Avi Finder is a financial advisor with Ameriprise in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise specializes in retirement-income planning services for individuals generally holding at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Louis Denison is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he held various roles related to athletics and education at Nichols College and other institutions. He has been involved with Sandy Burr Country Club since 2020. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory platforms to offer a range of investment solutions.

Vourdanne Ignegongba is a Planning Consultant at Fidelity Investments, a role held since 2024. Prior to this, Vourdanne served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. As a CFP® professional, Vourdanne partners with high net worth clients, families, and business owners to build comprehensive financial plans and assist them through significant life events. Vourdanne's areas of expertise include retirement planning, risk mitigation, legacy planning considerations, tax efficient investing, and investment strategy. Vourdanne prioritizes clients' confidence and well-being, ensuring that each client receives attentive and personalized service.

Judith Carlson Wang is a financial advisor with Edward Jones in Newton, MA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked for John Hancock Distributors LLC for 11 years before joining Edward Jones in 2022. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Paul Fortini is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2008. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and five years of industry experience. His background includes service in the United States Army and roles with the Massachusetts State Police and Essex County Sheriff's Department, as well as positions in education at the University of Massachusetts Lowell and North Andover Public Schools. He also serves as a trustee for a local homeowners association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions across multiple product types.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Carol Crowley is a CFP® professional with 13 years of experience, currently serving clients at Edward Jones since 2013. She holds a Series 66 designation and is based in Northborough, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning programs and educational seminars.

Bernard Ravelson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual, METLIFE Securities, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Joseph Gonthier is a financial advisor with Ameriprise in Wellesley, MA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at AAFCPAs, Inc. and Merrimack College Financial Capability Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Suzanne Saville is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, she worked for nine years at Citizens Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Inc. and Cambridge Investment Research Advisors, INC. Curran is a member of Boston Women in Finance, a networking group for women in the financial industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with investment portfolios constructed using firm-provided asset-allocation tools and third-party money managers.

David Swartz is a financial advisor at Morgan Stanley in Wellesley, MA, with 26 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2007. Outside of his advisory work, he serves as a FINRA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and investment research.

Susan Mcguire is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bay Financial Associates since 2011, joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Everts is a financial advisor at UBS Financial Services with 41 years of experience, having been with UBS since 1985. He holds a Series 63 designation. He serves as a trustee for multiple family trusts related to investment management and planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Timothy Woodward is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is committed to helping clients develop and implement wealth planning strategies designed to benefit them and their families both now and in the future. Prior to his current position, Timothy worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as an Associate Financial Consultant at Charles Schwab & Co. from 2018 to 2020. His experience spans various aspects of financial consulting and investment advisory. Outside of his professional work, Timothy has interests in baseball, concerts, cooking and baking, hiking, and music.

Patrycja Cotter is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has previously worked at various Citizens Bank entities from 2014 to 2022. Outside of her advisory role, she serves as a Notary Public. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Daniel Finn is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Matthew Little is a financial advisor with LPL Financial in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Cetera and Investors Capital Corp., among other firms. Outside of his advisory role, he is an insurance agent selling life, health, annuities, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad network of over 22,800 advisors.