Jonathan Wolff is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Commonwealth Financial Network for 18 years before joining Raymond James in 2024. Outside of advising, he is an artist who carves wooden whales and exhibits his work with the Artist Association of Nantucket. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work alongside targeted retirement plan services.

Aya Metwally is a Financial Consultant at Fidelity Investments where she advocates for clients by helping them identify investment opportunities and manage associated risks. She leverages her experience and personal financial planning expertise to assist clients in pursuing their life goals with confidence. Aya has held roles as a Financial Consultant at Fidelity Investments since 2025, a Financial Advisor at Morgan Stanley from 2018 to 2021, and a Licensed Banker at Citizens Bank from 2014 to 2018. She holds a California Insurance License. Outside of her professional work, Aya engages in biking, hiking, running, volunteering, and yoga.

Timothy O'Rourke is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Rockland Trust Co since 2013, where he manages LPL Financial accounts and serves as a relationship manager and business development officer within the trust and wealth management group. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Roman Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Primerica Advisors since 2009 and has been affiliated with Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales related to home security and automation products as well as a retail watch store. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

William Harmer is a financial advisor with LPL Enterprise where he has worked since 2025. He holds Series 66 and Series 63 licenses and has two years of industry experience including prior roles at Northwestern Mutual Wealth Management Company and affiliated entities. Harmer is also engaged as a financial professional involved in insurance-related activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Suraj Kapur is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized wealth management strategies tailored to clients' individual financial situations and goals. He focuses on areas such as tax minimization, generational wealth transfer, college education planning, legacy planning, retirement income, and socially responsible investing. Suraj leverages the investment insights of Merrill and the banking solutions of Bank of America to provide comprehensive financial guidance that adapts to evolving market conditions and client needs. Suraj holds the Personal Investment Advisor (PIA) designation and completed an accredited certificate program at Worcester Polytechnic Institute. He is multilingual, speaking English, Hindi, and Punjabi, and is active in community engagement through his involvement with the New England Hindi Manch organization. Outside of his professional role, Suraj enjoys basketball, football, hiking, cooking, music, table tennis, traveling, watching movies, yoga, and spending time with his family.

Zainab Karim is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Karim provides integrated wealth management solutions by leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification from the Certified Financial Planner Board of Standards, Inc., and is a qualified Portfolio Manager. In her role, she offers traditional financial advice as well as personalized portfolio management that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, including discretionary management under the firm's Investment Advisory Program. Karim earned a bachelor’s degree from the University of Florida. She values community involvement and participates in volunteer activities within the communities she serves. Outside of work, she enjoys cooking, golfing, spending time with her family, and watching movies.

Brandy Mahoney is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles from Investment Consultant to Vice President, Financial Consultant. Her current position reflects her long-standing commitment to the firm and her clients. Brandy has over 18 years of experience working with Fidelity clients from diverse backgrounds. She focuses on financial planning, aiming to understand clients' unique personal circumstances. She ensures that clients are fully informed of Fidelity's offerings and presents options to help them pursue their financial goals.

Bryan Mcdavitt is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously operated McDavitt Wealth Management and worked at Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Szymanski is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. In addition to his advisory role, he works as a life insurance agent and broker, providing analysis and underwriting for various insurance products. He also supports financial planning efforts through affiliated firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable capabilities in municipal and public finance advisory.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Elizabeth Kirk is a financial advisor with Fidelity Investments holding a Series 66 designation and no prior industry experience. Her work history includes roles at Whale Rock Capital Management LLC and teaching positions at Thayer Academy and Hingham Middle School. Outside of finance, she has been involved with Marylou's Coffee and Gait Lacrosse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages a diverse range of client accounts through discretionary and non-discretionary services.

Leah Coco is a Financial Consultant at Fidelity Investments, where she partners closely with clients to help them make confident, informed decisions about their financial futures. She collaborates with the Wealth Management Team to co-create holistic and personalized financial plans that reflect each client's goals, priorities, and values. Leah has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2013, including Branch Leader and Team Leader in multiple departments such as Investment Solutions, Stock Plan Services, and Client Services. Prior to Fidelity, she worked as an Associate Financial Advisor at Ameriprise Financial and as a Registered Representative at Northwestern Mutual. Her career also includes leadership experience as a Team Leader in Defined Contributions at Putnam Investments. Outside of her professional responsibilities, Leah enjoys spending time at the beach, engaging in fitness activities, and hiking.

Richard Bagby is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones, JPMorgan Chase Bank, and Fidelity Brokerage Services. Outside of finance, he was self-employed with 21 Lacrosse, Inc. for 17 years. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Drew Smith is a Vice President and Financial Consultant with over two decades of experience in the financial services industry. He has held roles at Fidelity Investments from 2022 to 2025 and was a Wealth Advisor at Charles Schwab from 2002 to 2022. Throughout his career, Drew has collaborated with families to develop comprehensive financial plans aimed at achieving their financial goals. He focuses on understanding the personal and professional priorities of his clients to build tailored strategies that provide financial peace of mind.

Brooke Curry is a financial advisor with Fidelity Investments in Framingham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles including sole proprietor of a cosmetic services business and lifeguard supervisor at a luxury gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Paige Morandi is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Michael Rousseau is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has also been involved with CCR Wealth Management LLC, where he works as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and platforms.

Molly Wilson is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop comprehensive financial plans tailored to clients' unique situations. She focuses on understanding her clients, their families, and their individual needs to assist them in achieving their most important financial goals. Since joining Fidelity Investments in 2021, Molly has progressed through several roles, including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming her current position. Her experience encompasses various aspects of workplace financial planning, contributing to her ability to support clients effectively. Outside of her professional responsibilities, Molly enjoys spending time at the beach, exploring culinary experiences, participating in social events with friends, practicing Pilates, skiing, and traveling.

Lawrence Kaplan is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and operates out of Newton, MA. Kaplan also owns Kaplan Financial Services, a separate business entity. 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, model portfolios, third-party asset management, and institutional platforms, with a focus on combining advisory services with a broad range of non-advisory financial activities.