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 with Fidelity, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His tenure includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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 with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 65 credentials and over 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves as an officer and treasurer on the board of directors of Temple Emeth, a religious organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.

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® credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Guillermo also holds a Series 66 license and is involved in a non-variable insurance business outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services through a network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Logan Greene is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to understand their individual visions and goals, co-creating financial plans that aim to provide peace of mind through collaboration and thorough analysis. Logan's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Advisor at Barnum Financial Group from 2021 to 2022. His approach focuses on understanding what is most important to each client and developing strategies tailored to their unique objectives. Outside of his professional work, Logan has interests in baseball, board games, fishing, golf, snowboarding, and volunteering.

Adam Ladd is a financial advisor with Ameriprise in Canton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Russell Noonan Jr. is a financial advisor at Equitable Advisors in Wellesley, MA, holding Series 65 and Series 63 credentials with four years of industry experience. His prior work includes positions at BayCoast Bank and Verizon Wireless. Outside of financial advising, he works as a van driver for P & J Services. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program providers.

Amelia Churchill is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of experience in the industry. Before joining RBC, she worked at KP Law, P.C. and several other legal and educational organizations. She has experience that includes both legal and educational roles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Sean Leonard is a financial advisor at Wells Fargo Advisors in Needham, MA, holding a Series 66 designation with two years of industry experience. His prior work includes diverse roles in construction, landscaping, and education, including positions at Consigli Construction, Kelly's Landscaping Inc., Assumption University, and Franklin High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting net-worth thresholds.

Gary Shilman is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Potomac Fund Management and BTS Asset Management. Shilman serves as a member of the Finance Committee for the Town of Natick, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers services such as tax-efficient investing and proxy voting.

Dena Mao is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining LPL Financial, she worked at Cadaret, Grant & Co., Inc. and HMS Financial Group for nine years each, as well as at Citizens Securities, Inc. and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by research, technology tools, and a broad platform of non-advisory financial services.

Timothy Heald is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 19 years of industry experience. He worked at Wells Fargo Clearing from 2016 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside notable capital markets capabilities and integrated lending and cash-sweep arrangements.

Austin King is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation. He has a background that includes seven years at TA Associates and three years at Ernst & Young LLP. He joined Morgan Stanley and its Private Bank in 2026. 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. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured discovery conversations and firm-approved tools.