Lisa Gigliotti is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 35 years of industry experience, including prior roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platform arrangements and maintains proprietary and third-party model strategies.

Beau Yurkevicius is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and the U.S. Army Research Institute of Environmental Medicine. He is also an independent insurance agent involved with Commonwealth P&C and Baystate Financial Group Benefits, focusing on life, disability, long-term care insurance, and group benefits referrals to small business owners. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, emphasizing collaborative, annual financial planning relationships without investment discretion.

Aditya Nathan is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Unum and spent several years at Assumption College. Outside of finance, he is involved as a coach for Muay Thai and MMA classes at Integrated Martial Arts. 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 for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Christopher Stark is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is a co-owner of North Peak Holdings, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing detailed recommendation reports and utilizing a combination of research, modeling, and tax-efficiency analysis. The firm serves clients with significant investable assets and delivers a broad range of advisory, brokerage, and insurance solutions.

Carla Loarte is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Stephen Berube is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing prior to joining RBC in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles with a range of portfolio management and financial planning services, leveraging 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 worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2007, following six years at Merrill. Ferguson holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

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, where she leads the LM Group with offices in Wellesley, Boston, and Denver. She began her financial services career in 2016 and joined Merrill in 2017, bringing experience from a planning desk and a background in sales. Delphine holds a Bachelor of Science degree from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Divorce Financial Analyst® (CDFA®). She maintains FINRA Series 7 and 66 registrations and holds licenses in Life, Accident, and Health Insurance. Delphine specializes in supporting executives with concentrated stock positions, local small business owners, and emerging millennial clients. Her focus areas include business development, relationship management, and customized financial planning. She works closely with clients to develop personalized wealth management strategies through goal-based financial planning, investment management, and asset allocation. Additionally, she concentrates on addressing the unique challenges faced by female investors and actively contributes to women's mentorship programs. Beyond her advisory work, Delphine serves as President of the UVA Alumni Club of Boston and Vice President of the Merrill Lynch Women's Exchange. She is active in her local neighborhood association and has volunteered with organizations such as the American Cancer Society. Raised on Nantucket Island, Delphine currently resides in South Boston with her husband and dog. Her personal interests include staying active, cooking, traveling, horseback riding, and spending time with her 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 three years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research and Charles River Bank. Outside of his advisory role, he is a notary public and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Thomas Curran is a financial advisor with Ameriprise in Westborough, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of proprietary models and oversight of affiliated and unaffiliated sub-advisers.

Mary Mcgrail is a financial advisor with Edelman Financial Engines and holds Series 63 and Series 66 licenses. She has 18 years of industry experience, including prior roles at Winslow, Evans & Crocker, Inc. and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions and planner-led wealth management through diversified model portfolios and online tools.

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.