Philip Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management in Wellesley Hills, where he serves Greater Boston executives, business owners, and affluent families. As part of The Hagwood Tomoda Group, he combines a relationship-driven approach with the resources of Merrill to help clients make informed financial decisions tailored to their goals and priorities. Philip focuses on assisting clients with navigating financial complexities related to career success and wealth accumulation, including equity compensation, concentrated stock positions, retirement planning, and business transitions. His work emphasizes simplifying complex financial situations to provide clients with clarity and confidence in decisions involving retirement planning, investment strategy, tax-aware planning, and multi-generational wealth considerations. He earned a Bachelor's degree in Business Administration from Birmingham-Southern College and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Philip is a member of the Sigma Nu Fraternity and participates in community involvement through organizations such as Cradles To Crayons.

Rob Chwalek is Vice President and Private Wealth Management Advisor at Fidelity Investments. He partners with clients for strategic planning and consulting on complex wealth planning topics. He has been with Fidelity Investments since 1996, holding various roles including Vice President, Executive Planning Consultant from 2012 to 2020; Vice President, Private Client Group from 2006 to 2012; Regional Consultant from 2005 to 2006; Senior Investment Consultant in Portfolio Advisory Services from 2000 to 2005; and Participant Services Group in Retirement from 1996 to 2000.

Peter Mccarron is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Merrill Lynch Pierce Fenner and Smith Incorporated. He is also a trustee of the DM Revocable Living Trust in North Attleboro, Massachusetts. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Brian Osullivan is a financial advisor with MassMutual Investors Services in Quincy, MA, holding a Series 63 license and having 31 years of industry experience. He has worked with MML Investors Services since 1996 and with Connecticut Mutual Life Insurance Co since 1994. Outside his primary advisory role, he owns a business that refers health insurance and fixed annuity products and advises clients on life settlements. 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 educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Brendan Hughes is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at North East Home Improvement, Macaulay Brown Inc, Ruchman and Associates, and service in the United States Air Force. Outside of financial advising, he was involved with North East Home Improvement in a construction and engineering capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach that includes both retail and institutional offerings.

Kyle Cox is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 financial planning process supported by firm-approved tools and modeling techniques.

Amanda Harrison is the Vice President and Branch Leader at Fidelity Investments. She leads a team of financial professionals dedicated to addressing the financial needs and concerns of clients and their families. Amanda focuses on advocating for clients and helping them with financial planning to work towards financial success. Her experience at Fidelity Investments spans several roles, starting as a Financial Representative in 2018 and progressing through positions including Relationship Manager, Planning Consultant, Assistant Branch Leader, and currently Vice President and Branch Leader. This progression reflects her extensive experience within the firm and her involvement in various aspects of financial advising and branch leadership.

Ryan Schott is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Independent Living Innovations LLC and KTS Financial Group, as well as an academic background at the University of Alabama. He also serves as Operations Manager for North Atlantic Investment Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Rachel Cheng is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and previously held roles at Bridgewater Credit Union and Extended Travel. Rachel completed a full-time master's program at Harvard University from 2014 to 2017. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marianne Cunha Simmons is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management team to assist clients in developing personalized financial plans aimed at achieving their individual financial goals. She has been in her current role since 2023. Ms. Simmons has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1998, including Planning Consultant, Senior Relationship Manager, Premium Services Representative, and Retirement Planning Representative. She also worked as a Registered Sales Assistant at DCU Financial from 2011 to 2013. Her career reflects a long-standing commitment to client service and financial planning. No information about her education, credentials, personal interests, or community involvement has been provided.

Brittany Russell Porter is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Osaic Wealth, Inc. and has previously worked at Royal Alliance, John Hancock Distributors LLC, John Hancock Personal Financial Services, LLC, and Sii. Outside of her primary advisory role, she assists with financial planning and client support at Centinel Financial Group. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options across discretionary and non-discretionary accounts.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

Frank Rispoli is a ChFC® with 19 years of experience in the financial services industry. He is currently associated with MassMutual Investors Services and has held roles at various related entities since 2022. Prior to this, he worked at Royal Alliance, John Hancock Distributors, Signator Financial Services, and John Hancock Life. Outside of advisory work, he provides bookkeeping consulting services, supporting QuickBooks oversight for small businesses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and provides a range of asset management and educational programs.

Matthew Clark is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Waltham Public Schools, Boston Public Schools, and Uber. Outside of advising, he serves as executor of his father’s estate and is involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and endorsed third-party managers.

David Nicholson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2005. Outside of his advisory role, he serves as a varsity lacrosse head coach at Ursuline Academy and is a board member of the Business Alliance Networking Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through a unique affiliation with a municipal advisor.

Andres Castano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 2001 and joined Merrill Lynch in 2015. Prior to this, Andres gained experience at Morgan Stanley, ADP Retirement Services, and Deutsche Bank. He earned a Bachelor of Science in Management with a concentration in Finance from the University of Massachusetts and holds an MBA in Finance from Suffolk University’s Sawyer Business School. Andres is bilingual in English and Spanish and holds several professional designations, including Certified Investment Management Analyst® (CIMA), Chartered Retirement Plans Specialist® (CRPS), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Since 2006, Andres has focused on assisting business owners and corporate executives with fiduciary responsibilities related to employer-sponsored retirement plans. He collaborates with plan sponsors to implement retirement education and financial wellness programs to support employees’ financial well-being. Additionally, he works with clients to develop and execute investment due diligence processes aligned with Department of Labor guidelines, utilizing Merrill Lynch resources and BofA Global Research. Outside of his professional activities, Andres enjoys music, reading, skiing, soccer, and traveling.

Margaret Simonds is a financial advisor with Mass Mutual Investors Services in Southborough, MA, holding a Series 63 license and 11 years of industry experience. Her prior roles include positions at Park Avenue Securities and Guardian Life. She is also active as a sales agent in individual and group life, health, disability income, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative planning engagements that use firm-approved tools to analyze client goals and deliver written recommendations.

Paul Mcgovern is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2018. He was previously with Signator Investors, Inc. and is a partner at Downey & Company, LLP, a CPA firm providing tax and accounting services since 1986. Mcgovern is also a partner at Downey and McGovern Insurance Brokerage LLC, involved in life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary management, with access to various third-party platforms and managed-account solutions.

William Lasoskie is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Amanda Willey is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Framingham, MA. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, Amanda owns a travel consulting business and serves on the boards of two nonprofit organizations, Acacia In Kenya and Global Youth Groove, where she holds treasury responsibilities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm delivers non-discretionary, research-backed recommendations through a centralized team and supports a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.