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.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, 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 tailored recommendations through a centralized consulting team.

Rachel Rabinovich is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2023, progressing through positions including Financial Consultant. Prior to Fidelity, she held roles such as Senior Financial Planner and Team Manager at Ellevest, Inc., and Director of Financial Planning at MassMutual (Society of Grownups). Her career in financial planning began with Cummings Financial Advisory Group (Ameriprise), where she worked from 2005 to 2015, advancing from Paraplanner to Financial Advisor. Rachel's experience encompasses various aspects of financial planning and consulting, including team management and financial planning research. She is a CFP® Professional and emphasizes creating financial plans tailored to individual client needs, aiming to build long-lasting and trusting relationships to help clients navigate life changes. No education or personal interests information was provided.

Judith Taras is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 2009 and has also been with City National Bank since 2018. Taras serves on the board of directors for Vineyard Havens, a nonprofit that supports the psychological and respite needs of cancer patients. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customizable strategies and access to in-house and third-party investment managers, alongside features such as tax management and responsible investing options.

Lisa Mendis is a financial advisor with Raymond James & Associates holding a Series 66 credential and 16 years of industry experience. Her prior firms include Lion Street Advisors, Sapers & Wallack Inc, and Financial Engines Advisors L.L.C. She is based in Wellesley, MA. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.

Keilly Cutler is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles in staffing and media-related companies. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Christopher Antolini is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Edward Jones. He is also a committee member and volunteer with the Milford Lions Club in Milford, Massachusetts. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Jacob Bianculli is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Eastern Bank and as an educator at Arizona State University, Saint Joseph Prep, and North Quincy High School. Equitable Advisors serves individuals across various wealth levels, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions without sponsoring its own wrap fee program.

Kristen Andrews Nicholas is a Series 63-registered financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 financial planning services, managing approximately $2.74 trillion in client assets.

Joseph McManus is a Financial Consultant currently working with Fidelity Investments since 2024. He specializes in collaborating with high-net-worth households to clarify their financial goals and implement plans that align with their vision. Prior to his current role, Joseph served as a Financial Advisor at Prudential from 2018 to 2024. Throughout his career, Joseph has focused on providing tailored financial advice and planning services to meet the complex needs of affluent clients. His professional experience spans over several years in the financial advisory field. Outside of his professional commitments, Joseph has personal interests that include gardening, music, pets, reading, swimming, and tennis.

Joseph Verri is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Verri serves on the advisory board of the Massachusetts Center for Employee Ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and incorporates advanced planning tools and investment research in its services.

Peter Rushton is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with Fidelity's top families on their journey with money, wealth, and estate planning considerations. He has been with Fidelity Investments since 2004, initially serving as Vice President Relationship Manager until 2017, when he became Vice President Wealth Management Advisor. His experience includes wealth management and relationship management within the firm. Outside of his professional role, Peter enjoys biking, golf, and skiing.

Samuel Lookner is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. from 1998 to 2020. He holds the Series 63 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. Their approach includes a written Recommendation Report supported by investment research, third-party data, and algorithmic tools.

Kevin Kogut is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as John Hancock Mutual Life Insurance Co. Kogut is also involved in providing insurance and investment products through Centinel Financial Group, LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and use of third-party managers and proprietary models.

Christopher Baughan is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63, Series 65, and Series 66 designations with 27 years of industry experience. He has worked at LPL Financial since 2011, following two-year tenures at Merrill and Banc of America Investment Services, Inc. Baughan also operates Baughan Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, supported by extensive resources and technology across a large network of advisors.

David Sousa is a financial advisor with LPL Financial in Westwood, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 27 years at OSAIC before joining LPL Financial in 2026. Sousa also operates a sole proprietorship providing health, accident, and life brokerage services as well as investment advisory services. 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 solutions, supported by a large network of advisors and advanced operational tools.

Daniel Horner is a financial advisor with Fidelity Investments in Foxborough, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013, including a seven-year tenure at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm operates distinctive advisory services, including commodity pool management and AI-driven research, supporting a broad range of clients and registered investment companies.

Michael McGrath is a Financial Consultant at Fidelity Investments, where he supports individuals and families in utilizing the full range of resources the firm offers. His focus is on assisting clients in achieving financial peace of mind and confidence in their retirement, financial plans, wealth, and legacy goals. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative and currently as a Financial Consultant since 2022. Prior to returning to Fidelity, Michael held multiple positions at John Hancock from 2013 to 2022, including Business Development Director, Internal Sales Consultant, and Consolidation Specialist. Outside of his professional career, Michael enjoys activities such as going to the beach, attending concerts, spending time with family and friends, as well as golfing and skiing.

Robin Seidman is a financial advisor at Morgan Stanley with a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Noah French is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various affiliates of Edelman Financial Engines since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.