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 at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

Paul Corrigan is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

William Mattey is a Financial Consultant currently working at Fidelity Investments since 2016. In this role, he partners with individuals to guide them through the complexities of financial planning aimed at growing, protecting, and maintaining their wealth. He has accrued extensive experience in financial services, having held various positions including Investment Consultant at Fidelity Investments from 2014 to 2016, Director of Fixed Income Sales at Oppenheimer & Co, Inc from 2011 to 2012, Director of Fixed Income Sales at Susquehanna International Group from 2010 to 2011, Fixed Income Sales at JP Morgan from 2000 to 2010, and Product Specialist at John Hancock from 1998 to 1999.

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.

Qin Zhao is a CFP® and holds a Series 66 license with six years of industry experience. Qin has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2024, following roles at Fidelity Investments, Edward Jones, and Bank of America. Charles Schwab & Co., Inc. serves a large client base mainly 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 discretionary separately managed accounts and applies a multi-asset model portfolio approach supported by centralized custody and operational integration.

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.

Paul Chaput is a financial advisor with LPL Financial in Wrentham, MA, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Boston Benefits Group and Winslow, Evans & Crocker, Inc. Chaput also serves as a locomotive engineer for Keolis Commuter Services, a role he has held since 2014. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and various management approaches.

Robert Berman is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, previously serving at MetLife Securities. Berman is also involved in outside insurance activities, including disability, fixed annuities, health, and life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and offers event-driven planning services such as divorce and estate-settlement planning.

James Mckay is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Merrill since 2007 and concurrently associated with Bank of America, N.A. since 2011. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carter Castillo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he has held positions at companies including PepsiCo and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.