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.

Gary Ferreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2004, he has dedicated over 38 years to providing financial advice and wealth management services to high net worth families, corporate executives, business owners, family foundations, and non-profit organizations. His approach includes developing customized financial strategies focused on wealth preservation, growth, and transfer, while collaborating closely with clients' tax and legal advisors. Gary holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor® (CRPC®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Advisor in Philanthropy® (CAP®). He earned a Bachelor of Arts degree in Mathematics from Boston College in 1984 and remains active in the Boston College Alumni Community. His client focus areas encompass college education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management, and personalized wealth approaches for women. Beyond his professional work, Gary volunteers with community organizations and supports children's causes such as St. Jude's Children's Hospital and Shriners Hospitals for Children. He enjoys activities including cooking, fishing, football, and yoga.

Ana Bertino is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she held various roles including multiple positions at the University of Massachusetts Amherst and other employers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

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 38 years of industry experience. He holds the Series 63 designation and has worked at notable firms including UBS Financial Services and Morgan Stanley. Since 2018, he has been employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products alongside his advisory services. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and includes broader derivatives and commodities capabilities compared to many institutional programs.

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.

Brian Swensen is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Avantax and 1st Global, and he also serves as an advisor at McConnell & Co., Inc. Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Brandon Chen is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and five years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and Geode Capital Management. Outside of his advisory role, he has experience at companies such as DoorDash and FitBUX, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a manager solutions team that combines quantitative screens and qualitative research.

Denise Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo in 2025. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Anne Tamayo is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill from 2005 to 2012 and Morgan Stanley Services Group Inc. from 2020 to 2022. Outside of her advisory work, she is the sole proprietor of Anne's Chic Boutique LLC, a retail and online store focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers services that include but do not provide individual security recommendations as part of its standalone financial planning.

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.

Robert Spiegel is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 1996, progressing through various roles including Planning Consultant, Investment Consultant, Regional Consultant, and others within the company. His extensive tenure reflects a deep commitment to providing financial planning and investment services. Throughout his career at Fidelity, Robert has worked with large companies, individuals, and families to develop personalized financial plans. His approach focuses on addressing clients' comprehensive financial situations to help pursue multiple goals, grow and protect wealth, and support the people important to them. Outside of his professional work, Robert's personal interests include camping, cars, fitness, gardening, golf, and surfing.

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.

Kevin O'Brien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 38 years of industry experience. His career includes roles at Wells Fargo Advisors, Raymond James Financial Services, and Prudential Equity Group. He serves as a co-trustee for his sister's trust. 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 combines research from the Wells Fargo Investment Institute and third-party sources to support diversified investment evaluations and offers both brokerage and advisory solutions.

Bevin Jung is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His work history includes multiple roles within JPMorgan entities since 2019 and prior experience at One Kings Lane and Bed Bath & Beyond. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Merullo is a Financial Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Consultant at Fidelity Investments from 2024 to 2025, Assistant Vice President and Financial Advisor at Merrill Lynch from 2021 to 2024, and Financial Representative at Northwestern Mutual in 2020. John focuses on enhancing clients' financial well-being by developing strategies that address the complexities of accumulating, maintaining, and distributing wealth. He emphasizes diligence and honesty in his collaborative approach to financial consulting. Outside of his professional work, John has interests in fitness, football, golf, and volunteering.

Samantha Adams is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, with prior experience at Wells Fargo Securities and Axiom Learning. Between 2018 and 2019, she explored a potential business opportunity and traveled. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and oversee model portfolios.