Rennee Lammi is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley during her career. 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.

Henry Gill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has experience at City National Bank since 2018. Henry is a passive owner of an angel investing business, Beacon Angels. RBC Wealth Management, a division of RBC Capital Markets, serves a range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, combining in-house and third-party investment management with discretionary and non-discretionary portfolio services.

Douglas Shelton III is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked in the transportation sector with firms including Dobbs Peterbilt and Murphy-Hoffman Company. Outside of his advisory role, Shelton is a 50% owner and operator of Foreshore LLC, a property care and maintenance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

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, she held roles at Fidelity Investments and has been involved with Saint Anselm College and The Goldenrod in various capacities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured planning processes and proprietary investment modeling tools.

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.

Patrick Kilcoyne is a financial advisor with RBC Capital Markets in Wellesley Hills, MA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2018 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

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.

Richard West is a Series 66-licensed financial advisor with LPL Financial in Westford, MA, bringing 16 years of industry experience. His prior roles include positions at Waddell & Reed and leadership at Sampson West & Associates Inc. Outside of financial advising, he holds fiduciary responsibility as a power of attorney for his spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by extensive research and model portfolios.

Brandon Bergert is a financial advisor with LPL Financial in Waltham, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining LPL Financial, he worked at Key Investment Services, LLC and KeyBank, and has a background including roles at JPMorgan Chase Bank and J.P. Morgan Securities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management backed by research from LPL and third-party subadvisors.

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.

Grant Cerulo is a financial advisor with Equitable Advisors in Wellesley, MA. He holds a Series 66 designation and has recently transitioned from a career at Silicon Valley Animation, Inc, where he worked for 11 years. Cerulo joined Equitable Advisors in 2026 and has one year of industry experience. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, partnering extensively with program sponsors and third-party managers to provide a variety of advisory and brokerage solutions.

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 one year of industry experience. He holds the Series 66 designation and has worked in various roles, including a position at Lizzy's Homemade Ice Cream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is also noted for its registration as a commodity pool operator and its advisory role with multiple registered investment companies.

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.