Aya Metwally is a Financial Consultant at Fidelity Investments where she advocates for clients by helping them identify investment opportunities and manage associated risks. She leverages her experience and personal financial planning expertise to assist clients in pursuing their life goals with confidence. Aya has held roles as a Financial Consultant at Fidelity Investments since 2025, a Financial Advisor at Morgan Stanley from 2018 to 2021, and a Licensed Banker at Citizens Bank from 2014 to 2018. She holds a California Insurance License. Outside of her professional work, Aya engages in biking, hiking, running, volunteering, and yoga.

James Daprile is a CFP® professional with 36 years of industry experience, currently associated with LPL Financial since 2003. He has also operated his own advisory business since 1981. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party providers.

Timothy O’Rourke is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has worked at Rockland Trust Co and LPL Financial since 2013. O’Rourke also serves as a relationship manager and business development officer within Rockland Trust’s Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by in-house and third-party research.

Ana De Pina is a financial advisor with J.P. Morgan Securities in Needham, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Thrivent Financial, Prudential Insurance Company of America, and New York Life Insurance Company. She serves as a board member of the National Black MBA Association’s Boston Chapter and owns Cape Verdean Greeting Cards, a greeting card business producing multilingual cards. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lauren Komins 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 Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Roman Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Primerica Advisors since 2009 and has been affiliated with Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales related to home security and automation products as well as a retail watch store. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Brian Mcneil is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to developing personalized investment management strategies and tactically re-balancing portfolios based on evolving market conditions and changes in clients' financial goals. Brian works as part of The Downs & McNeil Wealth Management Group, a bi-coastal team that serves high net worth and ultra high net worth individuals, including owners of pre-IPO and family businesses, medical professionals, C-suite executives, retirees, multi-generational families, and non-profit organizations. Brian's approach is planning-based, client-centric, and data-driven, utilizing fundamental and technical research from Merrill and third parties. He collaborates with clients to build and implement mutually agreed upon investment strategies, focusing on college education planning, institutional and corporate benefit services, endowment and foundation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Bentley University and is involved in the community through support for Why Me - Sherry's House. Outside of his professional work, Brian enjoys fishing, golfing, ice hockey, and spending time with his family, reflecting his devotion as a husband and father.

Richard Land is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its Private Bank division since 2019. His prior experience includes roles at Fieldpoint Private Securities and Fieldpoint Private Bank and Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Mark Carpentier is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017 as part of The Cafaro Group. He focuses on creating personalized financial plans that align with his clients' values, assisting them through various life events and decisions. His areas of expertise include family wealth management strategies, college education planning, philanthropic and socially responsible investing, liquidity management, and special needs planning. Mark holds a Bachelor's degree in Economics with a minor in Finance from Assumption University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He has been recognized as part of Barron's Top 250 Private Wealth Management Teams from 2022 through 2025. Residing in Woburn, Massachusetts, Mark lives with his wife Taylor. He is an avid golfer, hiker, runner, and scuba diver, and remains an active member of the Assumption University community.

Brandy Mahoney is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles from Investment Consultant to Vice President, Financial Consultant. Her current position reflects her long-standing commitment to the firm and her clients. Brandy has over 18 years of experience working with Fidelity clients from diverse backgrounds. She focuses on financial planning, aiming to understand clients' unique personal circumstances. She ensures that clients are fully informed of Fidelity's offerings and presents options to help them pursue their financial goals.

John Germain is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, in addition to his tenure at RBC Capital Markets Corporation beginning in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and nonprofit organizations through various advisory programs that offer portfolio management, financial planning, and brokerage services tailored to each client's risk profile. The firm utilizes both in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

James Flynn is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bridgewater Savings and Infinex. Flynn is also the CEO and founder of an insurance agency affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andy Hunt is a Financial Consultant at Fidelity Investments. He works alongside families to support their retirement planning goals, investment strategies, and generational wealth planning needs. He has experience in the financial services industry, having held roles including Planning Consultant at Fidelity Investments from 2021 to 2024, Branch Manager at TD Ameritrade-Scottrade from 2014 to 2021, and Investment Consultant at Scottrade from 2009 to 2014. Outside of his professional work, Andy enjoys cooking and baking, fishing, hiking, parenthood, and volunteering.

Michael Corcoran is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Brookline, MA. He previously worked at BNY Mellon, NA for 35 years before joining J.P. Morgan and its affiliated entities in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Owen Giangrande is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with the firm since 2026. Prior to joining Equitable Advisors, his experience includes roles at PV Kent & Associates and involvement with Salem Country Club and St. Mary’s Lynn. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Brian Joyce is a CFP® professional with 30 years of industry experience. He is currently with LPL Financial and has prior experience at Lighthouse Investment Group, Inc. and Commonwealth Financial Network. Joyce maintains an ongoing business activity through Lighthouse Investment Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ethan Vieira is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at E*Trade Securities LLC and 3Cubed, as well as involvement with YMCA Southcoast and Greater Fall River Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Julian Iser is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for Congregation Sha'aray Shalom in Hingham, MA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Christopher Szymanski is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. In addition to his advisory role, he works as a life insurance agent and broker, providing analysis and underwriting for various insurance products. He also supports financial planning efforts through affiliated firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable capabilities in municipal and public finance advisory.