Matthew Kapetanakis is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, he has experience working at Bryant University and Red Tail Golf Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning services that address complex financial needs, including specialized areas such as business-owner transition and special-needs planning.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Powers is a CFA® charterholder affiliated with Edward Jones, with three years of industry experience. He worked at Wellington Management Company for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Miller is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Richard Spriano is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with The Patriot Financial Group. Outside of his advisory role, he owns Boston Drive, Inc., a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party subadvisors.

Colin Noonan is a financial advisor at Merrill with a Series 66 license and one year of industry experience. He has worked at Merrill and Bank of America, N.A., and previously held positions at several organizations, including P1 Logistics, LLC and Venture Home Solar, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Andrew Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1999, working directly with affluent individuals and families, many of whom he and his team continue to serve. Andrew focuses on offering boutique-level attention and investment discipline to high-net-worth and ultra-high-net-worth clients, aiming to preserve and grow their wealth through sophisticated strategies. Andrew's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He works with clients such as senior-level financial industry executives, private business owners, wealthy retirees, endowments, and non-profit organizations across Massachusetts and 15 other states. He emphasizes investor behavior as the dominant driver of investment returns and collaborates with clients' accountants and attorneys to align tax and estate planning. Before his financial career, Andrew served four years in the United States Marine Corps, stationed at Camp Lejeune, Okinawa, Japan, Europe, Africa, and Haiti. He earned a bachelor's degree from the University of Delaware and holds professional designations including Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Retirement Manager Advisor. Andrew lives on the South Shore with his wife Holly, who is also his colleague, and their three children. He is actively involved with several veterans organizations and enjoys biking, golfing, hiking, skiing, and spending time with his family.

Melissa Gray Murphy is a financial advisor with LPL Financial in Norwell, MA, holding CFP® and Series 63 credentials and bringing 25 years of industry experience. She worked at SII Investments for nine years before joining LPL Financial in 2018. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering financial planning and various advisory programs supported by both in-house research and third-party subadvisors.

Robert DeAngelis is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to create personalized financial plans focused on the growth, protection, and distribution of wealth. His objective is to provide clients with peace of mind by helping them make sound financial decisions. Robert has extensive experience within Fidelity Investments, having held several positions since 2012. His roles have included Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Vice President and Financial Consultant. Outside of his professional work, Robert enjoys spending time with his family, including exploring new places with his wife and their twin boys. His personal interests also include baseball, football, golf, running, and participating in social events with friends.

Sandra Lalond is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Citizens Bank between 2013 and 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Brian Mahler is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, following 19 years at American Express Financial Advisors. Outside of his advisory role, Mahler owns MoleMosh LLC, a business involved in real estate ownership of office space in Norwell, MA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Popiel is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in financial services and related fields since 2011, including roles at Amundi Asset Management US and several software and venture firms. He also provides consulting services to a startup SaaS software company. Mass Mutual 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 services, utilizing firm-approved software tools in its planning process.

Devon French is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior positions include roles at First Republic Investment Management, American Tower Corporation, and Tufts University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Michael Duffy is a CFA® charterholder with four years of industry experience. He currently works at Cetera and has previously been employed at Wellington Management LLP and Rex Capital Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, with over $256 billion in assets under management.

Sandy Toochin is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. 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 a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Havens is a CFP® professional with 33 years of experience in the financial industry. He is affiliated with Cambridge Investment Research Advisors and has held roles at Global Vision Advisors and Cambridge Investment Research since 2007. Outside of his advisory work, Havens serves as co-chair of the South Shore Hospital Links Committee, focusing on fundraising for the pediatrics department, and holds board roles at Sakonnet Golf Club and other local nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Michael Galvin is a financial advisor with LPL Financial in Weymouth, MA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at firms including CUSO Financial Services, Mass Mutual Life Insurance Company, Merrill, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Joseph Parlavecchio is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® and CFA® designations and has worked at Edward Jones since 2019, following a ten-year tenure at Edelman Financial Engines. Outside of his advisory role, Parlavecchio is involved in local community activities, serving as an elected Town Meeting Member in Milton, MA, and holding board positions with the Milton Chamber of Commerce, Milton Softball, and Milton Soccer. 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 and managed account strategies, operates under a fiduciary standard, and is notable for its extensive nationwide network of financial advisors and affiliated capabilities beyond advisory services.