James Mcintire is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial industry, he spent several years in education and hospitality roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance products.

Meaghan Liposky is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Christopher Ketchen is a financial advisor with LPL Financial based in Newton, MA. He holds the Series 63 and Series 65 credentials and has 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services for 12 years. 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 investment solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced research and operational tools.

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 with four years of industry experience. He holds a Series 66 designation and has worked previously at WisdomTree Investment Inc and Lawrence Academy. He is also involved with Array Services LLC, managing an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2006. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jory Fong is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Syncretic Capital, Enigma Securities, Allurion Technologies, and SG Americas Securities. Wells Fargo Clearing provides retirement plan consulting services for 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Arushee Divyakirti is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with individuals and families to identify and develop tailored financial strategies that span short-, mid-, and long-term goals. Her client focus areas include college education planning, liquidity management, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. With over a decade of experience, Arushee provides comprehensive guidance ranging from general investing to retirement planning and savings strategies. She partners with Bank of America specialists to offer clients additional banking, credit, home financing, and small business solutions. Arushee holds a Bachelor's Degree from the University of Delhi, a Master's Degree from Western Michigan University, and has completed an Accredited Certificate Program from the Hindu Institute of Management. She also holds the Personal Investment Advisor (PIA) professional designation and is licensed under NMLS#2430426. Fluent in English and Hindi, Arushee is involved with the community organization Ekal Vidyalaya USA. Outside of her professional responsibilities, she enjoys camping, cooking, hiking, spending time with her family, and watching movies.

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.

Isabel Lopes is a financial advisor with Morgan Stanley Smith Barney LLC, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 research.

Debra Dufault is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior work includes roles at Raymond James & Associates and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by proprietary planning tools and investment analysis.

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.

Richard Passanisi Jr. is a financial advisor at Edward Jones in Newton, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Department of Justice from 2018 to 2021 and at the Cook County State's Attorney's Office from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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.

Griffin Sarr Regan is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at DoorDash, Inc. for three years. He is also involved in the health and fitness industry through his role at LifeTime, where he has been employed since 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets across various investment and planning services.

Thomas Halloran is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes positions at VOYA Financial and its advisory divisions. Outside of his advisory role, he is involved with nonprofit organizations such as Good Sports and Junior Achievement of Northern New England and is an author of a self-published children’s book. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Caroline O'connor is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with six years of industry experience. Before joining Morgan Stanley in 2020, she worked at 1stdibs and North of Nine Communications. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning approach involves structured discovery and firm-approved tools, providing advisory services without individual security recommendations unless separately engaged.

Andrew Rautenberg is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support its advisory services.

Brent Fisk is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds a Series 66 designation and has worked previously with firms including LPL Financial, Edward Jones, and CUNA Mutual Group. Outside of advisory services, he is involved in a digital investment services business affiliated with LPL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and offers specialized municipal and public finance advisory services.

Paul Chaput is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes sixteen years at Winslow, Evans & Crocker, Inc. and two years at Boston Benefits Group. Outside of advising, Chaput works as a locomotive engineer for Keolis Commuter Services and serves in a fiduciary capacity with TCC Trust. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.