Gregory Mclean is a financial advisor with LPL Financial based in Malden, MA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Rockland Trust and LPL Financial since 2015, serving in roles that include relationship management for financial institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Michael Goss is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked for Bass, Doherty & Finks, P.C., Pabian & Russell, LLC, and the Law Office of Meilman & Costa, P.C. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Dan Rudge is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and works at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques to support client planning and manages approximately $2.74 trillion in client assets.

Rodney Beckles is a financial advisor with Charles Schwab in Cambridge, MA, holding a Series 66 designation and having three years of industry experience. His prior roles include positions at TD Ameritrade, Wells Fargo, and Charles Schwab Bank. 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 both non-discretionary and discretionary investment options, delivering guidance via multi-asset model portfolios and alternative investment programs supported by Schwab Center for Financial Research.

Kelly Robertie is a financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining Edelman Financial Engines in 2025, Kelly worked for Sensible Financial Planning and Management, LLC, and has a background in education with roles at Peabody and Winthrop Public Schools. Kelly holds the Series 63 and Series 65 designations. 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 modeling process combined with planner support and online tools, offering both discretionary and non-discretionary investment options.

Janis Larsen is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Alexandra Terista is a financial advisor with LPL Financial and holds a Series 66 designation. She has recently transitioned to the financial industry after four years at Eversource Energy and currently serves in the U.S. Navy Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, supported by both proprietary and third-party research.

Michael Yuan is a financial advisor at J.P. Morgan Securities in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Merrill, Bank of America, Santander, State Street Corp, and a teaching position at the University of Massachusetts Boston. Outside of finance, he was involved with Watermark Donut Co for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Eric Fantegrossi is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at 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 variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling.

Terrence Mc Manus is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Citizens Bank, Bank of America, and Merrill. His background also includes a role with Advanced Restoration Scholarships and employment at Boston University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a centralized due-diligence framework and combines institutional advisory services with broker-dealer and investment adviser registrations.

Kyle Ferreira is a Financial Consultant I with a professional background in investment consulting and sales. He has worked at Fidelity Investments in various roles including Senior Regional Investment Consultant in 2025, Regional Investment Consultant from 2023 to 2025, and Investment Sales Associate from 2022 to 2025. Prior to that, he was a Sales Intern at Natixis Investment Managers in 2021. Kyle is committed to creating meaningful impact by building strong connections with individuals and the community. He focuses on championing initiatives that drive progress and open doors for growth and collaboration. Guided by principles of integrity and inclusivity, he aims to inspire trust and deliver lasting value in both professional and personal settings. Outside of his professional work, Kyle enjoys boating, football, golf, and skiing.

Joseph Matta is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved with American Studios LLC, a business focused on property development and condo sales. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations through a centralized consulting team.

Alan Ioffredo is a CFP® professional with 32 years of experience in the financial services industry. He has been affiliated with LPL Financial since 1998 and operates Alena Wealth, LLC, a firm he founded in 2008. Outside of his advisory work, he is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Trevor Davis is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services and Fortitude Systems LLC. Outside of advisory work, he has been involved with The Pub and Storage Squad LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

Jeremy Peacock is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles outside of finance, including positions in hospitality and golf-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 discretionary and non-discretionary management alongside model portfolios and third-party research.

Inga Baneviciene is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC since 2022 and Citizens Securities, Inc. from 2016 to 2022. She also serves as a Notary Public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Dennis Lopes is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials with two years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank and spent six years at Wells Fargo. Outside of his advisory role, he is a 50 percent owner and partner at Rush Hour Group LLC, a restaurant and nightclub business in Cambridge, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm-approved methodologies in its financial planning process.

Joseph Ferrante is a financial advisor at Morgan Stanley with 47 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63, Series 65, and Series 66 designations. 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Miguel Pacheco Jr is a Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2018, he has focused on helping clients organize their financial affairs through a holistic wealth management approach. Miguel assists clients in creating and growing wealth, managing it tax-efficiently, and developing strategies to achieve and maintain their desired lifestyle and family goals. His client focus areas include college education planning, executive compensation, family wealth management strategies, retirement income, and individual and corporate investment strategy, among others. Miguel has been in the financial services industry since 2009. He holds both a Bachelor's and a Master's degree in Corporate Finance from Nyack College. He is also affiliated with the Church of God of Prophecy (COGOP) and is actively involved with community organizations such as Christ Church USA, Newark Community Church, YFC – Capital District New York, and the YMCA of Rockland County. Outside of his professional work, Miguel enjoys adventure sports, baseball, basketball, chess, football, golfing, horseback riding, reading, softball, and spending time with his family. His personal philosophy centers on delivering investment insights from Merrill while leveraging a global network of specialists to explore financial possibilities for his clients.

Francis Ferrelli is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 37 years of industry experience. He previously worked at Putnam Retail Management Limited Partnership for 38 years and had brief tenures with Franklin Distributors, LLC and a period of unemployment before joining LPL Enterprise. 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, integrating advisory services with brokerage and insurance products.