Cameron Blair is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Cameron held positions at Alignerr, Asclepius, Ebay, Hugo Boss, Inspire Dental Group, and Napoli per la moda. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Robert Morris Jr. is a Wealth Management Advisor and Merrill Resident Director with experience in financial planning. He supports clients by creating personalized wealth management strategies tailored to their priorities and goals. Robert emphasizes understanding his clients' complete financial picture to develop flexible strategies adapting to changing market conditions. He provides access to investment insights through Merrill and lending solutions from Bank of America. Robert specializes in areas including college education planning, employee financial health, LGBT wealth planning, and tax minimization strategies. He uses a three-step process involving his proprietary Personal Wealth Analysis™, planning, and execution to help clients optimize their portfolios, manage equity compensation plans, and address tax concerns linked to holding single stocks. He holds an MBA from the University of Michigan System and a Bachelor's Degree from Florida State University. Robert's professional designations include Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he participates in community service through the Community Servings Pie in the Sky Leadership Committee and enjoys interests such as pickleball, tennis, and traveling.

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.

John Fronek is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he served in the U.S. Navy for 22 years and worked at ThermoFisher Scientific. He has also been involved with Spring Brook Farms and has a concurrent role with John P Fronek AFLAC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through its integrated platform.

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.

John Lesser is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His background includes roles in various non-financial sectors such as hospitality and community organizations, including the Boys & Girls Club of Dorchester and Pats Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Christopher Barone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and is also involved with The Professional Alliance and Ripcord Wealth, LLC, where he serves as an owner and board member. Additionally, he operates as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

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.

Stephen Craig is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with implementation conducted by clients or their advisors under non-discretionary terms.

Doug Colton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, initially serving as a Financial Consultant. Prior to joining Fidelity, Doug worked as a Financial Advisor at Merrill Lynch from 2010 to 2015. His earlier roles include Principal at Americas Growth Capital from 2005 to 2009 and Head Trader at Moors & Cabot from 1997 to 2005. Doug focuses on building lasting relationships by understanding each client's goals and delivering personalized financial strategies that support their goals, values, and financial well-being.

Kimberly Boucher is Vice President and Wealth Planner at Fidelity Investments, where she partners with clients to build, implement, and monitor personalized financial plans. In her role, she collaborates with high net-worth clients and their families to identify and execute strategies tailored to their goals and needs, focusing on understanding each unique Family Wealth System. She has been with Fidelity Investments since 2015, initially serving as a Financial Consultant before her current position beginning in 2022. Prior to Fidelity, Kimberly held roles including Key Account Manager and Regional Sales Specialist at Pioneer Investments from 2005 to 2015, and Financial Advisor at Ameriprise Financial Advisors from 2002 to 2005. Outside of her professional work, Kimberly enjoys spending time at the beach, engaging in family activities, parenthood, caring for pets, reading, and traveling.

Amy Morin is a Series 66 credentialed financial advisor with Edward Jones, based in Marlborough, MA. She joined Edward Jones in 2026 and has prior experience at companies including Immuta, CSG, and Kitewheel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Amy Walls serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she partners with clients to understand their financial goals and co-creates plans aimed at strengthening and securing their financial well-being. Prior to this, she was Senior Vice President of Thought Leadership at Fidelity Investments from 2012 to 2022. Her extensive experience in the financial sector includes positions such as Managing Director of Marketable Securities at Dartmouth College from 2008 to 2011, Managing Director of the Strategic Research Team at Putnam Investments from 2001 to 2007, and Investment Consultant at Mercer Investment Consulting from 1997 to 2001. Amy holds a California Insurance License. Outside of her professional career, Amy enjoys cooking and baking, fitness, and traveling.