Kristopher Grenier is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Webster First Federal Credit Union for six years before joining Merrill and Bank of America in 2022 and 2023, respectively. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sacchetti is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Leonhardt is a Planning Consultant at Fidelity Investments, where he supports local advisors in developing customized financial plans for clients. In his role, he focuses on helping families build lasting financial plans and fostering ongoing, trustworthy relationships. Robert has been with Fidelity Investments since 2019, progressing through several roles including Intern, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience spans various aspects of client relationship management and financial planning. Outside of his professional work, Robert's personal interests include attending concerts, football, golf, movies, puzzles, and theater.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.

Adam Conway is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and is also associated with NRP Advisors, Inc. and NRP Financial, Inc. Outside of his advisory role, he operates Harbor Retirement Planning and has involvement with Triton Mutual, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Devy Thangavel is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked with Merrill since 2016 and also held roles at Bank of America during that time. 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, and institutional investors.

Brian Hash is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. Throughout his career at Fidelity, he has held various roles including Branch Leader, Branch Service Manager, Senior Manager of the Private Client Group, Manager of Retirement Investment Services, Retirement Services Team Lead, and Retirement Services Representative. Brian's professional experience encompasses a range of responsibilities within financial consulting, branch leadership, retirement investment services, and private client management. His work focuses on educating and empowering clients to make informed financial decisions and developing customized financial plans tailored to individual needs.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Street Bank, and KPMG Advisory Services. Outside of her advisory role, she is the sole proprietor of Lolo & Huck Publishing, LLC, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

James Gennari Jr. is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning through structured processes supported by firm-approved tools and analytics.

Tom Boardman serves as Vice President, Wealth Planner at Fidelity Investments, where he partners with clients to develop and implement family wealth plans aimed at achieving their short, intermediate, and long-term goals. He has been with Fidelity Investments since 2005, holding various roles including Wealth Planner since 2018, Financial Consultant from 2013 to 2018, and Investment Representative from 2012 to 2013. Prior to his current role, Tom gained experience as a Private Client Specialist and Financial Representative at Fidelity Investments, along with positions focused on retirement and customer service. His extensive tenure at Fidelity reflects a commitment to client service and wealth management. Outside of his professional career, Tom's personal interests include comedy, fitness, music, skiing, and snowboarding.

Jacqueline Milowe is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® certification and Series 66 and 63 licenses. Her prior work includes positions at City National Bank and Foresters Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies to each client’s risk profile and utilizes a range of in-house and third-party investment managers.

Ann Sybill Emmanuel is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Wellington Management Company LLP, LPL Enterprise, LLC, and Gray, Gray & Gray. She is also involved with Fourth Heaven Media LLC, an entrepreneurial venture she has been engaged with since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, and it maintains notable municipal advisory capabilities and specialized employer advisory programs.

Bridget Skeffington is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at M&T Bank, Playa Bowls LLC, and the University of Connecticut. Outside of finance, she has experience in the food service industry with Marylou's Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Tyler Walls is a financial advisor at Morgan Stanley in Wellesley, MA, with six years of industry experience. He held previous roles at T. Rowe Price and gained early career experience at Towson University and Padonia Ale House. Walls holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sarah Dunworth is a financial advisor with LPL Financial in Newton, MA, holding a Series 66 designation and six years of industry experience. Her prior firms include Commonwealth Financial Network, Triad Advisors, TSW Wealth Management, and Purshe Kaplan Sterling Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a 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.

Rachael Linnehan is a Series 66-credentialed financial advisor at LPL Financial with 11 years of industry experience. She has worked at LPL Financial since 2015 with a brief tenure at Northwestern Mutual Wealth Management Company and affiliated firms from 2021 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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 consulting services supported by research and model portfolios from LPL Research and third-party subadvisors.

Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support financial plans.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. His background includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Elaine Mc Laughlin is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.