Olivia Rood is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has previously worked at Concord Wealth Management and held various roles outside finance, including serving at Corrib's Pub in Brighton, Massachusetts. 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 institutions.

Michael Buntin Jr. is a Series 66-licensed financial advisor with Morgan Stanley, based in Wellesley, MA, and has six years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018 and previously spent time at Loancore Capital LLC and the University of Rhode Island. Outside of his advisory role, he is involved in selling shoes through online and mobile platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm emphasizes structured planning processes and offers access to diverse investment and financial services.

James Dugan is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Charles Schwab in 2021, he worked at TD Ameritrade for 16 years. Outside of advising, he is an owner of a rental property in Natick, MA. 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, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and due diligence processes.

Michael Kelleher is a CFP®-designated financial advisor with J.P. Morgan Securities in Mansfield, MA, bringing four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason McGrath is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Morningside Securities, LLC and Prime II Management. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, annual planning processes supported by firm-approved analytical tools.

Brian Kelley is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Ed Pollis is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans. He focuses on helping clients potentially grow, preserve, utilize, and distribute their wealth by addressing retirement, investment, and financial planning goals through Fidelity's resources and planning process. His professional experience spans over two decades, including roles such as Vice President and Head of Practice Management at Voya Financial Advisors from 2014 to 2021, Senior Relationship Manager at Charles Schwab & Co., Inc. from 2004 to 2014, Account Manager at Kobren Insight Management from 2001 to 2003, and Financial Advisor at Park Avenue Securities LLC from 1999 to 2001. Ed holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner, which reflects his commitment to professional standards in financial planning.

Jason Longtin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2026 and previously at Cetera and Cetera Advisors LLC. Outside of his advisory work, he co-owns a t-shirt production and sales business. 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 variety of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced research and operational tools.

Michael Baur is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Fidelity Investments and has diverse work experience including roles outside the financial industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, emphasizing structured financial planning supported by proprietary tools and offers a wide range of investment and estate planning services.

Colin Flynn is a financial advisor with J.P. Morgan Securities in Chestnut Hill, MA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to his current role at J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, he is the CEO of Hills and Thrills Productions, an independent film production company, and serves as a board member of Hills and Thrills Productions Inc., a nonprofit philanthropic entertainment organization. J.P. Morgan Securities provides institutional consulting services for plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized reporting through a non-discretionary advisory program supported by centralized due diligence and a manager solutions team.

Deborah Mcculloch is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she works as a consultant providing billing, accounts receivable, and HR advisory services through an independent contractor arrangement. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies designed by internal and third-party managers for a range of client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Devito is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2012. Outside of his advisory role, he serves as a partner in Brotherhood Park Ventures, LLC and La Femme, LLC in Virginia, and is a board member of the Ouimet Fund in Massachusetts. He also participates in a selection committee for the Framingham Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and various advisory programs.

Amy O'Connell is a financial advisor with LPL Financial holding a Series 66 designation. She has been in the industry since 1997, with prior experience at Ameriprise Financial, Balanced Wealth Advisors, and Cadaret Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

John Davis is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and Ohio National Life Insurance. He is also president of Cahill Davis Insurance Agency, Inc., which provides insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Vincent Todd Jr Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering personalized financial and investment management strategies tailored to individual client objectives. With over 40 years of experience, Vincent advises clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. His approach includes portfolio development, liability management, tax minimization, and asset preservation, placing an emphasis on securing a lifetime retirement income stream. Vincent holds a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst School of Business, earned in 1982. He is a founding father of the Delta Upsilon Massachusetts chapter and a former member of the UMass baseball team. He is involved in his community through volunteering with organizations such as the Greater Boston Food Bank.

Kelly Hogan is a financial advisor at Edward Jones with three years of industry experience. Hogan holds the Series 66 designation and has held multiple roles at Edward Jones beginning in 2011, with intermittent periods outside the firm. 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 programs and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juliette Maloberti is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services and has a diverse background including roles in the brewing industry and retail. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using a mix of in-house and third-party managers, incorporating options for tax management and responsible investing.

Michael Sato is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and National Financial Services, with a longstanding tenure at Fidelity Brokerage Services, Inc. from 1991 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Heather Forrest is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Debra Burns is a financial advisor at Edelman Financial Engines with 5 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Lion Street Financial, PRW Wealth Management LLC, and Mcguire Financial Services, Inc. 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 investment process featuring diversified model portfolios and offers both discretionary and non-discretionary advice across a range of account types.