Nicholas Petri is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and 18 years of industry experience. He previously worked at UBS Financial Services, Inc. for 11 years before joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2018. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Emily O'Neil is Vice President and Financial Consultant at Fidelity Investments, where she currently serves as the primary advisor for her clients and their families. In this role, she coordinates a team of professionals to help clients craft comprehensive wealth plans tailored to their unique goals. She emphasizes building long-lasting relationships and leveraging Fidelity's resources to support her clients' financial journeys. Emily has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses providing financial planning and consulting services within Fidelity's framework. Outside of her professional role, Emily's personal interests include gardening, golf, traveling, and volunteering.

Nathaniel Arias Velez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Inquilinos Boricuas en Accion. 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 for a range of clients including individuals, high-net-worth clients, and institutions.

Richard Grande is a financial advisor at Morgan Stanley with 51 years of industry experience. He holds a Series 63 designation and has previously worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. Outside of his advisory role, he consults on asset allocation and participates in manager selection for Quincy Point Congregational Church Homes, a senior citizen housing facility. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and market analyses.

William Mcevoy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously spent 15 years with Cantella & Co Inc. Outside of his advisory role, he serves as a director in an insurance business and a real estate holding company. Cambridge Investment Research Advisors, Inc. serves both individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals, managing a multi-billion dollar asset base with access to multiple platforms and proprietary model strategies.

Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and United Planners' Financial Services. Outside of his advisory work, he serves as Managing Trustee of Argeros Realty Trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, using model-driven portfolios developed by internal and third-party strategists. The firm also offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Jesse Finn is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation. He has one year of industry experience, with prior roles at TD Bank, Fidelity Investments, and B. Riley Financial, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and access to extensive investment resources and tools.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience and has worked at Pinnacle Private Wealth, LLC, as well as pursuing a career as a CPA since 1991. In addition to her advisory role, she provides tax preparation and accounting services through her CPA practice. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third‑party asset management, supported by a large network of advisors and diverse investment strategies.

Daniel Gurian is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as Treasurer and Investment Committee Chairperson on the board of a nonprofit organization focused on disability work, overseeing its endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Antonio Lanuza is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2002. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathryn Walsh is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at State Street Bank, Ferris Capital, and Trinity College. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Paul Toomey is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the Investment Committee for the Boston Latin School Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and applies diversification principles and modern portfolio theory in its investment approach.

Paul Corrigan is a financial advisor at Edward Jones with 27 years of industry experience. He has held Series 63, 65, and 66 designations. Prior to joining Edward Jones in 2007, he worked at Fidelity from 2003 to 2007. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Inna Savich is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked at multiple firms including Citi Wealth, Merrill, and Integrity Alliance, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by in-house research and third-party analytics.

Luke Patti is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He partners with individuals and families to develop and maintain financial plans aimed at achieving real-life goals through a consistent and collaborative process. Luke has accumulated experience in various roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and High Net Worth Service Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual and as a Service Associate at Eastern Bank. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke applies his expertise to help clients improve their financial plans. No additional information about his education, credentials beyond CFP®, personal interests, or community involvement has been provided.

Richard Passanisi Jr. is a financial advisor at Edward Jones in Newton, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Department of Justice from 2018 to 2021 and at the Cook County State's Attorney's Office from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Eumene Lee is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lee worked at NEPC, LLC and Mercer Investment Management. Lee holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Felicia Distasio is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 4 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Shaun O'hare is a CFP® professional with six years of industry experience. He currently works at OSAIC and has prior experience with Eagle Strategies LLC, NYLIFE Securities LLC, Atlantic Planning Group, and Ameriprise Financial Services, Inc. Outside of advising, he is also an insurance agent with Centinel Financial Group, LLC. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach integrates model-based asset allocation, portfolio optimization, and multiple program offerings supported by affiliated broker-dealer and RIA relationships.

Grace Bumpus is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at RBC Capital Markets since 2025. Her prior experience includes roles at Franklin Distributors, Franklin Templeton Companies, and Putnam Investment Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.