Kelly Hogan is a financial advisor at Edward Jones with three years of industry experience. Hogan holds the Series 66 designation and has held multiple roles at Edward Jones beginning in 2011, with intermittent periods outside the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juliette Maloberti is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services and has a diverse background including roles in the brewing industry and retail. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using a mix of in-house and third-party managers, incorporating options for tax management and responsible investing.

Michael Sato is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and National Financial Services, with a longstanding tenure at Fidelity Brokerage Services, Inc. from 1991 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Jamie Freidhof is a financial advisor with LPL Financial based in Newton, MA. He holds the Series 66 designation and has eight years of industry experience. He has been associated with LPL Financial since 2003 and with Kaplan Financial Services since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Heather Forrest is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Anthony Scola is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Independent Financial Group, LLC, SagePoint Financial, Inc., and TIAA-CREF, among others. He is involved in White Horse Wealth Management, a DBA he uses for his financial services and insurance-related business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven portfolio implementation and offers access to third-party asset managers and financial planning services.

Eric Fallon is a financial advisor with Ameriprise in Newton, MA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Mark Lombardi is a Financial Consultant at Fidelity Investments, where he works as an advocate for his clients by helping them identify investment opportunities and manage associated risks. He provides comprehensive financial planning and analysis to design and implement investment strategies and retirement income plans aimed at helping clients progress towards their financial goals. Mark has been with Fidelity Investments since 2017. Prior to this, he was a Partner at New York Life from 2014 to 2017, and served as Vice President of Account Management at John Hancock Retirement Plan Services from 2010 to 2013. Outside of his professional work, Mark's personal interests include beach activities, boating, cars, and skiing.

Kevin Plodzik is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, with prior roles at Youngclaus and Company PLLC and Seacoast Coca-Cola. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Justin Giuliano is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera. His prior roles include positions at CCR Wealth Management, Triad Advisors, Finivi Inc, and Voya Financial. He is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account structures.

Joan Cordell is a financial advisor at Morgan Stanley with one year of industry experience and holds the Series 66 designation. She has been with Morgan Stanley since 2011, including her current role at Morgan Stanley Private Bank, N.A. Outside of finance, she is involved with Sensational Foods, a catering food service company based in Watertown, Massachusetts. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools and processes to support financial planning.

Douglas Greene is a financial advisor with LPL Financial based in Waltham, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, with previous roles at Cadaret, Grant & Co., Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of advising, he is involved in insurance sales and operates a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diversified advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Enos Jr. is a CFP® professional with 10 years of industry experience, currently serving at Osaic Wealth, Inc. since 2018. His prior roles include positions at Signator Investors Inc and Fidelity Brokerage Services LLC. He is also employed by Spencer Financial, LLC as a financial advisor, where he participates in securities and insurance-related activities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that focus on model-based asset allocation and portfolio optimization using various managed account strategies and third-party managers.

Paul Traina is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates institutional research and modeling tools into its planning process.

Thomas Powers is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with LPL Financial since 1998. Powers is also involved in the sale of life, disability, group health, and long-term care insurance through his business activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Denise Iarrobino is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, Inc., Sii Investments, and UBS Financial Services. Denise is also associated with Legacy Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Anthony DeCarolis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique situations and financial goals. He focuses on creating strategies that provide clients with peace of mind and confidence in their long-term financial objectives. Anthony has held several roles at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his experience across various aspects of financial services, enhancing his expertise in client relationship management and financial planning. Outside of his professional work, Anthony enjoys attending concerts, playing golf, and watching movies.

James Rochford is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has provided financial and wealth management advice and services to individuals and business owners for over thirty-five years. Since joining Merrill Lynch in 2003, he has held Series 7, 66, and 31 FINRA registrations, as well as life insurance licenses. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). His areas of focus include family wealth management strategies, individual and corporate investment strategy, and retirement income. Jim graduated in 1988 from the State University of New York at Oswego with a Bachelor of Science degree in Business Administration and a minor in Economics. He offers a personalized approach to financial planning, creating customized strategies aligned with each client’s unique values. He works to build strong relationships with clients based on mutual trust and respect, and provides access to a network of specialists at Merrill Lynch Wealth Management and Bank of America. He lives in Needham, Massachusetts with his wife Cathy and their two children, Carly and Jim. He is active in his local community through the Exchange Club of Needham. His personal interests include fishing, hunting, music, and running.

Stefanie Benoit is a financial advisor with Merrill holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill for a total of 12 years, with a two-year break for a life event between 2024 and 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack London is a ChFC® credentialed financial advisor with over 33 years of industry experience. He is currently with Edelman Financial Engines and has previously worked at several related firms within the organization. Outside of his financial advisory role, he serves as an on-call firefighter-EMT and director of emergency management for the Town of Dover, a special police officer for the Town of Wellesley, and a trustee for the Louis Wolfson Foundation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies across a range of account types.