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.

James Murray is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to develop financial plans that address both short-term and long-term goals, aiming to support them through significant life events and work toward their financial success. He began his career at Fidelity Investments in 2019 as a Financial Representative and has held several roles within the company, including Relationship Manager, Investment Consultant, and Financial Consultant, before assuming his current position in 2026. His experience encompasses various aspects of financial consulting and client relationship management. Outside of his professional role, James enjoys football and golf.

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.

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.

Finley Morgan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Finley partners with clients and their families to help them understand their company benefits and develop customized financial plans that align with their short- and long-term goals. Finley has held various positions at Fidelity Investments since 2021, including Benefits Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Consultant, and Stock Plan Associate. This progression reflects a broad experience in benefits and stock plan services within the company. Outside of work, Finley enjoys activities such as football, golf, movies, exploring food, and spending time with pets.

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.

Allison Tilden is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at Apex Systems and LeapFrog Systems. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

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.

Miles Prescott is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the Pembroke Historical Society. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive approaches to deliver personalized advice through a centralized consulting team.

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.

Michael Geary is a financial advisor with LPL Financial in Natick, MA, holding Series 63 and Series 66 licenses and bringing 52 years of industry experience. He previously worked at Ameriprise Financial Services for 12 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Sophie Barrow is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 66 designation and two years of industry experience. She previously worked at Commonwealth Financial Network/Boston Wealth Strategies for six years. 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, charitable organizations, and employers. The firm provides annual, collaborative planning engagements using firm-approved software and offers event-driven planning services such as divorce and estate settlement planning.