Katalin Orban is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked with LPL Financial since 2018 and previously held positions at Foresters Advisory Services LLC and Foresters Financial Services. 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 variety of advisory programs, financial planning, and retirement consulting services supported by model portfolios, research, and technology-driven strategies.

Inas Alawam is a Financial Consultant currently working at Fidelity Investments since 2023. She has held several roles in the financial services industry, including Vice President-Financial Advisor at Private Client Citizens Bank from 2022 to 2023, Vice President-Financial Consultant at Charles Schwab from 2021 to 2022, Senior Relationship Banker at Santander Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Her professional approach involves partnering with clients to optimize their financial processes by complementing their knowledge and skills. She and her team focus on educating clients to help them make informed decisions and growing impactful relationships. Outside of her professional work, Inas has interests in food, music, and yoga.

Samjhana Aryal is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC and Axelon agency, a Sandoz Pharmaceutical Novartis company. 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 and profit-sharing plans, corporations, and charitable organizations.

Chiquita Rice is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for seven years before joining OSAIC in 2021. Rice serves on the board and finance committee of Shelter Music Boston, a nonprofit organization, and is the founder of Wings of Wellness, another nonprofit connected to her financial advisory work. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Christine Nilson is a financial advisor with Raymond James Financial in Newton, MA, holding Series 66 and Series 63 credentials and six years of industry experience. Her prior roles include positions at The Bulfinch Group, AXA Equitable, and Robert Half. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Keefe is a Series 66-credentialed advisor with Raymond James Financial, bringing one year of industry experience. His background includes roles at Raymond James Financial Services Inc., North Atlantic Investment Partners, and RSM US LLP. Outside of finance, he has experience working in the restaurant industry and education. 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, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and maintaining specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

John Bresnehan is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2002 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

William Connell III is a financial advisor with LPL Financial in Auburndale, MA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Canby Financial Advisors. He is also involved with The Village Bank and operates Village Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

George Schutte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. Prior to joining Raymond James in 2024, he spent 27 years with Commonwealth Financial Network. He is also president of Beluga Financial Network, Inc., a support company based in Newton Lower Falls, MA. 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 emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Timothy Grogan is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at New England Schooner, Inc. and Royal Alliance Associates Inc. Grogan also has experience as a non-variable insurance agent. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Brian Nash is a Series 66-licensed financial advisor with Ameriprise in Milton, MA, bringing two years of industry experience. He previously worked at Fidelity Investments for 13 years. Outside of his advisory role, Nash manages his business activities through QL Group, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that incorporate tax strategies and adaptive withdrawal methods.

Kevin Yorkey is a CFA® charterholder with 26 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools to offer diversified, rebalanced portfolios and fiduciary service under ERISA guidelines.

Carl Aloupis Jr is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and research resources.

Sujitha Thiruvazhi is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Jessica Kelley is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been associated with Merrill since 2010 and has worked at Bank of America, N.A. since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.

Justin Abely is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation. He has no prior industry experience beyond his current role and has a diverse work history including positions at St. Anne's Credit Union, the Durham Youth Hockey Organization, and Woodland Golf Club. Outside of finance, he has experience in the food service industry, having worked at Sierra's Brick Oven Pizza & Pub. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party advisory programs and fiduciary services tailored to clients' risk tolerance and investment goals.

Brian Sullivan is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Leonardo Viera is a financial advisor at Edelman Financial Engines with three years of industry experience. He previously worked at Merrill, Bank of America, N.A., and New York Life. Outside of his advisory role, he works as a driver for Uber Technologies as a gig side hustle. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.