Angelo Anello is a financial advisor with LPL Financial in Needham, MA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at Gladstone Wealth Partners and has been with LPL Financial since 2009. Anello provides investment advisory services through Gladstone Wealth Partners, an independent registered investment advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Franchella is a financial advisor with Equitable Advisors in Lexington, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with the Lexington High School softball team operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Andrew Cutler is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association beginning in 2015. Outside of his advisory work, he serves as Chairman of the Board of Managers for the YMCA Needham, Massachusetts. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

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.

Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

John Pimental is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, having previously worked at firms including Cetera and Questar Capital Corporation. Outside of his advisory role, Pimental serves as a board member for the Ocean State Business Development Authority. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Richard Testa Jr. is a CFP® professional with 27 years of industry experience. He currently works at Cambridge Investment Research Advisors, where he has been since 2021. Prior to this, he spent 11 years at Prosperafinancial Services, Inc. He also operates Testa Associates LLC, a registered investment advisory firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Andrew Brooks is a financial advisor at UBS Financial Services in Wellesley, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ZoomInfo, Reveneer Inc, FedEx, and Lindon Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cheng Hao Wang is a CFA® charterholder and Series 63 licensee affiliated with UBS Financial Services in Wellesley, MA, with three years of industry experience. His prior roles include positions at Foxconn Corporation and New Century Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm also provides institutional trading capabilities alongside wealth management services.

David Borden is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked with Cetera and Cetera Advisors LLC since 2013 and has been involved with CCR Wealth Management since 2000. Outside of his advisory work, he serves as treasurer for the Larry S. Rosen Memorial Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers across a variety of program structures and investment strategies.

Erik Doucette is a Financial Consultant currently working with Branches Fidelity Investments since 2016. He has held various roles within Fidelity Investments, including Investment Solutions Consultant, Investment Consultant for Managed Accounts, High Net Worth Bond Consultant, and Retirement Investment Specialist, demonstrating a broad range of experience in financial advisory and investment management. Erik began his career as a Financial Advisor at Edward Jones in 2011 before returning to Fidelity Investments where he has served in multiple capacities since 2001. His professional journey reflects a consistent focus on retirement services, investment consulting, and client management within the financial services industry. He believes in the importance of having a plan to grow and protect assets and is committed to understanding clients' goals to help them navigate their financial futures.

Aiden Fournier is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he worked at University of Massachusetts and The Home Depot, and was involved with Midland Area Youth Soccer. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Timothy Over is a financial advisor with Mass Mutual Investors Services in Needham, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at INTE Securities LLC, Eolas Capital LLC, and SFP Wealth, LLC, as well as prior positions within Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Philip Peck is a CFP® with 41 years of industry experience, currently serving at LPL Financial since 1998. He has maintained his own advisory business since 1994 and has been involved in real estate since 1986. He is also a Lieutenant Colonel in the United States Army Reserve, focusing on counterterrorism and homeland security. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by extensive research and a variety of portfolio management options.

Elena Stowell is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to her career in finance, she worked in the hospitality and entertainment industries at Hakkasan Group and Caesars Entertainment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis to support its services.

Frank Coulom III is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Columbia Management Investment Distributors Inc. before joining Morgan Stanley Smith Barney LLC in 2017. Coulom serves as a board member and finance committee member for Doc Wayne Youth Services, a Boston-based nonprofit focused on community health, welfare, and sports. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Patrick Brosnihan is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include a one-year position at Morgan Stanley Private Bank, N.A. He has been asked to join the Board of Trustees at Worcester Academy, a private middle and high school, beginning in October 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory products.

Mark Linnane is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2016. In addition to his advisory role, Linnane is a teacher at Quincy College, where he has been instructing since 2016. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management and access to model portfolios and research.

Steven Johnian Jr. is a financial advisor at MassMutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and MassMutual Life Insurance Company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.