Caitlin Pickul is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has a background that includes leadership roles in sports and recreation organizations, such as Top Pick Sports, LLC and 3STEP Sports. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both retail and institutional investment solutions.

Evelyn Alberding is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at William James College and Wondermore, Inc. Evelyn serves as President of the Board of Directors for the Needham Community Council, a social service agency in Needham, MA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Daniel Wallach is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with LPL Financial since 2010 and previously with Ameriprise from 2004 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Amanda Ross is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2007. Outside of her advisory role, she serves as an adjunct faculty member teaching MBA students at Boston University and is a board member of the Boston Chamber of Commerce Women’s Network Advisory Board. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Wakefield is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, NA since 2009. Outside of his financial advisory role, he owns Kut Beats, a music production and licensing business based in Worcester, Massachusetts. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel O'Neill Jr. is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining LPL Financial in 2025. Outside of his advisory role, he is involved in a non-variable insurance business. 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 portfolios, third-party asset management, and institutional platforms.

Sandra Grover is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as Power of Attorney for family trusts and related fiduciary responsibilities. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Chad Bearce is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Edward Jones and Northwestern Mutual Investment Services, LLC. Outside of finance, he has been involved in restaurant management and operated a property maintenance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andrew Kofman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Cetera in 2025, he spent five years with Avantax Advisory Services and has operated his own CPA practice since 2014, providing tax preparation services for individuals and businesses. He is also a licensed attorney, though he does not actively practice law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program options, including model portfolios, third-party managers, and customized strategies.

Frank Deleo Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he is involved as a basketball official with the Association of Approved Basketball Officials. 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 and access to third-party asset management, supported by advanced operational tools and a broad non-advisory financial platform.

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.

Michael Tow is a financial advisor with Cambridge Investment Research Advisors in Brookline, MA, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 32 years of industry experience, including roles at Cambridge Investment Research Advisors and New Boston Financial Group. Outside of advisory work, he is involved in acting, serving on the board of a nonprofit organization, and coaching pickleball. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, offering access to multiple platforms and proprietary model strategies through thousands of financial professionals.

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.

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.