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.

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 in Boston, MA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is the founder and trustee of a charitable trust that raises and distributes funds. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

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.

Gregory Degraeve is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing wealth through a comprehensive, personalized approach that begins with understanding each client's family, financial situation, and priorities. Gregory works closely with corporate executives and business owners to develop customized, goals-based wealth management strategies. His services include retirement and estate planning, portfolio construction, employee equity and stock option plans, succession and legacy planning, as well as lending strategies with access to Bank of America. Gregory joined Merrill Lynch in 2015 after holding several roles at John Hancock Investments, including Regional Vice President, Internal Business Consultant, and Broker Service Representative. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Plymouth State University. Gregory is fluent in English and French. In addition to his professional work, Gregory follows the Merrill tradition of community involvement and spends time volunteering with local organizations. His personal interests include adventure sports, cooking, traveling, and spending time with his family.

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.

Gregory Tanzer is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Republic Securities and JP Morgan Chase. He serves on the finance committee of Jewish Big Brother Big Sister in Waltham, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenario modeling as part of its financial planning process.

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 and previously held positions at the University of Virginia and Sotheby’s. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with an emphasis on Eligible Strategies and ESG considerations.

Kevin Mcgillivray is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked with LPL Financial since 2013 and also owns KEM Tax, where he provides tax preparation and accounting services. Previously, he served as a trustee at Trustee Empowerment & Protection, Inc. from 2003 to 2013. Mcgillivray is also a notary, offering document notarization services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging technology and a large network of advisors to deliver varied investment strategies.

Anna Alibrandi is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at First Republic Securities Company, First Republic Investment Management, Brown Brothers Harriman, and The Wellington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Sterling Dixon is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of experience. His prior professional background includes roles at Ernst & Young and AllState. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team.

Robert Ryan is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley in various capacities from 2004 to present and previously at Merrill. Ryan serves as Treasurer and board member for Neurofibromatosis, Inc., a charity focused on curing neurofibromatosis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to client goals and risk tolerances.

Stephen Giulietti is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Beyond his advisory work, he serves on the board, finance committee, and investment committee of The Boch Center, a nonprofit organization focused on arts and community activities in Boston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning tools without individual security recommendations in its standalone programs.

Dariusz Domanski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique goals, focusing on areas such as college education planning, family wealth management, legacy planning, liquidity management, socially responsible investing, and retirement income. His role involves utilizing the investment insights of Merrill and the banking services of Bank of America to help clients navigate changing market conditions. Dariusz holds a Bachelor's Degree from Bentley College and has earned the Personal Investment Advisor (PIA) designation. He is committed to working closely with clients to pursue their long-term financial objectives through one-on-one collaboration. Additionally, he participates in community service activities, reflecting Merrill's tradition of community engagement. Outside of his professional work, Dariusz enjoys cooking, fishing, running, skiing, traveling, and spending time with his family.

Alexander Whitmore is a Series 66 licensed financial advisor at Merrill in Boston, MA with six years at Merrill and one year with Bank of America, N.A. He previously worked at Providence College for four years. Merrill 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.

Kyle Vinci is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include working at Bruce A. Favorat, CFP. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through multiple program options and third-party manager selections.