Ryan Farley is a Planning Consultant at Fidelity Investments, currently based in the Westwood Investor Center. In this role, he supports two wealth management teams and partners with clients to develop their financial plans. Before his current position, Ryan held roles as a Relationship Manager and Financial Representative at Fidelity Investments. He also gained experience as an Acquisitions Manager at Zen Property Investors from 2021 to 2022. Outside of his professional work, Ryan has interests in boating, cars, fishing, fitness, football, and tennis.

Andrew Grande is a financial advisor with LPL Enterprise who holds Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual, New York Life, and AllState. Outside of advising, he is involved with DMSE Sports as an event consultant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

John Doherty is a financial advisor with Charles Schwab holding a Series 66 designation and no prior industry experience. His recent work history includes positions at Charles Schwab Premier Bank, Charles Schwab & Co., Inc., and Charles Schwab Bank, SSB since 2025, as well as a prior role at The Bulfinch Group in 2024. Before entering the financial industry, he spent several years in full-time education and was involved with Braintree Golf Course. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach, backed by a large-scale, integrated operational framework.

Thomas Hitchcock is a financial advisor with LPL Financial and holds the ChFC®, Series 63, and Series 65 designations. He has 49 years of industry experience and has been associated with both LPL Financial and Bay Financial Advisors, Inc. since 2009. He also provides financial planning and consulting through Bay Financial Advisors, an independent registered investment advisor. Additionally, he is involved in the sale and service of traditional insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, supported by various model portfolios, research, and technology-based solutions.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he has held various roles, including several positions at Saint Anselm College and Middlesex Savings Bank. Outside of financial services, he has worked at Newcomb Farms Family Restaurant and participated in educational programs in the Milton Public Schools system. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kevin Daley is a financial advisor with Ameriprise in Winchester, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Splitting Aces LLC, a restaurant investment. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mengyu Liu is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Liu held positions at Zhongjindayou Capital, CICC Capital, Shenzhen Leaguer Venture Capital, and had academic affiliations with Cornell University and Babson College. Liu holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Gabriella Koziol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2017, including time with Axa Advisors. Prior to her advisory career, she worked in campus engagement at Bryant University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Danielle Gaudette is a financial advisor with LPL Financial, holding a Series 66 license and bringing six years of industry experience. She has worked at Avidia Bank and Avidia Investment Services since 2010 and has been associated with LPL Financial since 2019. Outside of finance, she has been involved with Ski Ward Ski Area for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Michele Gasper is a financial advisor at Merrill with 17 years of industry experience. She has held her current role since 2017 and previously worked at Citizens Bank. Gasper 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Russell Woeltz is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Kaplan Chong Group. He is dedicated to providing clients with individually tailored financial and investment management strategies. He focuses on building enduring client relationships through a commitment to outstanding guidance and service. Russell works closely with clients to define and help achieve their financial goals by understanding their personal perspectives and priorities. His areas of expertise include college education planning, executive compensation, services for endowments, foundations, and non-profits, defined benefit and contribution plans, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint Lawrence University and is a Personal Investment Advisor (PIA). Outside of his professional role, Russell is a member of the USGA and Ski Club Hochgebirge and is involved with the NOLS and SCA community organizations. His personal interests include biking, golfing, hiking, music, reading, running, skiing, tennis, watching movies, and writing.

Jonathan Greer is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Financial Advisor with The Cafaro Group since 2013. He brings 20 years of investment experience to his role, focusing on helping ultra-high-net-worth families and real estate business owners develop wealth management strategies aligned with their financial goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jonathan holds a bachelor's degree in American studies from Franklin & Marshall College in Lancaster, Pennsylvania. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Jonathan serves as President of the Matthew L. Greer Children's Foundation. He lives in Chestnut Hill with his wife, Lynne, and their three children.

Sean Tully is a financial advisor at Morgan Stanley with Series 66 registration and six years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2020 and was previously involved with CrossFit TILT from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Egor Shiroglazov is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill and Bank of America since 2017. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Paul Meaney is a financial advisor at OSAIC with 40 years of industry experience. He previously spent 18 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in managing real estate properties and works as an insurance agent offering fixed life insurance and annuities. OSAIC serves a diverse clientele including retail and institutional investors by providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms and legacy programs.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual goals and financial situations of his clients. He collaborates with clients to understand their priorities and creates flexible plans that adapt to changing market conditions. His approach integrates investment insights from Merrill and utilizes banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. He emphasizes building long-term relationships with clients and delivering service that aligns with their expectations. Connor holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA). Connor earned a degree in Finance from the University of Massachusetts, Amherst. Outside of his professional role, he spends time with his family and enjoys activities such as basketball, fishing, football, golfing, music, and watching movies.

Nicholas Pomeroy is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Bank of New York Mellon and work within the Isenberg School of Management at the University of Massachusetts. 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 that utilizes structured discovery and firm-approved tools to model financial outcomes.

Lisa Joyce is a Series 66-registered financial advisor with Merrill, based in Wellesley Hills, MA, and has 18 years of industry experience. She has been with Merrill Lynch since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Alvarez is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms, serving as a registered commodity pool operator and acting as a formal advisor to several registered investment companies.