Thomas Curran is a financial advisor with Ameriprise in Westborough, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Diana Rittenberg is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of proprietary models and oversight of affiliated and unaffiliated sub-advisers.

Devin Callaghan is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. His background includes roles outside finance, such as positions at West Chop Club, Yankee Candle, and the Genesis Spiritual Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals and risk tolerances.

John Simeone is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Simeone serves as Vice President on the Board of Directors for Needham Junior Football and Cheer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor advice, with a focus on assets managed within Ameriprise accounts.

Andrew Grande is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked at firms including Northwestern Mutual, New York Life, and Allstate Financial Services. Outside of his advisory role, he is involved with DMSE Sports as an event consultant. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment approaches developed by its research department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Thomas Hitchcock is a financial advisor with LPL Financial in Westwood, MA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 49 years of industry experience and has been with LPL Financial since 2009, having previously worked at Bay Financial Advisors, Inc. for 11 years. He also provides financial planning and consulting services through Bay Financial Advisors, an independent registered investment advisory firm. 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 model portfolios, third-party asset management, and institutional platforms.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Middlesex Savings Bank and multiple engagements at Saint Anselm College. Outside of his advisory work, he has experience working at Newcomb Farms Family Restaurant and in educational roles within Milton Public Schools. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Kevin Daley is a financial advisor with Ameriprise in Winchester, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Splitting Aces LLC, a restaurant investment. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mengyu Liu is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Liu held positions at Zhongjindayou Capital, CICC Capital, Shenzhen Leaguer Venture Capital, and had academic affiliations with Cornell University and Babson College. Liu holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Gabriella Koziol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2017, with prior experience at Axa Advisors and roles at Bryant University. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Danielle Gaudette is a financial advisor with LPL Financial based in Hudson, MA, holding a Series 66 designation and six years of industry experience. She has worked at Avidia Bank and Avidia Investment Services since 2010 and has been associated with LPL Financial since 2019. Outside of her advisory role, she has a long-term involvement with Ski Ward Ski Area. 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, and institutional platforms, supported by a large network of advisors and integrated technology tools.

Michele Gasper is a financial advisor at Merrill with 17 years of industry experience. She has held her current role since 2017 and previously worked at Citizens Bank. Gasper holds Series 63 and Series 66 licenses. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Russell Woeltz is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Kaplan Chong Group. He is dedicated to providing clients with individually tailored financial and investment management strategies. He focuses on building enduring client relationships through a commitment to outstanding guidance and service. Russell works closely with clients to define and help achieve their financial goals by understanding their personal perspectives and priorities. His areas of expertise include college education planning, executive compensation, services for endowments, foundations, and non-profits, defined benefit and contribution plans, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint Lawrence University and is a Personal Investment Advisor (PIA). Outside of his professional role, Russell is a member of the USGA and Ski Club Hochgebirge and is involved with the NOLS and SCA community organizations. His personal interests include biking, golfing, hiking, music, reading, running, skiing, tennis, watching movies, and writing.

Jonathan Greer is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Financial Advisor with The Cafaro Group since 2013. He brings 20 years of investment experience to his role, focusing on helping ultra-high-net-worth families and real estate business owners develop wealth management strategies aligned with their financial goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jonathan holds a bachelor's degree in American studies from Franklin & Marshall College in Lancaster, Pennsylvania. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Jonathan serves as President of the Matthew L. Greer Children's Foundation. He lives in Chestnut Hill with his wife, Lynne, and their three children.

Sean Tully is a financial advisor at Morgan Stanley with Series 66 registration and six years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2020 and was previously involved with CrossFit TILT from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Egor Shiroglazov is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill and Bank of America since 2017. 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.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Paul Meaney is a financial advisor at OSAIC with 40 years of industry experience. He previously spent 18 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in managing real estate properties and works as an insurance agent offering fixed life insurance and annuities. OSAIC serves a diverse clientele including retail and institutional investors by providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms and legacy programs.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that consider their full financial picture and what matters most to them. Connor provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Connor focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. His approach begins with understanding each client's unique financial situation and goals, allowing him to create flexible strategies responsive to changing market conditions and client needs. He holds a degree in finance from the University of Massachusetts, Amherst, and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Connor enjoys basketball, fishing, football, golfing, music, spending time with his family, and watching movies.

Michael Hodge is a CFP® with 31 years of industry experience, currently affiliated with Cetera since 2026. He previously worked at Commonwealth Financial Network for 27 years and has operated Hodge Associates, Inc. since 1998, where he is president and co-owner. Outside of financial advising, he is involved in tax preparation and accounting services through Hodge Associates, Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.