Todd Pearl is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, he is involved in a residential construction project in Westport, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and provides a broad range of retail and institutional investment services.

Joshua Bublitz is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for 13 years. He previously worked with Axa Advisors, LLC for 7 years. He is based in Barrington, Rhode Island. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Simion Procopenco is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Webster Bank, Infinex Investments, and Cape Cod Five Cents Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tristan Mouligne is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 as well as at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to develop customized plans.

John Mc Grath is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for eight years, as well as American Income Life Insurance for three years. Mc Grath is based in New Bedford, MA. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Robert Brier is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. 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 and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Meaghen Avila is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2014 and has over a decade of experience with Bank of America, N.A. Additionally, she has been involved with the Town of Fairhaven in various capacities since 2003. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers.

Michael Tessier is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Brown & Brown Insurance, and positions in education and food service. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Donald Hartley is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior work includes roles at Merrill for 14 years and Edward Jones for 3 years before joining LPL Financial and Bank Newport in 2019. Outside of his advisory work, he receives disability income from the VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by technological tools.

Salvatore Mondello is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Avantax firms, and Coia & Lepore, LTD. He also operates Mondello Financial Services, providing investment guidance, retirement, estate, and college planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large nationwide network of advisors and multiple program platforms.

James Fonseca is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at LPL Financial since 2016. Outside of his advisory role, Fonseca is involved as a youth soccer coach and works as a sports official/referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by extensive operational and research tools.