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 financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Ernst & Young and AllState, as well as academic tenure at Bowdoin College and the University of Virginia. J.P. Morgan Securities LLC 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.

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.

Craig Constantino is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011. 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, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on both individual and institutional advisory programs.

Henry Dembowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Invest Financial Corp, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Outside of his advisory work, he is involved in football operations as a director and coaches football at Milton High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

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.

Gregory Simmons is an International Wealth Advisor with Merrill Lynch Wealth Management. With over 42 years of professional experience, he works with individuals, families, charitable organizations, and retirement accounts to develop and implement investment plans aimed at managing and growing wealth. His approach centers on understanding each client’s financial priorities by listening carefully to their current situations, future objectives, and potential concerns to create customized strategies aligned with their financial and life goals. Greg holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Eastern Nazarene College and completed his high school education in Melrose, Massachusetts. His areas of expertise include college education planning, retirement income and planning, portfolio management, individual and corporate investment strategy, tax minimization, and services for endowments, foundations, and non-profits. Outside of his professional role, Gregory Simmons lives on Boston's South Shore with his wife, Terry. His personal interests include football, reading, and spending time with his family.

Janine Morahan is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as trustee for two irrevocable family trusts. 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, and institutions.

Griffin Hanley is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2013. In his current role, he partners with high-net-worth individuals, families, and institutions to develop wealth strategies and maintain long-term client relationships. He has experience assisting clients with navigating financial markets, retirement planning, tax-efficient investing, and estate planning considerations. Griffin's career at Fidelity Investments includes positions as Financial Consultant, Senior Relationship Manager, Relationship Manager, Premium Services Representative, and Financial Representative. He holds a California Insurance License.

James Seppala is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. 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 and profit-sharing plans, corporations, and charitable organizations.

Joshua Shepherd is a financial advisor with Ameriprise in Marshfield, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved with Southern Alliance Volleyball and is the anticipated owner of a volleyball junior Olympic club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

Alex Blake is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Maryann Johnson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

John Flaherty is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Alexander Martinelli is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds the Series 63 designation and has been with UBS since 2015. Based in Boston, MA, his background includes over a decade of service at one of the industry’s leading firms. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based 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 solutions.

Hugo Rodrigues is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 firm-approved tools and analysis from its Global Investment Committee.

Janet Lanigan is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved in property rental in Naples, Florida. 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 and estate planning, managing approximately $2.74 trillion in client assets.

Marla Skeffington is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. She offers over 30 years of experience in the financial industry and holds the designation of CERTIFIED FINANCIAL PLANNER4. Marla empowers individuals, families, and business owners to make informed financial decisions through goal-based financial planning tailored to their unique goals, objectives, and preferences. Her professional experience includes roles as Vice President, Financial Consultant at Fidelity Investments from 2020 to 2026; Vice President of Institutional Business Development at Natixis Investment Managers from 2017 to 2019; Vice President of Institutional Marketing at T. Rowe Price from 2014 to 2017; Business Development Executive at Western Asset Management Company from 1999 to 2013; and Analyst at Wellington Management Company from 1994 to 1999.