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 possessing Series 63, Series 65, and Series 66 credentials and five years of industry experience. His prior roles include positions at Edward Jones, JPMorgan Chase Bank NA, JP Morgan Securities LLC, and Fidelity Brokerage Services LLC. He has also been self-employed with 21 Lacrosse, Inc. for seventeen years. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform combining adviser programs with product sales.

Vincent Beaudoin is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brooke Curry is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, she worked in various roles including at UMass Store, BGC Beauty, and Lifetime Athletics, where she also served as a lifeguard supervisor. She is the sole proprietor of a cosmetic services business offering spray tans. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other investment solutions.

Paige Morandi is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 licenses and has been affiliated with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and funds.

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.

Zachary Thomas is a Series 66-licensed financial advisor with Morgan Stanley in Wellesley, MA, bringing nine years of industry experience. He has been with Morgan Stanley since 2016 and has worked with Morgan Stanley Private Bank, N.A. since 2018. Outside of advising, he is involved as a partner in Thomas Ohana Paradise Escape, LLC, a real estate business based in Hawaii. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Bryan Matson is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Tumwater Wealth Management and Emerson Electric. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Lawrence Kaplan is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 13 years of industry experience. He has been with LPL Financial since 2013. Kaplan also operates Kaplan Financial Services as a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Amy Corsi is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 30 years of industry experience. She previously worked at Seegel Lipshutz Lo & Martin and Bowditch & Dewey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis.

Sidney Ma is a financial advisor at Equitable Advisors with 21 years of industry experience. He has held his current role since 2001 and previously worked at AXA Advisors, LLC. Ma holds Series 63 and Series 66 licenses and serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and programs through LPL while offering both advisory and brokerage channels.

Evan Haberman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1986. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Evan's educational background includes a Master's degree from Babson College and a Bachelor's degree from the University of Massachusetts System. With over 40 years of experience, Evan specializes in areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Legacy Planning, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, and Retirement Income. He focuses on proactively simplifying and safeguarding the financial lives of his clients and their families, helping them pursue their long-term personal and financial goals while maintaining their current lifestyle. Evan is actively involved in his community and charitable organizations, including serving on the Board of Directors for the Carroll Center for the Blind. His personal interests include music, reading, traveling, and watching movies.

Michael Blau is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services, having joined in 2023 after roles at Morgan Stanley Smith Barney LLC and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Peter Christie Jr. is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in real estate ownership in Boston and Las Vegas. 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 with a focus on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Craig D'Ambrosia is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2002 and has been with Fidelity since 1993, progressing through various positions including Assistant Branch Manager, Senior Financial Representative, Associate Financial Representative, and Executive Correspondence Representative. His experience encompasses branch leadership and financial services, with a focus on client support and employee development. Craig is motivated to positively impact the financial lives of clients and the professional growth of his team, aligning his leadership skills with Fidelity's core values. Outside of his professional responsibilities, Craig is interested in fitness, football, gardening, pets, and volunteering.