Martin Stocklan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Martin has been a Wealth Advisor for 45 years. He holds a Bachelor of Science in Business Administration from Babson College and a Master of Business Administration from Harvard Business School. Martin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Martin has interests in baseball, basketball, billiards, football, ice hockey, reading, spending time with his family, and tennis. He is associated with several professional organizations, including AIPAC, SquashBusters, CAMERA, and Friends of the IDF.

Molly Slowe is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, State Street Global Advisors, and Vistra. Prior to her finance career, she completed full-time education at Boston College. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning through structured processes and a variety of investment programs.

David Baker is a financial advisor with Equitable Advisors holding a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he was a minority owner of Lord Hobo, a craft beer maker. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through both in-house programs and third-party managers.

Yuebin Zhang is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill Lynch since 2008. 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 a variety of client types including individuals, high-net-worth clients, and institutional accounts.

William Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Surya Sapra is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Santander Securities and Santander Bank. Sapra is a co-owner of a non-investment real estate entity outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide clients with tailored written recommendation reports and ongoing advice.

Meghan Geary is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. The firm provides a wide range of advisory services to individuals and institutional clients, including financial planning and estate planning strategies. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and models.

Matthew Ruggieri is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2007, progressing through various positions including Operations Specialist, Financial Representative, Investments Consultant, and Financial Consultant. Prior to his current role, he also worked as a Wealth Management Advisor at TIAA from 2017 to 2018. In his capacity as Vice President Financial Consultant, Matthew partners with clients to create and implement customized financial plans tailored to their family's unique needs. He focuses on designing strategies to improve these plans and maintaining open communication to support clients through important financial decisions and life transitions. Outside of his professional work, Matthew has personal interests that include baseball, fitness, football, golf, and traveling.

Timothy Gray is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at UBS Financial Services since 2012. UBS Financial Services Inc. 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Shawn Limerick is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He has worked at Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities, long-term care, disability, group and individual health, and fixed life 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Donald Kane is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he worked at Synagro and New England Fertilizer for a combined 11 years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm employs a variety of investment models and third-party managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Blaise Romanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009, following an internship that began in 2008. Blaise specializes in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Blaise earned both his Bachelor's degree in Finance, Economics and Operations Management and his MBA in Finance from Loyola University Chicago, Quinlan School of Business. He holds the Personal Investment Advisor (PIA) designation. Drawing on his interest in behavioral and computational finance, Blaise works closely with clients to develop customized portfolio models tailored to their unique preferences and goals. Outside of his professional role, Blaise participates in community fundraising events for the Alzheimer's Association. He resides in the Lincoln Square area with his wife and their English Bulldog. His personal interests include biking, boating, camping, cooking, fishing, golfing, and spending time with family.

Jack Hall is a financial advisor at Edward Jones in Quincy, MA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2026, he worked at Eaton Vance/Morgan Stanley from 2021 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Meihua Tu is a financial advisor with Charles Schwab in Chestnut Hill, MA, holding a Series 66 designation and 15 years of industry experience. She has worked at Charles Schwab since 2019, with prior experience at Santander Securities and Edward Jones. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support across a large client base.

Helen Hamilton is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and also works with MASSMUTUAL Life Insurance Company, where she has been since 2016. Prior to that, she spent two years at Metlife Securities, Inc. 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on client goals and strategy recommendations.

Jade Ye is a financial advisor with Equitable Advisors based in Wellesley, MA. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Jade has a background that includes multiple roles at Bentley University and experience working at All Seasons Ann Arbor and Huron High School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

Michael Naughton is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 63 designation and four years of industry experience. His work history includes positions at MML Investor Services, LLC, MassMutual Life Insurance Company, Bunker Hill Community College, and the Town of Lexington. MassMutual 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 financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Maura Clow is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works closely with clients to develop goal-driven financial plans that help them manage their financial futures with confidence. Maura is committed to building long-term, trust-based relationships and providing support and guidance throughout various stages of her clients' lives. She maintains a California Insurance License, which supports her ability to offer comprehensive financial advice. Details regarding her educational background and additional professional credentials are not provided.

Bryce Schintzius is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as president of Goetz Energy Corp and occasionally works as a substitute teacher at a public high school. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and specialized planning such as divorce and estate-settlement planning.

William Thomas is a financial advisor with LPL Financial in Westwood, MA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for six years and has been with LPL Financial since 2008. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.