Christopher Arrigg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Burlington, Massachusetts. He works with business owners, C-suite executives, high-net-worth families, and fast-growing professionals to assist with complex financial decisions involving liquidity events, concentrated equity, family wealth planning, retirement, and tax-efficient strategies. His approach emphasizes planning first, helping clients organize their financial lives and achieve their long-term goals through informed decision-making. He also serves as a Portfolio Manager and Retirement Benefits Consultant, managing personalized strategies that may include various investment options. Christopher holds the Certified Plan Fiduciary Advisor (CPFA) designation, is a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Bentley University and completed his high school education at Austin Preparatory School. He is involved with the Bentley Greater Boston Alumni Chapter and graduated Magna Cum Laude from Bentley University. Outside of his professional role, Christopher participates in community activities with Lazarus House Ministries, Inc. His personal interests include adventure sports, baseball, basketball, chess, cooking, golfing, photography, spending time with family, traveling, and watching movies.

Ahamad Makouk is a financial advisor with LPL Financial based in Boston, MA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He previously worked at John Hancock and its affiliates for eight years before joining LPL Financial in 2023. 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 advice delivered primarily through its network of investment adviser representatives.

Ryan Fabrizio is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous roles include work at Care Hospice and Dos Lobos American Taqueria. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also holds distinctive registrations and serves as an advisor to multiple registered investment companies.

Martin Sheehan is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Citizens Private Wealth and Citizens Bank. 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 individuals, high-net-worth clients, and institutional investors.

Sharon Kapluto is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her commitment to providing personalized investment guidance. Sharon earned both her Bachelor's Degree and Master of Business Administration (MBA) from Ben-Gurion University. Her educational background supports her expertise in financial management and advisory services.

Giordanio Nevil is a CFP® with eight years of industry experience, currently affiliated with Cetera in Woburn, MA. He has held roles at Cetera and its affiliates since 2019 and previously worked at Foresters Financial Services and Hudson Financial Group. Nevil is co-owner of Peak Path Retirement Advisors, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary management options, supporting a range of investment strategies and program structures.

Jacob Fudge is a Series 66-licensed financial advisor with Morgan Stanley, based in Middleton, MA, with six years of industry experience. He has worked with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. from 2022 to present. Prior to his financial services career, he was employed at the Golf Club at Turner Hill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm employs a structured planning process that utilizes proprietary tools and models, managing approximately $2.74 trillion in client assets.

Michael Klonsky is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously worked at Praesidium Wealth Management and Commonwealth Financial Network. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Katherine Sheridan is a CFP® with 15 years of industry experience and has been with Stifel since 2015. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on various boards, including the Story School Condo Association, The Beach Club social club, Siesta Royale Apartments Co-Op Association, and Marblehead Dollars for Scholars, where she participates in local scholarship fundraising efforts. Stifel serves a diverse client base, including individuals, institutions, and municipalities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Matthew Camerlengo is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Camerlengo also operated Camerlengo & Associates, PC for 11 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Michael Mazzotta is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and its affiliates since 2019 and was previously employed at Financial Engines. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and planning strategies.

Robert Smith is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Goldman Sachs & Co. and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary market models.

Aidan Teahan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Thorndike Company, Centaurus Financial, and The Tarian Group. Aidan is also an employee of JPMorgan Chase Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Xiao Xia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Boston. She specializes in helping clients develop personalized financial strategies tailored to their individual goals, focusing on areas such as college education planning, family wealth management, legacy planning, and retirement planning. She also provides guidance on philanthropic planning, portfolio management, tax minimization, and addressing the needs of women and wealth. Xiao Xia Zhen holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English, Mandarin, and Yue (Cantonese). In addition to her professional work, Xiao Xia Zhen participates in community volunteer activities in line with the Merrill tradition. Her personal interests include boating, cooking, hiking, traveling, and yoga.

Robert Sechrist is a CFP® with 31 years of industry experience, currently serving at LPL Financial since 2025. He previously worked for Cambridge Investment Research Advisors, Inc. for 15 years and operated Sechrist Financial Services for 13 years. 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 institutions. The firm offers a range of financial planning and portfolio management solutions utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

John Mc Phee Jr. is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012, following five years at Leerink Partners LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm utilizes a combination of quantitative and qualitative research, including ESG considerations, and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Marc Dougherty Jr. is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previous experience with Morgan Stanley and Colby College. Raymond James & Associates is a large, dually 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 supported by a nationwide adviser network.

Benjamin Furfari is a financial advisor at Merrill with 3 years of industry experience. He holds a Series 66 designation and previously worked at the University of Massachusetts Amherst and Regional Tire and Service. Outside of finance, he was involved with Distinctive Creations Inc. for six years. 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.

Christina Delguidice is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 22 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Benjamin Mehra is a financial advisor with Ameriprise Financial Services LLC in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he held positions at TRC Companies and DGT Associates, and he has experience working in educational roles at the University of New Hampshire and Newton North High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.