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 with LPL Financial, holding a Series 66 designation and having two years of industry experience. She concurrently manages outside roles as an artist and musician and operates a business called The Upcycled Maverick. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology and serves over 22,800 advisors nationwide.

Hoa Nguyen is a financial advisor at Merrill with a Series 66 designation and six years of experience. Their prior work background includes roles at Bank of America, N.A., Umass Boston, and Sapa Group. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Laura Karoly is a financial advisor with Merrill based in Wellesley Hills, MA. She holds the Series 66 designation and has 15 years of industry experience, including 19 years with Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Botelho is a financial advisor at Equitable Advisors with the Series 66 designation and joined the firm in 2025. He has prior experience working at The Ryan Center, URI Campus Rec, and Walgreens, along with a degree from the University of Rhode Island. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions and fiduciary services.

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 Series 66 licensed financial advisor with Equitable Advisors in Wellesley, MA, holding six years of industry experience. His prior roles include positions at AXA Advisors, Rockland Trust, and involvement with isportsweb.com. Outside of advisory work, he is active in managing rental properties through several LLCs, overseeing property maintenance and tenant relations. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party asset managers, focusing on tailored solutions for various client needs.

Gregory Hart is a CFP® and PFS™ professional with 26 years of experience in the financial industry. He has been with LPL Financial since 2006 and previously worked at Bay Financial Advisors, Inc. and CohnReznick LLP. Hart is based in Westwood, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, retirement plan participants, and trust companies. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

Peter Smail is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced methodologies including AI, and formal governance procedures.

Peter Higgins is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings to this role three decades of experience in the investment industry, including leadership positions and entrepreneurial ventures. His professional background includes roles such as Assistant Vice President and Financial Advisor at Citizens Bank, Founder and Portfolio Manager at CVR Portfolio Funds, and Managing Director of the Portfolio Solutions Group at State Street Global Markets. Earlier in his career, he held various trading and sales roles at firms including Pulse Trading, Charles Schwab, Moore Capital, Thomas Weisel Partners, Bear Stearns, and John Hancock Financial Services. Peter's approach emphasizes simplifying complex financial matters and creating wealth strategies that reflect the unique stories of his clients, aiming to benefit them and their families now and in the future.

Richard Rogers is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Abbey Capital LLC, where he is the owner and managing partner. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets.

James Duplisea is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with a Series 63 license. He has 35 years of industry experience, including 16 years at Cambridge and 14 years at Securities America Advisors, Inc. Outside of advisory work, he is involved in mortgage loan origination and operates as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers and multiple custody platforms.

Vincent Grimaldi is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors LLC and Citizens Securities, Inc. In addition to his advisory role, he is involved as a vice president and financial advisor at Northeast Investment Advisors and acts as an insurance agent selling life, health, annuities, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Alyson Popper is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. She also maintains a revocable living trust focusing on real estate investment activities in Hilton Head Island, SC. Morgan Stanley Wealth Management serves individual and institutional clients by offering comprehensive advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment services while operating primarily in an advisory capacity.

Stephen Parker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 1994. Parker serves as a board member of the Hermit Cove Community Association, a homeowners association in New Hampshire, where he helps coordinate projects in common areas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of assets.

Tess Butterworth is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously worked at Catalant Technologies from 2016 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and employer-based financial planning agreements.

Colin Murtha is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011 and leads a wealth management practice that serves successful individuals, executives, business owners, and their families. His team's expertise encompasses a range of financial areas including investment strategy, retirement income planning, debt financing, insurance solutions, and estate planning services. Additionally, they provide corporate retirement plan services focusing on fiduciary support, plan design, and employee financial wellness. Colin's approach to financial advising is consultative. He begins by understanding each client's unique financial situation and objectives, taking into account factors such as time horizon, liquidity, and risk tolerance. He then offers tailored recommendations leveraging resources from Merrill Lynch Wealth Management and Bank of America. His client focus areas include college education planning, divorce transition planning, employee benefits planning, defined benefit plans, personal retirement planning, small business strategies, and investment strategy. He earned a Bachelor of Arts in Philosophy from The George Washington University in 2002. Colin holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Plans Specialist™ (CRPS), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor® (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Natick with his wife and is an active member of the community. In his personal time, he enjoys working out, golf, reading American history, and listening to Frank Sinatra.

John Christo is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017, following a lengthy tenure at Metlife Securities Inc. from 1991 to 2017. He is also associated with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services 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, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Jonathan Wolff is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Commonwealth Financial Network for 18 years before joining Raymond James in 2024. Outside of advising, he is an artist who carves wooden whales and exhibits his work with the Artist Association of Nantucket. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work alongside targeted retirement plan services.