Julie Kujawski is a Series 66-licensed advisor with Equitable Advisors, based in Wellesley, MA, and has six years of industry experience. She has worked at several firms, including Michael Franchella and AXA Advisors, LLC. Outside of her advisory role, she sings at community events in her hometown of Marlborough, MA. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models primarily implemented via third-party managers and provides ERISA fiduciary services to qualified plans.

Amanda Hancock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. She has been affiliated with Cetera Advisors LLC and its related entities since 2014. Outside of her advisory work, she serves as treasurer for the Charles River Dressage Association, a nonprofit equestrian club, where she is responsible for financial record keeping. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform offering a range of program structures and investment options, supported by a large network of independent advisors.

Michael Peters is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and The RMR Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority or portfolio management for institutional clients.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with LPL Financial since 2016 and also has involvement in Atlanta Island Auto Rentals Inc., an auto rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by both proprietary and third-party research.

Nicholas Weiler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Hornor Townsend & Kent LLC and Penn Mutual Life Insurance Company from 2021 to 2024, and UBS FS from 2016 to 2020. He is also involved with Leopold Wealth Management, where he provides tax preparation, accounting, and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and model portfolios supplemented by research and technology-driven investment approaches.

Nicholas Dupuis is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Alku and has experience in education and landscaping. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a combination of firm-offered models, third-party asset managers, and LPL-sponsored advisory programs.

Kate Gamache is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, following a 15-year tenure at State Street Corporation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor advice to clients’ goals and risk tolerances.

Marni Friedman is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Wellesley College for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including Corporate Financial Planning agreements.

Kira Robinson Kates is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previously been affiliated with MASSMUTUAL Life Insurance Company, Baystate Wealth Management, and MSI Financial Services. In addition to her advisory role, she is an independent insurance agent specializing in disability and life insurance. Mass Mutual 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 employs collaborative, software-assisted planning tools and offers a range of investment and educational programs.

Molly Kirkland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with next-generation clients and families, including high-income professionals and couples, to help navigate key financial decisions such as equity compensation, purchasing a home, family savings, and long-term financial independence. Molly focuses on creating a cohesive investment strategy that integrates financial planning, tax strategy, and estate considerations. Raised by a financial advisor and now partnering alongside her father, Molly brings an early perspective on wealth management to her work. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, emphasizing a structured, planning-first approach, especially valuable during periods of transition. Molly's client focus areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Molly earned her Bachelor's Degree from the University of Massachusetts Amherst. She is involved with professional organizations such as Thrive Support & Advocacy and serves as an ambassador for the Westborough Chamber of Commerce. In the community, she participates with Big Sister Greater Boston, Read to a Child, and Special Olympics. Outside of work, she enjoys cooking, golfing, hiking, photography, reading, and tennis.

Jonathan Wolff II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at firms including Lightship Wealth Strategies and Commonwealth Financial Network. Wolff is also president of Wolff Capital Management, Inc., where he advises clients on comprehensive financial planning and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

Zachary Levy is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he operated a junk removal business and has held various roles including positions in retail and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals—including non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives utilizing both proprietary and third-party asset management programs.

Robert Williams is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at 7-Eleven and has a background that includes roles at Bentley University, the YMCA, and local schools. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on a variety of third-party advisory programs and managers.

Yvette Sekyere Abankwa is a Series 63-licensed financial advisor with Morgan Stanley, based in Wellesley, MA. She has 21 years of industry experience and has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and the use of analytical tools such as Monte Carlo simulations to model financial outcomes.

Michael Berardi is a financial advisor with LPL Financial in Norwood, MA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in tax preparation and accounting through his business, M V Berardi & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven approaches.

Edward Griswold is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with RBC Capital Markets since 2008 and City National Bank since 2018. Outside of his advisory work, he owns a townhouse in Connecticut that he inherited from his mother. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Bishop is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 license and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a limited partner in an angel investment group and serves on the board of an artificial intelligence startup founded by his son. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Brendan Colleran is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Fidelity Investments and CIT. Outside of advising, he has worked part-time as a dishwasher and prep cook at Mangia Mangia Italian Kitchen. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

John Boshar is a financial advisor at LPL Financial with over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Bay Financial Advisors, Inc. for 13 years. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services supported by various model portfolios, research, and technology-driven tools.

John Coughlin is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously worked at Catalant Technologies for one year. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.