Carl Aloupis Jr is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and research resources.

Sujitha Thiruvazhi is a financial advisor with Merrill, holding a Series 66 designation and 9 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies that serve individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates closely with Bank of America’s broader platform, enabling access to a wide set of investment products and services.

Thomas Parlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Cambridge Investment Research since 2018 and previous positions at Eagle Strategies and New York Life Insurance Company. He serves as a board member of United Spinal Association and Massachusetts Hockey, reflecting involvement in nonprofit and community organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Bryan Carey is a financial advisor with Ameriprise in Quincy, MA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jessica Kelley is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill since 2010 and associated with Bank of America, N.A. since 2015. Outside of her advisory work, she owns a rental property business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Justin Abely is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and joined the industry in 2025. Prior to entering financial advising, he has worked in various roles including positions with St. Anne's Credit Union, the University of New Hampshire, and the Durham Youth Hockey Organization. He is also involved with the Woodland Golf Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model heavily reliant on LPL-sponsored programs and endorsed TAMPs.

Brian Sullivan is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Map On is a financial advisor at Merrill with 3 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Bank of America and Farmers Financial Solutions, among other firms. 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 fiduciaries.

David Carolan is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2003 and 2005, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and custody services.

John Trickett is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works with high net worth individuals, affluent families, and successful businesses in Massachusetts and nationwide, focusing on a planning-based approach to wealth management and portfolio formulation. John also provides services to employers and employees by developing and enhancing corporate retirement plans. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a variety of Merrill model portfolios and third-party investment options. John holds several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Massachusetts Amherst. John’s areas of expertise encompass college education planning, family wealth management, legacy planning, liquidity management, retirement income, socially responsible investing, and special needs planning strategies. Outside of his professional work, John enjoys golfing, music, running, traveling, and spending time with his family. He is committed to community involvement and volunteers with organizations serving the communities where he and Merrill Lynch operate.

Daniel Defeo is a financial advisor with Primerica Advisors in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home-related services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure and maintaining oversight of model offerings.

Sam Hetu is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans focused on their life goals. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and various levels of Investment Solutions Representative before assuming his current position in 2025. Sam holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys attending concerts, watching football and movies, golfing, and engaging in outdoor activities such as skiing.

Ryan Fine is a financial advisor with Raymond James Financial Services Advisors, Inc. in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James since 2003 and also owns The Semjen Group, a support company based in Braintree. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation strategies and an extensive affiliate network.

Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.

Jon Collins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner with the Collins Brady Group, where he focuses on investment oversight and managing client investment portfolios, primarily serving senior executives, business owners, and wealthy families. Jon is a qualified Portfolio Manager who develops and implements personalized investment strategies, including discretionary management within the firm's Investment Advisory Program. He also leads the team's business development activities, aiming to grow the practice through client-focused advice and a standard of care exceeding expectations. Jon joined Merrill Lynch in 2011 after eighteen years of experience with three financial institutions, with roles in portfolio management, trading, and sales and marketing, concentrating on equity and fixed income securities. Prior to Merrill Lynch, he worked at State Street Global Markets as Head of Business Development, Charles River Development as Senior Sales Engineer, Independence Investments as Assistant Portfolio Manager, Scudder Stevens & Clark as Investment Analyst, and Investors Bank & Trust as Senior Fund Accountant. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Boston. Jon earned a Bachelor of Science degree in Business Administration from the University of Southern Maine in 1992, where he played on three College World Series baseball teams, including the 1991 National Championship team. He lives in Sudbury, MA with his wife and two children and is involved in coaching sports and serving on the Board of Directors for Sudbury Youth Baseball.

Timothy Weaton is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory work, he serves as a guardian agent for disability cases. 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 managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels, and offers tailored services based on client goals, risk tolerance, and time horizon.

Quinn Wardwell is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and has been with Equitable Advisors since 2025. Prior to joining the firm, his work experience includes roles at Door Dash, the University of Rhode Island, and Vermont National Country Club. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Paul Lam is a financial advisor with Edward Jones in Needham, MA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, affiliated mutual funds, and services under a fiduciary standard.

Theofanis Bakolas is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Havener Capital Partners’ Institutional Division and Compass Securities Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Beth Green is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Merrill and its related entities since 2008, including a brief period at Wells Fargo Clearing Services LLC in 2019. 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 diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.