Allei Holway is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 66 and Series 63 designations and offering 10 years of industry experience. She has worked at Equitable Advisors since 2015, including time when the firm operated as Axa Advisors. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Karen Himmel is a financial advisor at Merrill with 42 years of industry experience. She has been with Merrill since 1983 and holds Series 63 and Series 65 licenses. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Filmore is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Putnam Investments/Putnam Retail Management for 20 years and Franklin Distributors, LLC for one year. He is also an associate financial advisor managing his own advisory business, Net Flows, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, with a focus on tax-efficient withdrawal strategies and algorithm-driven recommendation reports tailored to clients’ retirement income needs.

Tori Messina is a Branch Leader at Fidelity Investments, a role she has held since 2024. In this position, she partners with and coaches Wealth Management teams to assist clients in creating, implementing, and maintaining financial plans aligned with their retirement goals. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2021 to 2024, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020. This progression reflects her continued commitment to supporting clients in their financial planning needs. Outside of her professional responsibilities, Tori enjoys activities such as spending time at the beach, engaging in family activities, fitness, exploring food, and social events with friends.

Christina Camuzzi is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at notable firms including First Republic Securities, JPMorgan Chase, and Wells Fargo Clearing prior to joining Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Berube is a financial advisor at Morgan Stanley with six years of industry experience. His prior roles include positions at Fidelity Investments, Ameriprise, Edward Jones, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Nicholas Gould is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Chatham Pier Fish Market and was involved with educational programs at Stonehill College and the Monomoy Cooperative Learning Program. Outside of finance, he has experience as an employee at a restaurant and bar business. 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 uses structured planning tools and market modeling to support its services.

Todd Vogel is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, and previously worked at Bank of America and Merrill. Outside his advisory role, he is involved with All That Jazz Dance Studio Ltd. as a clerk and also owns a retail business selling sneakers. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a range of investment programs, combining retail and institutional capabilities.

Douglas Norberg is a financial advisor with Cambridge Investment Research Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at Commonwealth Financial Network and Summit Financial Corp. Outside of advisory work, he owns Aegis Retirement Partners LLC, a third-party pension administration services firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides customized investment solutions across various platforms and incorporates both proprietary and third-party model strategies.

Edward Darragh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1999 at Legg Mason and joined Merrill in 2012. With over 23 years of experience, Edward works directly with clients, focusing on personalized investment planning processes that address various financial needs. He primarily works with entrepreneurs and company executives, assisting with issues related to transitioning business equity or accumulated shares into usable cash flow for retirement, as well as addressing the emotions tied to life transitions by collaborating to understand clients' goals. Edward holds a Bachelor's Degree from Bryant College and a Master of Science in Personal Financial Planning from the College for Financial Planning. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds FINRA Series 7, 63, 65, and 6 registrations, as well as licenses in Life, Accident, and Health Insurance. Edward is involved with the Sydney Darragh Foundation, Inc. In his personal time, he enjoys cooking, scuba diving, and skiing.

Kristopher Horn is a financial advisor at LPL Financial in Waltham, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to and concurrent with his role at LPL Financial since 2019, he has worked at Rockland Trust Company since 2014. He is a commissioned notary public in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and technology.

Peter Boukheir is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Boston College, St. Luke's Hospital, Bliss Express, and Dartmouth High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and utilizes advanced modeling tools as part of its comprehensive wealth management services.

Jonathan Karelitz is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. He is a limited partner in K3 Capital LLC, an investment-related business. Morgan Stanley Wealth Management serves 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 employs structured planning processes supported by firm-approved tools.

Carl Cafaro is a Wealth Management Advisor and the founder of The Cafaro Group at Merrill Lynch Wealth Management, leading a twenty-five person team with offices in Newton, Massachusetts and Chicago, Illinois. He focuses on meeting and exceeding client goals through a disciplined wealth management approach, specializing in family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Carl emphasizes a client-centric philosophy that prioritizes personalized service and care, aiming to guide high net worth families and individuals through complex financial environments and life transitions. Carl began his career in financial services in 2000 and has over twenty-five years of experience. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Carl earned a Bachelor's degree in Political Science with a minor in Economics from Assumption University in Worcester, Massachusetts, and a Master's degree in Higher Education Administration from Boston College. He remains active in the Assumption University community as a member of its Board of Trustees. Carl resides in Wellesley, Massachusetts with his wife Jacqueline and six children. He contributes to his local community by serving on the advisory board of the learning center Engaging Minds and on the Board of Directors for the Catalina Film Festival.

Victoria Staebler is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005 and is also associated with Bank of America, N.A. since 2011. Outside of her advisory role, she manages a personal oil painting business and serves as a member of the investment committee for the Pro-Choice Massachusetts Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jonathan Brummer is a Financial Advisor and co-head of The Six Bridges Group at Merrill Lynch Wealth Management. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) mark, reflecting his commitment to a rigorous and analytical approach to investment strategy and financial planning. With a focus on precision and thoroughness, Jonathan synthesizes sophisticated financial concepts into actionable and cohesive strategies tailored for his clients. He emphasizes education and clear communication, helping individuals, families, and business owners understand the reasoning behind each financial decision to enable them to move forward with confidence. Jonathan holds a Bachelor's Degree from Vassar College. He is a member of the CFA Society of Boston and the Cambridge Boat Club. The ethos of The Six Bridges Group is influenced by Jonathan's background as a rowing athlete and his Boston heritage, symbolized by the six critical pillars of financial planning.

Rob Andreasse is a Financial Consultant at Fidelity Investments. He collaborates with individuals and families from various financial backgrounds to co-create personalized financial plans that clients feel comfortable and confident in. Rob has been with Fidelity Investments since 2021, holding roles including High Net Worth Associate, Financial Representative, Investment Consultant, and currently Financial Consultant. His experience spans multiple facets of financial advisory within the firm. Outside of his professional responsibilities, Rob engages in social activities with friends and participates in recreational interests such as golf, running, and spending time by the lake.

Paul Reed is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, AllState Insurance Company, and Axa Advisors, LLC. Outside of his advisory role, he performs in a guitar duo called MacPablo. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Christopher White is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he serves as Treasurer of the Lexington Ski Club, a family ski club focused on social activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with an integrated operational model that includes advisory, brokerage, custody, and alternative investment services.

Michael Rinaldi is a CFP® and CFA® charterholder with five years of experience in financial advising. He is currently with Edward Jones and has previously worked at Baystate Financial, MassMutual, Northwestern Mutual, and Athena Capital Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.