Timothy O’Rourke is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has worked at Rockland Trust Co and LPL Financial since 2013. O’Rourke also serves as a relationship manager and business development officer within Rockland Trust’s Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by in-house and third-party research.

Ana De Pina is a financial advisor with J.P. Morgan Securities in Needham, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Thrivent Financial, Prudential Insurance Company of America, and New York Life Insurance Company. She serves as a board member of the National Black MBA Association’s Boston Chapter and owns Cape Verdean Greeting Cards, a greeting card business producing multilingual cards. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lauren Komins is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Roman Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Primerica Advisors since 2009 and has been affiliated with Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales related to home security and automation products as well as a retail watch store. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Brian Mcneil is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to developing personalized investment management strategies and tactically re-balancing portfolios based on evolving market conditions and changes in clients' financial goals. Brian works as part of The Downs & McNeil Wealth Management Group, a bi-coastal team that serves high net worth and ultra high net worth individuals, including owners of pre-IPO and family businesses, medical professionals, C-suite executives, retirees, multi-generational families, and non-profit organizations. Brian's approach is planning-based, client-centric, and data-driven, utilizing fundamental and technical research from Merrill and third parties. He collaborates with clients to build and implement mutually agreed upon investment strategies, focusing on college education planning, institutional and corporate benefit services, endowment and foundation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Bentley University and is involved in the community through support for Why Me - Sherry's House. Outside of his professional work, Brian enjoys fishing, golfing, ice hockey, and spending time with his family, reflecting his devotion as a husband and father.

William Harmer is a financial advisor with LPL Enterprise in Southborough, MA, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining LPL Enterprise in 2025, he was associated with Northwestern Mutual entities from 2023 to 2025. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via its integrated platform.

Richard Land is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its Private Bank division since 2019. His prior experience includes roles at Fieldpoint Private Securities and Fieldpoint Private Bank and Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Suraj Kapur is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized wealth management strategies tailored to clients' individual financial situations and goals. He focuses on areas such as tax minimization, generational wealth transfer, college education planning, legacy planning, retirement income, and socially responsible investing. Suraj leverages the investment insights of Merrill and the banking solutions of Bank of America to provide comprehensive financial guidance that adapts to evolving market conditions and client needs. Suraj holds the Personal Investment Advisor (PIA) designation and completed an accredited certificate program at Worcester Polytechnic Institute. He is multilingual, speaking English, Hindi, and Punjabi, and is active in community engagement through his involvement with the New England Hindi Manch organization. Outside of his professional role, Suraj enjoys basketball, football, hiking, cooking, music, table tennis, traveling, watching movies, yoga, and spending time with his family.

Mark Carpentier is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017 as part of The Cafaro Group. He focuses on creating personalized financial plans that align with his clients' values, assisting them through various life events and decisions. His areas of expertise include family wealth management strategies, college education planning, philanthropic and socially responsible investing, liquidity management, and special needs planning. Mark holds a Bachelor's degree in Economics with a minor in Finance from Assumption University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He has been recognized as part of Barron's Top 250 Private Wealth Management Teams from 2022 through 2025. Residing in Woburn, Massachusetts, Mark lives with his wife Taylor. He is an avid golfer, hiker, runner, and scuba diver, and remains an active member of the Assumption University community.

Brandy Mahoney is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles from Investment Consultant to Vice President, Financial Consultant. Her current position reflects her long-standing commitment to the firm and her clients. Brandy has over 18 years of experience working with Fidelity clients from diverse backgrounds. She focuses on financial planning, aiming to understand clients' unique personal circumstances. She ensures that clients are fully informed of Fidelity's offerings and presents options to help them pursue their financial goals.

Michael Corcoran is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Brookline, MA. He previously worked at BNY Mellon, NA for 35 years before joining J.P. Morgan and its affiliated entities in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Owen Giangrande is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with the firm since 2026. Prior to joining Equitable Advisors, his experience includes roles at PV Kent & Associates and involvement with Salem Country Club and St. Mary’s Lynn. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Ethan Vieira is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at E*Trade Securities LLC and 3Cubed, as well as involvement with YMCA Southcoast and Greater Fall River Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Christopher Szymanski is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. In addition to his advisory role, he works as a life insurance agent and broker, providing analysis and underwriting for various insurance products. He also supports financial planning efforts through affiliated firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable capabilities in municipal and public finance advisory.

Robert Oneill is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial plans without discretionary portfolio management. The firm offers these services alongside a managed-account program with a consolidated billing option called WealthPlan.

Antonio Ferrara is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

George Licht is a financial advisor at UBS Financial Services in Wellesley, MA, with 26 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is serving as the personal representative for his late brother’s will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers research-driven, model-based investment strategies tailored to client goals.

Michael Macrides is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 credential and has worked at both Morgan Stanley and Fidelity Investments. Macrides also has experience working with Bryant University. 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 a structured planning process supported by firm-approved tools and investment models.

Andrew Pratt is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Equitable Advisors in 2023. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.