Trevor Carroll is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at First Republic Bank and Stevens Institute of Technology. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Jason Nicastro is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at MWA Asset Management and Raymond James Financial. He is based in Boston, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, emphasizing a range of customizable investment strategies supported by research and advisor tools.

Daniel Ferreira Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Santander Securities, Santander Bank, New York Life Insurance, and Eagle Strategies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Joseph Gemmell III is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Brolly is a CFP®-certified financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, he is a partner and writer for the publishing venture Red Broccoli. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Scott Price Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance Management and Eaton Vance Distributors, Inc. prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Justin Dernoga is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Merrill, and Signet Investment Advisory Group. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad array of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Christopher Nicholas is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. He works with individuals, families, and business owners to develop personalized strategies in wealth management, retirement planning, investment management, and legacy considerations. His approach emphasizes trust, communication, and understanding each client's unique goals to provide clarity and confidence in financial decisions. Christopher holds a Bachelor's Degree from Union College and has earned the Personal Investment Advisor (PIA) designation.

Cara Christous is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she partners with wealth management teams to collaborate with families in creating customized financial plans aimed at achieving personal and family financial goals. She emphasizes the importance of co-creating plans that each family member understands and feels confident about, with a focus on unifying generational wealth. Cara has been with Fidelity Investments since 2015, progressing through various roles including Financial Associate, Retirement Solutions Representative, Workplace Planning and Advice Consultant, Relationship Manager, and Planning Consultant before assuming her current position. Her experience spans multiple facets of financial planning and client relationship management. Outside of her professional career, Cara enjoys cooking and baking, gardening, traveling, and volunteering.

Aimee Degiovanni is a CFP® professional with 14 years of industry experience, currently serving at Strategic Advisers, Inc., a Fidelity Investments company, since 2016. She holds the Series 65 designation and is based in Boston, MA. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its advisory role to multiple registered investment companies and use of AI-driven research methods.

Jennifer Reardon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2017. She previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Ms. Reardon is a member of the Boston Estate Planning Council's Outreach Committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated capital-markets capabilities.

Evan D'onofrio is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2018, with previous experience at Morgan Stanley and Investopedia. 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 provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services through multiple wrap fee advisory programs tailored to client risk profiles.

Michael Fielding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 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 is the founder and trustee of the Christmas Charitable Trust, a nonprofit organization involved in raising and distributing funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Shumbata is a Financial Consultant at Fidelity Investments, where he assists individuals and families in understanding their finances and planning for the future. He collaborates with the Wealth Management Team to develop financial plans and monitor progress toward clients' goals. With over 20 years of experience in financial services, Joseph has held various roles including Vice President National Risk Officer and Financial Advisor at Morgan Stanley, Associate Director at UBS Private Wealth Management, Controls Manager at AXA Advisors, LLC, and participated in the Leadership Development Program at Prudential. Outside of his professional work, Joseph enjoys boating, fishing, skiing, and participating in family activities.

Vickie Curran is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she is associated with Curran and Sons Construction and participates in a wellness-related business focused on peptides. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Griffin Luke is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Bank of America, Merrill, Goldman Sachs, S&P Investment Advisory Services, and John Hancock Funds. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-based planning using advanced analytics and offers specialized programs including divorce, estate, and employer-sponsored planning.

William Hunter is a financial advisor with Merrill in Boston, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he supports his son's ecommerce business by providing funding assistance through a for-profit LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Sorabella is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles at Wesleyan University and eSec Lending. He is the owner of Invisible Challenge LLC, a venture focused on mental health awareness through event organization and apparel creation. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rebecca Bessette is a financial advisor at Morgan Stanley in Boston, MA, with four years of industry experience. She has previously worked at State Street and Navigant Credit Union. Bessette holds a Series 66 designation. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Kathleen Chryssicas is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, with prior experience at Sotheby's and the University of Virginia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.