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.

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 nine 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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. He holds the Series 66 designation and joined the industry in 2025. Prior to entering financial advising, he has worked in various roles including positions with St. Anne's Credit Union, the University of New Hampshire, and the Durham Youth Hockey Organization. He is also involved with the Woodland Golf Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model heavily reliant on LPL-sponsored programs and endorsed TAMPs.

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.

Jean St Pierre is a financial advisor with Ameriprise in Westport, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of advising, she is involved in commercial real estate through ownership of a property management business in Topsham, Maine. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research with modeling and a centralized consulting team to deliver non-discretionary advice, primarily focusing on assets held within Ameriprise-managed accounts.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

David Carolan is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and custody services.

John Trickett is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works with high net worth individuals, affluent families, and successful businesses in Massachusetts and nationwide, focusing on a planning-based approach to wealth management and portfolio formulation. John also provides services to employers and employees by developing and enhancing corporate retirement plans. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a variety of Merrill model portfolios and third-party investment options. John holds several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Massachusetts Amherst. John’s areas of expertise encompass college education planning, family wealth management, legacy planning, liquidity management, retirement income, socially responsible investing, and special needs planning strategies. Outside of his professional work, John enjoys golfing, music, running, traveling, and spending time with his family. He is committed to community involvement and volunteers with organizations serving the communities where he and Merrill Lynch operate.

Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.