Robert Basiri is a financial advisor with Osaic Wealth, Inc. located in Needham Heights, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Sii Jhfn. He is also a partner at Diamond Point Wealth Partners, where he focuses on business development and team management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Michael Laliberte is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Wellesley, MA. Prior to joining Morgan Stanley in 2025, he spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, with a focus on tailored financial planning and extensive asset management.

Cooper Korbey is a financial advisor with Ameriprise Financial Services in Dorchester, MA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at DCU, UniBank, Gentle Giant, and JD Marquedant & Associates. Outside of his advisory work, he provides client service and administrative support for the Ameriprise Financial practice through DES Group, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written Recommendation Reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security options.

James Ross is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including OSAIC, SagePoint Financial, and Securian Financial Services. Ross is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven solutions.

James Kelleher is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. His prior experience includes roles at Citizens Securities, Citizens Bank, and Arthur W. Wood Company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Butler III is a financial advisor with LPL Financial in Westwood, MA, holding a Series 63 license and bringing 43 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. for 17 years. Outside of his advisory role, he is involved in selling fixed annuities and various types of insurance, including health, life, long-term care, and disability coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Samir Shah is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Shah also maintains a role at Leveroni Financial Management Corp., a business he has been involved with since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a wide range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management along with model portfolios and research resources.

Ryan Vanweezel is a financial advisor with LPL Financial in Dedham, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. for five years and Nuveen Investments for three years. Vanweezel is also involved in tax preparation and accounting services and operates RVW Wealth Management, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and technology tools.

Steve Liss is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Investment Solutions Representative. His professional experience centers on working with high net worth families to understand and address their diverse financial goals. Steve emphasizes the importance of in-depth financial planning tailored to each client's unique situation to provide clarity for their financial future. Outside of his professional responsibilities, he enjoys golf, skiing, and traveling.

Thomas Crowley is a CFP® with 18 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Aline Yurik is a financial advisor with MassMutual Investors Services holding CFP® and Series 66 credentials and has three years of industry experience. She has a diverse background that includes roles in health insurance IT systems and extensive part-time academic positions at multiple universities, including Brandeis University where she serves as program chair for the Master of Software Engineering. Yurik is also a licensed real estate agent with Centre Realty Group. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and other clients, utilizing firm‑approved analytical tools to support collaborative annual planning engagements.

Brian Johnson is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2015. Based in Hingham, MA, he holds Series 63 and Series 65 licenses and manages his practice under the Windsor Group Wealth Management DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Charles Casassa is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2001. He acts in a fiduciary capacity for two irrevocable trusts. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Laura Glennon is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at Focus Partners Wealth, LLC for three years and spent eleven years in homemaking prior to her financial career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Conor Duffy is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2018 in various capacities. He began his career as a Financial Representative Intern at AXA Advisors LLC in 2017 before joining Fidelity Investments as a Workplace Planning Associate in 2018. Since then, he has progressed through roles including Workplace Planning Consultant, Financial Representative, Relationship Manager, and Planning Consultant, culminating in his current position starting in 2025. Throughout his tenure at Fidelity Investments, Conor has focused on developing individualized financial plans tailored to clients' specific needs, preferences, and goals. His experience spans private wealth management and client relationship management, emphasizing personalized financial planning strategies. Outside of his professional work, Conor enjoys baseball, fishing, kayaking, spending time with friends at social events, and caring for his pets.

Ava Asai Sarris is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. She previously worked at Benefit Street Partners and Floyd Advisory LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Gerard Nizich is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2021. He previously worked at American Portfolios Financial Services, Inc. for eight years. Additionally, he is involved in a national insurance brokerage focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Irial O Neill is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America and Merrill since 2007. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.