Julie Lynch is a financial advisor at RBC Capital Markets with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for discretionary and non-discretionary portfolio management.

Jackson Graham is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has held roles including investment analyst and assistant to a financial professional at Synergy Wealth Partners. Outside of advising, he is also licensed as an insurance agent, selling life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment approach with asset allocation and portfolio optimization tools, supporting a variety of program types and third-party managers.

Robert Barrette is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 1991. He provides advisory services focused on the creation, growth, preservation, and transfer of wealth, leveraging his extensive experience combined with Merrill Lynch's resources. His expertise spans multiple client focus areas including family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and philanthropic planning. Bob holds a Bachelor's Degree from Georgetown University and holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He employs a collaborative approach, emphasizing an understanding of clients' life priorities to create personalized financial plans tailored around their goals and aspirations. Outside of his professional work, Robert enjoys golfing, reading, running, and skiing.

Michael Brady is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch and Bank of America since 2004. Outside of his advisory role, he serves on the investment committees for the Massachusetts Health & Hospital Association and Beth Israel Lahey Health, and is a Town Meeting Member in Milton, Massachusetts. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

John Flynn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in Burlington, Massachusetts. He has been in the financial services industry since 1994, beginning his career as a Financial Advisor at BayBank. He joined Merrill Lynch in 2009 following the merger with Banc of America Investments. John focuses on forming long-term relationships and assisting clients with all aspects of their financial lives. John advises clients on wealth accumulation, preservation, and transfer through individually customized wealth management strategies using a defined process. He offers a wide range of services including portfolio development, education planning, liability management, retirement planning, and asset preservation, emphasizing a client's complete financial picture. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. John holds a Bachelor's degree from Boston College earned in 1987 and a Master's degree in Business Administration from Northeastern University obtained in 1998. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, John is interested in baseball, basketball, swimming, and spending time with his family. He is married with three children and engages in community volunteer activities aligned with Merrill's tradition of community participation.

Chris Eldridge is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he accumulated experience within Fidelity Investments as an Investment Consultant from 2024 to 2026, a Financial Representative from 2023 to 2024, a High Net Worth Associate in 2023, and a Customer Relationship Advocate from 2022 to 2023. As a CERTIFIED FINANCIAL PLANNER® professional, Chris focuses on financial planning by working collaboratively with clients to develop personalized plans that align with their goals and preferences. He employs a patient and structured approach aimed at helping clients understand how their current decisions impact their long-term financial objectives. Outside of his professional responsibilities, Chris has interests in boating, fitness, golf, and skiing.

Shayla Eubanks is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and Wealth Management teams to support clients in developing comprehensive financial plans. She focuses on understanding clients' goals, values, and unique financial situations to help create plans that provide confidence and peace of mind. Shayla has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. Her experience within the firm has provided her with a broad understanding of client needs and financial planning processes.

Robert Mc Neice is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 credential with two years of industry experience. He has been with Morgan Stanley since 2022. Outside of his advisory role, Mc Neice coaches for the Boston Junior Huskies in Canton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 tools to support its financial advisory process.

Justin Appleby is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Cohasset Golf Club and The Barrel County Market. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party asset managers and advisory models.

Carson Cacciatore is a financial advisor with Thrivent Investment Management in Watertown, MA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked with Chi Alpha Campus Ministries for seven years and has experience in entrepreneurial ventures including Blue Sail Coffee and U Storage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Amy La Marche is a financial advisor with Edward Jones in Burlington, MA, holding a Series 66 designation and one year of industry experience. She previously worked at Salem Five Bank for nine years. La Marche serves as a trustee for the Legacy Family Trust in Lynnfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm has a large national network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Philip Stone is a financial advisor with LPL Financial in Lexington, MA, holding a Series 65 credential and 21 years of industry experience. He has been with LPL Financial since 2005 and has operated Stone & Company, P.C. since 1987. In addition to his advisory work, he is involved with Stone Acquisitions Group, LLC, which lists businesses for sale and provides buyer representation. 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 provides a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by technology tools and a broad platform of financial products and partnerships.

Benjamin Rice is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Legends Global and LL Bean, where he was a retail associate outside of his advisory responsibilities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, with services delivered through a network of Investment Adviser Representatives and utilizing both proprietary and third-party investment solutions.

Mark Mcmanus is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is involved with RRiM, LLC, a software company that distributes retirement planning software. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver recommendations.

Frank Rossi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Rossi serves on the Town of Medway Investment Advisory Committee and is a Select Board member, overseeing the town’s operating budget and capital projects. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and access to extensive investment resources.

James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

Kendall Pomeroy is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Fidelity Investments for one year and has held various roles including positions related to baseball organizations and at the University of Massachusetts Lowell. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including scenario modeling through the Global Investment Committee’s estimates and Monte Carlo simulations.

Richard Alles Jr. is a financial advisor with Ameriprise in Weston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Oppenheimer for 21 years before joining Ameriprise in various capacities since 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside a dedicated consulting team to deliver customized retirement income strategies.

Bibekananda Das is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s models.

Corleen Cadman is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at PFS Investments Inc. since 2023 and Primerica Financial Services since 2018. Outside of finance, she has been involved with Caseys Diner since 2015 and worked with Micheal J Connolly & Sons for over two decades. Primerica Advisors is a large-scale firm serving primarily individual investors including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing.