Peter Burbank is a financial advisor with Wells Fargo Advisors in Wellesley, MA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at various Wells Fargo entities since 2009 and is a 50% owner of Burbank Wealth Management, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with other financial products and referral channels.

Patrick Forrest is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding what is most important to individuals and families, then develops tailored financial plans aligned with their goals and priorities. He emphasizes creating strategies that adapt over time to address changing circumstances and market conditions. Patrick’s expertise lies in personalized wealth management through a comprehensive approach: initially understanding a client’s objectives, designing a plan to optimize their resources, and guiding them through the implementation and ongoing evolution of that plan. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Patrick earned a Bachelor’s Degree from Virginia Polytechnic Institute & State University. Outside of his professional work, Patrick enjoys baseball, boating, fishing, football, reading, running, scuba diving, spending time with family, and traveling.

Stephanie Blain is a financial advisor at Merrill with 22 years of industry experience. She has held her current position at Merrill since 2006 and holds a Series 66 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Daniel Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering customized investment and wealth strategies to clients, emphasizing a comprehensive financial planning approach that aligns with their personal values and goals. Daniel began his career in financial services in 2016 and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's Degree in Finance with a concentration in Financial Planning from Framingham State University. His areas of expertise include college education planning, executive compensation, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. In his role, Daniel works with a diverse range of clients including corporate executives, entrepreneurs, and families at various stages of their financial journey. He collaborates with clients and their professional advisors to create flexible financial plans that adapt to life's changing circumstances, aiming to provide clients with confidence in their financial decisions.

Samuel Goldberg is a CFP® professional with 27 years of industry experience, currently associated with Raymond James Financial. He has held positions at firms including North Atlantic Investment Partners, Kruegold Asset Management, and Wells Fargo. Goldberg also serves as a co-trustee of a testamentary trust, managing its investments since 2006. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, while supporting portfolio management through a large advisor network.

Alison Kahl is a Financial Consultant at Fidelity Investments. She partners with clients to develop comprehensive wealth plans that are tailored to their unique goals, needs, and risk preferences, utilizing Fidelity's extensive planning resources. Alison is a CERTIFIED FINANCIAL PLANNER™ professional committed to making complex financial matters more accessible to her clients and their families. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. This experience has provided her with a broad understanding of financial planning and client relationship management. Outside of her professional responsibilities, Alison enjoys fitness, reading, running, tennis, and traveling.

Zachary Albert is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and having 10 years of industry experience. He has been with RBC Capital Markets since 2016 and also works at City National Bank since 2019. Outside of his advisory role, he operates a photography business and volunteers as a financial management mentor. He is also involved with Hebrew Senior Life as a trustee and member of the finance committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients' risk profiles through a combination of in-house and third-party managers.

Elizabeth Deniker is a Series 66-credentialed financial advisor with one year of industry experience, currently with Equitable Advisors in Wellesley, MA. Prior to joining Equitable Advisors, she has held roles at Lifetime Fitness and Enterprise Holdings, among others. Outside of financial advising, she is involved with White Mountain Creamery, an ice cream and cake business where she also decorates cakes, and supports Interpreter Training Programs as a social media manager. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management. The firm offers various advisory programs often implemented through third-party managers, with a focus on matching clients to appropriate investment models and fiduciary services.

Jonathan Albano is a financial advisor at Cetera with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has been affiliated with Cetera ADVISORS LLC and currently serves as a co-trustee for several client trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin Kern is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to that, he spent over a decade with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Meaghan Harper is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Bath Savings Institution and Bentley University. Outside of her advisory work, she is involved with Array Services, LLC, through which she manages her advisory business. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement-income recommendations.

Robert Edmunds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He previously worked at Merrill from 2008 to 2011. Outside of his advisory role, he holds a leadership position as District Deputy Grand Assistant Treasurer with the Grand Lodge of Masons in Massachusetts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Weliton Sousa is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 66 license and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Putnam Investments and Cruz Solutions, and he attended Bates College. Outside of his advisory role, Sousa is involved as a summer camp counselor at Ron Burton Training Village. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Edward Mc Auliffe is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Shaun Fitzpatrick is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Erica Chafkin is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations.

Miranda D'Addario is a Series 66-licensed financial advisor with Merrill, where she has worked for 10 years. She has eight years of industry experience and previously worked at Marathon Sports and Wellesley College. 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.

Noah Bleakley is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and three years of industry experience. He previously worked at Equitable Advisors, LLC and has been involved in community and business roles including at Franconia Golf Course and the Mental Health Association. Outside of finance, he is co-owner of On Cape Clothing, LLC, where he oversees brand strategy, product design, marketing, and operations. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.

Todd Mulligan is a CFP®-certified financial advisor with Morgan Stanley in Wellesley, MA, bringing 19 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2015. Outside of his advisory role, Mulligan is involved in financial education, serving as an independent contractor reviewing CFP study materials for John Wiley & Sons and contributing to professional education programs at Boston University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and wealth management services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Scott Maccausland is a financial advisor with LPL Financial in Westborough, MA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1997. In addition to his advisory role, he is involved in independent insurance sales focusing on long-term care insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, brokerage services, and utilizes various model portfolios and research to support discretionary and non-discretionary management across its offerings.