Thomas Humphreys is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 financial plans.

Kevin Williams is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive wealth plans aimed at achieving their financial objectives. He focuses on understanding the priorities of his clients and their families to effectively advocate on their behalf throughout various stages of their financial lives. Kevin has extensive experience in the financial services industry, having held multiple roles including Senior Regional Investment Consultant at Fidelity Investments from 2010 to 2022. Prior to that, he served in positions such as AVP, Subadvisory Wholesaler and Sr. Regional Marketing Associate at Putnam Investments between 2000 and 2009, demonstrating a broad background in investment consulting and client relationship management.

Joseph Luiso is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he and his team focus on understanding the priorities of clients and their families to develop personalized wealth strategies. Utilizing the expertise of his team of credentialed specialists, he works to assist clients in achieving their financial goals. Joseph has been with Fidelity Investments since 1998. He served as a VP Financial Consultant from 1998 to 2015, after which he has been a Wealth Management Advisor. This extensive experience has provided him with a deep understanding of wealth management practices. Additional details about his education, credentials, and personal interests were not provided.

Robert Greeley is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients and their families to navigate the complex world of financial planning, focusing on creating customized financial plans aimed at achieving personal and financial harmony both now and in the future. Robert has been with Fidelity Investments since 2019, gaining progressive experience through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This progression reflects his growing expertise in financial planning and client relationship management.

Julie Kujawski is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and six years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at Michael Franchella, AXA Advisors, Highland Financial Group, and D. N. Lukens, Inc. Kujawski also sings at community events in her hometown of Marlborough, MA. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and emphasizes solutions through program sponsors and third-party managers.

Amanda Hancock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. She has been affiliated with Cetera Advisors LLC and its related entities since 2014. Outside of her advisory work, she serves as treasurer for the Charles River Dressage Association, a nonprofit equestrian club, where she is responsible for financial record keeping. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform offering a range of program structures and investment options, supported by a large network of independent advisors.

Michael Peters is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and The RMR Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority or portfolio management for institutional clients.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with LPL Financial since 2016 and also has involvement in Atlanta Island Auto Rentals Inc., an auto rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by both proprietary and third-party research.

Nicholas Weiler is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at UBS FS, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent LLC. Outside of his advisory role, he is involved with Leopold Wealth Management, a practice that includes tax preparation, accounting, and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Nicholas Dupuis is a financial advisor with Equitable Advisors holding a Series 66 designation. He has one year of industry experience. Prior to joining Equitable Advisors, he worked at Alku and has experience in education and landscaping. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and brokerage platform.

Kate Gamache is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, following a 15-year tenure at State Street Corporation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor advice to clients’ goals and risk tolerances.

Marni Friedman is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Wellesley College for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including Corporate Financial Planning agreements.

Kira Robinson Kates is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previously been affiliated with MASSMUTUAL Life Insurance Company, Baystate Wealth Management, and MSI Financial Services. In addition to her advisory role, she is an independent insurance agent specializing in disability and life insurance. Mass Mutual 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 employs collaborative, software-assisted planning tools and offers a range of investment and educational programs.

Molly Kirkland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with next-generation clients and families, including high-income professionals and couples, to help navigate key financial decisions such as equity compensation, purchasing a home, family savings, and long-term financial independence. Molly focuses on creating a cohesive investment strategy that integrates financial planning, tax strategy, and estate considerations. Raised by a financial advisor and now partnering alongside her father, Molly brings an early perspective on wealth management to her work. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, emphasizing a structured, planning-first approach, especially valuable during periods of transition. Molly's client focus areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Molly earned her Bachelor's Degree from the University of Massachusetts Amherst. She is involved with professional organizations such as Thrive Support & Advocacy and serves as an ambassador for the Westborough Chamber of Commerce. In the community, she participates with Big Sister Greater Boston, Read to a Child, and Special Olympics. Outside of work, she enjoys cooking, golfing, hiking, photography, reading, and tennis.

Jonathan Wolff II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at firms including Lightship Wealth Strategies and Commonwealth Financial Network. Wolff is also president of Wolff Capital Management, Inc., where he advises clients on comprehensive financial planning and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

Zachary Levy is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he operated a junk removal business and has worked in various roles including at Southern New Hampshire University and Wayside Athletic Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing a range of advisory and brokerage solutions without sponsoring its own wrap-fee program.

Robert Williams is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he gained experience in retail at 7-Eleven and has a background working with educational and community organizations such as Bentley University and the YMCA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and other endorsed platforms.

Yvette Sekyere Abankwa is a Series 63-licensed financial advisor with Morgan Stanley, based in Wellesley, MA. She has 21 years of industry experience and has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and the use of analytical tools such as Monte Carlo simulations to model financial outcomes.

Michael Berardi is a financial advisor with LPL Financial in Norwood, MA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in tax preparation and accounting through his business, M V Berardi & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven approaches.

Edward Griswold is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with RBC Capital Markets since 2008 and City National Bank since 2018. Outside of his advisory work, he owns a townhouse in Connecticut that he inherited from his mother. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.