William Lasoskie is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Christina Rondeau is a Planning Consultant at Fidelity Investments, based in the Westwood Investor Center. In her current role, she supports two wealth management teams by partnering with a Financial Consultant and a Wealth Planner to help maximize clients' relationships with Fidelity. Christina's experience at Fidelity Investments includes roles as a Relationship Manager, Investment Solutions Representative I, and Customer Relationship Advocate, reflecting a progressive career within the company since 2022. She holds an Arkansas Insurance License, which complements her professional responsibilities. Outside of her professional work, Christina has interests in boating, concerts, horseback riding, music, outdoor adventures, and traveling.

Michael Parente is a CFP® with 37 years of industry experience. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Parente, Bufalo & Co., Inc. since 1995. Outside of his advisory work, he co-owns an accounting and tax preparation firm and serves as a trustee and co-executor for family trusts and estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Maxwell McGourty is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to co-create investment plans related to their financial goals. Prior to this position, he held several roles at Fidelity Investments, including Investment Solutions Representative from 2023 to 2024, High Net Worth Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His experience encompasses various aspects of client relationship management and investment solutions within the firm.

Garth Fondo is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient withdrawal strategies through a centralized consulting team.

Danielle Drew is a CFP® with eight years of industry experience, currently serving with Cetera. Her prior roles include positions at Commonwealth Financial Network and Triad Advisors. Outside of finance, she teaches cardio and strength fitness classes at Nrg Fitness. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with both discretionary and non-discretionary program options.

Michelle Allison is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63, 65, and 66 designations and has previously worked at Prudential Financial, Bank of America Merrill, Ameriprise Financial, and Riversource Investments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Preston is a CFP® professional affiliated with Mass Mutual Investors Services with five years of industry experience. He has held positions at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018, as well as a prior role at Fidelity Brokerage Services LLC. He is also a member of Merwin Financial, LLC, a business entity focused on tax and liability matters. Mass Mutual Investors Services 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 programs, structuring engagements as collaborative annual relationships without discretionary authority over client assets.

Stephen Hall is the sole advisor at Yarrington Management Company, an independent firm based in Westborough, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding Yarrington Management Company in 1999, Hall became a partner at Higley Hall & Company, Inc., where he advises boards of banks, credit unions, and trust companies on senior management and policy issues. Yarrington Management Company provides independent advisory services with a focus on personalized client engagement.

Meredith Murphy is a CFA® charterholder and principal at Financial Well-Being Advisors LLC, an independent firm based in Wellesley, MA, with nine years of industry experience. She also serves as Chief Accounting Officer at Genesis, a firm providing back-office support services, where she oversees the accounting group. Financial Well-Being Advisors LLC is a single-advisor firm focused on delivering financial planning and investment management services.

Gregory Doherty is a CPA and the sole advisor at Gregory M Doherty, CPA, an independent firm based in Dedham, MA. He has 27 years of industry experience, providing both investment advisory and accounting-related services. His background integrates portfolio management with tax and accounting support. Gregory M Doherty, CPA serves individual clients with approximately $66.7 million in assets under management across 126 relationships. The firm combines licensed accounting services with investment advisory work, offering a tailored approach that integrates tax and investment considerations.

Stephen Peck is the sole advisor at Stephen H. Peck Employee Benefits Solutions in Needham, MA, with over 30 years of experience in employee benefits. He holds a Series 63 designation and has worked with multiple benefits firms since 1989, including his current practice established in 2011. His career has focused on consulting and brokerage for employee health and ancillary insurance. Stephen H. Peck Employee Benefits Solutions serves for-profit and not-for-profit organizations by providing brokerage and consulting services for employee health, dental, and ancillary insurance. The firm refers clients seeking retirement investment guidance to independent wealth management representatives and does not manage plan assets or charge asset-based fees.

Kalule Guwatudde is a financial advisor at BoraBond, LLC, holding a Series 66 designation with one year of industry experience. His career background includes roles at Nortlov Securities, Kalepa Corporation, TA Associates, and McKinsey and Company. BoraBond provides discretionary and non-discretionary asset management services focused on government-backed bonds issued by African sovereign entities. The firm builds diversified portfolios of African sovereign fixed-income instruments using fundamental and technical analysis, tailoring accounts to individual client circumstances and risk tolerances.

Michael Finn is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at One Charles Private Wealth, Journey Wealth Partners, Royal Alliance, LPL Financial, and Columbia Management Investment Distributors. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management with support from affiliated advisors and third-party subadvisors.

William Dion is a CFP® professional with 17 years of experience in financial services. He is currently affiliated with XYPN Sapphire and previously worked at Tenere Wealth Advisors, Cerity Partners LLC, Prio Wealth LP, and Rockland Trust. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers adviser-tailored plans supported by a corporate RIA structure owned by XY Planning Network.