Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. 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 including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Gregory Silverman is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2014 to 2017. He is a Series 66 credential holder and manages Clipper City Financial, LLC, an entity involved in managing operating expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, typically providing goal-based recommendations without investment discretion.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and currently works with Morgan Stanley Private Bank, N.A. In addition to his advisory role, Matthew serves as a trustee associate board member for St. John's Prep and participates as a partner in a property management business. Morgan Stanley Wealth Management provides comprehensive financial planning and investment advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and engages in a wide range of advisory programs without offering individual security recommendations as part of standalone financial plans.

Lindsey Belo is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Lindsey worked at Align Credit Union and Granite State Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

David Reichert is a financial advisor at OSAIC with 17 years of industry experience and a Series 66 designation. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. In addition to his advisory role, he is employed as Head of Finance and Operations at GenX Financial, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of affiliated advisors and platforms, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Baird in 2025, she worked at Janney Montgomery Scott LLC for 10 years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional approaches.

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

Gregory Spurr is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Empower Financial Services, and Empower Advisory Group. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and tax-aware strategies to construct and manage globally diversified portfolios.

Adrienne Tubridy is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Raymond James & Associates from 2016 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Arcadia Financial Group and Arcadia Wealth Management. Outside of his advisor role, Rodgers has involvement with Boston Partners Wealth Management, providing sales and marketing support for securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using a range of investment vehicles and employs various third-party platforms to deliver managed account solutions.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

William Elwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked for over a decade at Cambridge Investment Research and Antaeus Wealth Advisors. Outside of his advisory role, he is co-owner of Vino Tourismo, a business based in Newburyport, MA. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Dilruba Afroz is a financial advisor with Merrill in Beverly, MA, holding a Series 66 designation and one year of industry experience. She has been with Merrill since 2017 and previously worked at Bank of America and Walmart. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Ana Panori is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning a decade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

Joel Stein is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms, including Mass Mutual Investors Services and MetLife Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Kelly Robertie is a financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining Edelman Financial Engines in 2025, Kelly worked for Sensible Financial Planning and Management, LLC, and has a background in education with roles at Peabody and Winthrop Public Schools. Kelly holds the Series 63 and Series 65 designations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, offering both discretionary and non-discretionary investment options.

Noah Roffman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as experience as a self-employed trader and involvement with the Massachusetts Technology Leadership Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Janis Larsen is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Alexandra Terista is a financial advisor with LPL Financial and holds a Series 66 designation. She has recently transitioned to the financial industry after four years at Eversource Energy and currently serves in the U.S. Navy Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, supported by both proprietary and third-party research.