Heidi Riley is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Baird in 2025, she worked at Janney Montgomery Scott LLC for 10 years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional approaches.

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

Gregory Spurr is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Empower Financial Services, and Empower Advisory Group. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and tax-aware strategies to construct and manage globally diversified portfolios.

Georgi Ellen Battocchio is a Vice President and Branch Leader at Fidelity Investments. In this role, she collaborates with her team to assist clients in working toward their financial goals by developing financial plans tailored to individual needs and life events. She has held the position of Vice President, Branch Leader at Fidelity Investments since 2023. Prior to this, she served as Vice President and Market Leader at BlackRock from 2015 to 2023, and as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2015.

Carson Cacciatore is a financial advisor with Thrivent Investment Management in Watertown, MA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked with Chi Alpha Campus Ministries for seven years and has experience in entrepreneurial ventures including Blue Sail Coffee and U Storage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Edward Moore Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and methodologies such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Amy La Marche is a financial advisor with Edward Jones in Burlington, MA, holding a Series 66 designation and one year of industry experience. She previously worked at Salem Five Bank for nine years. La Marche serves as a trustee for the Legacy Family Trust in Lynnfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm has a large national network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Philip Stone is a Series 65-licensed financial advisor with LPL Financial, based in Lexington, MA. He has 20 years of industry experience and has been with LPL Financial since 2005. In addition to his role at LPL, he has operated Stone & Company, P.C. since 1987 and is involved with Stone Acquisitions Group, LLC, which lists businesses for sale or represents buyers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Adrienne Tubridy is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Raymond James & Associates from 2016 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Glen Donovan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with six years of industry experience. His prior work includes three years at John Hancock Investment Management before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a broad array of retail and institutional offerings.

Daniel Hurley is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at Weston Securities Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2019. He is based in Boston, MA. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Robyn Redfield is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and its Private Bank since 2009. Outside of her advisory work, she is involved with the Hollyheath Condo Trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs firm-approved planning tools and a structured discovery process to develop plans, managing approximately $2.74 trillion in client assets.

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Arcadia Financial Group and Arcadia Wealth Management. Outside of his advisor role, Rodgers has involvement with Boston Partners Wealth Management, providing sales and marketing support for securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using a range of investment vehicles and employs various third-party platforms to deliver managed account solutions.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

Scott Fabyan is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he owns Kestrel Sportfishing Charters and serves on the advisory board of the recreational club Miles River Marsh Rats. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Dilruba Afroz is a financial advisor with Merrill in Beverly, MA, holding a Series 66 designation and one year of industry experience. She has been with Merrill since 2017 and previously worked at Bank of America and Walmart. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Ana Panori is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning a decade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

Martin Parquette is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of finance, he is a fitness instructor and a member of a flying club that facilitates aircraft ownership. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to model financial outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Joel Stein is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms, including Mass Mutual Investors Services and MetLife Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Richard Alles Jr. is a financial advisor with Ameriprise in Weston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Oppenheimer for 21 years before joining Ameriprise in various capacities since 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside a dedicated consulting team to deliver customized retirement income strategies.