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 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.

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 at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2008. Outside of his advisory role, he operates a tax preparation and bookkeeping business and is involved in the sale and service of traditional insurance products, including life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to diverse investment strategies and institutional platforms.

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 at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he owns a rental property, specifically his mother's townhouse in Connecticut. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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.

Mark Di Stefano is a financial advisor with Mass Mutual Investors Services in Needham, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Carr Financial Group, Strategic Retirement Partners, and LPL Financial. Outside of advising, he co-owns an LLC involved in real property ventures with limited operational involvement. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning and a range of event-specific 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.

John Boshar is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for 13 years and has been with LPL Financial for 19 years. Outside of his advisory role, he operates John Boshar Associates, Inc., a business entity used for tax and investment purposes. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by technology and extensive operational resources.

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.

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 at Merrill Lynch Wealth Management. He began his career in the financial services industry after graduating from Assumption College in Worcester, Massachusetts, with a bachelor's degree in accounting and finance. Nick started at Deloitte's Boston office and later joined Bank of America, where he developed client relationships and provided banking, credit, and lending solutions. As a qualified Senior Portfolio Manager and Personal Investment Advisor (PIA), Nick manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He focuses on fixed-income management and market-linked investments to help clients create goals-based investment strategies. Nick does not provide legal or tax advice in his role. Nick and his wife, Monica, reside in Wellesley with their young daughter and son.

Mark Lehoullier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016, following prior roles at Fidelity and VOYA Financial Advisors. He is also associated with 1776 Financial in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Angelo Anello is a financial advisor with LPL Financial in Needham, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Banc of America Investment Services and Quick & Reilly before joining LPL Financial in 2009, and more recently began providing investment advisory services through Gladstone Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and platforms, combining advisory services with extensive financial offerings and operational technology.

Michael Franchella is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held roles at AXA Advisors and John Hancock Distributors LLC. Outside of his advisory role, he volunteers with the Lexington High School softball team operations. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, utilizing both firm-offered and third-party advisory models. The firm’s approach includes assessing client risk tolerance and matching them to tailored investment solutions across mutual funds, ETFs, and alternative investments.

Andrew Cutler is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association beginning in 2015. Outside of his advisory work, he serves as Chairman of the Board of Managers for the YMCA Needham, Massachusetts. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.