John Holland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Services Group since 2014. Outside of his advisory role, he serves as a FINRA arbitrator and teaches a digital forensics class at Boston College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations, offering advisory services without providing individual security recommendations as part of standalone planning.

Elizabeth Kirk is a financial advisor with Fidelity Investments holding a Series 66 designation and no prior industry experience. Her work history includes roles at Whale Rock Capital Management LLC and teaching positions at Thayer Academy and Hingham Middle School. Outside of finance, she has been involved with Marylou's Coffee and Gait Lacrosse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages a diverse range of client accounts through discretionary and non-discretionary services.

Jake Morris is a financial advisor with Equitable Advisors in Wellesley, MA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at the Harris Campaign, the New England Aquarium, and Dolezza. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party asset managers while offering ERISA fiduciary services through credentialed representatives.

Quan Nguyen is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citizens Securities, Santander Securities, and Santander Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across topics such as retirement, tax, and estate planning. The firm offers these planning services alongside managed-account programs, maintaining a separation between planning and portfolio management.

George Grant Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2015 to 2017. Outside of advisory services, he is involved in insurance sales focusing on life, disability, property and casualty, and life settlements, and he owns an LLC used for tax purposes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations through annual collaborative relationships.

Bradford Cote is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes 14 years at TIAA and TIAA-CREF, followed by a voluntary separation period before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs structured planning tools and offers access to extensive investment resources across retail and institutional markets.

Christine Droney is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in financial planning as the foundation for all goals-based advisory services. She works with executives, business owners, and families to simplify complex financial decisions, prioritize goals, and provide clarity and confidence in their financial choices. Christine's background in behavioral neuroscience from Northeastern University informs her relationship-driven approach to financial advising. She holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Certified Private Wealth Advisor® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). She focuses on areas such as college education planning, executive compensation, family wealth management, retirement planning, and socially responsible investing. In addition to her professional work, Christine is involved in the Needham Community Council and enjoys personal interests such as camping, gardening, genealogy, hiking, ice hockey, running, spending time with her family, traveling, watching movies, and yoga.

Amir Hossein Tajiki is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Uber, Lyft, and teaching roles at Hult International Business School and the University of Tehran. He also has experience operating an international food market and deli. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds a Series 66 designation and has worked with various firms affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Yi Yang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several financial institutions, including Santander Bank and Webster Bank. Outside of finance, he is involved with the Newton Chinese Language School, a nonprofit focused on cultural diversity training and Chinese language education. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Richard Bagby is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones, JPMorgan Chase Bank, and Fidelity Brokerage Services. Outside of finance, he was self-employed with 21 Lacrosse, Inc. for 17 years. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Vincent Beaudoin is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brooke Curry is a financial advisor with Fidelity Investments in Framingham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles including sole proprietor of a cosmetic services business and lifeguard supervisor at a luxury gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Paige Morandi is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and ten years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

Daniel Tenore is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he officiates youth basketball games during the winter months. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lisa Svensson is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015. Outside of her advisory role, she is involved in a rental activity unrelated to investment services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and strategies.

Michael Rousseau is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has also been involved with CCR Wealth Management LLC, where he works as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and platforms.

Stephen Pelleriti is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2016. 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.

Molly Wilson is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop comprehensive financial plans tailored to clients' unique situations. She focuses on understanding her clients, their families, and their individual needs to assist them in achieving their most important financial goals. Since joining Fidelity Investments in 2021, Molly has progressed through several roles, including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming her current position. Her experience encompasses various aspects of workplace financial planning, contributing to her ability to support clients effectively. Outside of her professional responsibilities, Molly enjoys spending time at the beach, exploring culinary experiences, participating in social events with friends, practicing Pilates, skiing, and traveling.

Matthew Wrobel is a Planning Consultant at Fidelity, where he supports Financial Consultants by assisting local clients with customized financial planning aimed at helping families pursue their goals, achieve peace of mind, and gain financial confidence. His role involves helping clients build long-term strategies tailored to their unique objectives, facilitating understanding of various options, and fostering trust and reliability in the support provided. Matthew's professional experience includes several roles within Fidelity Investments, such as Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, all held between 2022 and 2024. Prior to joining Fidelity, he worked as a Financial Adviser at McAdam Financial from 2021 to 2022 and as an Inside Sales Representative at demandDrive from 2019 to 2021.