Gerard Delannoy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he was employed at Santander Securities LLC, Santander Bank NA, and John Hancock / SII. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Anna Brodeur is a financial advisor with Equitable Advisors in Woonsocket, RI, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Baycoast Bank and New York Life Insurance Company, as well as experience working at Bryant University and Bob's Store. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed advisors.

Michele Marini is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at National Financial Services Corporation and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Tracy Teng is a financial advisor with LPL Financial based in Westwood, MA, holding a Series 66 license and 23 years of industry experience. Prior to joining LPL Financial in 2021, Teng worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, Metlife Securities Inc., and Mariner. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Bellerose Jr. is a Series 66-credentialed financial advisor with 14 years of industry experience, currently serving at Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and broad investment offerings.

Ryan Saucier is a Planning Consultant at Fidelity Investments, where he provides financial planning services tailored to align clients' financial decisions with their life goals. He works to build meaningful, long-term relationships and aims to be a trusted partner for his clients as they navigate various life milestones. Ryan has been with Fidelity Investments since 2021, progressing through roles including Relationship Management Intern, Customer Relationship Advocate, Investment Solutions Representative I, and Relationship Manager before becoming a Planning Consultant in 2025. He holds an Arkansas Insurance License and applies his knowledge and experience to deliver personalized, strategic financial planning.

Gerald Sweeney II is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has led a planning-based practice focused on delivering personalized strategies for retirement, wealth preservation, and long-term growth. His approach centers on listening to clients, understanding their priorities, and creating plans tailored to their individual goals. With over 20 years of experience in the financial services industry, Gerry helps corporate executives, business owners, and families organize and simplify their financial lives. He leverages his expertise in investment management, tax-aware strategies, and estate planning to provide clients with clarity and confidence in their financial decisions. His core areas of client focus include personal retirement planning, legacy planning, tax minimization, and portfolio management services among others. Gerald earned a Bachelor of Science degree from the University of Massachusetts. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Norwell, Massachusetts, with his wife Rachel and their daughters Olivia and Chloe.

Robert Basiri is a financial advisor with OSAIC based in Needham Heights, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii Jhfn, and Centinel Financial Group. Basiri is also a partner and financial advisor at Diamond Point Wealth Partners, where he focuses on business development and team management. OSAIC Wealth serves a diverse mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and maintaining a complex network of affiliated broker-dealer, asset management, insurance, and trust entities.

Michael Laliberte is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Wellesley, MA. Prior to joining Morgan Stanley in 2025, he spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, with a focus on tailored financial planning and extensive asset management.

Carolyn Moodie is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career at Fidelity in 2015 as a Financial Representative and has held several roles within the company, including Financial Representative II, Relationship Manager, and Planning Consultant. As a CERTIFIED FINANCIAL PLANNER™, Carolyn specializes in collaborating with individuals and families to develop personalized financial plans aimed at providing confidence and peace of mind. She holds a California Insurance License, supporting her ability to offer comprehensive financial consulting. Outside of her professional role, Carolyn has interests in beach activities, cooking and baking, football, reading, and soccer.

Montoya Kim is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. They have worked at LPL Enterprise LLC since 2026 and previously held roles at World Investments, Inc., Boston Harbor Wealth Advisors, Raymond James Financial Services, Inc., and Fidelity Investment. Montoya also provides insurance products, including life, health, accident, annuities, and long-term care insurance, to clients and their families. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products.

Matthew Boehm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and has prior experience at firms including Unified Wealth Management, LLC, Gunnallen Financial, Inc., and PFA/Pinnacle Financial Advisors. Outside of his advisory role, Boehm is involved with M & M Financial Partners, which provides tax preparation and accounting services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

James Butler III is a financial advisor with LPL Financial in Westwood, MA, holding a Series 63 credential and with 43 years of industry experience. He has worked at LPL Financial since 2004 and previously spent 17 years at Bay Financial Advisors, Inc. In addition to his advisory role, he sells fixed annuities and various types of insurance, including individual and group health, term, universal and whole life, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Ryan Vanweezel is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His work history includes roles at Cadaret Grant & Co., Inc. and Nuveen Investments. In addition to his advisory role, he is involved in tax preparation and accounting as a CPA and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad network of over 22,800 advisors.

Shelley Zicolell is a financial advisor with LPL Financial in Milford, MA, holding eight years of industry experience. She has been with LPL Financial since 2018 and also has a long-standing affiliation with Abodeely Insurance Co dating back to 1985. 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 advisory and brokerage services, including financial planning and access to third-party asset management, utilizing model portfolios and customized strategies supported by advisor-focused technology tools.

Steve Liss is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Investment Solutions Representative. His professional experience centers on working with high net worth families to understand and address their diverse financial goals. Steve emphasizes the importance of in-depth financial planning tailored to each client's unique situation to provide clarity for their financial future. Outside of his professional responsibilities, he enjoys golf, skiing, and traveling.

Thomas Crowley is a CFP® with 18 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexandros Reissis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Stop it Goaltending, OPEXEngine, and teaching appointments at Bentley University and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic construction, with oversight of sub-advisers and use of AI and systematic methodologies in its investment process.

Aline Yurik is a financial advisor with MassMutual Investors Services holding CFP® and Series 66 credentials and has three years of industry experience. She has a diverse background that includes roles in health insurance IT systems and extensive part-time academic positions at multiple universities, including Brandeis University where she serves as program chair for the Master of Software Engineering. Yurik is also a licensed real estate agent with Centre Realty Group. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and other clients, utilizing firm‑approved analytical tools to support collaborative annual planning engagements.

Charles Casassa is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2001. Casassa also acts in a fiduciary capacity for two irrevocable trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.