Lauren Komins is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Brian Mcneil is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to developing personalized investment management strategies and tactically re-balancing portfolios based on evolving market conditions and changes in clients' financial goals. Brian works as part of The Downs & McNeil Wealth Management Group, a bi-coastal team that serves high net worth and ultra high net worth individuals, including owners of pre-IPO and family businesses, medical professionals, C-suite executives, retirees, multi-generational families, and non-profit organizations. Brian's approach is planning-based, client-centric, and data-driven, utilizing fundamental and technical research from Merrill and third parties. He collaborates with clients to build and implement mutually agreed upon investment strategies, focusing on college education planning, institutional and corporate benefit services, endowment and foundation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Bentley University and is involved in the community through support for Why Me - Sherry's House. Outside of his professional work, Brian enjoys fishing, golfing, ice hockey, and spending time with his family, reflecting his devotion as a husband and father.

Jacob Galvin is a Planning Consultant at Fidelity Investments, where he works closely with clients to build personalized financial plans aimed at helping them identify and work towards their goals. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Customer Relationship Advocate. Before joining Fidelity, Jacob gained experience as a Financial Administrator at Raymond James, METRO Financial Strategies from 2020 to 2021. His professional background reflects a focus on client service and financial planning within the investment industry.

Richard Land is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its Private Bank division since 2019. His prior experience includes roles at Fieldpoint Private Securities and Fieldpoint Private Bank and Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Mark Carpentier is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017 as part of The Cafaro Group. He focuses on creating personalized financial plans that align with his clients' values, assisting them through various life events and decisions. His areas of expertise include family wealth management strategies, college education planning, philanthropic and socially responsible investing, liquidity management, and special needs planning. Mark holds a Bachelor's degree in Economics with a minor in Finance from Assumption University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He has been recognized as part of Barron's Top 250 Private Wealth Management Teams from 2022 through 2025. Residing in Woburn, Massachusetts, Mark lives with his wife Taylor. He is an avid golfer, hiker, runner, and scuba diver, and remains an active member of the Assumption University community.

Joseph Guerriero is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandy Mahoney is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles from Investment Consultant to Vice President, Financial Consultant. Her current position reflects her long-standing commitment to the firm and her clients. Brandy has over 18 years of experience working with Fidelity clients from diverse backgrounds. She focuses on financial planning, aiming to understand clients' unique personal circumstances. She ensures that clients are fully informed of Fidelity's offerings and presents options to help them pursue their financial goals.

Stephen Freedman is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines in Burlington, MA. He has been with Financial Engines Advisors L.L.C. since 2018 and previously worked at Edelman Financial Services, LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, rebalancing, and long-term investment strategies.

Owen Giangrande is a financial advisor at Equitable Advisors with a Series 66 license and approximately one year of industry experience. His background includes roles at PV Kent & Associates and various positions during his time at Boston University. Outside of his advisory work, he has experience associated with the Salem Country Club. Equitable Advisors serves a broad 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 incorporates third-party advisory models and offers ERISA fiduciary services, with a focus on both proprietary and third-party investment solutions.

Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.

Joseph D'Alelio is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 1998, initially serving as a Vice President Financial Planning Consultant until 2015, and currently holds his position as Vice President Wealth Management Advisor. Throughout his tenure at Fidelity, Joseph has worked closely with clients to understand their priorities and provide tailored financial guidance. His professional experience spans financial planning and wealth management advisory roles, focusing on helping clients work toward their financial goals. Joseph emphasizes gaining a clear understanding of what is important to clients and their families to offer insight-driven advice aligned with their objectives.

Ethan Vieira is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at E*Trade Securities LLC and 3Cubed, as well as involvement with YMCA Southcoast and Greater Fall River Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Richard Biagiotti is a CFP® professional with 39 years of experience in financial services, currently affiliated with LPL Financial since 2023. His prior roles include seven years at Cetera Advisors LLC and ongoing leadership at Personal Financial Management Plus Inc since 1985. He also serves as a board member of the City of Lynn Retirement Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven strategies.

Christopher Szymanski is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. In addition to his advisory role, he works as a life insurance agent and broker, providing analysis and underwriting for various insurance products. He also supports financial planning efforts through affiliated firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable capabilities in municipal and public finance advisory.

Courtney Rosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Elaine Stansfield is a CFP® professional with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2021. Prior to this, she spent over two decades with Waddell & Reed, Inc and various insurance carriers. Her background also includes involvement in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

George Licht is a financial advisor at UBS Financial Services in Wellesley, MA, with 26 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is serving as the personal representative for his late brother’s will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers research-driven, model-based investment strategies tailored to client goals.

Michael Macrides is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 credential and has worked at both Morgan Stanley and Fidelity Investments. Macrides also has experience working with Bryant University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Thomas Lane Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Cynet, Bitsight, Black Diamond Networks, and the Cincinnati Reds, as well as a period at Boston College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Pratt is a Series 66 licensed financial advisor at Equitable Advisors with three years of industry experience. His prior roles include positions at Curate Insights and various clubs in the hospitality and tennis sectors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.