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.

Gerald D'Apice is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with individuals and families to develop personalized financial plans that address long-term risks and adapt to changing market conditions, aiming to align clients' portfolios with their personal financial goals. Gerald has been with Fidelity Investments since 2013 in various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to that, he worked as a Client Services Representative at Empower from 2011 to 2013.

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.

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.

Cameron Blair is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Alignerr, Asclepius, Ebay, Hugo Boss, Inspire Dental Group, and Napoli per la moda. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and a range of third-party and proprietary programs to deliver its services.

Ryan Arsenault is a Wealth Management Advisor with The Battaglia McCauley Group at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill Lynch in 2019. Ryan provides investment and wealth management strategies tailored to entrepreneurs, corporate executives, retirees, and their families. His approach emphasizes clear communication, disciplined planning, and aligning investment decisions with clients' broader financial goals as their lives and priorities change. He collaborates regularly with clients' attorneys, accountants, and other trusted advisors to coordinate strategies effectively. Ryan holds a Bachelor's Degree from the University of New Hampshire and is a CERTIFIED FINANCIAL PLANNER® (CFP) certificant. He is also a Personal Investment Advisor (PIA) and participates in the UNH Alumni Boston Chapter. Outside of his professional work, Ryan is involved with the Greater Boston Food Bank and enjoys bowling, cooking, football, golfing, ice hockey, skiing, tennis, traveling, watching movies, and spending time with his family.

Robert Morris Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., New England Investment & Retirement Group, and NEIRG Wealth Management. Outside of his advisory role, he serves as a trustee for a condominium trust and is the social chair for the ProVisors Professional Network Group’s Boston Back Bay chapter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies crafted by internal and third-party managers. The firm serves individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

John Heatwole is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, LLC, and State Street Corporation. Heatwole manages an advisory business through Array Services, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, 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, algorithm-assisted recommendations primarily for assets held in Ameriprise-managed accounts.

William Keeney is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2002 after four years with Morgan Stanley and brings over 15 years of experience as a financial advisor. William focuses on assisting business owners, corporate executives, pre-retirees, retirees, and high-net-worth families with goal-oriented wealth management. He aims to build long-term client relationships by helping individuals make informed financial decisions tailored to their unique circumstances. William holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning CounselorSM (CRPC®), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in business from Bentley University and completed his high school education at Lincoln Sudbury. Outside of his professional role, William enjoys spending time with his wife, Lauren, their two children, Dillon and Tyler, and training for triathlons.

Xiaoyue Shi is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, Xiaoyue worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2023 to 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party managers.

Gary Ronkin is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Paige Valchuis is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

George Hanscom is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been affiliated with Cetera and its related entities since 2016. Outside of his advisory role, Hanscom manages tax preparation and consulting services through George Hanscom & Associates and owns GJH Processing, a business focused on e-filing tax returns. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Alison Willig is a Series 66-licensed financial advisor with Merrill, bringing 18 years of industry experience. She has been with Merrill since 2009 and concurrently with Bank of America since 2015. Outside of her advisory role, she assists a charity bike race organization with event logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Laura Angus is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. 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 supported by structured discovery processes and firm-approved tools.

Scott Wheeler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James since 2016 and is also the owner and president of Debits & Credits LLC, an accounting firm, as well as Greylock Wealth Management. Wheeler has held roles at North Atlantic Investment Partners, LLC, and Boston Harbor Wealth Advisors, LLC during his career. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supporting client implementation through various advisory programs.

Matthew Whiting is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management strategies tailored to clients' individual financial goals. His approach begins with listening to clients’ needs to develop personalized financial plans that address areas such as college education planning, employee benefits, executive compensation, personal retirement planning, tax minimization, and family wealth management. Matthew holds a Bachelor's Degree from the University of Massachusetts System and holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is active in his local community and participates with the Southborough Open Land Foundation. Outside of work, Matthew enjoys spending time with his wife and three children, coaching youth sports, and engaging in recreational activities like golfing, boating, swimming, basketball, and skiing.

Alissa Burwick is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Alissa held financial advisory positions at Charles Schwab & Co from 2013 to 2020 and BTS Asset Management from 2002 to 2013. She also worked as a Regional Marketing Associate at Putnam Investments from 2004 to 2006. Alissa is a CERTIFIED FINANCIAL PLANNER™ who focuses on helping clients work towards their financial goals by creating tailored plans aligned with their current and future objectives. Her experience spans multiple firms and roles within the financial services sector, providing her with a broad perspective on investment and financial planning strategies. Outside of her professional commitments, Alissa enjoys golf and traveling.

William Kindle is a financial advisor with Edelman Financial Engines, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at Homestead Advisers Corp., Windham Capital Management, Foreside Fund Services, and Wellesley Asset Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm offers both discretionary and non-discretionary management through diversified model portfolios and combines a committee-driven proprietary process with planner delivery and online tools.