Brian Yurovich is a CFP® and Series 66-licensed financial advisor with Edward Jones in Lexington, MA, where he has worked since 2014. He has 11 years of industry experience and also serves in the United States Coast Guard. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary solutions, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Kathleen Illinger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by structured discovery methods and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized financial planning services.

Evan Rodegher is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and three years of industry experience. He previously worked at Sacred Heart University and Georginas before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates tools such as Monte Carlo simulations and Secular Return Estimates from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

John Leahy is a financial advisor at Ameriprise with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on delivering written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Emily Claire is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of investment strategies and platforms.

Roger Vaganis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. His prior experience includes roles at Bank of America, Merrill, and Massachusetts Mutual Life Insurance Company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Jack Najarian is a CFA charterholder with six years of industry experience. He is currently with OSAIC in West Newton, MA, having previously worked at J.P. Morgan Securities, First Republic Securities Company, Eaton Vance, and MFS Investment Management. Najarian holds Series 63 and Series 65 licenses. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Jason Mackey is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Primerica Advisors since 2017 and has a long-term association with Primerica Financial Services dating back to 1999. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Brett Swanson is a financial advisor with Ameriprise in Wellesley, MA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Swan Electric, Brattleboro Savings & Loan, and multiple positions at Ithaca College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and annual updates. The firm’s approach incorporates investment research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Paul Romano is a financial advisor with Ameriprise in Arlington, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Romano is also involved in managing an advisory business, Net Flows, LLC, as an associate financial advisor. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Roy is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he acts as a planning resource for families, focusing on creating financial plans for retirement income and legacy planning considerations. Prior to this, he held positions at Fidelity Investments including Vice President, Financial Consultant from 2012 to 2018, Financial Consultant from 2011 to 2012, and Relationship Manager from 2008 to 2011. Throughout his career at Fidelity, Jason has developed experience in financial consulting and relationship management, supporting clients' financial planning needs.

Gene Barton III is a Series 66–licensed financial advisor with OSAIC, bringing three years of industry experience. His prior roles include positions at F.L. Putnam Investment Management Company and Bosse Sports, LLC. Barton also serves as a paraplanner assisting other advisors and is involved in the sales and marketing of fixed annuities and investment products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by various asset-allocation tools and third-party platforms.

Elizabeth Rinder is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by advanced research and operational tools.

Tyler Cain is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial and Union Mutual of Vermont Companies. Outside of finance, he has a background that includes work with the United States Tennis Association New England. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with various portfolio management options.

Kacie Grimm is a Series 66 licensed financial advisor with Morgan Stanley in Wellesley, MA, where she has worked since 2019. She has five years of industry experience, including three years at Washington and Lee University prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers services supported by its Global Investment Committee’s analyses.

Anna Joyce is an Investment Consultant at Fidelity Investments, where she has been working since 2025. Prior to this role, she held positions as a Planning Consultant from 2024 to 2025, a Relationship Manager in 2024, and a Financial Representative from 2022 to 2023 at the same company. In her role, Anna helps clients identify and prioritize their financial goals by understanding what matters most to them and their families. She collaborates with clients to co-create and implement personalized financial plans that support their needs both now and in the future. Outside of her professional responsibilities, Anna has interests that include spending time at the beach, fitness activities, social events with friends, golf, and volunteering.

Elizabeth Olney is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as a trustee and personal representative for several trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Robert Morris Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., New England Investment & Retirement Group, and NEIRG Wealth Management. Outside of his advisory role, he serves as a trustee for a condominium trust and is the social chair for the ProVisors Professional Network Group’s Boston Back Bay chapter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies crafted by internal and third-party managers. The firm serves individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

John Heatwole is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, LLC, and State Street Corporation. Heatwole manages an advisory business through Array Services, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise-managed accounts.

William Keeney is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2002 after four years with Morgan Stanley and brings over 15 years of experience as a financial advisor. William focuses on assisting business owners, corporate executives, pre-retirees, retirees, and high-net-worth families with goal-oriented wealth management. He aims to build long-term client relationships by helping individuals make informed financial decisions tailored to their unique circumstances. William holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning CounselorSM (CRPC®), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in business from Bentley University and completed his high school education at Lincoln Sudbury. Outside of his professional role, William enjoys spending time with his wife, Lauren, their two children, Dillon and Tyler, and training for triathlons.