Henry Gill is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2018. Outside of his advisory work, he is a passive owner and inactive partner in BEACON ANGELS, an angel investing business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management and financial planning services, implementing customized strategies through a combination of internal and third-party managers.

Marcie Daleo is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at RBC Capital Markets, City National Bank, and Morgan Stanley Private Bank. Outside of her advisory work, she is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Steven Lindale is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked for M&T Bank’s Wilmington Trust Investment Advisors for 13 years. Outside of his advisory work, he is involved in managing a family farm estate that leases tillable acreage to a local farmer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds. The firm supports its clients through a large network of advisors and branch offices and operates under a fiduciary standard.

Frances Bush is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Frances worked at Fidelity Investments and has held various roles including positions at Saint Anselm College and GoldFish Swim School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer agreements.

Robert Salamy is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and holds a Series 63 designation. Outside of his advisory role, he is involved in managing personal trust portfolios related to family healthcare and retirement. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lourdez Cortez is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 2008 and holds Series 63 and Series 66 licenses. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Malcolm Alexandre is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and also has prior experience at The Advocator Group. Outside of his advisory role, he volunteers as a referee and assists with field setup for North Shore Flag Football, a local sports league. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Miles Feuer is a financial advisor with Raymond James & Associates in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill Lynch, Fidelity Investments, and several advisory firms. Feuer has also been involved with Instacart since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Timothy Keane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at Cetera, Investors Capital Corp., and B.B. Graham & Company, Inc. Keane is also a managing partner of Northeast Investment Advisors LLC and works as an agent for fixed insurance products, including life, health, disability, annuities, and long-term care. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.

Grant Cerulo is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he spent over a decade at Silicon Valley Animation, Inc. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, leveraging a network of Investment Adviser Representatives and third-party asset managers.

William Jarry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS Financial Services, MBSC Securities Corporation, and BNY Mellon. Outside of his advisory work, he owns and manages a ski condo rental in Lincoln, New Hampshire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Ryan Angell is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Wellesley, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Samuel Clurman is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation. His work history includes roles at Fidelity Investments and a position at Lizzy's Homemade Ice Cream in 2023. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles including mutual funds, ETFs, and ETPs.

Thomas Roach is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Alexandra LeClair is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2017, serving in various positions including Investment Consultant, Relationship Manager, and Regional Investment Consultant. As a CERTIFIED FINANCIAL PLANNER™, Alexandra focuses on building financial plans that reflect the personal and financial goals of her clients. She emphasizes client education to ensure understanding and confidence in the strategies implemented. Her professional experience spans several years within Fidelity Investments, where she has developed expertise in investment consulting and client relationship management. Alexandra values working closely with clients to co-create financial plans tailored to their needs. Outside of her professional role, Alexandra enjoys activities such as beach outings, family activities, golf, running, traveling, and exploring food.

Michael Kulesza is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at North Atlantic Investment Partners, Edward Jones, and Planmember Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Drake Hull is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 65 and Series 63 licenses. He has one year of experience in the industry, having joined Morgan Stanley in 2026. Prior to this, he worked at Dexian and TEKsystems among other roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process without providing individual security recommendations as part of standalone plans.

Kevin Queally Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytical models.

Matthew Perron is a financial advisor with Wells Fargo Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at CVS Health and Midtown Market. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations.

Aaron Hagwood is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, as well as a Merrill Institutional Consultant. He co-founded The Hagwood Tomoda Group in 2000 at Morgan Stanley, providing services to business owners, corporate executives, high net worth families, and institutions. In 2015, the group joined the Wellesley Office of Merrill Lynch Wealth Management. Aaron has been active in the financial services industry since 1996. Aaron focuses on serving both individuals and institutions, emphasizing fiduciary best practices and complex wealth strategies. His advisory services to institutions and retirement plan sponsors include investment policy statement reviews, investment due diligence, retirement plan benchmarking, and employee education programs. In 2019, he earned the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute™ in conjunction with Yale University. He holds a Bachelor's degree in Political Science from Keene State College, earned in 1995. Aaron resides in Medfield, MA with his wife and three sons. His personal interests include running, golfing, and skiing.