Gregory Paul is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several Morgan Stanley affiliates and Sanford C. Bernstein & Co. LLC. Outside of his advisory work, he serves on the advisory board and finance committee of the Community Music Center of Boston and participates in the Diversity Committee for the Fund Finance Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Michael Meuse is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diverse investment solutions including discretionary management and online advice, managing approximately $326 billion for around 477,000 clients.

Bradley Armstrong is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Fund Distributors Inc for 14 years. Armstrong is currently based in Westwood, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Julie Patterson D'angelo is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Osaic since 2018. Prior to that, she spent 15 years at John Hancock Life Insurance Co. and Signator Investors, Inc. She is also a partner in Centinel Financial Group LLC, where she is involved in business operations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and investment advisory services along with access to third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across various investment types.

Daniel Whiting is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2018 after eight years at Fidelity Investments. Daniel collaborates closely with clients to understand their individual needs, concerns, and priorities, developing personalized financial strategies designed to help them pursue their long-term goals. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Financial Analyst (CFA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Arts in Economics and a Bachelor of Business Administration in Finance and Operations Management from the University of Massachusetts Amherst, as well as a Master of Business Administration from the University of Massachusetts System. He is licensed in Life, Accident, and Health Insurance and holds Series 7, 9, 10, and 66 FINRA registrations. His client focus includes areas such as divorce transition planning, legacy planning, family wealth management strategies, socially responsible investing, tax minimization, and small business strategies. Residing in Scituate, Massachusetts, Daniel grew up in Holden, Massachusetts. Outside of his professional work, he participates in the North and South River Watershed Association. He enjoys activities including basketball, fishing, golfing, ice hockey, music, pickleball, skiing, and soccer.

Thomas Humphreys is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Kevin Williams is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive wealth plans aimed at achieving their financial objectives. He focuses on understanding the priorities of his clients and their families to effectively advocate on their behalf throughout various stages of their financial lives. Kevin has extensive experience in the financial services industry, having held multiple roles including Senior Regional Investment Consultant at Fidelity Investments from 2010 to 2022. Prior to that, he served in positions such as AVP, Subadvisory Wholesaler and Sr. Regional Marketing Associate at Putnam Investments between 2000 and 2009, demonstrating a broad background in investment consulting and client relationship management.

Robert Greeley is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients and their families to navigate the complex world of financial planning, focusing on creating customized financial plans aimed at achieving personal and financial harmony both now and in the future. Robert has been with Fidelity Investments since 2019, gaining progressive experience through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This progression reflects his growing expertise in financial planning and client relationship management.

Julie Kujawski is a Series 66-licensed advisor with Equitable Advisors, based in Wellesley, MA, and has six years of industry experience. She has worked at several firms, including Michael Franchella and AXA Advisors, LLC. Outside of her advisory role, she sings at community events in her hometown of Marlborough, MA. 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. The firm offers a range of advisory models primarily implemented via third-party managers and provides ERISA fiduciary services to qualified plans.

Joanna Bishop is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and portfolio management services utilizing both in-house and third-party managers.

Matthew Delaney is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, following two years at UBS Financial. 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 for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Michael Peters is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and The RMR Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority or portfolio management for institutional clients.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with LPL Financial since 2016 and also has involvement in Atlanta Island Auto Rentals Inc., an auto rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by both proprietary and third-party research.

Nicholas Weiler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Hornor Townsend & Kent LLC and Penn Mutual Life Insurance Company from 2021 to 2024, and UBS FS from 2016 to 2020. He is also involved with Leopold Wealth Management, where he provides tax preparation, accounting, and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and model portfolios supplemented by research and technology-driven investment approaches.

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.

Andrew Getchell is a Financial Consultant currently working at Fidelity Investments since 2024. He has been involved in the financial planning industry since 2017, beginning his career as a Financial Planner at Baystate Financial, where he worked until 2024. Andrew focuses on partnering with clients to develop and implement customized financial plans aimed at growing, protecting, and distributing their assets. He adopts a holistic approach to financial planning, emphasizing the importance of thorough assessment before making recommendations. Andrew holds a California Insurance License, which supports his expertise in financial consulting. Outside of his professional work, Andrew has interests in baseball, football, golf, hiking, parenthood, and reading.

Robert Whitfield is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes eight years at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

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.

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.