Brooke Curry is a financial advisor with Fidelity Investments in Framingham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles including sole proprietor of a cosmetic services business and lifeguard supervisor at a luxury gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Paige Morandi is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Lisa Svensson 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 and its Private Bank since 2015. Outside of her advisory role, she is involved in a rental activity unrelated to investment services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and strategies.

Michael Rousseau is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has also been involved with CCR Wealth Management LLC, where he works as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and platforms.

Stephen Pelleriti is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2016. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Molly Wilson is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop comprehensive financial plans tailored to clients' unique situations. She focuses on understanding her clients, their families, and their individual needs to assist them in achieving their most important financial goals. Since joining Fidelity Investments in 2021, Molly has progressed through several roles, including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming her current position. Her experience encompasses various aspects of workplace financial planning, contributing to her ability to support clients effectively. Outside of her professional responsibilities, Molly enjoys spending time at the beach, exploring culinary experiences, participating in social events with friends, practicing Pilates, skiing, and traveling.

Matthew Wrobel is a Planning Consultant at Fidelity, where he supports Financial Consultants by assisting local clients with customized financial planning aimed at helping families pursue their goals, achieve peace of mind, and gain financial confidence. His role involves helping clients build long-term strategies tailored to their unique objectives, facilitating understanding of various options, and fostering trust and reliability in the support provided. Matthew's professional experience includes several roles within Fidelity Investments, such as Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, all held between 2022 and 2024. Prior to joining Fidelity, he worked as a Financial Adviser at McAdam Financial from 2021 to 2022 and as an Inside Sales Representative at demandDrive from 2019 to 2021.

Zachary Thomas is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, Thomas is a partner in Thomas Ohana Paradise Escape, LLC, which is involved in real estate and customer service in Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process using approved tools and models, managing approximately $2.74 trillion in client assets.

Bryan Matson is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Tumwater Wealth Management and Emerson Electric. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Lawrence Kaplan is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and operates out of Newton, MA. Kaplan also owns Kaplan Financial Services, a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining advisory services with a broad range of non-advisory financial activities.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Amy Corsi is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 30 years of industry experience. She previously worked at Seegel Lipshutz Lo & Martin and Bowditch & Dewey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis.

Sidney Ma is a financial advisor at Equitable Advisors with 26 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at AXA Advisors, LLC for 19 years. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as an administrator or executor of estates and as a trustee of trusts, including responsibilities related to estate planning and power of attorney for family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, using both proprietary and third-party solutions.

Evan Haberman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1986. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Evan's educational background includes a Master's degree from Babson College and a Bachelor's degree from the University of Massachusetts System. With over 40 years of experience, Evan specializes in areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Legacy Planning, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, and Retirement Income. He focuses on proactively simplifying and safeguarding the financial lives of his clients and their families, helping them pursue their long-term personal and financial goals while maintaining their current lifestyle. Evan is actively involved in his community and charitable organizations, including serving on the Board of Directors for the Carroll Center for the Blind. His personal interests include music, reading, traveling, and watching movies.

Michael Blau is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services, having joined in 2023 after roles at Morgan Stanley Smith Barney LLC and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Peter Christie Jr. is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in real estate ownership in Boston and Las Vegas. 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 with a focus on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Richard Shakter is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was associated with AXA Advisors, LLC. Outside of advising, he maintains a limited law practice serving family and friends. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Dalton Judd is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at Natixis Investment Managers and New York Life Insurance Co. He has been with Morgan Stanley Smith Barney LLC since 2017 and also works with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients in developing and updating their financial plans.

Julie Winston is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Winston served in the Massachusetts Army National Guard from 1994 to 2017. She is a member of the Town of Holliston Finance Committee. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

David Harding is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Northeast Investment Advisors, where he continues to have an ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.