Christopher Sonde is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS since 2026 and has prior experience working at Instacart, Data Axle, Boston College, and Whole Foods Market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research-based investment approaches.

Alicia O'Connell is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and market modeling to assist clients with their financial goals.

Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

Brenton Pitt is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors Inc for 11 years before joining OSAIC in 2018. He serves as trustee for multiple irrevocable trusts. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a variety of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary models.

Austin O'Shea is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Merrill and John Hancock Distributors LLC among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing personalized financial planning and advisory programs supported by firm-approved planning tools and comprehensive investment resources.

Daniel Dubeau is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Joseph Benson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Primerica since 2005 and has held roles outside of financial services, including involvement with Rescue Cleanout Services and The Market at Pinehills. Additionally, he engages in part-time tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Derek Degrass is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research-driven, model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Charles Harvey is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise for 11 years. Outside of his advisory role, he owns a business related to a patented lacrosse stick. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory.

Patrick Murray is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at Sagepoint Financial, Inc. for 14 years and has recent experience with OSAIC and Legacy Financial Advisors. Outside of advising, he is involved with Massabay Tax Service, focusing on tax preparation and accounting. 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 financial planning and various investment programs supported by extensive advisor tools and operates alongside multiple non-advisory financial services.

James Hansman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial and its predecessor entities since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Joanne Mills is a Series 66-credentialed financial advisor with Morgan Stanley, based in Norwell, MA, with 13 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Philip Chandler is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Raymond James in 2019, he worked at Gage Wiley for seven years and has been involved with SEA 5 Ventures LLC since 1999. He is a member of a real estate LLC that owns the building housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools and supports both municipal advisory work and innovative employer retirement plan services.

Courtney Brock is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Christopher Wiklund is a financial advisor at Edward Jones in Plymouth, MA, holding a Series 66 designation. He has been in the industry since 2023, previously working at The Peters Group and Living Independently Forever Inc. He serves as Treasurer for Taking People Places, a nonprofit organization, attending and participating in board meetings and supporting new member onboarding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs and investment strategies operating under a fiduciary standard.

Jaclyn Stanley is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has worked at Ameriprise Financial Services, Inc. for 15 years prior to her current role. Outside of her advisory work, she is involved with Net Flows LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Trotter Jr. is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Citizens Securities, KLR Investment Advisors, Securities America, Geode Capital Management, and ProShare Advisors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Hana Ferrari is a financial advisor at UBS Financial Services with seven years of industry experience. She has worked at several firms, including First Republic Investment Management and BNP Paribas. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management solutions and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Harvey Gates is a CFP®-designated financial advisor with 32 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer diversified investment solutions across brokerage and advisory platforms.

Peter Blanchard is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee or co-trustee for multiple trusts in Marshfield, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizing firm-approved tools and market modeling techniques.