Reginald Lamb is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his financial advising career in 2015, initially with Waddell and Reed before joining Merrill in 2017, he has specialized in helping individuals, families, and small business owners make sound financial decisions and manage their wealth responsibly. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and philanthropic planning, among others. Prior to his career in finance, Reginald was a professional classical musician. Starting his professional career at age 16, he held principal bassist positions with several orchestras, including the Bangor Symphony Orchestra, Portland Symphony, Rhode Island Philharmonic, and Vermont Symphony. He has performed with notable artists such as Yo-Yo Ma and Jonathan Biss. Reginald’s musical background contributes to his approach as a financial advisor by shaping his skills in listening, attention to detail, and collaborative client service. Reginald holds a Bachelor's Degree from Bob Jones University and a Master's Degree from Johns Hopkins University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a Personal Investment Advisor (PIA). Outside of work, Reginald lives in Massachusetts with his wife, three children, two dogs, several fish, and a bearded dragon. He is actively involved in his community through Westgate Church and has personal interests in camping, chess, fishing, football, gardening, hiking, music, reading, rock climbing, soccer, and rock hounding.

Julie Lynch is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Jackson Graham is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has held roles at Synergy Wealth Partners and worked in various capacities including investment analyst and insurance agent. His background also includes positions outside finance such as landscaping and retail. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to deliver tailored investment solutions.

Robert Barrette is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 1991. He provides advisory services focused on the creation, growth, preservation, and transfer of wealth, leveraging his extensive experience combined with Merrill Lynch's resources. His expertise spans multiple client focus areas including family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and philanthropic planning. Bob holds a Bachelor's Degree from Georgetown University and holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He employs a collaborative approach, emphasizing an understanding of clients' life priorities to create personalized financial plans tailored around their goals and aspirations. Outside of his professional work, Robert enjoys golfing, reading, running, and skiing.

Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at LPL Financial since 2019 and has diverse experience including roles with Waddell & Reed and various insurance carriers. Outside of her advisory work, she has longstanding involvement with Boston Casting and the Malden Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and multiple investment strategies.

Michael Brady is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch and Bank of America since 2004. Outside of his advisory role, he serves on the investment committees for the Massachusetts Health & Hospital Association and Beth Israel Lahey Health, and is a Town Meeting Member in Milton, Massachusetts. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Paul Mcnulty is a CFP®-credentialed financial advisor with 35 years of industry experience, currently with LPL Financial since 2011. He operates a local business, Boston Metro Advisor, as a DBA for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions, offering a variety of advisory programs, financial planning, and brokerage services through a large network of representatives.

John Flynn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in Burlington, Massachusetts. He has been in the financial services industry since 1994, beginning his career as a Financial Advisor at BayBank. He joined Merrill Lynch in 2009 following the merger with Banc of America Investments. John focuses on forming long-term relationships and assisting clients with all aspects of their financial lives. John advises clients on wealth accumulation, preservation, and transfer through individually customized wealth management strategies using a defined process. He offers a wide range of services including portfolio development, education planning, liability management, retirement planning, and asset preservation, emphasizing a client's complete financial picture. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. John holds a Bachelor's degree from Boston College earned in 1987 and a Master's degree in Business Administration from Northeastern University obtained in 1998. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, John is interested in baseball, basketball, swimming, and spending time with his family. He is married with three children and engages in community volunteer activities aligned with Merrill's tradition of community participation.

Shayla Eubanks is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and Wealth Management teams to support clients in developing comprehensive financial plans. She focuses on understanding clients' goals, values, and unique financial situations to help create plans that provide confidence and peace of mind. Shayla has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. Her experience within the firm has provided her with a broad understanding of client needs and financial planning processes.

Benjamin Foster is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his current role, he partners with executives to navigate workplace benefits, equity compensation, and wealth planning. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. Benjamin's professional experience centers on advising clients on benefits and planning strategies within the workplace. He applies his expertise to help executives manage complex financial and compensation issues related to their employment. Outside of his professional responsibilities, Benjamin has interests in art, baseball, comedy, concerts, music, and running.

David Reichert is a financial advisor at OSAIC with 17 years of industry experience and a Series 66 designation. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. In addition to his advisory role, he is employed as Head of Finance and Operations at GenX Financial, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of affiliated advisors and platforms, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Robert Mc Neice is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 credential with two years of industry experience. He has been with Morgan Stanley since 2022. Outside of his advisory role, Mc Neice coaches for the Boston Junior Huskies in Canton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Justin Appleby is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Cohasset Golf Club and The Barrel County Market. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party asset managers and advisory models.

Georgi Ellen Battocchio is a Vice President and Branch Leader at Fidelity Investments. In this role, she collaborates with her team to assist clients in working toward their financial goals by developing financial plans tailored to individual needs and life events. She has held the position of Vice President, Branch Leader at Fidelity Investments since 2023. Prior to this, she served as Vice President and Market Leader at BlackRock from 2015 to 2023, and as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2015.

Carson Cacciatore is a financial advisor with Thrivent Investment Management in Watertown, MA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked with Chi Alpha Campus Ministries for seven years and has experience in entrepreneurial ventures including Blue Sail Coffee and U Storage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Amy La Marche is a financial advisor with Edward Jones in Burlington, MA, holding a Series 66 designation and one year of industry experience. She previously worked at Salem Five Bank for nine years. La Marche serves as a trustee for the Legacy Family Trust in Lynnfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm has a large national network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Alexander Nagy is a Series 66-licensed advisor with Equitable Advisors in Wellesley, MA, joining the firm in 2026. He has no prior industry experience and held various positions outside financial services before becoming an advisor. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Philip Stone is a Series 65-licensed financial advisor with LPL Financial, based in Lexington, MA. He has 20 years of industry experience and has been with LPL Financial since 2005. In addition to his role at LPL, he has operated Stone & Company, P.C. since 1987 and is involved with Stone Acquisitions Group, LLC, which lists businesses for sale or represents buyers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Alex Caputo is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Bj's Wholesale Club and Gentle Giant Moving Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary management and model portfolios built from mutual funds, ETFs, and ETPs.

Benjamin Rice is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Legends Global and LL Bean, where he was a retail associate outside of his advisory responsibilities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, with services delivered through a network of Investment Adviser Representatives and utilizing both proprietary and third-party investment solutions.