Maryann Johnson is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

John Mulrenan is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Mai Capital Management and the Boston College Carroll School of Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple funds, and incorporation of AI-driven research in its investment process.

Hugo Rodrigues is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Bob Tashjian is the Vice President Private Wealth Management Advisor at Fidelity. In this role, he helps multiple generations of families develop personalized strategies for the growth, preservation, and transfer of their wealth. He works collaboratively with a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning services. Bob has been with Fidelity since 1995, holding various positions including Vice President Financial Consultant, Regional Consultant, Branch Service Manager, and Brokerage Consultant. His professional experience spans over two decades in financial consulting and wealth management. He holds a California Insurance License. Outside of his professional responsibilities, Bob is interested in fitness and golf.

Janet Lanigan is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved in property rental in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning, managing approximately $2.74 trillion in client assets.

Meaghan Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She serves as a strategic advisor to ultra-high-net-worth individuals and families, with a focus on female executives, clients navigating significant life changes, and multigenerational households. Meaghan employs a consultative, planning-first approach, integrating customized investment and planning strategies that leverage the firm's investment access, balance sheet, and trust capabilities. With experience spanning over a decade prior to her current role, including her time at Neuberger Berman and Knight Capital Group, Meaghan specializes in areas such as family wealth management strategies, legacy planning, philanthropic planning, and services for endowments, foundations, and non-profits. She works closely with clients to align their wealth with their values and aspirations, providing support through complex wealth management challenges. Meaghan holds a Bachelor of Science degree in Business Management and Economics from Boston College and is a Personal Investment Advisor (PIA). She has been recognized by Forbes as a "Top Next-Gen Wealth Advisor Best In State" in Massachusetts in both 2023 and 2024. Active in her professional community, Meaghan serves on the Professional Advisor Leadership Council for the Community Foundation for MetroWest and participates in the Community Engagement Committee for the Boston Estate Planning Council. She lives outside of Boston with her five children and enjoys activities such as hiking, running, and yoga.

Daniel McGrath is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports delivered by a centralized consulting team in partnership with advisors like McGrath.

Michael Cunningham is a financial advisor at LPL Financial in Chelmsford, MA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and First Technology Federal Credit Union. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Harold Toney Jr. is a financial advisor at UBS Financial Services with 30 years of industry experience. He previously worked at Merrill and Bank of America N.A., serving clients across various financial services. He holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment 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 plans.

Emily O'Neil is Vice President and Financial Consultant at Fidelity Investments, where she currently serves as the primary advisor for her clients and their families. In this role, she coordinates a team of professionals to help clients craft comprehensive wealth plans tailored to their unique goals. She emphasizes building long-lasting relationships and leveraging Fidelity's resources to support her clients' financial journeys. Emily has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses providing financial planning and consulting services within Fidelity's framework. Outside of her professional role, Emily's personal interests include gardening, golf, traveling, and volunteering.

Nathaniel Arias Velez is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022. Prior to his current roles, he has experience in various sectors including consulting and nonprofit work. 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 for individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

Richard Grande is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and 50 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and First Republic Investment Management. Outside of his advisory work, he consults on asset allocation and participates in manager searches for Quincy Point Congregational Church Homes, a senior citizen housing facility. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.

Brian Kelly is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 2007. He holds the Series 63 designation and is based in North Billerica, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

William Mcevoy is a financial advisor with Cambridge Investment Research Advisors in Malden, MA, holding a Series 66 designation and 18 years of industry experience. He previously spent 15 years with Cantella & Co Inc. Outside of his advisory role, Mcevoy is involved in several business activities, including acting as a director for an insurance business and a real estate holding company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation platforms and proprietary as well as third-party model strategies, with tailored approaches to client objectives.

Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, United Planners' Financial Services, and American Prosperity Group. He is also managing trustee of Argeros Realty Trust. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, third-party asset management, and a variety of brokerage and insurance products.

Jesse Finn is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation. He has one year of industry experience, with prior roles at TD Bank, Fidelity Investments, and B. Riley Financial, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and access to extensive investment resources and tools.

Jory Fong is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Syncretic Capital, Enigma Securities, Allurion Technologies, and SG Americas Securities. Wells Fargo Clearing provides retirement plan consulting services for 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. Prior to her current role, she worked at Pinnacle Private Wealth, LLC for two years and has been a CPA since 1991. She also operates Osborn Financial Group as a DBA and provides tax preparation and accounting services. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research from multiple sources.

Kathryn Walsh is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at State Street Bank, Ferris Capital, and Trinity College. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Paul Corrigan is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.