Robert Tashjian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kayem Foods, Inc., Strega Prime, and Richardsons Ice Cream. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Matthew Solecki is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry experience in 2023. Prior to joining OSAIC Wealth Inc in 2026, he worked at the Federal Deposit Insurance Corporation and Flagship Wealth Advisors. Outside of finance, he has experience in hospitality and construction, including roles at Jake's Bar and Grill and Garvin Construction Products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology-driven tools, with a notable scale and complex affiliate structure.

Gary Dennis is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 designation and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is the owner of Tower Hill Financial, Inc., an LLC established for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools, and offers additional programs including wrap accounts, money-manager services, and educational seminars.

Kevin Manning is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with managing estate investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that relies on structured discovery and modeling techniques without offering individual security recommendations as part of standalone plans.

Jason Franz is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at First Tech Federal Credit Union and John Hancock Investment Management, among others. He is also an associate at Addison Avenue Investment Services, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary consulting tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Alexander Garfield is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2022. His prior experience includes roles at Charles River Development, TD Ameritrade, and APFS Wealth Management. Charles Schwab serves a large client base, primarily 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervision and custody arrangements.

James Connors is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 40 years of industry experience. He worked at Signator Investors, Inc. for 32 years before joining OSAIC in 2018. Connors is also the managing partner of Boston Partners Wealth Management, LLC, an insurance brokerage focusing on wealth management services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory solutions through a multi-advisor platform. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, supporting discretionary and advisor-managed strategies alongside a wide range of program offerings.

Michael Iannuzzi is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His background includes roles at Fidelity Investments and various educational and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple investment platforms.

Keythan Sato is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at MassMutual Life Insurance Company and involvement with Boston College and the Hawaii Massage Company. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools and offers specialized planning programs such as divorce and estate-settlement planning.

Mariya Dimitrova is a financial advisor with Edward Jones in Chelmsford, MA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Sondos Abedallah is a financial advisor with Merrill in Andover, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. Merrill, together 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 with model-based and discretionary investment strategies developed by internal and third-party teams.

Gregory Cannon is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs structured planning processes and advanced analytical tools to support client investment decisions.

Aaron Terjanian is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its private bank since 2017. Outside of his advisory role, Terjanian writes a food blog where he posts pictures and restaurant reviews. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm employs a structured planning process using proprietary tools and provides services that include but do not focus on individual security recommendations.

Andrea Bean is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She worked at Pruco Securities, LLC for 30 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily offers model-driven investment implementation and access to third-party asset managers, alongside affiliated trust and insurance services.

Dawn Cobak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley, Mass Mutual Investors Services, New England Investment & Retirement Group, Constitution Financial Partners, and Raymond James Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. 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 under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Antoine Meehan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Brown Brothers Harriman and MFS LLC. He is also involved with Meehan Financial Services, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 institutional platforms, supported by a large network of investment adviser representatives.

Byron Spinney is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles in insurance and waste management companies, and he has been with Primerica for over six years. Outside of advising, he receives non-investment compensation related to mortgage products and home security services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Joseph O'Brien is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,000 advisors.