Matthew Botelho is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Walgreens and The Ryan Center. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Ryan Hazel is a financial advisor with Ameriprise in Wrentham, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is involved in a payroll services business called The Walpole Office. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, offering tailored recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and provides a broad range of financial solutions through affiliated entities.

Ko Dong is a financial advisor with LPL Financial based in Wayland, MA, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources, alongside technologies such as machine learning.

Sean Meehan is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at AXA Advisors and Rockland Trust, and has experience with entrepreneurial ventures, including involvement in isportsweb.com. Outside of his advisory role, Meehan is active in property management as a member of several LLCs overseeing commercial and rental real estate. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm delivers advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Gregory Hart is a financial advisor with LPL Financial in Westwood, MA, holding the CFP®, PFS™, and Series 66 designations. He has 25 years of industry experience, including prior roles at Bay Financial Advisors and CohnReznick LLP. Hart has been affiliated with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and technology-supported strategies.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

Peter Smail is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Higgins is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings to this role three decades of experience in the investment industry, including leadership positions and entrepreneurial ventures. His professional background includes roles such as Assistant Vice President and Financial Advisor at Citizens Bank, Founder and Portfolio Manager at CVR Portfolio Funds, and Managing Director of the Portfolio Solutions Group at State Street Global Markets. Earlier in his career, he held various trading and sales roles at firms including Pulse Trading, Charles Schwab, Moore Capital, Thomas Weisel Partners, Bear Stearns, and John Hancock Financial Services. Peter's approach emphasizes simplifying complex financial matters and creating wealth strategies that reflect the unique stories of his clients, aiming to benefit them and their families now and in the future.

Vincent Grimaldi is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2018, with prior experience at Citizens Securities, Inc. In addition to his advisory work, he is involved as an insurance agent selling life, health, annuities, and long-term care products and serves as vice president and financial advisor at Northeast Investment Advisors, providing investment advice and insurance planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Harvath is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Bentley University, Baystate Financial, BAE Systems, and the University of Massachusetts Lowell. Outside of his advisory role, he is employed part-time at Waverley Oaks Athletic Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alyson Popper is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. She also maintains a revocable living trust focusing on real estate investment activities in Hilton Head Island, SC. Morgan Stanley Wealth Management serves individual and institutional clients by offering comprehensive advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment services while operating primarily in an advisory capacity.

Stephen Parker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Parker serves as a board member for the Hermit Cove Community Association, a small homeowners association in New Hampshire, where he helps coordinate community projects. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Tess Butterworth is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously worked at Catalant Technologies from 2016 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and employer-based financial planning agreements.

Murad Royal is a financial advisor with LPL Financial in Wrentham, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at Citizens Securities Inc. and First Technology Federal Credit Union, where he continues to serve as a program manager. Outside of his advisory work, he operates a small Etsy business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by a variety of model portfolios and research.

Colin Murtha is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011 and leads a wealth management practice that serves successful individuals, executives, business owners, and their families. His team's expertise encompasses a range of financial areas including investment strategy, retirement income planning, debt financing, insurance solutions, and estate planning services. Additionally, they provide corporate retirement plan services focusing on fiduciary support, plan design, and employee financial wellness. Colin's approach to financial advising is consultative. He begins by understanding each client's unique financial situation and objectives, taking into account factors such as time horizon, liquidity, and risk tolerance. He then offers tailored recommendations leveraging resources from Merrill Lynch Wealth Management and Bank of America. His client focus areas include college education planning, divorce transition planning, employee benefits planning, defined benefit plans, personal retirement planning, small business strategies, and investment strategy. He earned a Bachelor of Arts in Philosophy from The George Washington University in 2002. Colin holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Plans Specialist™ (CRPS), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor® (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Natick with his wife and is an active member of the community. In his personal time, he enjoys working out, golf, reading American history, and listening to Frank Sinatra.

John Christo is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017, following a lengthy tenure at Metlife Securities Inc. from 1991 to 2017. He is also associated with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Terence O'Brien is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 credentials and over 46 years of industry experience. He has been with Merrill since 1978. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Wolff is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Commonwealth Financial Network for 18 years before joining Raymond James in 2024. Outside of advising, he is an artist who carves wooden whales and exhibits his work with the Artist Association of Nantucket. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work alongside targeted retirement plan services.

Aya Metwally is a Financial Consultant at Fidelity Investments where she advocates for clients by helping them identify investment opportunities and manage associated risks. She leverages her experience and personal financial planning expertise to assist clients in pursuing their life goals with confidence. Aya has held roles as a Financial Consultant at Fidelity Investments since 2025, a Financial Advisor at Morgan Stanley from 2018 to 2021, and a Licensed Banker at Citizens Bank from 2014 to 2018. She holds a California Insurance License. Outside of her professional work, Aya engages in biking, hiking, running, volunteering, and yoga.

Christine Theroux is a CFP® professional with 33 years of industry experience currently serving with Osaic. She has previously worked at firms including Royal Alliance, Horace Mann Investors, and MassMutual. Theroux is also the Director of Financial Planning at Boston Wealth Management, where she leads the financial planning process and serves as a Plan Advisor. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, using firm-provided tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.