Christopher Petrik is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Outside of his advisory role, he is co-owner of a real estate business based in South Chatham, MA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Gregory Curran is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 66 and Series 63 credentials and 12 years of industry experience. He previously worked at Charles Schwab before joining JPMorgan Chase Bank in 2019. Outside of his advisory role, he is an owner and partner in a family-owned real estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate ESG criteria.

Frank Rossi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Rossi serves on the Town of Medway Investment Advisory Committee and is a Select Board member, overseeing the town’s operating budget and capital projects. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and access to extensive investment resources.

Michael Mc Intyre is a financial advisor with Ameriprise in Westwood, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory role, he serves as an attorney-in-fact for a family member. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

Bibekananda Das is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s models.

Corleen Cadman is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at PFS Investments Inc. since 2023 and Primerica Financial Services since 2018. Outside of finance, she has been involved with Caseys Diner since 2015 and worked with Micheal J Connolly & Sons for over two decades. Primerica Advisors is a large-scale firm serving primarily individual investors including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing.

Jeffrey Hall is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years and had a brief tenure at Winslow Wealth Management. LPL Financial provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, and institutional investment platforms. The firm supports advisors with research, operational tools, and a broad range of financial products alongside its advisory services.

Andrew Smith is a financial advisor at Edward Jones in Braintree, MA, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019, with prior roles in mortgage lending at Plaza Home Mortgage, MSA Mortgage LLC, and Mortgage One Solutions. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Parker is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Advisors in 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional for clients to implement through various brokerage or advisory programs.

Harry Shuman is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is an associate financial advisor managing a separate advisory business in Hopkinton, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Zisk is a Series 66-registered financial advisor with UBS Financial Services in Wellesley, MA, with two years of industry experience. Prior to joining UBS, he held roles at Grove Street Fiduciary, Norfolk Gold Club, and Cherry Hill Golf Course. Outside of finance, he has worked in diverse fields including hospitality and cleaning services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies. The firm operates with institutional trading capabilities alongside wealth management services.

Matthew Clayson is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of his advisory role, Clayson is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to develop goal-based recommendations without investment discretion.

Jason Tribandis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, BNY, and various other organizations. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Patrick Dougherty is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, South Shore Bank, VOYA Financial Advisors, and Merrill. Outside of his advisory role, he serves as a hockey referee in Marshfield, MA. 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 range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across various investment approaches.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Lin is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Morgan Stanley since 2017, including the Private Bank division from 2018 onward, and previously at Senji Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm reports managing approximately $2.74 trillion in client assets and delivers services through various financial planning and investment strategies.

Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Donna Walsh is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill and Axa Advisors, Llc before joining Equitable Advisors in 2012. Walsh serves as Advisory Council Treasurer for Boston Women in Finance, where she contributes to education programs and membership initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party investment programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

Jeffrey Davis is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior firms include Sagepoint Financial, Investors Capital Corp., SII Investments, and Legacy Advisory Services. He is also involved in insurance sales, focusing on fixed annuities and life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and investment management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various discretionary and third-party managed strategies.