David Mingori is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2017, following prior roles at MassMutual Life Insurance Company and MetLife Securities Inc. Mingori is also an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, goal-oriented planning engagements.

Anthony Psikarakis is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 27 years of industry experience. He previously worked at American Express Financial Advisors Inc. for 22 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gerry Goldman is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 63 designation with 27 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated Financial Advisors and its Estate Planning Strategies Group. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Logan Greene is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to understand their individual visions and goals, co-creating financial plans that aim to provide peace of mind through collaboration and thorough analysis. Logan's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Advisor at Barnum Financial Group from 2021 to 2022. His approach focuses on understanding what is most important to each client and developing strategies tailored to their unique objectives. Outside of his professional work, Logan has interests in baseball, board games, fishing, golf, snowboarding, and volunteering.

Russell Noonan Jr. is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors, he worked at BayCoast Bank and Verizon Wireless, and spent several years in education at Endicott College and Old Rochester Regional High School. Outside of his advisory role, he is employed as a van driver for a local services company. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored solutions and endorsed third-party managers.

Sean Leonard is a financial advisor at Wells Fargo Advisors in Needham, MA, holding a Series 66 designation with two years of industry experience. His prior work includes diverse roles in construction, landscaping, and education, including positions at Consigli Construction, Kelly's Landscaping Inc., Assumption University, and Franklin High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting net-worth thresholds.

Gary Shilman is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Potomac Fund Management and BTS Asset Management. Shilman serves as a member of the Finance Committee for the Town of Natick, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers services such as tax-efficient investing and proxy voting.

Michael Jankovic is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Sparrow is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after working with Morgan Stanley and Smith Barney beginning in 2002. In 2015, he joined the O'Brien Sparrow Wealth Management Group, where he continues to provide investment management and wealth planning services. Matthew received a Bachelor's Degree in Economics and Finance from Bentley University and holds the Portfolio Manager designation. He focuses on working with individuals, families, corporate executives, and institutions in areas including investment management, wealth planning, college education planning, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Matthew resides in Hopkinton with his wife and four children. His personal interests include football, tennis, spending time with his family, and traveling.

Casey Freeman is the Resident Director and Wealth Management Advisor at Merrill Lynch, leading a team that includes his wife and another female advisor. With more than 20 years of experience in financial advising, Casey works closely with individuals, families, and organizations to develop personalized financial strategies. His approach emphasizes a collaborative partnership with clients to pursue long-term financial goals, including cash flow management and strategic tax mitigation. He specializes in areas such as executive compensation, equity compensation services, family wealth management, estate and trust planning, and services for endowments, foundations, and non-profits. Casey's team utilizes proprietary tools like the Personal Wealth Analysis™ to help clients achieve a work-optional lifestyle by projecting scenarios that maximize cash flow and uncover tax advantages. Casey holds a High School Diploma from Holy Name Central Catholic High School, a Bachelor's Degree from the University of Tampa, and a Master of Business Administration (MBA) from the University of South Carolina System. He has earned professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Casey participates in community activities through memberships such as the Coast Guard Auxiliary, Creative Hub Worcester, and Holden Youth Soccer. His personal interests include adventure sports, boating, fishing, football, scuba diving, soccer, spending time with his family, and traveling.

Dena Mao is a financial advisor with LPL Financial in Dedham, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and HMS Financial Group, each for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and investment management solutions supported by extensive research and technology tools.

Austin King is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation. He has a background that includes seven years at TA Associates and three years at Ernst & Young LLP. He joined Morgan Stanley and its Private Bank in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured discovery conversations and firm-approved tools.

Daysi Martinez Celaya is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she has held roles with companies including Instacart and Uber Eats, where she is also active as a driver outside of her advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured processes and firm-approved tools.

Ryan Viktorin is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. He has 18 years of experience as a financial advisor, including prior work at Morgan Stanley from 2008 to 2013. He specializes in working with high net worth families, focusing on investment strategies, retirement planning, and tax-efficient investing. Ryan maintains an in-depth understanding of the financial markets and aims to simplify and communicate complex financial concepts to his clients. He holds a California Insurance License.

James W. Buzgo is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at UBS Financial Services Inc. for 11 years. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions across investments, brokerage, and insurance through affiliated entities.

Matthew Petralia is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Newport Group Securities, Inc. and Newport Group, Inc. His tenure at Fidelity includes roles within Fidelity Brokerage Services and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs, with distinct involvement in commodity pool operations and advisory roles to multiple registered investment companies.

Patrick Belniak is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors during the same period. Outside his advisory role, he serves as a personal finance instructor at Medway High School. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory services based on clients’ goals and risk tolerance.

Dillon Geelan is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2023. He brings over 11 years of experience in the financial planning industry, having previously worked as a Financial Solutions Advisor in the MetroWest area of Boston and held various roles at Fidelity Investments, including Consumer Investments and Stock Plan Services. Dillon holds a Bachelor's Degree in International Business from The College of Charleston in South Carolina and studied abroad at The Management Center of Innsbruck in Austria. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Chartered Retirement Planning Counselor™ (CRPC™) designee. Additionally, Dillon maintains his Series 7, 65, and 63 FINRA registrations. He focuses on retirement planning, stock plan services, and customized financial planning, helping clients with areas such as college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, and philanthropic planning. Outside of his professional career, Dillon is involved in community activities including coaching with the Red Sox RBI Program and volunteering with organizations such as the Urban Farming Institute and Why Me & Sherry's House. He resides in Dedham, Massachusetts with his wife and two dogs.

Maureen Burgess is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and TDAmeritrade. Outside of her advisory role, she operates a professional organizing business and works as an office manager and event coordinator for Stonehill College’s Office of Alumni Engagement. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Christine Pacini is a Series 66-licensed financial advisor with 26 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2000. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed third-party managers to deliver advisory and brokerage solutions.