David Hackmeier is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and E*TRADE in various capacities since 2012. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options along with centralized custodial and order-routing services.

Mary Butler Aldrich is a financial advisor at LPL Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she spent 31 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jonathan Moore is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2014, following a tenure at Fidelity Brokerage Services starting in 2004. Outside of his advisory role, Moore serves on the Finance Committee for the Town of Ashland, MA, and acts as an alumni chapter counselor for Sigma Phi Epsilon at UMass Amherst. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform of capital markets and advisory solutions.

Michael Ioffredo is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following a seven-year tenure at Dimensional Fund Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, using both discretionary and non-discretionary strategies supported by advanced operational tools.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

Christopher Tracy is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Tracy serves on the Finance and Operations Committee of the Boys & Girls Club of Metrowest, a nonprofit organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broader institutional capabilities.

Matthew Hand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years at Merrill. Outside of finance, he owns and operates Aviation By Hand, LLC, which provides aerial photography flight instruction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm uses research and analytics to support investment decisions and offers services including plan consulting, investment selection, participant education, and performance reporting.

Martin Stocklan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Martin has been a Wealth Advisor for 45 years. He holds a Bachelor of Science in Business Administration from Babson College and a Master of Business Administration from Harvard Business School. Martin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Martin has interests in baseball, basketball, billiards, football, ice hockey, reading, spending time with his family, and tennis. He is associated with several professional organizations, including AIPAC, SquashBusters, CAMERA, and Friends of the IDF.

Bryan Nelson is a financial advisor with Ameriprise in Sudbury, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015 and previously at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he serves as a co-trustee assisting with household expense management without providing investment advice or asset management. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

Caroline Souza is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She works with individuals and families to develop holistic financial plans tailored to their specific goals and needs. Caroline emphasizes building strong relationships and maintaining ongoing communication to guide clients toward financial success. Her professional experience includes multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate in 2019-2020 to Planning Consultant from 2022 to 2024. Prior to joining Fidelity Investments, she was a Financial Representative at Northwestern Mutual in 2018. Caroline's work focuses on comprehensive financial planning and strategy review to improve efficiency and comfort for her clients.

Victoria Christie Gustin is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. She has been with LPL Financial since 1993, totaling over 30 years with the firm. Outside of her advisory role, she is involved in the sale and service of non-variable insurance products and provides strategic consulting through Gustin Partners Ltd. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Toupin is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2018 to 2021, and as a Financial Representative at the same firm from 2015 to 2018. Before joining Fidelity, he worked as an Investment Advisor Representative at Mcadam Financial from 2013 to 2015. In his work, James partners closely with clients to understand what is important to them and their loved ones. He collaborates with clients to build customized financial plans aimed at reaching their financial goals and providing peace of mind for their families.

Molly Slowe is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, State Street Global Advisors, and Vistra. Prior to her finance career, she completed full-time education at Boston College. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning through structured processes and a variety of investment programs.

David Baker is a financial advisor with Equitable Advisors holding a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he was a minority owner of Lord Hobo, a craft beer maker. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through both in-house programs and third-party managers.

Yuebin Zhang is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill Lynch since 2008. 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 a variety of client types including individuals, high-net-worth clients, and institutional accounts.

Frank Hynes is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in managing fixed annuities and insurance products through Hynes Financial Partners LLC and serves as a trustee for the Marianna Hynes Irrevocable Trust. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple program options such as Unified Managed Accounts and third-party money manager programs.

Gerald Breen is a Series 66 registered advisor at Edward Jones with eight years of industry experience. He has previously worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services, as well as Moody's Analytics, where he was employed for 21 years. His current role at Edward Jones began in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 financial advisors.

William Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Joshua Small is Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop holistic financial plans centered around their needs, focusing on clients' top priorities through active listening and patience. Joshua has been with Fidelity Investments since 2011, holding various roles including Financial Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant II and I, and Defined Contribution Representative II. His experience spans a range of financial consulting and retirement planning positions within the company.

Meghan Geary is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. The firm provides a wide range of advisory services to individuals and institutional clients, including financial planning and estate planning strategies. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and models.