Connor Goodwin is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at the Catherine J Malatesta Foundation and Sudbury Department of Public Works. Equitable Advisors serves a broad range of clients including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

Christy Coupal is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Merrill since 2010, based in Watertown, MA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies designed by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Michael Judd is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Thomas Walker is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Frontier Security Strategies. Outside of his advisory work, he has been involved with yacht clubs in the New Bedford and Nantucket areas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations and advisory roles uncommon among large institutional peers.

Robert Connelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Robert provides access to Merrill's investment insights combined with the banking convenience and lending solutions of Bank of America to create flexible wealth management plans tailored to each client’s needs. He holds a Bachelor's Degree from the University of Massachusetts Amherst and has earned the Personal Investment Advisor (PIA) designation. Robert is committed to engaging with the communities he serves and dedicates time to volunteering with local organizations.

Jay Sylva is a financial advisor with Cetera in Arlington, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. In addition to his advisory role, Sylva operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management options and financial planning services, with access to multiple program structures and third-party managers.

Alex Morella is a Financial Consultant who collaborates with individuals and families to address their financial concerns and assist in pursuing their goals. They use a consistent planning process to understand clients' objectives and overall financial situations, employing comprehensive financial planning and analysis to develop tailored plans. Alex's professional experience includes roles as a Business Development Consultant at John Hancock from 2017 to 2022, a Stock Plan Consultant at Fidelity Investments between 2015 and 2017, and an Investment Advisor at New York Life from 2014 to 2015. Outside of their professional work, Alex has interests in baseball, fitness, golf, parenthood, pets, and traveling.

Dianne Steen is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

James Mcnaughton is a financial advisor with Thrivent Investment Management in Dedham, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Thrivent since 2015. Outside of his advisory role, Mcnaughton serves on the board of the Urban Islands Project, an organization focused on developing new churches and faith communities, and works as a leadership coach for church and charitable organization leaders. He is also a pastor at The Link Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Matthew Fritz is an advisor at Thrivent Investment Management with Series 63 and Series 66 licenses. He has been with Thrivent since 2026 and previously worked for Johnson String Instrument for 16 years and operated Fritz Violins, LLC for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning in areas such as retirement, taxes, estate, business continuation, and special needs without portfolio management or discretionary trading authority.

Lisa Vaillancourt is a financial advisor with LPL Financial in Newton, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Armstrong Advisory Group Inc. and Securities America Advisors, Inc. Her other activities include involvement with Kaplan Financial Services related to her LPL business. 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, offering a range of advisory programs, retirement consulting, and brokerage services.

Hali Morrison is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at The Vanguard Group and Charles Schwab Bank. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Mark Rosenthal is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail and institutional offerings.

John Kopka is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Fidelity Investments from 1997 to 2024 before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm offers these services through a large network of advisors, allowing clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Fearghal O'riain is a CFP® professional with 27 years of industry experience, currently serving at Edelman Financial Engines. He has worked with affiliated firms since 2014, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of advising, he is a co-owner of rental properties. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, focusing on diversified portfolios, periodic rebalancing, and long-term investment strategies.

John Kerr is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 52 years of industry experience. He has worked at LPL Financial since 2004 and previously spent 36 years at Bay Financial Advisors, Inc. Kerr provides case development support for advisors affiliated with Peachtree Wealth Strategies LLC, a non-OSJ branch associated with his LPL branch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Louis Jeffries Jr. is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Lincoln Financial Advisors Corporation, and TD Ameritrade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

John Garrity is a Series 63 credentialed financial advisor with 42 years of industry experience, currently serving at UBS Financial Services since 1994. He is based in Newton, MA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions and proprietary research to support its advisory network.

Suzana Naik is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its associated entities since 2018. Prior to that, she worked at Investor Empowerment Inc. from 2014 to 2018. Outside of finance, she teaches Indian Classical vocal music. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools but does not provide individual security recommendations as part of its standalone planning services.

Denise Cataldo is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and operated her own firm, Cataldo Financial Services, LLC. She is also the owner of Denise Cataldo CPA PC, where she provides forensic accounting services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes on both discretionary and non-discretionary bases.