Joshua Honig is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015, following six years at Mapfre Insurance. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

James Kenary IV is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Jeffrey Singer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes roles at CUNA Brokerage Services, Inc., Central One Federal Credit Union, and TIAA-CREF. 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 offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools such as machine learning.

Beau Yurkevicius is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and the U.S. Army Research Institute of Environmental Medicine. He is also an independent insurance agent involved with Commonwealth P&C and Baystate Financial Group Benefits, focusing on life, disability, long-term care insurance, and group benefits referrals to small business owners. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, emphasizing collaborative, annual financial planning relationships without investment discretion.

Nicholas Cantrell is a financial advisor with Cambridge Investment Research Advisors based in Worcester, MA. He holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at BHF Advisory, First Allied Securities, and UMassFive College Federal Credit Union. Outside of advising, he is involved as a board member of the Nuclear Ban U.S. Treaty Awareness Campaign and participates as a volunteer educator with the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals employing a range of portfolio management strategies across multiple custody platforms.

Pierce Leasca is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Matthew Peterson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research and Charles River Bank. Outside of his advisory role, he is a notary public and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Thomas Curran is a financial advisor with Ameriprise in Westborough, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is involved in independent insurance brokering. 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 written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Grande is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked at firms including Northwestern Mutual, New York Life, and Allstate Financial Services. Outside of his advisory role, he is involved with DMSE Sports as an event consultant. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment approaches developed by its research department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Patrick Holland is a financial advisor with Wells Fargo Advisors in Worcester, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he has ownership interests in Tyton Capital, Inc., Finet Practice Tyton Capital, Inc., and CHK Wealth Management, LLC, engaging in financial services activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that consider their full financial picture and what matters most to them. Connor provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Connor focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. His approach begins with understanding each client's unique financial situation and goals, allowing him to create flexible strategies responsive to changing market conditions and client needs. He holds a degree in finance from the University of Massachusetts, Amherst, and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Connor enjoys basketball, fishing, football, golfing, music, spending time with his family, and watching movies.

Christopher Griffin is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015. Outside of his advisory role, Griffin is an author of science fiction works, including a published novel and ongoing writing projects. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Pomeroy is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Bank of New York Mellon and work within the Isenberg School of Management at the University of Massachusetts. 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 utilizes structured discovery and firm-approved tools to model financial outcomes.

Emily Kenary is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and proprietary planning tools in its services.

Jason Batista is a financial advisor with LPL Financial based in Westborough, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Sagepoint Financial, Inc., SII Investments, Inc., and Legacy Advisory Services, Inc. Batista is involved with Legacy Financial Advisors, a DBA for his LPL business activities. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Grammel is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he is certified as an EMT and volunteers in that capacity one day a week. 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 strategies for individuals, high-net-worth clients, and institutions.

Dennis Arnone is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored financial guidance. Dennis earned a Bachelor's Degree from Saint Michaels College. His expertise includes investment advisory services and wealth management, supporting clients in achieving their financial goals through strategic planning and personalized advice.

Patricia Hennedy is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Julie Sullivan is a financial advisor with Cetera and holds a Series 66 designation. She has two years of industry experience and is based in Worcester, MA. Prior to her current role, she has been involved with Archstone Financial since 2021, where she serves as Client Services Manager. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary authorities, and various program structures.