Sean Tully is a financial advisor at Morgan Stanley with Series 66 registration and six years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2020 and was previously involved with CrossFit TILT from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Daniel O'Brien is a CFP® with 28 years of industry experience, currently serving at Cetera. His work history includes roles at LPL Financial, MassMutual Life Insurance Co, and Advanced Planning Consultants, LLC. He also maintains an active legal practice through O'Brien, Riley & Ryan, P.C., where he has worked for over four decades. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers with various program options and custodial relationships.

Lisa Joyce is a financial advisor at Merrill with 18 years of industry experience and a Series 66 designation. She has been with Merrill Lynch since 2010. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Andrew Alvarez is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms, serving as a registered commodity pool operator and acting as a formal advisor to several registered investment companies.

Thomas Lanahan is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2012 and concurrently operates 401 K Quote.Com, a business related to retirement planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Louis Kline is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked for Lincoln Financial Advisors for 16 years. He is also the managing partner at Dean Ave Planning Group LLC, a financial planning firm based in Franklin, MA. 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 a range of services such as financial planning, investment management, and retirement plan advisory, with a variety of model-based and discretionary strategies tailored to client objectives.

Mark Uzzell is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes roles at MassMutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, Metlife Securities Inc. from 2015 to 2017, and New England Securities from 2009 to 2017. In addition to his advisory work, he is an insurance agent involved in individual and group life and health insurance. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars, using firm-approved tools to develop and deliver written recommendations within annual, collaborative planning engagements.

Marcell Robateau is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Bank of America and Merrill since 2018, and NYLIFE Securities LLC and New York Life Insurance Co from 2016 to 2018. He serves on the Community Preservation Committee in Randolph, Massachusetts, where he participates in local civic decision-making. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base including individuals, high-net-worth clients, and institutional investors.

Andrius Jurkunas is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He previously worked at Citizens Securities, Inc. for 20 years before joining Ameriprise in 2020. Jurkunas serves on the Board of Trustees for the Isabella Stewart Gardner Museum. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Theophilos is a CFP® with 32 years of industry experience and has been with LPL Financial since 2006. He is based in Braintree, 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, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Stephanie Lynne is a CFP® professional with 26 years of experience in the financial industry. She has worked with LPL Financial since 2016 and previously spent two years at Bay Financial Advisors, Inc. In addition to her advisory role, she teaches a CFP course at Boston University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Marcus Cunha is a Planning Consultant with a background in financial services originating from Brazil. He has worked in various capacities within the financial sector, including roles at Fidelity Investments as a Relationship Manager, Financial Representative, and Financial Service Representative between 2024 and 2026. Prior to that, he held positions at Santander Bank N.A as an AVP - Senior Relationship Banker from 2022 to 2024, and at Bank of America as a Relationship Banker in 2022. Marcus holds the CFP4 designation and emphasizes a personalized, relationship-focused approach to financial planning. His professional experience centers on helping individuals and families navigate financial decisions by turning goals into actionable strategies and providing guidance to build confidence in their financial futures. Outside of his professional work, Marcus engages in personal interests such as cooking and baking, hiking, running, and soccer. He also participates in volunteering activities.

Erin Murdock is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to her current role, she has held positions including program manager at Location Engine and work at Starbucks Coffee Company. Outside of finance, she is a consultant artist and musician and owns The Upcycled Maverick, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by model portfolios and research.

Hoa Nguyen is a financial advisor with Merrill in Quincy, MA, holding a Series 66 designation and six years of experience at Merrill. Prior to joining Merrill, Nguyen worked at Bank of America and has held roles in various industries including education and food service. Merrill 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, pension plans, charitable organizations, and corporate fiduciaries.

Laura Karoly is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2007. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad product platform and additional services beyond investment management.

Jaden Mullen is a Planning Consultant at Fidelity Investments, based in the Westwood, MA location. In this role, he supports two Wealth Management Teams and collaborates as a planning partner to help clients achieve their financial goals through holistic planning and building trusting relationships. Jaden joined Fidelity Investments immediately after graduating college. He has held multiple roles within the company, including Financial Representative and Relationship Manager, gaining experience and knowledge from seasoned professionals in the financial planning industry. Outside of his professional responsibilities, Jaden's personal interests include baseball, comedy, football, social events with friends, golf, and movies.

Matthew Botelho is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Walgreens and The Ryan Center. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Ryan Hazel is a financial advisor with Ameriprise in Wrentham, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is involved in a payroll services business called The Walpole Office. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, offering tailored recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and provides a broad range of financial solutions through affiliated entities.

Sean Meehan is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at AXA Advisors and Rockland Trust, and has experience with entrepreneurial ventures, including involvement in isportsweb.com. Outside of his advisory role, Meehan is active in property management as a member of several LLCs overseeing commercial and rental real estate. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm delivers advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.