Robert Wetzel is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Columbia Management Investment Distributors Inc and Eaton Vance Management. Outside of his advisory work, he serves as a board member of the Ruth H and Warren A Ellsworth Foundation, which is involved in grant making across various community and humanitarian causes. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research without recommending individual securities as part of its standalone planning services.

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at several financial institutions such as Citizens Bank and Scottrade, and he currently serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Tristan Bezzant is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 17 years at Gilbane Building Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Lisa Correia is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2000, holding various positions including Planning Consultant, Senior Relationship Manager, Inside Wholesaler, Client Manager, and Service Trader. Prior to joining Fidelity, she worked as a Premier Client Manager at Bank of America from 2007 to 2009. Throughout her career, Lisa has developed expertise in wealth management and client relationship management. She focuses on collaborating and planning with clients to help them work towards their financial goals for both the present and the future. Outside of her professional work, Lisa's personal interests include hiking, music, painting, parenthood, pets, and traveling.

Stephen Caplan is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he helps clients organize their finances, develop clear financial roadmaps, and ensure their investments align with their life goals. He emphasizes understanding clients' priorities, assessing their current financial status, and creating coordinated plans that adapt as clients' lives evolve. Stephen's professional experience includes serving as an Investment Consultant at Fidelity Investments from 2021 to 2025, a Financial Advisor at Neponset Valley Financial Partners from 2016 to 2021, and an Internal Sales Consultant at New York Life Investments from 2012 to 2016. Outside of his professional work, Stephen has personal interests in cooking and baking, fitness, food, football, and golf.

Shane Walsh is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience and previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Walsh also serves as a volunteer assistant lacrosse coach at Saint John's High School in Shrewsbury, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform combining adviser programs with a range of financial products and supports clients through model portfolios, third-party managers, and discretionary implementation options.

Michelle Beausejour is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 28 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop detailed, written recommendations in annual planning engagements.

Stephen Colantuono is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has held prior roles at Securities America Advisors, LPL Financial, Voya Financial Advisors, and Wayside Financial Partners. Outside of his advisory role, he is involved in the sales and service of insurance products through Wayside Financial Partners. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple platforms, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Outside of his advisory role, he is involved in the sale of fixed insurance, annuities, and long-term care products through Delano Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management options, supported by research and model portfolios from LPL Research and third-party subadvisors.

Duston Ladieu is a financial advisor with Mass Mutual Investors Services in Sudbury, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he consults for Help me Fund College Fund and owns a real estate business, AJTL Enterprises, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

David Monroe is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes positions at Merrill and roles outside finance such as at Enterprise Rent-a-Car and Worcester State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI in research.

Jordan Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Worcester Credit Union and held various roles in public and nonprofit sectors. Outside of his advisory role, he sells collectibles through the online marketplace Mercari. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to create tailored financial plans.

Colin Noonan is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America, P1 Logistics, and several other organizations across various roles. Noonan also held positions at Venture Home Solar and Mass General Brigham in 2021. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isli Kola is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Phoenix Retail, and Procredit Bank Albania. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Leo White is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and 25 years of industry experience. His career includes previous roles at American Express Financial Advisors, Stratos Wealth Partners, Ltd, and Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Blake Ellison is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside its financial planning solutions.

Kellie Jacques is a CFP®-certified financial advisor with Ameriprise Financial Services LLC and has 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, spanning a combined 11 years. Outside of her advisory role, she serves on the Board of Directors for the Salvation Army of Massachusetts, Greater Boston, and participates on committees for Financial Executives International. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with a focus on clients holding Ameriprise Managed Accounts.

Marvin Hale is a financial advisor with OSAIC in Natick, MA, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He worked at SagePoint Financial, Inc. for 14 years prior to joining OSAIC in 2023. Outside of his advisory role, he serves as president of the board for Hampshire Christian Academy and operates Hale Financial Planning Group, LLC, a firm focused on fixed insurance products. OSAIC serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations through a large network of advisors. The firm employs a range of investment tools and third-party platforms to provide integrated brokerage, advisory, and managed account services.