Robert Williams is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he gained experience in retail at 7-Eleven and has a background working with educational and community organizations such as Bentley University and the YMCA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and other endorsed platforms.

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.

Edward Griswold is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with RBC Capital Markets since 2008 and City National Bank since 2018. Outside of his advisory work, he owns a townhouse in Connecticut that he inherited from his mother. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Bishop is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 license and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a limited partner in an angel investment group and serves on the board of an artificial intelligence startup founded by his son. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Brendan Colleran is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and CIT. Outside of advisory work, he has experience working in the food service industry as a dishwasher and prep cook. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, 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.

John Boshar is a financial advisor at LPL Financial with over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Bay Financial Advisors, Inc. for 13 years. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services supported by various model portfolios, research, and technology-driven tools.

Joanne Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. She has worked at LPL Financial since 2009. She also operates a business under the name Leveroni Financial Management Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

John Coughlin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he was employed at Catalant Technologies and SurveyMonkey Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Connor Poirier is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Vice President Financial Consultants to understand financial goals and identify planning opportunities. He has been with Fidelity Investments since 2019, progressing through roles including Investor Center Intern, Financial Representative, and Relationship Manager before his current position. Connor's experience encompasses client relationship management and financial planning within Fidelity Investments. He focuses on helping clients uncover financial planning opportunities to meet their needs. Outside of his professional work, Connor enjoys family activities, football, golf, outdoor adventures, and skiing.

Rob Patton is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2013. He serves as a primary advocate for his clients, facilitating interactions with Fidelity and supporting the development and customization of family wealth plans tailored to individual needs. Rob's career at Fidelity began in 2006, with roles including Investment Consultant and Private Client Relationship Manager, providing him with extensive experience in wealth management and client relations. Prior to joining Fidelity, he worked as a Registered Representative and Agent at First Command Financial Planning from 2002 to 2006. Outside of his professional work, Rob enjoys outdoor adventures, sailing, and traveling.

Nicholas Cafaro is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry after earning a bachelor's degree in accounting and finance from Assumption College in Worcester, Massachusetts. Nicholas started at Deloitte's Boston office before joining Bank of America in 2003, where he developed client relationships and provided banking, credit, and lending solutions. He later transitioned to becoming a financial advisor with The Cafaro Group. As a qualified Portfolio Manager, Nicholas provides traditional financial advice and develops personalized investment strategies that may include individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He specializes in fixed-income management and market-linked investments, helping clients create goals-based investment plans. His practice includes managing discretionary strategies through the firm's Investment Advisory Program. Nicholas focuses on areas such as college education planning, family wealth management, retirement income, tax minimization, and investment strategy. Nicholas holds the Professional Investment Advisor (PIA) designation. He and his wife, Monica, reside in Wellesley with their young daughter and son.

Mark Lehoullier is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Raymond James since 2016 and previously at Fidelity Brokerage Services. He is also affiliated as an investment adviser with 1776 Financial in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to tailor recommendations, often serving in an advisory and implementation-support role rather than as a delegated manager.

Angelo Anello is a financial advisor with LPL Financial in Needham, MA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at Gladstone Wealth Partners and has been with LPL Financial since 2009. Anello provides investment advisory services through Gladstone Wealth Partners, an independent registered investment advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Franchella is a financial advisor with Equitable Advisors in Lexington, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with the Lexington High School softball team operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Andrew Cutler is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association beginning in 2015. Outside of his advisory work, he serves as Chairman of the Board of Managers for the YMCA Needham, Massachusetts. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutions, providing 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 planning process supported by firm-approved tools and investment modeling techniques.

Stephen Coffey is a CFP®-designated financial advisor with Ameriprise in Needham, MA, bringing 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of advising, he is involved with SIC Ventures, LLC, an entity that supports staff and leasing activities related to the Ameriprise franchise. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Konish is a CFP® with 26 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved with Koncentric, LLC, a company focused on educating and empowering local entrepreneurs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacqueline Wilson is a CFP®-designated financial advisor with Edward Jones in Braintree, MA, where she has worked since 2013. She has 12 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Alexi Tsolirides is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has previously worked at Blue Lake Capital and Bank of America, N.A. Outside of finance, he has experience with McGill University Rowing Club and has held roles in entrepreneurial and creative management settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional fiduciaries.