Zachary Thomas is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, Thomas is a partner in Thomas Ohana Paradise Escape, LLC, which is involved in real estate and customer service in Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process using approved tools and models, managing approximately $2.74 trillion in client assets.

Bryan Matson is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Tumwater Wealth Management and Emerson Electric. 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 relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Stephanie Manchon is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Lion Street Financial, PRW Wealth Management, and TIAA-CREF. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Amy Corsi is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 30 years of industry experience. She previously worked at Seegel Lipshutz Lo & Martin and Bowditch & Dewey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis.

Sidney Ma is a financial advisor at Equitable Advisors with 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. His credentials include Series 63 and Series 66 licenses. In addition to advising, he serves as an estate administrator and trustee for family and non-family members and holds alternative power of attorney responsibilities related to his parents' estate planning. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to recommend programs and managers, utilizing both proprietary and third-party solutions.

Evan Haberman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1986. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Evan's educational background includes a Master's degree from Babson College and a Bachelor's degree from the University of Massachusetts System. With over 40 years of experience, Evan specializes in areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Legacy Planning, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, and Retirement Income. He focuses on proactively simplifying and safeguarding the financial lives of his clients and their families, helping them pursue their long-term personal and financial goals while maintaining their current lifestyle. Evan is actively involved in his community and charitable organizations, including serving on the Board of Directors for the Carroll Center for the Blind. His personal interests include music, reading, traveling, and watching movies.

Michael Blau is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services, having joined in 2023 after roles at Morgan Stanley Smith Barney LLC and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Peter Christie Jr. is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in real estate ownership in Boston and Las Vegas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Craig D'Ambrosia is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2002 and has been with Fidelity since 1993, progressing through various positions including Assistant Branch Manager, Senior Financial Representative, Associate Financial Representative, and Executive Correspondence Representative. His experience encompasses branch leadership and financial services, with a focus on client support and employee development. Craig is motivated to positively impact the financial lives of clients and the professional growth of his team, aligning his leadership skills with Fidelity's core values. Outside of his professional responsibilities, Craig is interested in fitness, football, gardening, pets, and volunteering.

Richard Shakter is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was associated with AXA Advisors, LLC. Outside of advising, he maintains a limited law practice serving family and friends. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Julie Winston is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Winston served in the Massachusetts Army National Guard from 1994 to 2017. She is a member of the Town of Holliston Finance Committee. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

David Harding is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Northeast Investment Advisors, where he continues to have an ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Ashley Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as involvement with Cerebral Palsy Tempus Unlimited. Outside of financial advising, she has worked as a part-time driver for Uber and Lyft in Boston. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its advisory services.

Andrew Joyce is a CFP® and ChFC® with 14 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Joyce serves as finance chair on the board of directors for Mechanics Hall, providing consultative oversight on financial matters. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented strategies.

Sarah Silcox is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has seven years of industry experience, including a prior role at Northeast Planning Associates. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leslie Gosule is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including Aegis Capital Corp, Avantax Investment Services, and 1ST Global Capital Corp. Gosule is also involved in tax preparation and accounting services through Marina Point Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Philip Sartori is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Anthony Lorizio is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop, implement, and manage financial plans tailored to their unique personal financial situations. He emphasizes a personal level of service and care, supported by his team. Anthony has over 20 years of experience with Fidelity Investments, having served as Vice President Financial Consultant from 2009 to 2024 and as Financial Consultant from 2004 to 2009. Throughout his career, he has focused on building strong relationships with clients and helping them work towards their personal and financial goals. Outside of his professional work, Anthony enjoys fishing, social events with friends, outdoor adventures, and traveling.

Audrey Jones is a CFP® and Series 66 registered financial advisor with Equitable Advisors, bringing two years of industry experience. She has held roles at RBC Wealth Management and Alan Siegel Financial Services Inc, and has worked in academic support at Bryant University. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.