Gregory Paul is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several Morgan Stanley affiliates and Sanford C. Bernstein & Co. LLC. Outside of his advisory work, he serves on the advisory board and finance committee of the Community Music Center of Boston and participates in the Diversity Committee for the Fund Finance Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Bradley Armstrong is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Fund Distributors Inc for 14 years. Armstrong is currently based in Westwood, MA. 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 and offers a range of advisory programs and investment solutions under a fiduciary standard.

Julie Patterson D'angelo is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Osaic since 2018. Prior to that, she spent 15 years at John Hancock Life Insurance Co. and Signator Investors, Inc. She is also a partner in Centinel Financial Group LLC, where she is involved in business operations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and investment advisory services along with access to third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across various investment types.

Daniel Whiting is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2018 after eight years at Fidelity Investments. Daniel collaborates closely with clients to understand their individual needs, concerns, and priorities, developing personalized financial strategies designed to help them pursue their long-term goals. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Financial Analyst (CFA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Arts in Economics and a Bachelor of Business Administration in Finance and Operations Management from the University of Massachusetts Amherst, as well as a Master of Business Administration from the University of Massachusetts System. He is licensed in Life, Accident, and Health Insurance and holds Series 7, 9, 10, and 66 FINRA registrations. His client focus includes areas such as divorce transition planning, legacy planning, family wealth management strategies, socially responsible investing, tax minimization, and small business strategies. Residing in Scituate, Massachusetts, Daniel grew up in Holden, Massachusetts. Outside of his professional work, he participates in the North and South River Watershed Association. He enjoys activities including basketball, fishing, golfing, ice hockey, music, pickleball, skiing, and soccer.

Thomas Humphreys is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 financial plans.

Joseph Luiso is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he and his team focus on understanding the priorities of clients and their families to develop personalized wealth strategies. Utilizing the expertise of his team of credentialed specialists, he works to assist clients in achieving their financial goals. Joseph has been with Fidelity Investments since 1998. He served as a VP Financial Consultant from 1998 to 2015, after which he has been a Wealth Management Advisor. This extensive experience has provided him with a deep understanding of wealth management practices. Additional details about his education, credentials, and personal interests were not provided.

Julie Kujawski is a Series 66-licensed advisor with Equitable Advisors, based in Wellesley, MA, and has six years of industry experience. She has worked at several firms, including Michael Franchella and AXA Advisors, LLC. Outside of her advisory role, she sings at community events in her hometown of Marlborough, MA. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models primarily implemented via third-party managers and provides ERISA fiduciary services to qualified plans.

Amanda Hancock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. She has been affiliated with Cetera Advisors LLC and its related entities since 2014. Outside of her advisory work, she serves as treasurer for the Charles River Dressage Association, a nonprofit equestrian club, where she is responsible for financial record keeping. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform offering a range of program structures and investment options, supported by a large network of independent advisors.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with LPL Financial since 2016 and also has involvement in Atlanta Island Auto Rentals Inc., an auto rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by both proprietary and third-party research.

Nicholas Weiler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Hornor Townsend & Kent LLC and Penn Mutual Life Insurance Company from 2021 to 2024, and UBS FS from 2016 to 2020. He is also involved with Leopold Wealth Management, where he provides tax preparation, accounting, and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and model portfolios supplemented by research and technology-driven investment approaches.

Nicholas Dupuis is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Alku and has experience in education and landscaping. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a combination of firm-offered models, third-party asset managers, and LPL-sponsored advisory programs.

Kate Gamache is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, following a 15-year tenure at State Street Corporation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor advice to clients’ goals and risk tolerances.

Marni Friedman is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Wellesley College for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including Corporate Financial Planning agreements.

Kira Robinson Kates is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previously been affiliated with MASSMUTUAL Life Insurance Company, Baystate Wealth Management, and MSI Financial Services. In addition to her advisory role, she is an independent insurance agent specializing in disability and life insurance. Mass Mutual Investors Services, LLC 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 employs collaborative, software-assisted planning tools and offers a range of investment and educational programs.

Molly Kirkland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with next-generation clients and families, including high-income professionals and couples, to help navigate key financial decisions such as equity compensation, purchasing a home, family savings, and long-term financial independence. Molly focuses on creating a cohesive investment strategy that integrates financial planning, tax strategy, and estate considerations. Raised by a financial advisor and now partnering alongside her father, Molly brings an early perspective on wealth management to her work. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, emphasizing a structured, planning-first approach, especially valuable during periods of transition. Molly's client focus areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Molly earned her Bachelor's Degree from the University of Massachusetts Amherst. She is involved with professional organizations such as Thrive Support & Advocacy and serves as an ambassador for the Westborough Chamber of Commerce. In the community, she participates with Big Sister Greater Boston, Read to a Child, and Special Olympics. Outside of work, she enjoys cooking, golfing, hiking, photography, reading, and tennis.

Jonathan Wolff II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at firms including Lightship Wealth Strategies and Commonwealth Financial Network. Wolff is also president of Wolff Capital Management, Inc., where he advises clients on comprehensive financial planning and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

Zachary Levy is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he operated a junk removal business and has held various roles including positions in retail and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals—including non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives utilizing both proprietary and third-party asset management programs.

Robert Williams is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at 7-Eleven and has a background that includes roles at Bentley University, the YMCA, and local schools. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on a variety of third-party advisory programs and managers.

Yvette Sekyere Abankwa is a Series 63-licensed financial advisor with Morgan Stanley, based in Wellesley, MA. She has 21 years of industry experience and has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and the use of analytical tools such as Monte Carlo simulations to model financial outcomes.

Michael Berardi is a financial advisor with LPL Financial in Norwood, MA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in tax preparation and accounting through his business, M V Berardi & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven approaches.