Benjamin Taylor is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2002. Outside of his advisory role, Taylor is an agent in a non-MMLIA insurance brokerage and a partner in a life settlement business, assisting clients with sourcing and evaluating life settlement offers. MML 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 offers collaborative, annual planning engagements using firm-approved tools and also provides specialized services such as estate settlement and employer-sponsored planning programs.

David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

Donald Mc Donough III is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Ott is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2020 and has held various roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she worked as a Senior Analyst in Asset Servicing at BNY Mellon from 2019 to 2020. In her current role, Sarah collaborates with clients and their families to develop personalized financial plans that align investments with long-term goals. She emphasizes trust, integrity, and a client-first approach in her advisory services, aiming to support clients through significant financial decisions. No additional information about her education or personal interests has been provided.

Susie Lui is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2016. Outside of her advisory role, she performs bookkeeping for a construction-related S-Corp in Framingham, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and proprietary planning tools in its process.

Frank Moy Jr. is a financial advisor with Primerica Advisors in Walpole, MA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he serves as a trustee for multiple family trusts. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jeffrey Atwood is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Investment Management, and currently J.P. Morgan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage services.

Andrew Semjen is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has been associated with Raymond James financial services since 2003 and has led The Semjen Group as an independent contractor since 2010. Outside of advisory work, he owns The Semjen Group, a support company unrelated to investment activities. 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, corporations, and institutional investors. The firm uses comprehensive analytical tools to tailor recommendations and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Carter Smith is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to develop personalized investment strategies that align with their financial goals and priorities. He provides investment advice and access to banking and lending services through Bank of America. Smith's expertise covers multiple client focus areas including divorce transition planning, education planning, employee benefits planning, equity compensation services, employee financial health, and personal retirement planning. He guides clients through various financial decisions ranging from general investing to retirement planning and savings strategies. He holds a Bachelor's Degree from the University of Massachusetts System and has earned the designation of Personal Investment Advisor (PIA). Outside of his professional work, Smith's personal interests include baseball, cooking, soccer, and traveling.

Dante Amatucci is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2018, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is employed in the bakery department at Whole Foods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Wilfred Keyser III is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he works as a part-time professional ski instructor at Loon Mountain Ski Resort. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 client solutions.

Marissa Kivett is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a distribution trustee for several investment-related trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Leo Tang is a financial advisor at Merrill with 10 years of experience at the firm and five years in the industry. He holds a Series 66 designation and is based in Hingham, MA. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Gill is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Bernstein Institutional Services LLC. He serves on the Boston event committee for Toast to St. Jude, an annual fundraising event for St. Jude Children’s Research Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles using both in-house and third-party managers.

Thomas Connelly is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He worked at Neds Point Capital, LLC for five years before joining Wells Fargo Advisors in 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Jim Capra is Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2017. In this role, he partners with families to provide holistic financial planning aimed at creating personalized wealth plans that offer clients a vision for their wealth and peace of mind. Jim has over 30 years of experience in the financial services industry, having progressed through various roles at Fidelity Investments since 1993. His career includes positions as Vice President - Financial Consultant, Financial Representative, Associate Financial Representative, and Customer Service Representative, which have contributed to his expertise in financial planning and client service. Outside of his professional work, Jim engages in activities such as golf, hiking, traveling, and volunteering.

Nancy Madonna is a financial advisor with Ameriprise in Mansfield, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2009, including her current role at the firm since 2020. Outside of her advisory work, she is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.

Joseph Donovan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2012 and also provides financial planning and consulting services through Bay Financial Advisors, a separate independent investment advisory firm he has been involved with since 2015. Outside of his advisory roles, Donovan is a notary and serves as a for-profit board member at Partners Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Kathleen Griffin is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley. She has held prior roles at Facet Wealth, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Jordan Adner is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Digital On Demand, Equity Industrial Partners, and Fitback Co. Prior to his advisory career, he was affiliated with Syracuse University and Camp Tel Noar. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.