Charles McLetchie is the Vice President and Branch Leader at Fidelity Investments, where he leads a group of Financial Professionals at the Framingham Investor Center. In this role, he focuses on collaborative planning processes that identify client goals, address concerns, and co-create financial plans. He has been with Fidelity Investments since 2011, serving as Regional Brokerage Consultant from 2011 to 2015, Regional Planning Consultant from 2015 to 2019, and Vice President, Branch Leader since 2019.

Ryan Finn is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., and Bentley University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services that utilize firm-approved tools and models.

Lennox Donlon is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company. He also held a position at Power Home Remodeling and was briefly employed by the Los Angeles Angels. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Melissa Horton is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by firm-approved tools and employs a structured process centered on discovery conversations and quantitative modeling.

John Corcoran is a financial advisor with Ameriprise in Boston, MA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise and its related entities since 2016. Corcoran manages his advisory business through an outside LLC. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions through affiliated companies.

Kelley Bangs is a Series 66-licensed financial advisor with Edward Jones in Newton, MA. She has been with Edward Jones since 2005, totaling 21 years at the firm and 4 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Lauren Nohelty is a financial advisor at LPL Financial with a Series 66 designation. She has one year of industry experience and previously worked at B. Riley Financial, Wayfair LLC, TJX Companies, Dell EMC, and Babson College. Lauren also spent time at the University of Edinburgh prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Svetlana Derevyankina is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools to develop customized financial plans.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. 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, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Janine Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the finance industry, including 15 years as a financial advisor. Janine is committed to serving clients and their families by developing personalized financial strategies tailored to their long-term goals. She specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, managing new wealth, women and wealth, and retirement income. Janine follows a disciplined process that begins with thoroughly understanding each client's unique needs, concerns, and priorities to build customized financial and investment management strategies. She collaborates strategically with clients and their other advisors, such as CPAs and attorneys, to craft and manage comprehensive financial plans. Janine holds a Bachelor's Degree from Colby College and a Master of Science in Finance from Northeastern University. She has earned the Certified Divorce Financial Analyst™ (CDFA™) designation, the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, and is a Personal Investment Advisor (PIA). Janine resides in Concord, Massachusetts, with her husband and five children. She is an avid runner, having completed two marathons and several overnight relays, and is a member of the Concord Carlisle Neighbors organization.

Julie Donaruma is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously spent two years at Sii. Osaic Wealth serves a wide range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, complex affiliate network, and recent consolidation activity.

Douglas Gage is a financial advisor with Ameriprise in Newton, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gage serves on the finance committee of the Falmouth Yacht Club, where he participates in monthly reviews of the club’s finances. Ameriprise offers a retirement-income planning service aimed at clients nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to create personalized recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Savona Roberts is an Investment Consultant at Fidelity Investments, where she has been working since 2024. Prior to her current role, she served as a Financial Representative at the same firm from 2023 to 2024. In her role as an Investment Consultant, Savona focuses on empowering clients through education and fostering enthusiasm for financial planning. Her experience at Fidelity Investments has provided her with insight into client needs and financial strategies. Outside of her professional work, Savona enjoys running, attending social events with friends, and exploring culinary interests as a foodie.

Susan Kaplan is a CFP® professional affiliated with LPL Financial, with 35 years of industry experience. She has been associated with LPL Financial since 1991 and has operated Kaplan Financial Services since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Silas De Oliveira is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop tailored strategies to pursue their goals. Silas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UNINASSAU. His approach emphasizes understanding what matters most to clients and their families to create personalized financial plans.

Joan Donahue is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. She holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Michael Chiasson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2009. His practice is based in Wellesley, MA. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers both direct and employer-linked planning solutions.

Blake Haber is a financial advisor at Merrill based in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he worked at PNC Wealth Management and Equilibrium Wealth Advisors. Outside of finance, his background includes roles unrelated to the industry such as valet services and retail. 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 using model-based and discretionary investment strategies constructed by internal and third-party teams.

Diana Taksir is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various financial institutions, including Citizens Bank and Citizens Securities. Outside of her advisory role, she provides public notary services. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written retirement income recommendations, supported by a centralized consulting team.