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.

Vincent Papetti is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and three years of industry experience. His work history includes roles at JPMorgan Chase Bank and Boston College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 with Mass Mutual Investors Services in Boston, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Bristol County Savings Bank. Outside of her advisory work, she is involved in business coaching referrals through Beyond EQ International. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning using firm-approved analytical tools and offers additional planning programs including divorce and estate-settlement services.

Anna Hazelton is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following prior roles at Fidelity Investments, Prime Companies, and Geico. Hazelton is also employed by JPMorgan Bank, enabling her to offer a broad range of banking products and services. 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. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Justin Knight is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He specializes in partnering with individuals and families to develop financial plans tailored to their unique goals and needs, focusing on building and maintaining retirement and investment strategies that provide confidence and clarity for both the present and long term. Justin has accumulated a range of experience within Fidelity Investments, having held positions including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, Financial Representative from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects his extensive involvement in client-facing roles related to investment and financial planning services. Outside of his professional work, Justin enjoys a variety of outdoor activities including boating, football, golf, outdoor adventures, and skiing.

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.

Alan Hartstone is a financial advisor with Cetera in Boston, MA, holding the PFS™ credential and securities licenses Series 63 and Series 65. He has 30 years of industry experience, including long tenures at Avantax Insurance Agency LLC and Guardian Life Insurance. Outside of financial advising, he is a partner in Hartstone Entertainment, LLC, which holds a minority ownership interest in a Double "AA" professional baseball team. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, operating across multiple program structures with over $256 billion in assets under management.

John Hage is a financial advisor at Stifel in Boston, MA, with 28 years of industry experience. He has held his current position since 2015 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the board of directors for the Hockomock YMCA and is the treasurer of the Cocasset Lake Association. Stifel serves a broad range of clients including individuals, institutions, and municipalities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decision-making without guaranteeing outcomes.

Matthew Sachar is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Raymond James Financial in Salem, MA. He has been involved with multiple firms, including Coltcam Crowninshield LLC and Falcon Realty, LLC, where he serves as a partner. Outside of advising, he holds trustee responsibilities and ownership roles in related business entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Julia Gurzenda is a Planning Consultant at Fidelity Investments, where she partners with clients and their primary advisors to understand their financial goals and priorities. She develops personalized financial plans leveraging Fidelity's resources to support clients' unique financial journeys over time. Julia emphasizes clear and thoughtful communication to simplify financial decisions and build client confidence. Julia has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, and currently Planning Consultant. Her experience within Fidelity has provided her with a comprehensive understanding of client relationship management and investment solutions. Outside of her professional responsibilities, Julia enjoys golf, hiking, horseback riding, reading, running, and skiing.

Nancy Marchand is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Goldman Sachs and Goodwin Procter. Marchand is based in Boston, MA, and is also an employee of JPMorgan Bank, allowing her to offer certain bank products and services alongside her advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Akash Samad is a financial advisor with Charles Schwab in Boston, MA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member at large for the Eastern Massachusetts Chapter of the Penn State Alumni, where he assists with organizing charity and social events. Charles Schwab serves primarily 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, supported by a centralized operational structure and multi-asset investment approaches.

Gregg Miles is a financial advisor with MassMutual Investors Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with MML Investor Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is a managing partner at CCA IPG, LLP, a firm that provides life insurance solutions to non-U.S. citizens and dual citizens living in the U.S., primarily Canadian citizens and professional athletes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, goal-oriented planning approach using firm-approved software and tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Gerard Lorden is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Lorden serves on the National Defense Industrial Association board and participates on strategic advisory councils related to national security and technology, including roles with OnPoint Technologies and Dynetics, as well as involvement with the MA Anti-Terrorism Advisory Council. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not include individual security recommendations as part of standalone planning.