Drew Kaski is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Registered Representative at New York Life from 2017 to 2018. Drew focuses on understanding clients' priorities and helping them develop plans to achieve their long-term goals. He values open and collaborative relationships and aims to build trust through professional service. Outside of his professional work, Drew enjoys spending time at the beach, fishing, playing golf, and engaging in activities related to lake environments. He is also involved in parenthood.

Dabney Baum is a CFP® professional with eight years of experience in the financial industry. She currently works at Wells Fargo Clearing and has previously been affiliated with Ameriprise Financial Services and Janney Montgomery Scott. Outside of her advisory role, she serves on several nonprofit boards, including Boston Single Mothers By Choice and All Newton Music School, and operates a small Etsy business selling t-shirts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Timothy Waas is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining RBC in 2026, he worked at various Wells Fargo affiliates from 2015 to 2026. Outside of his advisory role, he also works as a rideshare driver with Uber. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.

Duane Mc Donald is a ChFC®-designated financial advisor with 29 years of industry experience. He is currently with Edward Jones and previously worked at Commonwealth Financial Network for 18 years. Outside of his advisory career, he co-owns and manages a two-family rental property in Waltham, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Nicholas Chigas is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.

Robert Silver is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Evangelos Ioakimidis is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory and financial planning services supported by structured discovery processes and firm-approved planning tools.

Ann Irons is a financial advisor with Ameriprise in Hopkinton, MA, holding Series 65 and Series 66 licenses and two years of industry experience. She has operated her own CPA firm, Ann M Irons, CPA LLC, since 2003. 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 recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Dana Donovan is a Series 66-licensed financial advisor with Morgan Stanley in Wellesley, MA, where she has worked since 2019. She has six years of industry experience, including four years at Universal Wilde prior to joining Morgan Stanley. Outside of finance, Donovan is involved in pet care through her role with Rover. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and analytical tools, with a focus on advisory services rather than individual security recommendations.

Matthew Sanko is a financial advisor at Edward Jones in Northborough, MA, holding a Series 66 credential. He has one year of industry experience and has prior work history in public education and municipal service, including roles with Marlborough Public Schools, Benjamin Franklin Classical Charter Public School, and the Town of Hudson. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

K Wilmshurst is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, Wilmshurst worked at Fidelity Investments for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, employing multi-asset model portfolios and centralized custody and order-routing arrangements.

Christopher Suraci is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Ameriprise, having previously worked for Citizens Investment Services Corp for over two decades. Outside of his advisory role, he is co-owner of MapleRock Wealth Management and owner of Durum Wheat Inc., which has a 50% interest in Winter Durum LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jonas Killeen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, GWFS Equities, and TD Waterhouse Investor Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a centralized operational structure.

Katrina Graves is a financial advisor with LPL Financial in Lexington, MA, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2022, she worked at Ocean Spray Cranberries, Inc. for ten years and Budget Buddies, Inc. for one year. Outside of her advisory role, she maintains a travel blog called Brown Bag Traveler. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Robert Johnston is a financial advisor at Cetera with Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades and spent 30 years at Johnston & Parakyriakos CPAs. Outside of his advisory role, he is involved in retail business as a director of Franklin Market Wine & Spirits. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, 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, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Griffin Barriere is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His background includes roles at Ameriprise since 2023 and prior employment at Saint Anselm College, Worcester Academy, and Westboro High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Nathan Carvalho is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013, as well as prior roles at Citizens Securities and Merrill. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as advising multiple funds and utilizing AI-driven research techniques.

Paul Mccarthy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1991 and joined Merrill Lynch in 2000. Paul works closely with clients to design and implement strategies that respond to their evolving economic, financial, and emotional needs. Paul specializes in helping clients preserve and grow their wealth through exit and diversification strategies aimed at mitigating portfolio risk associated with concentrated stock positions. He assists client families with wealth transfer and related matters, focusing on passing along both value and values with tax efficiency and personal sincerity. His client focus areas include corporate executive services, education planning, executive compensation, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Paul holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp and the Personal Investment Advisor (PIA) designation. He graduated from Bentley University with a Bachelor of Science degree in Finance. Paul resides in Westford, Massachusetts with his wife Andrea and their four children. His personal interests include boating, golfing, and ice hockey.

David Zwick is a Series 66-licensed financial advisor with LPL Financial, based in Wellesley, MA, and has 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America Inc from 2015 to 2023, and at Progressive Asset Management from 2012 to 2019. Outside of his advisory role, he teaches high school seminars at Jackson Hole Community School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and access to third-party asset management, supported by technology tools for operational and research purposes.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.