Yan Yan is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Yan worked at East West Bank and Overseas Students Services Corp. Yan also has a background that includes experience outside finance, such as working at Starbucks and managing Golden Restaurant, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Catherine Mc Laughlin is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Prior to UBS, she was employed at Fitzrovia Post Limited for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets support through a large network of advisors.

Caitlain Mc Donald is a CFP®-designated financial advisor with eight years of industry experience, currently with LPL Financial. Prior to joining LPL in 2023, she worked at UBS Financial Services for six years. Outside of finance, she has experience with the Boston College Police Department and held roles in the hospitality and academic sectors. 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 advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kristin Sickorez is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2002. Merrill, along 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 range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations.

Lisa Margeson is a financial advisor at Merrill with 33 years of industry experience. She has held her current position since 2017 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves on the National Menopause Foundation’s Women’s Executive Leadership Council, contributing to research and workplace benefit program discussions. 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 range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Cassa is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in an estate and investment-related business in Boynton Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Kathleen Hurley is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Brown Brothers Harriman and Middlesex Savings Bank, as well as a period working at Providence College. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Matthew Gellene is a financial advisor at Merrill in Boston, MA, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he serves as executor of his mother’s estate and is a general partner managing a family property to maintain its use by his siblings and their families. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Francisco Munoz Figueroa is a financial advisor with Ameriprise in Hingham, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Santander Securities, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Papetti is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2023. Prior to his current role, he held various positions including roles at Boston College, Yelp Inc., and Allstate Can Corp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Charles Zisko Jr. is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, and he is owner of The Zisko Tax Group, a tax preparation business. Cetera Investment Advisers LLC is a nationally registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

John Olohan is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2012 to 2023. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kim Martell is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Eagle Strategies, Nylife Securities, New York Life Insurance, Bristol County Savings Bank, and Admirals Bank. Outside of her advisory role, she is involved in business coaching referrals through Beyond EQ International. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved tools to deliver written recommendations.

Anna Hazelton is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Prime Companies prior to her current roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized, non-discretionary investment decisions.

Alphonse Antonitis is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boston, MA. He previously worked at J.P. Morgan Securities and First Republic Securities Company. He is a trustee for the 401(k) and Pension Plan of the Roman Catholic Archdiocese of Boston. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research.

Charles Floeckher is a financial advisor at Mass Mutual Investors Services in Boston, MA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has worked at firms including Primerica Advisors, Guardian Life Insurance Company, and New York Life Insurance Co. Outside of advisory services, he is also engaged in insurance brokerage, focusing on life, long-term care, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytics and offers asset management, wrap and money-manager programs, and educational seminars.

Kaitlyn Barba is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill and Bank of America since 2013. Barba serves on the committee for the Food Allergy Science Initiative, a nonprofit focused on food allergy research, where she participates in counsel meetings and provides feedback on marketing and growth strategies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Driscoll Docanto serves as a Senior Resident Director at Merrill Lynch Wealth Management, a role he has held following a significant tenure as a Wealth Management Advisor since 2010. With over 30 years of experience in institutional and high net worth wealth management, Driscoll's professional background includes 16 years in the investment management industry and 12 years as a Portfolio Manager. His portfolio management experience spans managing investments for Fortune 500 companies, endowments, foundations, municipalities, and affluent individuals. Driscoll's career includes managing assets at Utendahl Capital Management and JP Morgan Asset Management in New York City, as well as serving as a Senior Portfolio Manager at Columbia Management in Boston, where he co-managed the Columbia Core Bond Fund. He holds a Bachelor of Science degree from Babson College and has earned professional designations including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Plan Fiduciary Advisor (CPFA). He is also a member of the Boston Security Analyst Society. In his practice, Driscoll focuses on delivering an institutional money management approach to a select group of affluent clients, providing personalized investment and wealth management strategies. His services include portfolio construction and management, retirement and educational planning, and wealth preservation and transfer services. Driscoll works closely with clients and their family advisors to align investment strategies with clients' long-term financial goals and to manage risk through asset allocation and diversification. His client-focused approach is grounded in developing personalized financial strategies tailored to individual needs.

Patrick Droney is a financial advisor with Wells Fargo Clearing in Boston, MA, holding a Series 66 designation and four years of industry experience. He previously worked at Needham Bank and New York Life. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans through IPS-driven advisory services grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary solutions, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Louis Grimaldi is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.