Xeng Her is a financial advisor at Equitable Advisors in Wellesley, MA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Equitable Advisors in 2021, Xeng worked at Ecolab Inc for 16 years. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

David Ferris is a CFP®-licensed financial advisor with Morgan Stanley in Wellesley, MA, and has 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for trusts based in Glen Ellen, California. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Kelly Demay is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Patricia Phillips is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Illinger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by structured discovery methods and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized financial planning services.

Jean Germain is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 16 years with Avantax Investment Services and seven years with Avantax Insurance Agency. Outside of his advisory work, Germain is the owner and sole proprietor of City Globe Real Estate & Tax Services, where he provides tax preparation services and acts as a real estate broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with model portfolios, third-party managers, and bespoke strategies across multiple program structures and custodial relationships.

Evan Rodegher is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and three years of industry experience. He previously worked at Sacred Heart University and Georginas before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates tools such as Monte Carlo simulations and Secular Return Estimates from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

John Leahy is a financial advisor at Ameriprise with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on delivering written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Emily Claire is a financial advisor at LPL Financial with 10 years of industry experience. She previously worked at Edward Jones for 10 years before joining LPL Financial in 2025. She holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and technology solutions.

Jack Najarian is a CFA® charterholder with five years of industry experience. He is currently with Osaic Wealth, Inc. and has previously worked at J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, Eaton Vance, and MFS Investment Management. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Jason Mackey is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Primerica Advisors since 2017 and has a long-term association with Primerica Financial Services dating back to 1999. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Brett Swanson is a financial advisor with Ameriprise in Wellesley, MA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Swan Electric, Brattleboro Savings & Loan, and multiple positions at Ithaca College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and annual updates. The firm’s approach incorporates investment research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Paul Romano is a financial advisor with Ameriprise in Arlington, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Romano is also involved in managing an advisory business, Net Flows, LLC, as an associate financial advisor. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gene Barton III is a Series 66–licensed financial advisor with OSAIC, bringing three years of industry experience. His prior roles include positions at F.L. Putnam Investment Management Company and Bosse Sports, LLC. Barton also serves as a paraplanner assisting other advisors and is involved in the sales and marketing of fixed annuities and investment products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by various asset-allocation tools and third-party platforms.

Matt Taylor is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2015, initially serving as a Financial Consultant. Prior to joining Fidelity, Matt held various positions in institutional equity trading, including roles at Cantor Fitzgerald, BTIG, Bear Stearns, the State Teachers Retirement System of Ohio, and Fifth Third Bank, accumulating over three decades of experience in the financial industry. Matt's expertise spans equity and derivatives trading as well as sales trading, with leadership experience as Co-Head of Institutional Equity and Derivatives Sales Trading at Bear Stearns. His professional background provides a foundation for his approach to financial consulting, which focuses on listening to clients and helping prioritize their goals to meet lifestyle needs and aspirations. Outside of his professional career, Matt enjoys baseball, camping, family activities, kayaking, traveling, and volunteering.

Elizabeth Rinder is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Cain is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. His prior work includes roles at Thrivent Financial, Union Mutual of Vermont Companies, and other positions outside the financial sector such as employment at J. Morgan’s Steakhouse and involvement with the United States Tennis Association New England. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and integrates multiple investment managers and model providers to implement portfolios.

Kacie Lang is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2019 and previously worked at Washington and Lee University from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Mark Dittrich is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, MA, holding CFP® certification and multiple securities licenses. He has 33 years of industry experience and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of a support company and serves as a general partner in a realty LLC, as well as a paid notary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its broad advisor network with institutional consulting and portfolio management.

Elizabeth Olney is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as a trustee and personal representative for several trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.