Hunter Darrer is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at the Cape Club of Sharon and several food service businesses. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services via credentialed IARs.

Keith Pomeroy is a CFP® professional with over 32 years of industry experience, currently affiliated with Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee member for MassEdCO, a nonprofit focused on education and youth, where he also teaches a class to high school students annually. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment committee guidance.

George Haffenreffer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His background includes roles outside finance, such as positions at Stone Painting Co. and teaching at Cape Elizabeth High School and Middle School. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored platforms, focusing on aligning client risk tolerance with appropriate investment models.

Justin Hayward is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 66 credential and 13 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is active in real estate sales and insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Alec Duncan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and MCR Labs. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Dennis Seeley Jr. is a financial advisor with Charles Schwab in Framingham, MA, holding a Series 66 credential and over 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously held positions at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, he is a part owner of Salon Moxie, LLC, where he assists occasionally. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Christopher Bozicas is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at EssilorLuxottica from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Paul Kapur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James since 2016 and has additional experience with KTS Financial Group, LLC. Outside of his advisory work, Kapur holds ownership roles in several rental real estate properties and serves as a licensed real estate broker for his personal transactions. Raymond James Financial Services Advisors, Inc. provides a range of financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

David Earls is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Workers Credit Union since 2001 and previously at CUSO Financial Services, L.P. for 24 years. Outside of his advisory work, he is also involved in tax preparation and accounting. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Jared Evangelous is a financial professional with 17 years of industry experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has previously worked at Empower Retirement for nine years. He is also involved with CCR Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a range of investment and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and operates as a multi-manager platform with over $256 billion in assets under management.

Ann Decaprio is a CFP® professional at LPL Financial with 18 years of industry experience. She has been with LPL Financial since 2008 and holds a Series 66 license. Outside of her advisory role, she is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives, using model portfolios, third-party subadvisors, and customized strategies.

Robert Weedon is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes roles at Applied Radar and Balsamo Associates, as well as work in several service and hospitality positions. Equitable Advisors serves individual clients across a wide range of net worth, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Dabney Baum is a CFP® professional with eight years of experience in the financial industry. She currently works at Wells Fargo Clearing and has previously been affiliated with Ameriprise Financial Services and Janney Montgomery Scott. Outside of her advisory role, she serves on several nonprofit boards, including Boston Single Mothers By Choice and All Newton Music School, and operates a small Etsy business selling t-shirts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Connor Bassett is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop comprehensive financial plans tailored to their specific needs. Connor emphasizes active listening and collaboration to help clients pursue their financial goals based on their top priorities. He has held multiple positions at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience within the company has contributed to his understanding of various aspects of financial planning and client relationship management. Outside of his professional work, Connor engages in activities such as family events, fitness, football, social gatherings with friends, golf, and traveling.

Matthew Sanko is a financial advisor at Edward Jones in Northborough, MA, holding a Series 66 credential. He has one year of industry experience and has prior work history in public education and municipal service, including roles with Marlborough Public Schools, Benjamin Franklin Classical Charter Public School, and the Town of Hudson. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

K Wilmshurst is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, Wilmshurst worked at Fidelity Investments for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized custody and order-routing arrangements.

Alison Kennedy is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. In her role, she focuses on developing and implementing tailored financial plans, guiding clients through wealth planning decisions, and providing the tools and confidence necessary to work towards their financial goals. She collaborates closely with her Wealth Management Team to deliver these services. Prior to joining Fidelity, Alison founded and served as Managing Partner of First Line Advisors from 2013 to 2019. Her career also includes experience as Director of Investor Relations and Business Development at Fireman Capital Partners, Vice President roles at Adveq Management and JPMorgan, a Financial Advisor Associate position at Sanford C. Bernstein & Co., and a Statistical Analyst role at Moody’s Investor Services. Outside of her professional work, Alison engages in activities such as biking, fitness, golf, hiking, kayaking, and volunteering.

Brian Saranovitz is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors, Cetera Advisors, and Woodbury Financial Services, among others. In addition to his advisory work, he owns Tax Smart Network, a tax planning and preparation service, and participates in client Medicare guidance through a referral program. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with support from various tools and third-party managers.

David Zwick is a Series 66-licensed financial advisor with LPL Financial, based in Wellesley, MA, and has 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America Inc from 2015 to 2023, and at Progressive Asset Management from 2012 to 2019. Outside of his advisory role, he teaches high school seminars at Jackson Hole Community 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 range of financial planning and investment services, including model portfolios and access to third-party asset management, supported by technology tools for operational and research purposes.

Sergio Saccoccio is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021 and was a Financial Advisor at Morgan Stanley from 2014 to 2020. Sergio partners with clients to understand both their short and long-term financial goals and develops customized financial plans to meet their unique needs. He emphasizes clear communication to ensure clients understand the strategies being employed and how they benefit from them. Building strong, trustworthy relationships with clients and their families is a key focus of his practice. Outside of his professional responsibilities, Sergio engages in family activities and enjoys sports such as football, golf, skiing, and soccer, as well as social events with friends.