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.

Connor Bassett is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop comprehensive financial plans tailored to their specific needs. Connor emphasizes active listening and collaboration to help clients pursue their financial goals based on their top priorities. He has held multiple positions at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience within the company has contributed to his understanding of various aspects of financial planning and client relationship management. Outside of his professional work, Connor engages in activities such as family events, fitness, football, social gatherings with friends, golf, and traveling.

Reed Thompson is a CFP® and ChFC® affiliated with Raymond James Financial, with 31 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Thompson also serves as president of Touchpoint Financial, a support company, and manages annuities through Touchpoint Financial as a licensed agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation, along with specialized retirement plan advisory programs.

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.

Evangelos Ioakimidis is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory and financial planning services supported by structured discovery processes and firm-approved planning tools.

Dana Donovan is a Series 66-licensed financial advisor with Morgan Stanley in Wellesley, MA, where she has worked since 2019. She has six years of industry experience, including four years at Universal Wilde prior to joining Morgan Stanley. Outside of finance, Donovan is involved in pet care through her role with Rover. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and analytical tools, with a focus on advisory services rather than individual security recommendations.

John Oberlander is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary strategies, and manages over $256 billion in assets.

K Wilmshurst is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, Wilmshurst worked at Fidelity Investments for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized custody and order-routing arrangements.

Christopher Suraci is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Ameriprise, having previously worked for Citizens Investment Services Corp for over two decades. Outside of his advisory role, he is co-owner of MapleRock Wealth Management and owner of Durum Wheat Inc., which has a 50% interest in Winter Durum LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jonas Killeen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, GWFS Equities, and TD Waterhouse Investor Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a centralized operational structure.

Katrina Graves is a financial advisor with LPL Financial in Lexington, MA, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2022, she worked at Ocean Spray Cranberries, Inc. for ten years and Budget Buddies, Inc. for one year. Outside of her advisory role, she maintains a travel blog called Brown Bag Traveler. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Christopher Mc Cauley is a financial advisor with Merrill in Burlington, MA, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for the Briarbrook Condominium Association, which involves oversight of property management. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jillian Feehan is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 credentials and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2026. Jillian has a background that includes over a decade at Touchpoint Financial Advisor Group and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations uncommon among large institutional advisors.

Vincent Zaccardi is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 34 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Raymond James. He serves as a director on the board of the Horizons Condominium Owners Association in Ogunquit, Maine. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Kayla Karpacz is Vice President, Financial Consultant at Fidelity Investments, where she has been serving since 2018 in various capacities. She began her career at Fidelity as a Customer Relationship Advocate in 2018 and progressed through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before attaining her current position in 2025. In her role, Kayla partners with individuals and families to develop comprehensive financial plans tailored to their specific goals and needs. She emphasizes authenticity and transparency, aiming to provide clients with financial peace of mind and confidence in their decisions. Kayla holds a California Insurance License. Outside of her professional responsibilities, Kayla enjoys running and traveling.

Timothy Quigley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as positions at Border Cafe and the State Theatre New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies.

Robert Johnston is a financial advisor at Cetera with Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades and spent 30 years at Johnston & Parakyriakos CPAs. Outside of his advisory role, he is involved in retail business as a director of Franklin Market Wine & Spirits. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.