Ryan Vanweezel is a financial advisor with LPL Financial in Dedham, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. for five years and Nuveen Investments for three years. Vanweezel is also involved in tax preparation and accounting services and operates RVW Wealth Management, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and technology tools.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. 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, with a focus on collaborative, goal-oriented planning and a variety of investment programs.

Shelley Zicolell is a financial advisor with LPL Financial in Milford, MA, holding seven years of industry experience. She has been with LPL Financial since 2018 and also maintains a longstanding role with Abodeely Insurance Co dating back to 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Thomas Crowley is a CFP® with 18 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexandros Reissis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Stop it Goaltending, OPEXEngine, and teaching appointments at Bentley University and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic construction, with oversight of sub-advisers and use of AI and systematic methodologies in its investment process.

Aline Yurik is a financial advisor with MassMutual Investors Services holding CFP® and Series 66 credentials and has three years of industry experience. She has a diverse background that includes roles in health insurance IT systems and extensive part-time academic positions at multiple universities, including Brandeis University where she serves as program chair for the Master of Software Engineering. Yurik is also a licensed real estate agent with Centre Realty Group. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and other clients, utilizing firm‑approved analytical tools to support collaborative annual planning engagements.

Charles Casassa is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2001. He acts in a fiduciary capacity for two irrevocable trusts. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jonathan Moore is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2014, following a tenure at Fidelity Brokerage Services starting in 2004. Outside of his advisory role, Moore serves on the Finance Committee for the Town of Ashland, MA, and acts as an alumni chapter counselor for Sigma Phi Epsilon at UMass Amherst. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform of capital markets and advisory solutions.

Andrew Bonetti is a CFP® professional affiliated with Cetera, with 14 years of experience in financial services. He has operated his own practice, Andrew Bonetti CFP, since 2018 and has been associated with CCR Wealth Management and Cetera ADVISORS LLC since 2016. Outside of his advisory work, he serves on the board of the Baypath Humane Society of Hopkinton, focusing on finance and accounting. 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 diversified portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting various program structures and custodial relationships.

Christopher Tracy is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Tracy serves on the Finance and Operations Committee of the Boys & Girls Club of Metrowest, a nonprofit organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broader institutional capabilities.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021, following prior roles at Mass Mutual Investors Services and Baystate Financial. Outside of her advisory work, she is involved with the Libre Advisor Network, which provides education and resources to financial professionals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management options and proprietary as well as third-party model strategies.

Gennady Shuster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2005 and was with Pruco Securities, LLC from 2005 to 2024. In addition to his advisory role, he is involved with Liberty Mutual Comparison Agency, selling personal property and casualty insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Martin Stocklan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Martin has been a Wealth Advisor for 45 years. He holds a Bachelor of Science in Business Administration from Babson College and a Master of Business Administration from Harvard Business School. Martin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Martin has interests in baseball, basketball, billiards, football, ice hockey, reading, spending time with his family, and tennis. He is associated with several professional organizations, including AIPAC, SquashBusters, CAMERA, and Friends of the IDF.

Molly Slowe is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, State Street Global Advisors, and Vistra. Prior to her finance career, she completed full-time education at Boston College. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning through structured processes and a variety of investment programs.

William Dusett Jr. is a CFP® with 25 years of industry experience, currently affiliated with LPL Enterprise since 2024. He previously worked for Pruco Securities, LLC for 23 years and has been associated with Prudential Insurance Company of America for 25 years. Outside of his advisory role, he assists his son with selling a comic book collection online. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that supports discretionary and non-discretionary investment advice.

Stephen Bradley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2018. Prior to this, he worked at UBS Financial Services for 14 years. He is also the CEO of Bradley & Stayton Wealth Management Group, a wealth management support company. 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 utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and maintains specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.

David Baker is a financial advisor with Equitable Advisors holding a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he was a minority owner of Lord Hobo, a craft beer maker. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through both in-house programs and third-party managers.

Madhusudan Nair is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at UniBank, First Citizens Bank, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Yuebin Zhang is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill Lynch since 2008. 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, offering model-based and discretionary investment strategies for a variety of client types including individuals, high-net-worth clients, and institutional accounts.