William Condon is a financial advisor at MassMutual Investors Services in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual and its affiliates since 2004. Outside of his advisory role, he is involved in insurance brokerage specializing in life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs using collaborative, goal-oriented approaches and firm-approved analytical tools.

Jeremy Peacock is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles outside of finance, including positions in hospitality and golf-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Inga Baneviciene is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC since 2022 and Citizens Securities, Inc. from 2016 to 2022. She also serves as a Notary Public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Dennis Lopes is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials with two years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank and spent six years at Wells Fargo. Outside of his advisory role, he is a 50 percent owner and partner at Rush Hour Group LLC, a restaurant and nightclub business in Cambridge, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm-approved methodologies in its financial planning process.

Joseph Ferrante is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Anna Miao is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2013. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cameron Barnett is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has held roles at JPMorgan Chase Bank, N.A., Cintas Corporation, Weber Shandwick, and Bedrock Detroit. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Will Herlihy is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2012. In this role, he focuses on developing a deep understanding of the wealth and financial needs of his clients and their families, working closely with them to manage and cultivate their wealth and address their financial planning requirements. Will holds a California Insurance License, supporting his ability to provide comprehensive financial advice and services. His professional experience centers on client relationship management within the wealth management sector. Outside of his professional responsibilities, Will engages in various personal activities including family activities, fitness, golf, hiking, motorcycles, and skiing.

Francis Ferrelli is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the Series 66 designation and previously worked for Putnam Retail Management Limited Partnership for 38 years. Ferrelli also had brief roles at Franklin Distributors, LLC and a period of unemployment before joining LPL Enterprise. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

William Stockwell is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 registrations and with 28 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp, since 2004. Outside of his advisory role, he works as a ski instructor at Cannon Mountain and has authored and published a children’s book. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from both in-house and third-party sources.

Harrison Voloshin is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he helps individuals organize their finances, analyze investment options, and assist in building, implementing, and maintaining financial plans while serving as a dedicated contact for his clients at Fidelity. He has been with Fidelity Investments since 2018, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Harrison has personal interests that include football, golf, hiking, pets, skiing, and soccer.

Robert Mosesian Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit 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, offering recommendations on a non-discretionary basis while clients retain final decision authority.

John O'Keefe Jr. is a financial advisor with Stifel in Boston, MA, holding a Series 66 designation and 27 years of industry experience. He has worked with Stifel Nicolaus & Co Inc since 2015 and previously held positions at Wells Fargo Clearing and UBS Financial Services. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Paul Bergeron is a CFP® professional with 28 years of experience in the financial industry. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Based in Boston, MA, Bergeron works within a large institutional firm known for its comprehensive wealth advisory services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Boren is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, as well as a position at Proper Taxation in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Peter Aiello is a CFP® and Series 66-registered advisor with J.P. Morgan Securities, based in Brookline, MA. He has four years of industry experience, including prior roles at Bank of Canton and various wealth management firms. Outside of finance, he briefly managed Pop's Fine Wines in 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Benjamin Siroonian is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fidelity Investments and Boston Premier Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning engagements supported by firm-approved software and educational seminars.

Yan Yan is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Yan worked at East West Bank and held roles at Overseas Students Services Corp, Starbucks, and Golden Restaurant, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Joseph Vita is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and over 55 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also involved with Winchester Financial Group, where he serves as an investment advisor representative focusing on investments, financial planning, and insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Catherine Mc Laughlin is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Prior to UBS, she was employed at Fitzrovia Post Limited for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets support through a large network of advisors.