Joel Berry is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Investment Management Distributors LLC, NYLIFE Securities LLC, New York Life Insurance Company, and Ira Subaru. John Hancock Personal Financial Services, LLC provides financial planning and consultative services, including an Emergency Savings program, to a diverse client base ranging from individuals to trusts and non-profits. The firm uses third-party financial planning software to generate recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

John Kurtak Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted approach with third-party planning software to generate written recommendations, serving a notably high number of clients per advisor.

Joseph Bakish is a CFA® charterholder affiliated with John Hancock Personal Financial Services, LLC in Boston, MA. He has over nine years of experience, previously working with Richardson Wealth (USA) Limited and Richardson Wealth Limited before joining his current firm in 2025. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model with a high client load per advisor and delivers written recommendations through third-party financial planning software, with implementation at the client's discretion.

James Hare is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock in various capacities since 2015. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to create written, generally framed recommendations, supporting a scaled, technology-assisted service model for a high client load per advisor.

John Foster is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to his current role, he worked at Manulife John Hancock Brokerage Services LLC and John Hancock. He also serves as a retirement consultant for JHRPS Education Retirement Consultant, providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering written plans and recommendations through a technology-assisted service model. The firm serves both non‑high‑net‑worth and high‑net‑worth clients and operates an Emergency Savings program with no advisory fee.

Richard Lanigan is a financial advisor at John Hancock Personal Financial Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within John Hancock-affiliated entities since 2018, including John Hancock Distributors and Manulife John Hancock Brokerage Services. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a broad client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with investment advice delivered through written plans generated by third-party software and implemented at the client’s discretion.

Garrett Thiessen is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. He holds the Series 65 designation and has previous experience with Manulife Wealth Inc. since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted service model with third-party financial planning software to deliver generally framed recommendations, and its advisors manage a high client load compared to many multi-team firms.

Giacomo Armiento is a Series 65 licensed financial advisor with John Hancock Personal Financial Services, LLC, based in Boston, MA. He has two years of industry experience and has previously worked with Manulife Wealth Inc, Echelon Partners USA Inc., Chevron Wealth Preservation, and Echelon Wealth Partners Inc. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm emphasizes a technology-assisted advice model using third-party software to generate written recommendations, with implementation decisions left to clients.

Stephen Schuman is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held various roles within the John Hancock and Manulife affiliates since 2007 and has been a drummer and musician with the band Rewind since 2006. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering technology-assisted advice through Investment Adviser Representatives. The firm serves both non-high-net-worth and high-net-worth clients and operates an Emergency Savings program without an advisory fee.

Courtney Swan is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with John Hancock and its affiliates since 2014. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver written, generally framed recommendations reviewed by its advisors.

Manny Stathoulopoulos is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver written financial plans and recommendations without naming specific securities, serving a high volume of clients through a team of advisers.

Nicholas Stathos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with various John Hancock entities since 2023 and previously worked in education at Bates College and The Rivers School. In addition to his advisory role, he serves as a retirement consultant providing educational services on retirement plan options for qualified plan participants. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver generally framed written recommendations, with client implementation at their discretion, and operates an Emergency Savings program without an advisory fee.

Brian Wrigley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation. He has experience at several firms, including Ventum Financial, Chevron Wealth Preservation Inc., Echelon Wealth Partners, and National Bank Financial Inc. Wrigley is based in Boston, MA. John Hancock Personal Financial Services, LLC serves a diverse client base, including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-assisted, written recommendations. The firm operates an Emergency Savings program and maintains a high client-to-advisor ratio within a scaled service model.

Alexander Page is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds a Series 66 designation and has four years of industry experience. Prior to joining John Hancock, he worked at Voya Financial Advisors, Empower, Brighton Securities, and Merrill Lynch, among other firms. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses third-party financial planning software to generate written recommendations, with implementation at the client’s discretion, and operates an Emergency Savings program without an advisory fee.

Thomas Wironen is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at John Hancock and its related entities since 2014, including Manulife John Hancock Brokerage Services since 2024. In addition to his advisory role, he serves as a retirement plan services education consultant, providing guidance on distribution options for qualified retirement plan participants. John Hancock Personal Financial Services offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with a focus on written financial plans and an Emergency Savings program.

Daniel Perillo is a Series 65-licensed financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He has one year of experience at John Hancock and Manulife Wealth Inc, along with prior roles at RBC Capital Markets and other firms. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a broad range of clients, including individuals, trusts, estates, non-profits, and businesses. The firm employs a technology-assisted, scaled service model that relies on third-party software to generate written financial plans, with implementation decisions left to clients.

Robert Hartigan is a financial advisor at John Hancock Personal Financial Services, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles within John Hancock and its affiliated entities since 2007. Prior to his current position, he worked with Mfc Global Investment Management (U.S.), LLC for ten years. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, including both high-net-worth and non-high-net-worth individuals. The firm employs a technology-assisted service model and relies on third-party financial planning software to deliver written, generally framed recommendations.

Vicki Cook is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Echelon Wealth Partners for eight years, followed by Ventum Financial. In addition to her advisory work, she is licensed as an insurance advisor since 2008 and dedicates part of her time to insurance services as part of her client planning process. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both high-net-worth and non-high-net-worth clients. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, emphasizing scalable service through a higher client load per advisor.

William Wrigley is a Series 65 licensed financial advisor with one year of industry experience. He is currently affiliated with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc. His prior experience includes roles at Ventum Advisors Corp., Echelon Wealth Partners, Chevron Wealth Preservation, and National Bank Financial. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities across both non‑high‑net‑worth and high‑net‑worth segments. The firm uses a technology-assisted model to deliver written financial plans and operates an Emergency Savings program, serving a large client base through 61 advisors.

Stephanie Flynn Schofield is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a high volume of clients per advisor.

Scott Ward is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at John Hancock and its related entities since 2009 and was previously with Manulife Asset Management. Outside of his advisory role, he serves as a volunteer trustee for the Claybrook Home Owners Association in Medway, MA. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software to generate recommendations that advisors review and present, supporting a technology-assisted service model with a high client load per advisor.

Stephen Campagnone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked within various John Hancock entities since 2016. Outside of his advisory role, he owns two golf-related e-commerce businesses, Lowcountry Golf Company and First Tee Coffee Company, and works part-time as a food delivery employee for DoorDash. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, and non-profits. The firm utilizes third-party financial planning software to generate recommendations and operates a technology-assisted, scaled service model.

Robert Lamb is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at John Hancock Personal Financial Services, LLC in Boston, MA. He has been affiliated with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted service model, delivering written, generally framed recommendations reviewed by advisors, with implementation decisions made by clients.

Shelly Lairar is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Her prior experience includes roles at Manulife Wealth Inc., Echelon Partners USA Inc., and Echelon Wealth Partners Inc. She is also an owner of a residential apartment building in Arnprior, Ontario. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-driven, generally framed recommendations. The firm operates a scaled service model with a high client-to-advisor ratio and is affiliated with John Hancock and Manulife entities.

Allen Sawyer is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Manulife John Hancock Brokerage Services, Citizens Securities, Inc., and Santander Securities LLC. In addition to his advisory role, he serves as a retirement consultant providing educational services related to qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver generally framed financial recommendations, with implementation decisions made by clients.

Joseph Luiz Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Citizens Securities, Inc. from 2014 to 2019 before joining John Hancock in 2019. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to generate written recommendations, with implementation decisions made by clients, and operates a technology-assisted service model that supports a high client-to-advisor ratio.

Griffith Graham II is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at John Hancock Distributors LLC, Wells Fargo Clearing, TD Ameritrade, and Scottrade. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver generally framed financial plans and operates an Emergency Savings program, serving a high client load per advisor through a scaled service model.

Daniel Carlson is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 license and bringing 24 years of industry experience. He has worked at John Hancock Distributors LLC since 2018 and previously spent two years at Sii. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses technology-driven models and third-party software to deliver generally framed written recommendations, supporting both non-high-net-worth and high-net-worth clients.

Ryan Strack is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 designations and having 12 years of industry experience. He has worked with John Hancock-affiliated entities since 2009, including John Hancock Funds LLC and Manulife John Hancock Brokerage Services. In addition to his advisory role, Strack serves as a retirement consultant providing educational information to participants in qualified retirement plans through an affiliated entity. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model with high client loads per advisor. Their advice includes written plans on asset allocation, retirement, and estate planning, with implementation decisions left to clients.

Jeffrey Fernandes is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock Distributors LLC since 2018 and also works with Signator Investors, Inc. since 2015. Outside of finance, he is a managing member and partner at Lorie-Lyn Photography, a family portrait photography business. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a technology-assisted advice model focused on written plans and recommendations, with clients implementing decisions independently.

Hayden Bloom is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles across multiple John Hancock and affiliated entities since 2015. In addition to his advisory work, he serves as a retirement consultant providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm utilizes a technology-assisted model with written planning recommendations to support client decision-making.

Kaitlyn Mcdonough is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Manulife John Hancock Brokerage Services LLC since 2024. Outside her advisory role, Mcdonough provides retirement plan education as a consultant for John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services offers financial planning and consultative services to individuals, trusts, estates, nonprofits, and businesses, utilizing a technology-assisted model with written, generally framed recommendations that clients implement at their discretion.

Robert Bailow III is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with JHPFS since 2016. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to generate recommendations and operates an Emergency Savings program.

Andrew O'Brien is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with John Hancock and its affiliated entities since 2006, including roles at John Hancock Distributors LLC and Jhfn Sii. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model that delivers generally framed written recommendations through Investment Adviser Representatives, serving a high volume of clients across its advisory teams.

James Stewart is a Series 65-licensed advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. He has worked at John Hancock Personal Financial Services since 2024 and has been associated with Manulife Wealth Inc since 2001. John Hancock Personal Financial Services provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software to generate written recommendations and operates a technology-assisted service model with a higher client load per advisor than many multi-team firms.

Danavan Levy is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation and 1 year of industry experience. He has been with John Hancock Personal Financial Services since 2024 and has a prior association with Manulife Wealth Inc dating back to 1994. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses third‑party financial planning software to generate written recommendations and operates an Emergency Savings program without an advisory fee.