Aaron Terjanian is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its private bank since 2017. Outside of his advisory role, Terjanian writes a food blog where he posts pictures and restaurant reviews. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm employs a structured planning process using proprietary tools and provides services that include but do not focus on individual security recommendations.

Dawn Cobak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley, Mass Mutual Investors Services, New England Investment & Retirement Group, Constitution Financial Partners, and Raymond James Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Janelle Clark is a financial advisor with UBS Financial Services holding a Series 66 designation and three years of industry experience. Prior to joining UBS, she worked at Winchester Savings Bank for two years. In addition to her advisory role, she works in the food service department at Winchester Hospital, where she bakes pastries for patients. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through research-driven, model-based asset allocation.

Michael Winn is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with UBS since 2010. Winn serves as a fiduciary overseeing multiple family irrevocable trusts. UBS Financial Services Inc. 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, providing access to model-based asset allocations and proprietary research.

Jeffrey Miller is a financial advisor with Ameriprise in Lynnfield, MA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee on the Board of Directors for Grandview Estates. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Knizak is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Cole Favazza is a Financial Consultant based in the Danvers investor center. He works with individuals and families to create personalized financial plans aimed at achieving long-term financial goals. Cole emphasizes in-depth planning and analysis to help clients make informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Consultant, Financial Representative, and Investment Consultant before becoming a Financial Consultant in 2026. His experience spans financial planning and client relationship management across these positions. Outside of his professional role, Cole's personal interests include boating, fishing, hiking, outdoor adventures, pets, and skiing.

Joseph Dias is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with individuals and families to create comprehensive financial plans aimed at helping clients achieve peace of mind and build lasting relationships with ongoing support. Joseph has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Financial Representative, Investment Consultant, and Financial Consultant before his current position. This progression reflects his experience in financial consulting and investment advising. No information on Joseph's education, credentials, personal interests, or community involvement has been provided.