Marc Perrault is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2022 and previously at E*TRADE and Columbia Management Investment Advisers. Outside of finance, he is involved in a family business specializing in refrigeration and HVAC, where he serves as a refrigeration technician. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and sophisticated modeling tools.

Derek Gage is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2007, following positions at Ryan Beck & Co., Raymond James Financial Services, and UBS Financial Services. Outside of his advisory role, he serves on the board of directors for the charitable organization Wicked Good Cause and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses intended as a basis for client decisions.

Charles Fiske is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Nash CPAs and the New England Patriots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and a variety of investment services.

David Randall is a CFP® with 36 years of industry experience. He has been with LPL Financial since 1998 and was self-employed in the financial services sector from 1991 to 2018. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Fichter is a CFP® and holds a Series 65 license with 32 years of industry experience. He has been the sole advisor at Fichter & Co. Investors since 1990. Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients, while also serving various institutional and non-profit entities. The firm manages approximately $3.12 million in assets across 27 client relationships and is noted for its diverse client base, which includes sovereign wealth funds, banking institutions, government entities, and charitable organizations.

Leo Leydon is a financial advisor with Financial Focus Asset Management, Inc. in Plymouth, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Financial Focus Advisory Services, LLC and Financial Focus Asset Management, Inc. since 2002. Financial Focus Asset Management, Inc. is an independent firm that provides investment advisory services along with tax, business, and accounting advice through its affiliated entity, Financial Focus Advisory Services.