James Winn is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. He previously worked at Ernst & Young LLP for four years before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Alexander Ball Brauns is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley in 2026, he worked at Merrill, Trillium, and held various roles including Chief of Staff LLC and positions in public and retail sectors. He has been involved with the Larz Andersen - Jack Kirrane Skating Rink and worked in community-oriented and service roles prior to his financial career. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools.

Scot Reynolds is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following an 11-year tenure at Sii. In addition to his advisory role, he is a partner at Boston Partners Wealth Management, LLC, which provides financial advisory services through Royal Alliance Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a multi-advisor platform offering both brokerage and advisory services across various programs, with an investment approach centered on model-based asset allocation, portfolio optimization, and a broad range of managed strategies.

Matthew Tosh is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Tosh.

Nicholas Hoang is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his industry experience in 2022. Prior to his current role, he worked at the Medford Adult Day Health Center and had involvement with When Pigs Fly Bakery and Princeton University Office of Religious Life. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and educational seminars, with a range of event-driven planning programs including recently added Divorce Planning services.

Tatiana Sigalova is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2019, following roles at Bank of America, Santander Securities, and Citizens Bank. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marion Gilman is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial in Peabody, MA. She has been with LPL Financial since 2000 and previously worked with Freedman Financial Associates, Inc. for 22 years. 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 portfolio programs, and institutional platforms.

Kenneth Moran is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BFS Investment Group, Voya Financial Advisors, and Sagepoint Financial. Moran maintains his role at BFS Investment Group alongside his position at LPL Financial. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Stephen Calderara is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, AllianceBernstein L.P., and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and the Global Investment Committee’s analytical resources.

Kathryn Avallone is a financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company for over a decade before joining J.P. Morgan Securities and later Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad array of advisory programs.

Brandon Bergstrom is a Private Wealth Advisor and the leader of The Leland Group at Merrill Private Wealth Management. He works closely with individuals, families, and nonprofit organizations to assist them in growing, preserving, and deploying their wealth thoughtfully. Brandon's practice focuses on supporting clients with diverse needs, including tax-efficient investment management, multi-generational strategies, philanthropic planning, and managing complex wealth scenarios. Brandon has been in the wealth management and investing industry since 2001. Throughout his career, he has worked with corporate executives, business owners, nonprofit organizations, and multi-generational families. He leads a team of specialists who coordinate to address the intersection of a client’s personal and professional wealth, ensuring that their financial objectives are met with precision and care. He holds a bachelor's degree from Trinity College. Brandon resides in Winchester, Massachusetts with his wife and two children. He enjoys outdoor activities such as skiing, adventure sports, fishing, gardening, reading, and traveling with his family.

Aaron Sousa is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at TD Bank and TD Private Client Wealth. Outside of finance, Sousa is involved with Attitash Mountain Resort in New Hampshire. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a wide range of investment and financial strategies.

Amy Madden is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and four years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and related entities before joining Mass Mutual Investors Services. Outside of her advisory role, Madden performs as a soloist with the Paul Madore Chorale at the First Baptist Church in Beverly, Massachusetts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client relationships through annual collaborative financial planning engagements.

Eric Bezanson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works with individuals and families to create, maintain, and implement comprehensive financial plans, with a focus on growth, protection, and estate planning considerations. He has been with Fidelity Investments since 1999, holding positions including Account Executive, Senior Investment Consultant, Client Service Manager, Team Leader, and Senior Premium Specialist. This extensive experience within the company has contributed to his expertise in financial consulting. Outside of his professional duties, Eric enjoys activities such as beach outings, camping, gardening, movies, outdoor adventures, and volunteering.

Paul Como is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at firms including Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency, Inc. Outside of his advisory role, he serves as a board member and corporator for The Institution for Savings, a non-public entity in Newburyport, MA. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Victoria Justiniano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and prior experience in education at Providence College and Newburyport High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Robert Gurman is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 35 years of industry experience. His career includes 26 years at Metlife Securities Inc. and over a decade with Massachusetts Mutual Life Insurance Company and its subsidiaries. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client analysis and firm-approved tools to develop tailored recommendations.

Robert Covino is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at RBC Capital Markets from 2005 to 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management and delivers advisory work using proprietary research and model-based asset allocations.

Nathalie Kallab Racimo is a financial advisor at MML Investors Services, LLC, a subsidiary of MassMutual, with one year of industry experience. She holds the Series 66 designation and has previous work experience with Tessi Consulting and Hult International Business School. Outside of her advisory role, she provides pet care services, including dog sitting. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm uses firm-approved software and collaborative annual plans to analyze client goals, recommending investment strategies without direct investment discretion.

James Connors is a financial advisor at Osaic Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at Parametric Portfolios and New Orleans Saints and Pelicans LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.