Daysi Martinez Celaya is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she has held roles with companies including Instacart and Uber Eats, where she is also active as a driver outside of her advisory work. 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 focused on tailored financial planning supported by structured processes and firm-approved tools.

Ryan Viktorin is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. He has 18 years of experience as a financial advisor, including prior work at Morgan Stanley from 2008 to 2013. He specializes in working with high net worth families, focusing on investment strategies, retirement planning, and tax-efficient investing. Ryan maintains an in-depth understanding of the financial markets and aims to simplify and communicate complex financial concepts to his clients. He holds a California Insurance License.

James Buzgo is a CFP®-certified financial advisor with 25 years of industry experience. He has worked with Ameriprise Financial Services since 2020, following eleven years at UBS Financial Services and eight years at Merrill. He holds the Series 66 designation and is based in Medfield, MA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stacy Poli is a financial advisor at RBC Capital Markets with 16 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. Poli is certified as a health coach through the Institute for Integrative Nutrition and has been involved in health and wellness coaching. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, offering portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Matthew Petralia is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Newport Group Securities, Inc. and Newport Group, Inc. His tenure at Fidelity includes roles within Fidelity Brokerage Services and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs, with distinct involvement in commodity pool operations and advisory roles to multiple registered investment companies.

Timothy Petrik is a financial advisor with Ameriprise in Braintree, MA, holding the Series 66 designation. He has been with Ameriprise since 2025 and has previous experience working in various roles at educational institutions including Boston College and Fordham University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with structured recommendations and ongoing advice.

Patrick Belniak is a Series 66-licensed financial advisor with Equitable Advisors in Wellesley, MA, where he has worked since 2009, totaling 17 years of industry experience. Prior to and during his time at Equitable Advisors, he was affiliated with AXA Advisors from 2009 to 2020. Outside of his advisory role, he instructs personal finance classes at Medway High School and provides referrals for group benefits through Group Health Specialists. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement client solutions.

Dillon Geelan is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. He has over a decade of experience in financial services, including previous roles as a Financial Solutions Advisor in the MetroWest area of Boston and various positions at Fidelity Investments, such as Consumer Investments and Stock Plan Services. Dillon holds a Bachelor's degree in International Business from The College of Charleston, with study abroad experience at The Management Center of Innsbruck in Austria. He has earned the CERTIFIED FINANCIAL PLANNER (CFP®) certification and the Chartered Retirement Planning Counselor (CRPC™) designation. Additionally, he maintains his Series 7, 65, and 63 FINRA registrations. Dillon works with individuals, families, and business owners to develop personalized financial strategies that align with their unique goals, covering areas such as retirement planning, equity compensation, and family wealth management. He is involved in community activities including coaching with the Red Sox RBI Program, volunteering with the Urban Farming Institute, Why Me & Sherry's House, and serving as a Dreammaker with the Worcester Red Sox. Dillon resides in Dedham, Massachusetts with his wife and two dogs.

Maureen Burgess is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and TDAmeritrade. Outside of her advisory role, she operates a professional organizing business and works as an office manager and event coordinator for Stonehill College’s Office of Alumni Engagement. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Christine Pacini is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and having 26 years of industry experience. She has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC from 2000 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers a range of investment products and fiduciary services through its network of Investment Adviser Representatives.

Robert Morgan III is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at Bank of America, Merrill, Laidlaw Company, and Northwestern Mutual. Outside of finance, he was involved with the Little Silver Tennis Club for four years. 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 and profit-sharing plans, corporations, and charitable organizations.

Evan Dangel is a financial advisor at Morgan Stanley with 38 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, following prior experience at Citigroup Global Markets beginning in 2000. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market estimates.

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 Wellesley, MA, holding a Series 66 designation and four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2022, he worked in construction and engineering as a proprietor at North East Home Improvement for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including personalized financial planning supported by firm-approved tools and research.

Kyle Cox is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 10 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 with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using 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.