Robin Grace is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Morgan Stanley, Grace worked at Citigroup Global Markets. Outside of advisory work, Grace serves as a trustee for multiple trusts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning that utilizes firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and its Estate Planning Strategies Group.

Shane Fargo is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he provides one-on-one financial guidance to help clients define their goals and develop portfolio strategies aimed at achieving those objectives. He offers ongoing advice and adjusts clients' portfolios as their situations evolve. Shane holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Vermont.

Paul Lexner is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Equitable Advisors in 2023, he spent eight years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he works as an independent agent for outside fixed insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party managed account programs, focusing on matching clients to investment models based on personal and plan information and risk tolerance.

Christopher Laucks is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop customized financial plans tailored to their unique needs and goals. He focuses on helping clients efficiently grow, preserve, and distribute their wealth through a collaborative planning process. Christopher has held various roles in the financial services industry since 2013, including Relationship Manager at Fidelity Investments, 401k Regional Sales Consultant at Ameritas, Internal Sales Consultant at Invesco, Vice President - Philanthropic Sales Associate at Bank of America - U.S. Trust, Regional Sales Director and National Sales Consultant at Columbia Threadneedle Investments, and 401(k) Sales Associate at Putnam Investments. Outside of his professional work, Christopher enjoys board games, boating, bowling, family activities, skiing, and volunteering.

Joelle Spear is a CFP® professional with 21 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Canby Financial Advisors, Commonwealth Financial Network, and Fidelity. In addition to her advisory role, she serves as CEO of Spear Wealth Management, an LLC engaged in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

John Brady Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience, including fourteen years at Park Avenue Securities, LLC, and Guardian Life Insurance Co. Outside of his advisory role, he coaches youth basketball and baseball. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning relationships using firm-approved software tools and offers specialized planning programs, including recent additions such as standalone Divorce Planning.

Kathryn Slattery is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 66 and Series 63 licenses. She has worked at Morgan Stanley since 2026 and previously held roles at Fidelity Investments, Depop, and Lululemon. Outside of finance, she has experience with Kimball Farm and has been involved with Massachusetts Youth Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and firm-approved tools.

Max Morgovsky is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 credential and has worked previously at Centinel Financial Group and Staples Inc. Morgovsky is also involved with the Freemasonry of Massachusetts as a Check Book Auditor. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Craig Constantino is a Series 66-licensed financial advisor with Raymond James Financial in Braintree, MA, where he has worked since 2010. He has 16 years of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, employing tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Henry Dembowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Invest Financial Corp, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Outside of his advisory work, he is involved in football operations as a director and coaches football at Milton High School. 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 and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Henry Mc Kay is a Financial Advisor with Merrill Lynch Wealth Management. He assists individuals and families in making thoughtful financial decisions by bringing clarity and coordination to their financial lives. His advisory approach emphasizes ongoing discipline in financial planning, adapting to changes in goals, opportunities, and circumstances within a broad strategic framework. Henry's expertise centers on key areas such as liquidity, tax efficiency, risk management, and wealth transfer. He provides guidance through various stages of life, including wealth building, retirement preparation, supporting future generations, and managing significant life events. His services encompass investment management, retirement planning, estate and trust considerations, lending strategies through Bank of America, and collaboration with other professional advisors. He holds a Bachelor's Degree from Temple University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Henry is proficient in English and French.

John Doherty is a financial advisor with Raymond James Financial in Newton Lower Falls, MA, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also associated with North Atlantic Investment Partners, LLC, which serves as his branch's DBA name. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide range of advisory programs and institutional consulting services.

Robert Todisco is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant, and Workplace High Engagement Team Representative. In his professional capacity, Robert works with individuals, families, and businesses to prioritize their goals and develop wealth plans that align with their visions. His experience encompasses financial planning and client relationship management. Outside of his professional work, Robert's personal interests include boating, family activities, golf, parenthood, pets, and traveling.

Ryan Miller is a financial advisor at Ameriprise in Wellesley, MA, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Ameriprise since 2017, a position at WisdomTree Investment Inc in 2021, and employment at Lawrence Academy from 2015 to 2017. Outside of his advisory role, he manages an advisory business through Array Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on comprehensive investment research and tax-aware strategies.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with distinctive roles in the industry.

Jack Hoehlein is a Series 66-licensed financial advisor with Morgan Stanley, based in Wellesley, MA, and has 21 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2009 and currently serves as Board Chair for Big Brothers Big Sisters of Central Mass. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Debra Dufault is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Citigroup Global Markets. She is based in Wellesley, MA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a wide array of retail and institutional investment services.

Keith Weinstein is a financial advisor with Ameriprise based in Brookline, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Ameriprise since 2011. Outside of his advisory role, he has an interest in real estate ownership, including a seasonal vacation property. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cory Clark is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at DALBAR, Inc. for eight years and operated the Law Office of Cory Clark for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Finley Morgan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Finley partners with clients and their families to help them understand their company benefits and develop customized financial plans that align with their short- and long-term goals. Finley has held various positions at Fidelity Investments since 2021, including Benefits Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Consultant, and Stock Plan Associate. This progression reflects a broad experience in benefits and stock plan services within the company. Outside of work, Finley enjoys activities such as football, golf, movies, exploring food, and spending time with pets.