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.

Dilruba Afroz is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at Bank of America and Walmart. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.

Gregory Mclean is a financial advisor with LPL Financial based in Malden, MA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Rockland Trust and LPL Financial since 2015, serving in roles that include relationship management for financial institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

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.

Terrence Mc Manus is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Citizens Bank, Bank of America, and Merrill. His background also includes a role with Advanced Restoration Scholarships and employment at Boston University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a centralized due-diligence framework and combines institutional advisory services with broker-dealer and investment adviser registrations.

Joseph Matta is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved with American Studios LLC, a business focused on property development and condo sales. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations through a centralized consulting team.

Alan Ioffredo is a CFP® professional with 32 years of experience in the financial services industry. He has been affiliated with LPL Financial since 1998 and operates Alena Wealth, LLC, a firm he founded in 2008. Outside of his advisory work, he is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Inga Baneviciene is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC since 2022 and Citizens Securities, Inc. from 2016 to 2022. She also serves as a Notary Public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Francis Ferrelli is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the Series 66 designation and previously worked for Putnam Retail Management Limited Partnership for 38 years. Ferrelli also had brief roles at Franklin Distributors, LLC and a period of unemployment before joining LPL Enterprise. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Peter Mccauley is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held various roles at Fairfield University and worked in several other industries including food service and delivery. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s activities include discretionary portfolio management, fund advisory, and the use of AI-driven methodologies, along with a distinctive role advising multiple registered investment companies.

Ramou Taal is currently a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Ramou partners with individuals and families to develop holistic financial plans tailored to their goals and needs. Ramou has been with Fidelity Investments since 2023, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, and Financial Representative before becoming a Planning Consultant. This experience has provided Ramou with a broad understanding of financial planning and client service within the investment industry.

Joseph Vita is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and over 55 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also involved with Winchester Financial Group, where he serves as an investment advisor representative focusing on investments, financial planning, and insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Oluwatofunmi Ochi is a financial advisor with Charles Schwab in Burlington, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Their prior experience includes roles at Citizens Bank and Citizens Securities, where they worked from 2015 to 2021 before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jay Lynch is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2004, progressing through roles including Financial Representative, Investments Representative, and Financial Consultant. With 22 years of experience, Jay specializes in helping clients protect, grow, and transfer their wealth, focusing on personalized financial planning. Throughout his career at Fidelity, Jay has developed expertise in wealth management and financial planning. He emphasizes a client-centered approach, working closely with individuals and families to achieve their financial goals. His professional journey reflects a commitment to leveraging Fidelity's resources to serve his clients effectively.