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 with LPL Financial in Hingham, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Bridgewater Savings, Infinex, Santander Securities, CUSO Financial Services, Citizens Securities, B. Riley Wealth Advisors, and Cantella & Co. Flynn is the CEO and founder of an affiliated insurance agency under Geneva Private Wealth Management, operational alongside his LPL advisory business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 currently with J.P. Morgan Securities in Brookline, MA, bringing three years of industry experience. His career includes long-term service at BNY Mellon, where he worked from 1988 to 2023, before joining J.P. Morgan affiliates and First Republic entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and supports a broader range of derivatives and commodities capabilities.

Owen Giangrande is a financial advisor at Equitable Advisors with a Series 66 license and approximately one year of industry experience. His background includes roles at PV Kent & Associates and various positions during his time at Boston University. Outside of his advisory work, he has experience associated with the Salem Country Club. Equitable Advisors serves a broad 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. The firm incorporates third-party advisory models and offers ERISA fiduciary services, with a focus on both proprietary and third-party investment solutions.

Brian Joyce is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network from 1998 to 2025 and has been affiliated with Lighthouse Investment Group, Inc. since 2003. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 Financial Services with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he serves on the Board of Congregation Sha'aray Shalom in Hingham, MA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on tailored, tax-aware retirement planning and dependable income strategies.

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.

Jacob Vigneau is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, having joined in 2025. His prior experience includes roles at Allspring Funds Distributor, LLC, Wells Fargo Funds Distributor, LLC, Amundi Pioneer Asset Management, Allianz Global Investors, and Ameriprise Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options, leveraging multi-asset model portfolios, centralized custody, and an alternative-investment selection process.

Benjamin Martin is a financial advisor with Merrill in Hingham, MA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, the Commonwealth of Massachusetts, and tax preparation with VITA. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm leverages extensive manager-constructed strategies and tax-efficient capabilities, supported by its integration with Bank of America’s broader banking and capital markets platform.

Alphonse Lucibello is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including plan-level investment selection, benchmarking, and participant education, relying on research from Wells Fargo Investment Institute and third-party sources.

Robert Oneill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2016, following two years at Capital Analysts. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various areas without discretionary trading authority.

Antonio Ferrara is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2005 and was previously with Banc of America Investment Services, Inc. in 2005. 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 financial planning and asset management services through a large network of advisers, utilizing both proprietary research and third-party strategies.

Sally Mcconville is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Eastern Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies.

George Licht is a financial advisor at UBS Financial Services in Wellesley, MA, with 26 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is serving as the personal representative for his late brother’s will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers research-driven, model-based investment strategies tailored to client goals.

Michael Macrides is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 credential and has worked at both Morgan Stanley and Fidelity Investments. Macrides also has experience working with Bryant University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.