George Burdick is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he assists clients by simplifying the complexities of their financial lives through advice and guidance grounded in goals-based wealth management principles. He works closely with individuals, families, and small businesses, partnering with his team to provide comprehensive support as the primary point of contact for his clients. He holds several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). George earned a Bachelor's Degree from the University of Maine at Orono and a Master's Degree from Bentley University. George is a member of professional organizations such as the American Mensa Society, Boston Harbor Angels, and ENET (Boston Entrepreneurs' Network). He is also involved in community service through his participation in FPA MA Pro Bono Military Financial Planning.

David Carolan is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2003 and 2005, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and custody services.

John Trickett is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works with high net worth individuals, affluent families, and successful businesses in Massachusetts and nationwide, focusing on a planning-based approach to wealth management and portfolio formulation. John also provides services to employers and employees by developing and enhancing corporate retirement plans. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a variety of Merrill model portfolios and third-party investment options. John holds several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Massachusetts Amherst. John’s areas of expertise encompass college education planning, family wealth management, legacy planning, liquidity management, retirement income, socially responsible investing, and special needs planning strategies. Outside of his professional work, John enjoys golfing, music, running, traveling, and spending time with his family. He is committed to community involvement and volunteers with organizations serving the communities where he and Merrill Lynch operate.

Jason Tautel is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm in 2025. Before entering the financial sector, he worked at Syska Hennessy Group and has experience in education from Clark University and Greenwich High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.

Jon Collins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner with the Collins Brady Group, where he focuses on investment oversight and managing client investment portfolios, primarily serving senior executives, business owners, and wealthy families. Jon is a qualified Portfolio Manager who develops and implements personalized investment strategies, including discretionary management within the firm's Investment Advisory Program. He also leads the team's business development activities, aiming to grow the practice through client-focused advice and a standard of care exceeding expectations. Jon joined Merrill Lynch in 2011 after eighteen years of experience with three financial institutions, with roles in portfolio management, trading, and sales and marketing, concentrating on equity and fixed income securities. Prior to Merrill Lynch, he worked at State Street Global Markets as Head of Business Development, Charles River Development as Senior Sales Engineer, Independence Investments as Assistant Portfolio Manager, Scudder Stevens & Clark as Investment Analyst, and Investors Bank & Trust as Senior Fund Accountant. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Boston. Jon earned a Bachelor of Science degree in Business Administration from the University of Southern Maine in 1992, where he played on three College World Series baseball teams, including the 1991 National Championship team. He lives in Sudbury, MA with his wife and two children and is involved in coaching sports and serving on the Board of Directors for Sudbury Youth Baseball.

Timothy Weaton is a Series 66 registered advisor with 20 years of industry experience at Equitable Advisors and its predecessor, AXA Advisors. He has been with Equitable Advisors since 2006. Outside of his advisory work, he serves as a guardian agent on a voluntary basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Quinn Wardwell is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes positions at Door Dash, the University of Rhode Island, and Vermont National Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on a range of third-party advisory models and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Lam is a financial advisor with Edward Jones in Needham, MA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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 large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, affiliated mutual funds, and services under a fiduciary standard.

Theofanis Bakolas is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Havener Capital Partners’ Institutional Division and Compass Securities Corporation. 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 supported by firm-approved tools and methodologies.

Ryan Stefens is a financial advisor at Ameriprise with 4 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at John Hancock and Otis Elevator. Stefens manages his advisory business through an outside entity, Net Flows LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized recommendations through a centralized consulting team.

Beth Green is a financial advisor at Merrill with 22 years of industry experience. She has worked at Merrill and its predecessor firms since 2008, including a brief period at Wells Fargo Clearing Services in 2019. Green holds Series 63 and Series 65 licenses. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Kashian is a Market Leader at Fidelity Investments, where he leads, manages, and coaches teams of financial professionals and leaders in the Boston Investor Centers. His focus is on delivering a world-class financial planning experience to clients. He has been with Fidelity Investments since 1993, holding various positions of increasing responsibility including Vice President, Market Leader since 2023, Vice President and Branch Leader from 2017 to 2022, and Vice President, Senior Branch Office Manager from 2011 to 2017. Prior to these roles, he served as Vice President, Branch Office Manager, Assistant Branch Manager, Premium Services Manager, and Premium Services Sales Associate. Outside of his professional responsibilities, Steven has personal interests that include baseball, beach activities, fitness, gardening, golf, and volunteering.

Thomas Okomo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and brings prior experience from business and product management in the property and casualty insurance industry. Thomas focuses on providing a comprehensive approach to wealth management, emphasizing understanding each client's unique needs and goals. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Thomas's areas of expertise include corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management services, and small business strategies. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from United States International University, a Master's degree, and a Master of Business Administration (MBA) from Bentley University. Thomas resides in Boston, Massachusetts with his wife and children. His personal interests include cooking, music, spending time with family, and traveling.

Ian Wright is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at Charles Schwab & Co., Inc. and SunLife Financial. Wright holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling methods but does not provide individual security recommendations as part of its standalone planning services.

Demetra Moore is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, LPL Financial, and Central One Federal Credit Union. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client information and firm-approved analytical tools to deliver written financial recommendations in collaborative annual planning engagements.

Sean McCann is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive wealth plans aimed at achieving their financial goals. He focuses on understanding the priorities of his clients and their families to serve as their advocate and provide peace of mind regarding their financial matters. Sean assists clients throughout all phases of their financial lives, including growing, preserving, and distributing their wealth. Sean's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, he served as a Senior Retirement Consultant and Senior Sales Coordinator at John Hancock from 2017 to 2023, and as an Investor Service Representative at Putnam Investments from 2015 to 2017. Outside of his professional work, Sean's personal interests include cooking and baking, football, gardening, golf, outdoor adventures, and traveling.

John Mccarthy III is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has also worked at Bay Financial Advisors, Inc. for 15 years. He is a notary public in the Commonwealth of Massachusetts. 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 advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad spectrum of financial solutions.

Michael Fontaine is a financial advisor with Ameriprise in North Andover, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory work, Fontaine serves as a part-time ski coach for his children's race program at the Franconia Ski Club. Ameriprise offers retirement-income planning services focused on individuals near or in retirement, using research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations primarily for clients with substantial investable assets.

Alfred Salvato is a financial advisor at Osaic Wealth, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation from 2001 to 2023. Outside of advising, he owns a sole proprietorship that places term and long-term care insurance for clients. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.