Cooper Cerulo is a Series 66-licensed financial advisor at Equitable Advisors with 12 years of industry experience. His prior roles include positions at CUSO Financial Services, UMASSFIVE College Federal Credit Union, Bank of America, and Merrill. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory platforms, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Connor Elliott is a Planning Consultant at Fidelity Investments. He works closely with clients to develop customized financial plans by carefully listening to their wants and needs. He has held multiple roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in various aspects of financial services from 2023 to the present. Outside of his professional role, Connor has personal interests in beach activities, football, and gardening.

Zachary Mc Bride is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Leonardo Electronics, and various other companies in different sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Nasson is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Hunter Dempsey is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Balance Wealth Advisors and Cadaret, Grant & Co., Inc. prior to his current role. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Xeng Her is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Equitable Advisors, he worked at Ecolab Inc for 16 years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate advisory models or discretionary managers, utilizing a combination of third-party program sponsors and proprietary solutions.

David Ferris is a Certified Financial Planner® with 27 years of industry experience, currently serving at Morgan Stanley. His prior experience includes roles at Wells Fargo Clearing and multiple Morgan Stanley entities dating back to 2000. He also serves as a trustee for a trust based in Glen Ellen, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Kelly Demay is a financial advisor at Equitable Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2010. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Patricia Phillips is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along 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.

Jean Germain is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 16 years with Avantax Investment Services and seven years with Avantax Insurance Agency. Outside of his advisory work, Germain is the owner and sole proprietor of City Globe Real Estate & Tax Services, where he provides tax preparation services and acts as a real estate broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with model portfolios, third-party managers, and bespoke strategies across multiple program structures and custodial relationships.

Evan Rodegher is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and three years of industry experience. He previously worked at Sacred Heart University and Georginas before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates tools such as Monte Carlo simulations and Secular Return Estimates from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

John Leahy is a financial advisor at Ameriprise with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on delivering written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Emily Claire is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of investment strategies and platforms.

Jason Mackey is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Primerica Advisors since 2017 and has a long-term association with Primerica Financial Services dating back to 1999. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Brett Swanson is a financial advisor with Ameriprise in Wellesley, MA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Swan Electric, Brattleboro Savings & Loan, and multiple positions at Ithaca College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and annual updates. The firm’s approach incorporates investment research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Caryn McGrath is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Baystate Financial. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm uses firm-approved software and collaborative annual planning engagements to analyze client goals and deliver recommendations.

Matt Taylor is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2015, initially serving as a Financial Consultant. Prior to joining Fidelity, Matt held various positions in institutional equity trading, including roles at Cantor Fitzgerald, BTIG, Bear Stearns, the State Teachers Retirement System of Ohio, and Fifth Third Bank, accumulating over three decades of experience in the financial industry. Matt's expertise spans equity and derivatives trading as well as sales trading, with leadership experience as Co-Head of Institutional Equity and Derivatives Sales Trading at Bear Stearns. His professional background provides a foundation for his approach to financial consulting, which focuses on listening to clients and helping prioritize their goals to meet lifestyle needs and aspirations. Outside of his professional career, Matt enjoys baseball, camping, family activities, kayaking, traveling, and volunteering.

Elizabeth Rinder is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. 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 a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by advanced research and operational tools.

Tyler Cain is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial and Union Mutual of Vermont Companies. Outside of finance, he has a background that includes work with the United States Tennis Association New England. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with various portfolio management options.

Kacie Grimm is a Series 66 licensed financial advisor with Morgan Stanley in Wellesley, MA, where she has worked since 2019. She has five years of industry experience, including three years at Washington and Lee University prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers services supported by its Global Investment Committee’s analyses.