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 financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Larry Xhama is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he is a stakeholder in OutsideIn Entertainment LLC. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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 in Wellesley Hills, MA, holding a Series 66 designation and 25 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 2004 and operates a business under the name Bruchez & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a wide range of advisory programs and financial planning services.

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.

Alina Okulovska is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Ukrainian Construction Investment Bank, PINbank, and Sberbank. Merrill, along 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Muller is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2019, following an 11-year tenure at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Michael Gillette is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 1994. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and delivery of model portfolios through systematic methodologies.

Alan Atamer is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Sukanya Ghosh is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Harvey Albert is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he serves as an officer and treasurer on the board of Temple Emeth, a religious organization, where he assists with accounting and financial affairs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through various advisory programs and integrates capabilities from affiliated asset managers and capital markets operations.

Brian Rogers-Botellio is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works closely with clients and their families to develop financial plans aimed at achieving their life goals, emphasizing care, guidance, and service. His professional experience includes roles at Charles Schwab & Co. from 2017 to 2023, progressing from Client Relationship Specialist to Vice President - Financial Consultant. Prior to that, he held positions at State Street Bank from 2015 to 2017, including Client Service Specialist and Functional Specialist. Brian's personal interests include fitness, football, social events, movies, and music.

Guillermo Alberto is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved in a non-variable insurance business and operates a financial services DBA connected to LPL Financial. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by various model portfolios and research resources.

David Mingori is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2017, following prior roles at MassMutual Life Insurance Company and MetLife Securities Inc. Mingori is also an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, goal-oriented planning engagements.

Anthony Psikarakis is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 27 years of industry experience. He previously worked at American Express Financial Advisors Inc. for 22 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gerry Goldman is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 63 designation with 27 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated Financial Advisors and its Estate Planning Strategies Group. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.