Robert Edmunds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He previously worked at Merrill from 2008 to 2011. Outside of his advisory role, he holds a leadership position as District Deputy Grand Assistant Treasurer with the Grand Lodge of Masons in Massachusetts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Yanyu Lu is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lu worked at Beacon Tax Group and has experience outside finance including at Extended Stay America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Edward Mc Auliffe is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2009. 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.

Shaun Fitzpatrick is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Erica Chafkin is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations.

Nora Yousif is a CFP® with 15 years of experience, currently serving with RBC Capital Markets and City National Bank. She has been with RBC Capital Markets since 2011 and with City National Bank since 2019. Outside of her advisory role, she serves on the boards of several nonprofit organizations focused on community support and legal aid for low-income women. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs that combine in-house and third-party managers, with options for discretionary portfolio management, tax management, and responsible investing.

Miranda D'addario is a Series 66 licensed financial advisor at Merrill with 8 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and previously worked at Wellesley College from 2014 to 2016. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Noah Bleakley is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and three years of industry experience. He previously worked at Equitable Advisors, LLC and has been involved in community and business roles including at Franconia Golf Course and the Mental Health Association. Outside of finance, he is co-owner of On Cape Clothing, LLC, where he oversees brand strategy, product design, marketing, and operations. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.

Todd Mulligan is a CFP® credentialed financial advisor with 20 years of industry experience. He has been with Morgan Stanley since 2015 and previously worked at Fidelity and Equitable Advisors. Outside of his advisory role, he has worked as an independent contractor reviewing CFP study materials and has been involved in professional education and publishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Peter O'Donnell is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals—both non-high-net-worth and high-net-worth—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Kailey White is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and the wealth management team to support clients' comprehensive financial planning needs. She partners with clients to understand their priorities, align their goals and values, and ensure their financial plans reflect what matters most to them. Kailey has been with Fidelity Investments since 2018. She began her career as a Financial Representative and progressed to the role of Relationship Manager before becoming a Planning Consultant in 2023.

Joel Agus is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked for Commonwealth Financial Network for 19 years. Agus is also president of Highland Capital, a non-investment-related support company that he manages alongside his advisory work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains institutional consulting and portfolio management within a large advisor network.

Linda Mcnabb is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary research in its financial planning process.

Michael Brady is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2014. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Xhama is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Outside of his advisory role, he is a stakeholder in OutsideIn Entertainment LLC, an entertainment business in which he holds no operational responsibilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process employs centralized due diligence combining quantitative and qualitative research, offering non-discretionary, customized asset allocation advice and investment manager searches.

Jessica Hoffman is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at Bogle Investment Management, LP for 18 years and at HOME for two years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Mark Feinberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals and circumstances. By integrating investment insights from Merrill and banking and lending solutions from Bank of America, he aims to provide clients with flexible strategies that adapt to evolving market conditions. Mark holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Boston University. Committed to community involvement, he participates in volunteer activities aligned with Merrill’s tradition of supporting the communities it serves.

Paul Bruchez is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2004 and operates under the DBA Bruchez & Associates in Wellesley Hills, MA. 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 range of financial planning and portfolio management services, utilizing a network of advisors supported by research, technology tools, and diverse investment strategies.

Ezekiel Okai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America and various entrepreneurial ventures such as Monamipets and Gearupfortheelections. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

Alexander Gurin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized custody and operational support.