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, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, he is involved in real estate development and management through Blox Properties, Inc., and assists individuals in buying or selling homes via CW Realty. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as overlay portfolio management and direct indexing.

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.

Hunter Darrer is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has held various roles outside finance, including positions at The Village Deli, 2 Jerks BBQ and Market, and Pizza X. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

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 at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in a non-variable insurance business based in Waltham, MA. 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, retirement consulting, and brokerage services with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

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 in wealth management and various positions outside the financial sector, such as work with the Prouts Neck Yacht Club and educational institutions. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients with a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates primarily through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary investment solutions.

Justin Hayward is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 66 designation and 12 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of advising, he is involved in real estate sales and management, including activities as a real estate agent and landlord. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Alec Duncan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Northwestern Mutual and MCR Labs. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio wrap programs, third-party asset management, and brokerage and insurance products through an integrated platform.

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 at LPL Financial with 44 years of industry experience and holds the ChFC® and Series 63 credentials. He has been with LPL Financial since 2004. Outside of his advisory role, he serves as a local basketball official. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

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.

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.

Adam Sachs is a financial advisor with Osaic Wealth, Inc. based in Needham Heights, MA, holding a CFP® certification and Series 63 and 65 licenses. He brings 32 years of industry experience, with prior roles at Global Laminates, John Hancock Life Insurance Co., and Signator Investors, Inc. Sachs serves on several nonprofit and community boards, including as president of the Ashland Business Association and a member of the board of the Office of NAIFA Massachusetts, and volunteers mentoring individuals on financial wellness. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using firm-provided tools, supporting both discretionary and non-discretionary accounts across multiple asset classes.

Ann Decaprio is a CFP®-designated financial advisor with LPL Financial in Newton, MA, bringing 17 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from internal and third-party sources.

Robert Weedon is a financial advisor with Equitable Advisors in Wellesley, MA. He holds a Series 66 designation and joined the firm in 2025. Prior to this role, his work experience includes positions outside the financial industry and attending the University of Vermont. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.