Alec Duncan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and MCR Labs. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Frank Deleo Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he is involved as a basketball official with the Association of Approved Basketball Officials. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational tools and a broad non-advisory financial platform.

Brian Callahan is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Camarda Wealth Advisory Group, Fisher Investments, and Charles Schwab. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a range of advisory programs supported by a firm Investment Committee.

Dennis Seeley Jr. is a financial advisor with Charles Schwab in Framingham, MA, holding a Series 66 credential and over 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously held positions at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, he is a part owner of Salon Moxie, LLC, where he assists occasionally. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Paul Kapur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James since 2016 and has additional experience with KTS Financial Group, LLC. Outside of his advisory work, Kapur holds ownership roles in several rental real estate properties and serves as a licensed real estate broker for his personal transactions. Raymond James Financial Services Advisors, Inc. provides a range of financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

David Shepard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Royal Alliance for 12 years and Asset Strategy Advisors, LLC for 4 years. Shepard is also involved with Kendall Financial Consultants as a DBA for his LPL business and maintains a non-variable insurance activity. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, with investment strategies supported by both internal research and third-party subadvisors.

Jared Evangelous is a financial professional with 17 years of industry experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has previously worked at Empower Retirement for nine years. He is also involved with CCR Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a range of investment and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and operates as a multi-manager platform with over $256 billion in assets under management.

Adam Sachs is a CFP® professional with 32 years of experience in the financial industry. He has worked at OSAIC since 2018 and previously held roles at Global Laminates, John Hancock Life Insurance Co., and Signator Investors, Inc. Sachs serves on the board of directors and as Vice President of Government Relations for the Massachusetts chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is involved in local community organizations including the Ashland Business Association and a nonprofit focused on financial wellness. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing advisors with tools for discretionary and advisor-managed strategies as well as access to third-party managers and proprietary models.

Ann Decaprio is a CFP® professional at LPL Financial with 18 years of industry experience. She has been with LPL Financial since 2008 and holds a Series 66 license. Outside of her advisory role, she is also a notary public. 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 financial planning and investment management services through a large network of investment adviser representatives, using model portfolios, third-party subadvisors, and customized strategies.

Kyle Davidson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and several service-oriented positions. Kyle's professional experience focuses on developing personalized financial plans and identifying investment strategies to improve those plans. He emphasizes building strong client relationships through regular, ongoing communication. Outside of his professional work, Kyle's personal interests include golf, parenthood, scuba diving, skiing, soccer, and traveling.

Robert Weedon is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes roles at Applied Radar and Balsamo Associates, as well as work in several service and hospitality positions. Equitable Advisors serves individual clients across a wide range of net worth, 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 both proprietary and third-party investment solutions.

Brian Amper is a CFP® professional with 24 years of industry experience, currently serving at Edelman Financial Engines in Burlington, MA. His prior roles include positions at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC, spanning over a decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, providing both discretionary management and non-discretionary online advice with a focus on diversified portfolios, periodic rebalancing, and long-term strategies.

Drew Kaski is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Registered Representative at New York Life from 2017 to 2018. Drew focuses on understanding clients' priorities and helping them develop plans to achieve their long-term goals. He values open and collaborative relationships and aims to build trust through professional service. Outside of his professional work, Drew enjoys spending time at the beach, fishing, playing golf, and engaging in activities related to lake environments. He is also involved in parenthood.

Dabney Baum is a CFP® professional with eight years of experience in the financial industry. She currently works at Wells Fargo Clearing and has previously been affiliated with Ameriprise Financial Services and Janney Montgomery Scott. Outside of her advisory role, she serves on several nonprofit boards, including Boston Single Mothers By Choice and All Newton Music School, and operates a small Etsy business selling t-shirts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Timothy Waas is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining RBC in 2026, he worked at various Wells Fargo affiliates from 2015 to 2026. Outside of his advisory role, he also works as a rideshare driver with Uber. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.

Duane Mc Donald is a ChFC®-designated financial advisor with 29 years of industry experience. He is currently with Edward Jones and previously worked at Commonwealth Financial Network for 18 years. Outside of his advisory career, he co-owns and manages a two-family rental property in Waltham, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Nicholas Chigas is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.

Robert Silver is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Liana Bekelian is an advisor with LPL Financial, holding a Series 66 designation and bringing two years of industry experience. Prior to joining LPL Financial in 2022, she worked in pest control and as a private nanny. 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 services including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive technological and operational resources.

Katie Soule is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 2002 and joined Merrill in 2015. Prior to becoming a financial advisor, Katie served as a Certified Public Accountant in several major accounting firms and corporations. This background provides her with insight into the key decision points that clients encounter in their personal and professional finances. She focuses on areas such as retirement planning, family wealth management, legacy planning, and investment strategy, working closely with clients and their other professional advisors to develop tailored, tax-efficient strategies. Katie does not provide tax, accounting, or legal advice in her role at Merrill. Katie earned a Bachelor of Science degree in Accounting from the University of Delaware and an MBA from the University of Southern Maine. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA). She is active in her profession and community, serving on the board of the Massachusetts Society of CPA's.