Marcos Lopez Perez is a financial advisor with LPL Financial in Brookline, MA, holding CFP® and ChFC® designations and 11 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.

Ameen Amin is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he serves as a course associate at Columbia University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Adrienne Ciccone is a Series 66-registered financial advisor with UBS Financial Services in Boston, MA, where she has worked since 2018. She has seven years of industry experience, including a prior role at Helmes and Co LLC and several years at Fairfield University, where she held positions including Dean of Students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include portfolio management, financial planning, and access to proprietary research and capital markets services.

Julie Hall is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Nancy Falco is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Ana Bertino is a financial advisor with Fidelity in Boston, MA, holding Series 63 and Series 66 licenses and one year of industry experience. Her background includes multiple roles at the University of Massachusetts Amherst and positions in various other sectors prior to joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Selene Casoli is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with teams to provide support and guidance for clients' planning and service needs. Prior to this, she served as a Senior Relationship Manager at Fidelity Investments from 2016 to 2021. Her professional experience centers on wealth management and client relationship management. Outside of her professional responsibilities, Selene has interests in cooking, baking, and fitness.

Joseph Marrocco is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2010 to 2018. Marrocco is based in Boston, MA, and is employed by both JPMorgan Securities and JPMorgan Bank, which allows him to offer certain banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Soborski is a Branch Leader at Fidelity Investments, where he leads a team of financial advisors and professionals dedicated to assisting clients in making educated and confident financial decisions for themselves and their families. He has been serving in this leadership role since 2023. John has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2014. His previous roles include Wealth Management Planning Consultant from 2017 to 2022, Relationship Manager from 2015 to 2017, and Financial Representative from 2014 to 2015. This progression reflects his comprehensive understanding of wealth management and client relationship management. No information about John's educational background, credentials, personal interests, or community involvement has been provided.

Brandon Chen is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and four years of industry experience. His prior work includes roles at FitBUX, Inc., DoorDash, and Geode Capital Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Anne Tamayo is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including two years at Morgan Stanley Services Group Inc. Outside of her advisory role, she owns and operates Anne's Chic Boutique LLC, a retail business focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2023. Anthony serves as a trustee associate board member at St. John's Prep in Danvers, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by comprehensive analytical tools and manages approximately $2.74 trillion in client assets.

Nicole Deasy is a financial advisor at Morgan Stanley in Boston, MA, with eight years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2018. Prior to joining Morgan Stanley, she worked in the restaurant industry at La Cucina Sul Mare and Melt Restaurant. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes advanced modeling tools.

William Cooper is a financial advisor with Equitable Advisors in Boston, MA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. Prior to his current role, he worked at AXA Advisors and founded Cooper & Company. He is also a CPA and shareholder at Walter & Shuffain, PC. Equitable Advisors serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

John Seeto is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior roles include positions at Mass Mutual Life Insurance Company and Barnum Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Peter Princi is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Boston, MA. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers services that utilize structured planning tools and investment modeling techniques.

Monica Mayhew is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, including her current role overlapping with Bank of America since 2023. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.