Alexander Nagy is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. His prior work includes roles at Target, Northwest Children's Home, and Central Washington University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored and other third-party programs to deliver advisory and brokerage solutions.

Philip Stone is a Series 65-licensed financial advisor with LPL Financial, based in Lexington, MA. He has 20 years of industry experience and has been with LPL Financial since 2005. In addition to his role at LPL, he has operated Stone & Company, P.C. since 1987 and is involved with Stone Acquisitions Group, LLC, which lists businesses for sale or represents buyers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Benjamin Rice is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Legends Global and LL Bean. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers to provide advisory and brokerage solutions.

Mark Mcmanus is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is involved with RRiM, LLC, a software company that distributes retirement planning software. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver recommendations.

Frank Rossi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Rossi serves on the Town of Medway Investment Advisory Committee and is a Select Board member, overseeing the town’s operating budget and capital projects. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and access to extensive investment resources.

James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

Kendall Pomeroy is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Fidelity Investments for one year and has held various roles including positions related to baseball organizations and at the University of Massachusetts Lowell. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including scenario modeling through the Global Investment Committee’s estimates and Monte Carlo simulations.

Richard Alles Jr. is a financial advisor with Ameriprise in Weston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Oppenheimer for 21 years before joining Ameriprise in various capacities since 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic automation alongside a dedicated consulting team to deliver customized retirement income strategies.

Bibekananda Das is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s models.

Corleen Cadman is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at PFS Investments Inc. since 2023 and Primerica Financial Services since 2018. Outside of finance, she has been involved with Caseys Diner since 2015 and worked with Micheal J Connolly & Sons for over two decades. Primerica Advisors is a large-scale firm serving primarily individual investors including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing.

Mark Palmerino is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves on multiple nonprofit healthcare boards, including Harrington Memorial Hospital and Harrington Healthcare System, where he holds positions such as secretary and vice chairman. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using a multi-manager platform with discretionary and non-discretionary program options.

Jeffrey Hall is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years before joining Winslow Wealth Management and subsequently LPL Financial. He is involved with Birch Point Advisors, a business entity maintained for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management options that include strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.

Christian Parker is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services from 2001 to 2016 before joining Wells Fargo Advisors, where he has been since 2016. Parker is also a co-owner of Wellesley Private Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels.

Harry Shuman is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is an associate financial advisor at DES Group Inc., where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Jacob Zisk is a Series 66-registered financial advisor with UBS Financial Services in Wellesley, MA, with two years of industry experience. Prior to joining UBS, he held roles at Grove Street Fiduciary, Norfolk Gold Club, and Cherry Hill Golf Course. Outside of finance, he has worked in diverse fields including hospitality and cleaning services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies. The firm operates with institutional trading capabilities alongside wealth management services.

Matthew Clayson is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2000. Outside of his advisory work, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC 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, and educational seminars, using tools like Monte Carlo simulations and automated asset allocation to support client goals.

Alfred Hargrave Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera and affiliated entities since 2002 and is also president of McCarthy Hargrave Wealth Management. Outside of his advisory roles, he serves as treasurer on the board of the Worcester Children’s Chorus, a nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and discretionary and non-discretionary programs.

Terrence Mc Manus is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Citizens Bank, Bank of America, and Merrill. His background also includes a role with Advanced Restoration Scholarships and employment at Boston University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a centralized due-diligence framework and combines institutional advisory services with broker-dealer and investment adviser registrations.

Alan Ioffredo is a CFP® professional with 32 years of experience in the financial services industry. He has been affiliated with LPL Financial since 1998 and operates Alena Wealth, LLC, a firm he founded in 2008. Outside of his advisory work, he is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Lin is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Morgan Stanley since 2017, including the Private Bank division from 2018 onward, and previously at Senji Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm reports managing approximately $2.74 trillion in client assets and delivers services through various financial planning and investment strategies.