Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Mia Scanlon is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2021, she worked at Carney, Sandoe & Associates and has held various roles in academic and content marketing settings. She has also contributed to The Belfer Center for International Affairs at Harvard Kennedy School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Daniel Cook is a CFA® charterholder and Series 63 licensee affiliated with Edward Jones. He has three years of industry experience, previously working nine years at Wellington Management before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, and corporate and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Jeffrey Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. Outside of his advisory work, he operates Peacefield Financial, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a range of investment strategies.

Paul Derbyshire is a financial advisor with Ameriprise in Franklin, MA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Mary Banis is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.

Kevin Stoddard is a CFA® charterholder with 30 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously spent ten years at National Planning Corporation. He is also the president and owner of Stoddard Financial, LLC, a business he has been involved with since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

William Thornley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for seven years and has held roles at Commonwealth Financial Network, Financial Foundations, and New England Investment & Retirement Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through its extensive network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Peter Burbank is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2019, following three years with Wells Fargo Clearing. He is also a 50% owner of Burbank Wealth Management, an independent financial planning practice based in Wellesley, MA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that advisors tailor using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Patrick Forrest is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding what is most important to individuals and families, then develops tailored financial plans aligned with their goals and priorities. He emphasizes creating strategies that adapt over time to address changing circumstances and market conditions. Patrick’s expertise lies in personalized wealth management through a comprehensive approach: initially understanding a client’s objectives, designing a plan to optimize their resources, and guiding them through the implementation and ongoing evolution of that plan. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Patrick earned a Bachelor’s Degree from Virginia Polytechnic Institute & State University. Outside of his professional work, Patrick enjoys baseball, boating, fishing, football, reading, running, scuba diving, spending time with family, and traveling.

Stephanie Blain is a financial advisor at Merrill with 22 years of industry experience. She has held her current position at Merrill since 2006 and holds a Series 66 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Daniel Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering customized investment and wealth strategies to clients, emphasizing a comprehensive financial planning approach that aligns with their personal values and goals. Daniel began his career in financial services in 2016 and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's Degree in Finance with a concentration in Financial Planning from Framingham State University. His areas of expertise include college education planning, executive compensation, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. In his role, Daniel works with a diverse range of clients including corporate executives, entrepreneurs, and families at various stages of their financial journey. He collaborates with clients and their professional advisors to create flexible financial plans that adapt to life's changing circumstances, aiming to provide clients with confidence in their financial decisions.

Samuel Goldberg is a CFP® professional with 27 years of industry experience, currently associated with Raymond James Financial. He has held positions at firms including North Atlantic Investment Partners, Kruegold Asset Management, and Wells Fargo. Goldberg also serves as a co-trustee of a testamentary trust, managing its investments since 2006. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, while supporting portfolio management through a large advisor network.

Alison Kahl is a Financial Consultant at Fidelity Investments. She partners with clients to develop comprehensive wealth plans that are tailored to their unique goals, needs, and risk preferences, utilizing Fidelity's extensive planning resources. Alison is a CERTIFIED FINANCIAL PLANNER™ professional committed to making complex financial matters more accessible to her clients and their families. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. This experience has provided her with a broad understanding of financial planning and client relationship management. Outside of her professional responsibilities, Alison enjoys fitness, reading, running, tennis, and traveling.

Zachary Albert is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2019. Outside of his advisory role, he operates a photography business and volunteers as a financial management mentor. He also serves on the finance committee and as a trustee for Hebrew Senior Life. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses a combination of in-house and third-party investment managers and emphasizes customizable strategies based on each client’s risk profile.

Elizabeth Deniker is a Series 66-credentialed financial advisor with one year of industry experience, currently with Equitable Advisors in Wellesley, MA. Prior to joining Equitable Advisors, she has held roles at Lifetime Fitness and Enterprise Holdings, among others. Outside of financial advising, she is involved with White Mountain Creamery, an ice cream and cake business where she also decorates cakes, and supports Interpreter Training Programs as a social media manager. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management. The firm offers various advisory programs often implemented through third-party managers, with a focus on matching clients to appropriate investment models and fiduciary services.

Justin Kern is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to that, he spent over a decade with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Marcella Santos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Merrill Lynch, Bank of America. Outside of finance, she worked as a fitness instructor at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dominic Collamati is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2001. Outside of his advisory role, he serves as a director supporting student athletes at Xavier University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, including oversight of model portfolios and fund advisory services.

Meaghan Harper is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Bath Savings Institution and Bentley University. Outside of her advisory work, she is involved with Array Services, LLC, through which she manages her advisory business. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement-income recommendations.