Robert Jefferson is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at JMJ Financial Partners, Waddell & Reed, and various insurance carriers. He also works as a non-variable insurance agent with Crump on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and retirement plan consulting, utilizing model portfolios, third-party research, and technologies including machine learning.

Nicholas Dupuis is a financial advisor at Equitable Advisors with a Series 66 designation and 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 broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a combination of firm-offered models, third-party asset managers, and LPL-sponsored advisory programs.

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.

Brandon Kou is a financial advisor with LPL Financial, holding a Series 66 license and currently in his first year in the industry. Prior to joining LPL Financial, he held various roles in the food service industry and served in the United States Army for eight years. He has also been involved with Le Du Thai Eatery for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and other subadvisors.

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.

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.

Kyle Nelson is a Financial Consultant at Fidelity Investments. He collaborates with local individuals and families to develop and maintain financial plans tailored to their specific needs. His objective is to serve as a primary and trusted financial advisor, providing support and guidance to help clients manage unexpected life changes. He has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Associate, Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2023. This experience has equipped him with a comprehensive understanding of financial planning and client relationship management. Outside of work, Kyle enjoys spending time outdoors with his wife, daughter, and their two Bernese Mountain Dogs. His personal interests include beach activities, biking, family outings, hiking, and skiing.

Zachary Levy is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he operated a junk removal business and has held various roles including positions in retail and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals—including non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives utilizing both proprietary and third-party asset management programs.

Robert Williams is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at 7-Eleven and has a background that includes roles at Bentley University, the YMCA, and local schools. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on a variety of third-party advisory programs and managers.

Douglas Cook is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Davinci Capital Management, URPC, and ADP LLC. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms, combining proprietary and third-party strategies with both discretionary and non-discretionary implementation.

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.

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.

Michael Bishop is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 license and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a limited partner in an angel investment group and serves on the board of an artificial intelligence startup founded by his son. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Brendan Colleran is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Fidelity Investments and CIT. Outside of advising, he has worked part-time as a dishwasher and prep cook at Mangia Mangia Italian Kitchen. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Stephen Piotte is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at firms including Avantax Investment Services, H&R Block, and 1st Global Capital Corp. Piotte is CEO of Constellation Financial & Wealth Management Services and operates Piotte Enterprises, Inc., which conducts wealth management activities. He also owns an income tax preparation business and assists with a family-owned craft company’s financial management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, employer retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers, managing over $256 billion in assets through more than 10,000 advisors.

John Coughlin is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously worked at Catalant Technologies for one year. He holds a Series 66 designation. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Wallace is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments and currently serves in an administrative role at True Wealth Advisor Group Inc., a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Robert Cohen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with LPL Financial since 2019, following three years at Kestra Financial Services. Outside of his advisory work, he is a business owner of an entity unrelated to investments in Bolton, MA. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combines discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Rob Patton is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2013. He serves as a primary advocate for his clients, facilitating interactions with Fidelity and supporting the development and customization of family wealth plans tailored to individual needs. Rob's career at Fidelity began in 2006, with roles including Investment Consultant and Private Client Relationship Manager, providing him with extensive experience in wealth management and client relations. Prior to joining Fidelity, he worked as a Registered Representative and Agent at First Command Financial Planning from 2002 to 2006. Outside of his professional work, Rob enjoys outdoor adventures, sailing, and traveling.

Nicholas Cafaro is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry after earning a bachelor's degree in accounting and finance from Assumption College in Worcester, Massachusetts. Nicholas started at Deloitte's Boston office before joining Bank of America in 2003, where he developed client relationships and provided banking, credit, and lending solutions. He later transitioned to becoming a financial advisor with The Cafaro Group. As a qualified Portfolio Manager, Nicholas provides traditional financial advice and develops personalized investment strategies that may include individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He specializes in fixed-income management and market-linked investments, helping clients create goals-based investment plans. His practice includes managing discretionary strategies through the firm's Investment Advisory Program. Nicholas focuses on areas such as college education planning, family wealth management, retirement income, tax minimization, and investment strategy. Nicholas holds the Professional Investment Advisor (PIA) designation. He and his wife, Monica, reside in Wellesley with their young daughter and son.