Michael Franchella is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held roles at AXA Advisors and John Hancock Distributors LLC. Outside of his advisory role, he volunteers with the Lexington High School softball team operations. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, utilizing both firm-offered and third-party advisory models. The firm’s approach includes assessing client risk tolerance and matching them to tailored investment solutions across mutual funds, ETFs, and alternative investments.

Stephen Coffey is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Needham, MA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he is involved with SIC Ventures, LLC, a business that supports Ameriprise Financial franchise operations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal strategies.

Alexi Tsolirides is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Prior to Merrill, Alexi has worked at Bank of America, Blue Lake Capital, and engaged with entrepreneurial and creative ventures including Win at Life LLC and Billy Clark Creative Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Gina Palumbo is a financial advisor with Ameriprise in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. She is involved in managing her advisory practice through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning and recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Richard Testa Jr. is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2021. His prior experience includes roles at Prosperafinancial Services and Jesup & Lamont Securities Corp. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating a multi-billion dollar asset base through thousands of financial professionals.

Janath Desilva is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Outside of her advisory work, she manages a rental property jointly owned with her wife in New Hampshire. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization with various managed account options and third-party manager selections.

Matthew Matossian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Geraci Law LLC and involvement with Needham Park and Recreation. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

David Borden is a financial advisor with Cetera, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has worked at Cetera and Cetera Advisors LLC since 2013 and previously spent 13 years with CCR Wealth Management. Outside of advising, Borden serves as treasurer for the Larry S. Rosen Memorial Foundation, a charitable organization, and acts as trustee and successor trustee for multiple client trusts. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of investment strategies and program structures.

Aiden Fournier is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2025, he worked at The Home Depot and Diamond Diagnostics, and was involved with Midland Area Youth Soccer. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party and proprietary advisory models and investment solutions.

Matthew Barrand is a CFP® and Series 66-licensed advisor with Edward Jones, based in Newton, MA, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Missouri Department of Natural Resources from 2020 to 2022 and held roles in education and engineering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Greg Abusheery is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he oversees branch operations and leads a team to deliver financial advisory services. Prior to this, he served as a Regional Coaching Consultant at Fidelity Investments from 2022 to 2025. Greg emphasizes leadership and planning rooted in understanding clients' goals, values, and concerns. He focuses on crafting personalized financial plans and building relationships based on empathy and integrity. Outside of his professional work, Greg enjoys activities such as comedy, family outings, fitness, movies, visiting museums, and traveling.

Rose Smart is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 65 designation and has previously worked for the Lincoln Public School District. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers discretionary and non-discretionary management across multiple platforms.

Poonam Walia is a financial advisor at Equitable Advisors with 15 years of industry experience and holds a Series 66 designation. She has worked at Equitable Advisors since 2011, including its predecessor AXA Advisors, and most recently at Precision Financials Inc. Outside of her advisory role, she is also engaged in tax preparation and audit representation through Accounting Solutions, Inc. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Matthew Poindexter is a financial advisor with J.P. Morgan Securities in Wellesley, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Keenan Financial and California Cryobank LLC. Outside of advisory services, he is a licensed insurance agent who occasionally offers insurance products to clients. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Vance Williams is a financial advisor with Edward Jones in Framingham, MA, holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Massachusetts Mutual Life Insurance Company and Mml Distributors LLC. Outside of finance, he works as a swim instructor at Life Time Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated financial products.

Brady Butler is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Handshake and involvement with local organizations including North Kingstown Golf Course and Narragansett School System. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs various advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans.

Dylan Presnal is a financial advisor with Ameriprise in Ludlow, MA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held positions at AlphaView Wealth Advisors, PeoplesBank, and Polish National Credit Union. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

Myky Tran is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Charles Schwab Bank. Outside of his advisory role, he is a co-owner of a rental property held in an LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Juan Santini is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding Series 63 and Series 65 licenses and with eight years of industry experience. His prior roles include positions at Income Research + Management and Fisher Investments. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.