Peter Christie Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental property in Boston, MA, and Las Vegas, NV. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial services through its large-scale platform.

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 at Equitable Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2011, following a concurrent tenure at AXA Advisors. Outside of his advisory work, he maintains an occasional law practice limited to family and friends. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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 Cetera with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Northeast Investment Advisors and Investors Capital Corporation. Harding also engages in investment and insurance sales through Northeast Investment Advisors as an owner and representative. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to both affiliated and third-party managers.

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 financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at Northeast Planning Associates and participated in a work study program at Saint Anselm College. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated within Bank of America’s corporate platform, providing access to a wide range of financial products and services.

Leslie Gosule is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to joining LPL Financial in 2025, Leslie worked at Aegis Capital Corp, Avantax Investment Services, and 1ST Global Advisors, among other firms. Outside of advising, Leslie is involved with Marina Point Services, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers financial planning and various advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-supported strategies.

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 holds a Series 66 license, currently serving as a financial advisor at Equitable Advisors with two years of industry experience. Her prior roles include positions at RBC Wealth Management and Alan Siegel Financial Services Inc. She also worked at Bryant University’s Academic Center for Excellence. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Alexander Tjie is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes various roles prior to joining Fidelity, as well as extensive periods of full-time education. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hui Yu is a financial advisor with LPL Financial and holds a Series 66 designation. Yu has three years of industry experience and has worked at LPL Financial since 2022, with prior experience at Rockland Trust beginning in 2014. Outside of advisory work, Yu is a notary public. 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Inas Alawam is a Financial Consultant currently working at Fidelity Investments since 2023. She has held several roles in the financial services industry, including Vice President-Financial Advisor at Private Client Citizens Bank from 2022 to 2023, Vice President-Financial Consultant at Charles Schwab from 2021 to 2022, Senior Relationship Banker at Santander Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Her professional approach involves partnering with clients to optimize their financial processes by complementing their knowledge and skills. She and her team focus on educating clients to help them make informed decisions and growing impactful relationships. Outside of her professional work, Inas has interests in food, music, and yoga.

Samjhana Aryal is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. She has five years of industry experience, including prior work at Fidelity Brokerage Services LLC and Axelon agency, Sandoz Pharmaceutical Novartis company. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s corporate platform enables access to a broad set of products and services beyond typical investment management.

Chiquita Rice is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for seven years before joining OSAIC in 2021. Rice serves on the board and finance committee of Shelter Music Boston, a nonprofit organization, and is the founder of Wings of Wellness, another nonprofit connected to her financial advisory work. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Christine Nilson is a financial advisor at Raymond James Financial in Newton, MA, holding Series 66 and Series 63 licenses with six years of industry experience. Her prior work includes roles at North Atlantic Investment Partners, The Bulfinch Group, AXA Equitable, and The Community Builders. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and public sector entities. The firm provides tailored, primarily non-discretionary advisory services supported by a range of institutional resources and maintains a notable presence in municipal and public finance.

William Keefe is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at RSM US LLP and North Atlantic Investment Partners, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a significant portion of assets managed on a non-discretionary basis.

John Bresnehan is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2002 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

George Schutte is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Commonwealth Financial Network for 27 years before joining Raymond James in 2024. Outside of his advisory role, he is president of Beluga Financial Network, Inc., a support company for his business operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.