuals, executives, business owners, and their families. His team's expertise encompasses a range of financial areas including investment strategy, retirement income planning, debt financing, insurance solutions, and estate planning services. Additionally, they provide corporate retirement plan services focusing on fiduciary support, plan design, and employee financial wellness. Colin's approach to financial advising is consultative. He begins by understanding each client's unique financial situation and objectives, taking into account factors such as time horizon, liquidity, and risk tolerance. He then offers tailored recommendations leveraging resources from Merrill Lynch Wealth Management and Bank of America. His client focus areas include college education planning, divorce transition planning, employee benefits planning, defined benefit plans, personal retirement planning, small business strategies, and investment strategy. He earned a Bachelor of Arts in Philosophy from The George Washington University in 2002. Colin holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Plans Specialist™ (CRPS), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor® (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Natick with his wife and is an active member of the community. In his personal time, he enjoys working out, golf, reading American history, and listening to Frank Sinatra.

Jonathan Wolff is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Commonwealth Financial Network for 18 years before joining Raymond James in 2024. Outside of advising, he is an artist who carves wooden whales and exhibits his work with the Artist Association of Nantucket. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work alongside targeted retirement plan services.

Aya Metwally is a Financial Consultant at Fidelity Investments where she advocates for clients by helping them identify investment opportunities and manage associated risks. She leverages her experience and personal financial planning expertise to assist clients in pursuing their life goals with confidence. Aya has held roles as a Financial Consultant at Fidelity Investments since 2025, a Financial Advisor at Morgan Stanley from 2018 to 2021, and a Licensed Banker at Citizens Bank from 2014 to 2018. She holds a California Insurance License. Outside of her professional work, Aya engages in biking, hiking, running, volunteering, and yoga.

Christine Theroux is a CFP® professional affiliated with Osaic Wealth, with 34 years of industry experience. She has held roles at Royal Alliance and Horace Mann Companies among others. She also serves as Director of Financial Planning at Boston Wealth Management, focusing on defined contribution and defined benefit plans. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple affiliated platforms.