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. His prior roles include positions at Goldman Sachs & Co. and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Emily Keating is a CFP® professional with 10 years of industry experience, currently serving at MassMutual Investors Services. Her prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley. Outside of finance, she is the founder and planner of Joie de Vivre Voyage, a custom travel planning business focused on trips to Provence, France. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved software and supports various specialized planning services.

Aidan Teahan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Thorndike Company, Centaurus Financial, and The Tarian Group. Based in Boston, MA, he is also employed by JPMorgan Chase Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors through a select group of Wealth Advisors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Sean Tucker is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Co since 2016, after two years at Metlife Securities, Inc. He is the manager and owner of Clarendon Team, LLC, an entity established to manage business expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various investment programs using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

John Mc Phee Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Anthony M. Florio serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1998. His practice primarily focuses on providing financial services to medical professionals, attorneys, and business executives. He assists clients in developing tax-efficient portfolios, income strategies, and retirement planning tailored to the needs of individuals, their families, and businesses. Anthony holds a Bachelor's Degree in Finance from Stonehill College and has obtained several professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Private Wealth Advisor® (CPWA®) designations. He is also engaged with Stonehill College through participation on the Business Visiting Committee. He emphasizes service and trust in his practice, aiming to understand each client's specific concerns and aspirations to develop personalized financial strategies. Anthony's approach is guided by the philosophy of working closely with clients one-on-one to pursue their long-term goals. Outside of his professional activities, his personal interests include biking, gardening, and hiking.

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.

Kimberlee Chiccarine is a financial advisor at J.P. Morgan Securities with three years at the firm and a total of 12 years of industry experience. She previously worked at First Republic Bank and 451 Research. Kimberlee holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stephen Leary is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2003. Outside of his advisory work, he is self-employed providing tax preparation services during the tax season and acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary as well as third-party investment strategies tailored to client objectives.

David McNaughton is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. He has held positions in the financial sector since 2011, including roles at Brown Brothers Harriman and Co. in both Boston and Ireland, where he served as Assistant Vice President in Global Client Service, and as a Senior Associate at SVB Private. His earlier experience includes work as a Financial Analyst at Radius Bank. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Brian Turner is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is an owner and partner of Romeo Bravo Software, a SaaS business focused on lodging services for adventure travel and outdoor recreation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary programs supported by centralized due diligence and ESG eligibility processes.

Zachary Curtis is a CFP® with seven years of experience in the financial industry, currently serving at J.P. Morgan Securities in Boston, MA. His career has been entirely with JPMorgan entities since 2018, including roles at JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved as a brand ambassador and affiliate in the sports sector, specifically with pickleball-related businesses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Wesley Blanchard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked in construction and landscape supply. He is the founder and president of the Keene State Lacrosse Alumni Association Inc., a nonprofit involved in sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and investment research.

John Mackey is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, where he has worked since 2018. He has four years of industry experience, including prior roles at New York Life Insurance and a position with the North Shore Navigators. Outside of finance, he was involved with D&J Refreshments for three years. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations in standalone plans.

Robert O'Brien Jr. is a financial advisor with Merrill, holding a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1993 and has been with Bank of America, N.A. since 2011. 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.

Robert Chmiel is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Nora Simonian is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2016. She is based in Boston, MA. 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 and profit-sharing plans, corporations, and charitable organizations.