Robert Silver is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Evangelos Ioakimidis is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he was employed at Santander Securities, LLC and Bank of America, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Thomas Mckinnon is a financial advisor with Cetera who holds the PFS™ and Series 63 designations and has 29 years of industry experience. He has been with Cetera and affiliated firms since 1997 and maintains partner status at a CPA firm. Outside of his advisory work, he serves as treasurer for a small holding company and a door and window company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and program options spanning automated to bespoke investment solutions.

Dana Donovan is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, Donovan worked at Universal Wilde and the Center for Diagnostic Imaging. Outside of finance, Donovan is involved in pet care through an activity associated with Rover. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering financial planning and investment programs supported by structured analysis tools and extensive resources.

K Wilmshurst is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Schwab in 2025, Wilmshurst worked for Fidelity Investments from 2023 to 2025. Outside of finance, Wilmshurst has been involved with Mittiga Renovations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Christopher Suraci is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Ameriprise, having previously worked for Citizens Investment Services Corp for over two decades. Outside of his advisory role, he is co-owner of MapleRock Wealth Management and owner of Durum Wheat Inc., which has a 50% interest in Winter Durum LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jonas Killeen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, GWFS Equities, and TD Waterhouse Investor Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a centralized operational structure.

Kathleen Langrill is a financial advisor with Merrill based in Hingham, MA. She holds Series 63 and Series 66 licenses and has 38 years of industry experience. She has been with Merrill since 2017, following a brief period at Bank of America, N.A. Langrill serves as a power of attorney in an unrelated business activity. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James McDonnell is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Cetera. His prior roles include positions at LPL Financial and ownership of McDonnell Wealth Inc., a financial services firm he founded. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

William Creesy is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long tenures at Lexington Financial Planning Group, Inc. and Commonwealth Equity Services, Inc. He is also engaged in fixed insurance sales at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a multi-manager platform.

Ryan Gouveia is the Branch Leader at the Hingham Investor Center, where he leads a team of financial professionals. In this role, he focuses on supporting the aspirations of both clients and associates, emphasizing coaching and personal development. Prior to becoming Branch Leader in 2024, Ryan held several positions at Fidelity Investments, including Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Throughout his tenure at Fidelity Investments, Ryan has gained experience in client relationship management, financial planning, and team leadership. His career progression within the firm reflects a commitment to advancing his expertise in the financial services industry.

Nathan Carvalho is a financial advisor with Fidelity, holding a Series 66 designation and 15 years of industry experience. He has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Paul Mccarthy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1991 and joined Merrill Lynch in 2000. Paul works closely with clients to design and implement strategies that respond to their evolving economic, financial, and emotional needs. Paul specializes in helping clients preserve and grow their wealth through exit and diversification strategies aimed at mitigating portfolio risk associated with concentrated stock positions. He assists client families with wealth transfer and related matters, focusing on passing along both value and values with tax efficiency and personal sincerity. His client focus areas include corporate executive services, education planning, executive compensation, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Paul holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp and the Personal Investment Advisor (PIA) designation. He graduated from Bentley University with a Bachelor of Science degree in Finance. Paul resides in Westford, Massachusetts with his wife Andrea and their four children. His personal interests include boating, golfing, and ice hockey.

David Zwick is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Securities America Advisors and Progressive Asset Management. Outside of advising, he teaches investment-related seminars at Jackson Hole Community School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Judith Taras is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. She serves on the board of directors for Vineyard Havens, a nonprofit supporting the psychological and respite needs of cancer patients. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles and implements portfolios through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Lisa Mendis is a financial advisor with Raymond James & Associates holding a Series 66 credential and 16 years of industry experience. Her prior firms include Lion Street Advisors, Sapers & Wallack Inc, and Financial Engines Advisors L.L.C. She is based in Wellesley, MA. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.

John Destefanis is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked for Cantella & Co., Inc. for over a decade. Destefanis is also president of Destefanis Financial Services, where he is involved in insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary investment strategies and platforms.

Keilly Cutler is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles in staffing and media-related companies. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Andrew Parvey is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Outside of his advisory work, he contributes as a writer for Medium and serves as an advisor to an AI startup focused on applications for financial advisors. LPL Financial serves individuals, retirement plans, banks, credit unions, 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, supporting both discretionary and non-discretionary management with research and model portfolios from internal and third-party sources.