Stephen Berube is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Adam Marino is a CFP® professional affiliated with OSAIC, based in Needham Heights, MA, with 18 years of industry experience. He worked at Sii for 10 years before joining OSAIC in 2018. Marino serves as a board member and head of the events committee for NAIFA Massachusetts, an insurance and financial advisors’ advocacy group. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using multiple advisory platforms and third-party managed-account solutions.

Michael Ferguson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Daniel Feigelman is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to that, he had roles at Northwestern Mutual and Indiana University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chase St. Laurent is a financial advisor with Fidelity Investments based in Framingham, MA. He holds a Series 66 designation and has three years of industry experience, including roles within Fidelity since 2022. Prior to his advisory career, his background includes various positions ranging from retail to hospitality and university roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary research and quantitative analysis.

Delphine Morrill is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2016 and joined Merrill in 2017. Delphine earned a Bachelor of Science from the University of Virginia and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Divorce Financial Analyst® (CDFA®) designations. She also holds FINRA Series 7 and 66 registrations as well as licenses in Life, Accident, and Health Insurance. Delphine specializes in business development, relationship management, and financial planning, with expertise in working with executives holding concentrated stock positions, local small business owners, and emerging millennial wealth. She focuses on delivering customized wealth management strategies through personalized planning, investment management, and asset allocation. Additionally, Delphine is dedicated to addressing the unique challenges faced by female investors and contributes to women's mentorship programs. Outside of her advisory role, Delphine serves as President of the University of Virginia Alumni Club of Boston and Vice President of the Merrill Lynch Boston Women's Exchange. She is also active in her neighborhood association and has volunteered with the American Cancer Society. Delphine grew up on Nantucket Island and currently resides in South Boston with her husband and dog. Her personal interests include staying active, cooking, traveling, horseback riding, and spending time with family.

Alexander Ruenhorst serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2026. His role involves assisting clients with their financial planning and benefits strategies within the executive services sector. Prior to this, he progressed through various roles at Fidelity Investments, including Investment Solutions Representative III and multiple specialist and consultant positions from 2022 onwards. His professional background includes comprehensive experience related to stock plans and investment solutions, supporting clients in navigating financial decision-making processes. Alexander holds an Arkansas Insurance License, which supports his advisory capabilities in insurance-related financial planning. Outside of his professional role, Alexander is engaged in family activities and enjoys fishing, fitness, golf, outdoor adventures, and tennis.

Nathan Zielonka is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Avantax Advisory Services for over a decade. Outside of his advisory role, Zielonka serves as a director and officer for several nonprofit and community organizations and manages a tax preparation and planning business. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a network of more than 10,000 advisors and oversees over $256 billion in assets.

Matthew Peterson is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. He has held roles at Cambridge Investment Research Inc. and Charles River Bank and serves as a notary public. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of platform solutions and proprietary and third-party model strategies.

Thomas Curran is a financial advisor at Ameriprise with 37 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is involved in independent insurance brokering through Ohio National. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with expert oversight to tailor retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Jonathan Erb is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior positions at TechConnect and the University of Maryland-College Park. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals, offering a Schwab Wealth Advisory wrap fee program alongside managed accounts and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and due diligence.

Diana Rittenberg is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction across a broad investable universe.

Julie Shank is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her career includes roles at JPMorgan Chase Bank, First Republic Investment Management, Bank of America, Merrill, and Shepherd Kaplan LLC. Outside of her primary work, she serves as a member and manager of Broadway’s Best LLC, a real estate business. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Mary Mcgrail is a financial advisor with Edelman Financial Engines in Norwood, MA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and was previously affiliated with Edelman Financial Services, LLC and EF Legacy Securities, LLC from 2016 to 2018. Outside of her advisory role, she is a landlord managing rental property in Worcester, MA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with $326 billion in assets under management.

Devin Callaghan is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. His background includes roles outside finance, such as positions at West Chop Club, Yankee Candle, and the Genesis Spiritual Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals and risk tolerances.

John Simeone is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Simeone serves as Vice President on the Board of Directors for Needham Junior Football and Cheer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor advice, with a focus on assets managed within Ameriprise accounts.

Ryan Farley is a Planning Consultant at Fidelity Investments, currently based in the Westwood Investor Center. In this role, he supports two wealth management teams and partners with clients to develop their financial plans. Before his current position, Ryan held roles as a Relationship Manager and Financial Representative at Fidelity Investments. He also gained experience as an Acquisitions Manager at Zen Property Investors from 2021 to 2022. Outside of his professional work, Ryan has interests in boating, cars, fishing, fitness, football, and tennis.

Andrew Grande is a financial advisor with LPL Enterprise who holds Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual, New York Life, and AllState. Outside of advising, he is involved with DMSE Sports as an event consultant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

John Doherty is a financial advisor with Charles Schwab holding a Series 66 designation and no prior industry experience. His recent work history includes positions at Charles Schwab Premier Bank, Charles Schwab & Co., Inc., and Charles Schwab Bank, SSB since 2025, as well as a prior role at The Bulfinch Group in 2024. Before entering the financial industry, he spent several years in full-time education and was involved with Braintree Golf Course. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach, backed by a large-scale, integrated operational framework.

Thomas Hitchcock is a financial advisor with LPL Financial and holds the ChFC®, Series 63, and Series 65 designations. He has 49 years of industry experience and has been associated with both LPL Financial and Bay Financial Advisors, Inc. since 2009. He also provides financial planning and consulting through Bay Financial Advisors, an independent registered investment advisor. Additionally, he is involved in the sale and service of traditional insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, supported by various model portfolios, research, and technology-based solutions.