Erin Nowak is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked in roles outside of finance, including positions at JNP Coffee and The Union Club of Boston. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Postizzi Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2003, serving in its various capacities for over two decades. Outside of his advisory role, he owns a small simulator racing studio, Apex Predators Sim Racing LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting implementation through its advisory programs or other providers.

Eleanor Paul is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has previously worked at Marathon Sports and Amica Mutual Insurance. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.

Jinping Xu is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge, Xu worked at LPL Financial LLC and has operated JP Financials & Consulting LLC since 2018. Xu is also a Certified Public Accountant and owner of Beacon Tax Group LLC, providing tax services alongside advisory duties. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a variety of investment strategies and platform arrangements, combining proprietary and third-party models to meet client objectives.

Lauren Schoenberger is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Win At Social Inc. d/b/a The Social Institute for one year and was employed at Wellesley College for eight years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Keith Gilbreath is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2017, he has developed expertise in managing custom investment strategies on a discretionary basis, selecting from a range of Merrill Lynch model portfolios and third-party investment options. He focuses on client-centered financial planning, tailored to their long-term objectives. Keith's areas of specialization include college education planning, equity compensation services, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Elon University. Outside of his professional role, Keith is active in his community and personal interests. He participates in the Hopkinton Running Club and Mensa. He contributes to local organizations such as the Greater Boston Food Bank, Hopkinton Youth Soccer, and Hopkinton Youth Lacrosse. Keith enjoys adventure sports, cooking, hiking, running marathons, soccer, traveling, and spending time with his wife Rachel, their two children, and their two dogs.

Mia Scanlon is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2021, she worked at Carney, Sandoe & Associates and has held various roles in academic and content marketing settings. She has also contributed to The Belfer Center for International Affairs at Harvard Kennedy School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Scott Korn is a Series 66-credentialed financial advisor with 17 years of industry experience, currently practicing at LPL Financial in Newton, MA since 2016. He has spent a decade at LPL Financial, one of the largest independent broker-dealers and investment advisory firms in the United States. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Daniel Cook is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, he worked at Wellington Management for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Sullivan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Paul Derbyshire is a financial advisor with Ameriprise in Franklin, MA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Mary Banis is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2008. Outside of her advisory role, she is a partner in 770 Partnership LLC, which holds a family condominium in Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Kevin Stoddard is a CFA® charterholder with 30 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2017. Prior to that, he spent 10 years at National Planning Corporation and has owned Stoddard Financial, LLC since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

William Thornley is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones, Commonwealth Financial Network, and Financial Foundations. Thornley is based in Westwood, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm provides a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and access to research and alternative strategies.

Peter Burbank is a financial advisor with Wells Fargo Advisors in Wellesley, MA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at various Wells Fargo entities since 2009 and is a 50% owner of Burbank Wealth Management, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with other financial products and referral channels.

Patrick Forrest is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding what is most important to individuals and families, then develops tailored financial plans aligned with their goals and priorities. He emphasizes creating strategies that adapt over time to address changing circumstances and market conditions. Patrick’s expertise lies in personalized wealth management through a comprehensive approach: initially understanding a client’s objectives, designing a plan to optimize their resources, and guiding them through the implementation and ongoing evolution of that plan. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Patrick earned a Bachelor’s Degree from Virginia Polytechnic Institute & State University. Outside of his professional work, Patrick enjoys baseball, boating, fishing, football, reading, running, scuba diving, spending time with family, and traveling.

Stephanie Blain is a financial advisor at Merrill with 22 years of industry experience. She has held her current position at Merrill since 2006 and holds a Series 66 designation. 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 with model-based and discretionary investment strategies designed by internal and third-party managers.

Daniel Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering customized investment and wealth strategies to clients, emphasizing a comprehensive financial planning approach that aligns with their personal values and goals. Daniel began his career in financial services in 2016 and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's Degree in Finance with a concentration in Financial Planning from Framingham State University. His areas of expertise include college education planning, executive compensation, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. In his role, Daniel works with a diverse range of clients including corporate executives, entrepreneurs, and families at various stages of their financial journey. He collaborates with clients and their professional advisors to create flexible financial plans that adapt to life's changing circumstances, aiming to provide clients with confidence in their financial decisions.

Samuel Goldberg is a CFP® professional with 27 years of industry experience, currently associated with Raymond James Financial. He has held positions at firms including North Atlantic Investment Partners, Kruegold Asset Management, and Wells Fargo. Goldberg also serves as a co-trustee of a testamentary trust, managing its investments since 2006. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, while supporting portfolio management through a large advisor network.

Alison Kahl is a Financial Consultant at Fidelity Investments. She partners with clients to develop comprehensive wealth plans that are tailored to their unique goals, needs, and risk preferences, utilizing Fidelity's extensive planning resources. Alison is a CERTIFIED FINANCIAL PLANNER™ professional committed to making complex financial matters more accessible to her clients and their families. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. This experience has provided her with a broad understanding of financial planning and client relationship management. Outside of her professional responsibilities, Alison enjoys fitness, reading, running, tennis, and traveling.