Matthew Poindexter is a financial advisor with J.P. Morgan Securities in Wellesley, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Keenan Financial and California Cryobank LLC. Outside of advisory services, he is a licensed insurance agent who occasionally offers insurance products to clients. 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, with clients retaining final decision-making authority.

Vance Williams is a financial advisor with Edward Jones in Framingham, MA, holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Massachusetts Mutual Life Insurance Company and Mml Distributors LLC. Outside of finance, he works as a swim instructor at Life Time Fitness. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated financial products.

Maribeth Scott is a financial advisor with MassMutual Investors Services in Needham, MA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with MassMutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she has been a ski instructor since 1991. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and also conducts educational seminars.

Brady Butler is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Handshake and involvement with local organizations including North Kingstown Golf Course and Narragansett School System. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs various advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans.

Dylan Presnal is a financial advisor with Ameriprise in Ludlow, MA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held positions at AlphaView Wealth Advisors, PeoplesBank, and Polish National Credit Union. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

Myky Tran is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Charles Schwab Bank. Outside of his advisory role, he is a co-owner of a rental property held in an LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Adam Locke is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Citizens Securities, Inc. He is currently based in Dover, MA. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Juan Santini is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding Series 63 and Series 65 licenses and with eight years of industry experience. His prior roles include positions at Income Research + Management and Fisher Investments. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Nicole Kent is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held various roles within Fidelity Investments since 2019, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, she worked as a Paraplanner at Ameriprise Financial Services, Inc. from 2018 to 2019. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nicole focuses on educating and empowering her clients to make informed financial decisions. She emphasizes developing a thorough understanding of her clients' priorities to create customized financial plans tailored to their unique needs.

Allei Holway is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 66 and Series 63 designations with 11 years of industry experience. Holway has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC from 2015 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party managers to tailor investment solutions without sponsoring its own wrap fee program.

Tori Messina is a Branch Leader at Fidelity Investments, a role she has held since 2024. In this position, she partners with and coaches Wealth Management teams to assist clients in creating, implementing, and maintaining financial plans aligned with their retirement goals. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2021 to 2024, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020. This progression reflects her continued commitment to supporting clients in their financial planning needs. Outside of her professional responsibilities, Tori enjoys activities such as spending time at the beach, engaging in family activities, fitness, exploring food, and social events with friends.

Christina Camuzzi is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at notable firms including First Republic Securities, JPMorgan Chase, and Wells Fargo Clearing prior to joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Berube is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Ameriprise, Edward Jones, and Signiant. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct and corporate financial planning arrangements.

Nicholas Gould is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Chatham Pier Fish Market and was involved with educational programs at Stonehill College and the Monomoy Cooperative Learning Program. Outside of finance, he has experience as an employee at a restaurant and bar business. 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 uses structured planning tools and market modeling to support its services.

Todd Vogel is a financial advisor with Morgan Stanley in Wellesley, Massachusetts, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill, Allspring Funds Management, and RBC Capital Markets. Outside of finance, he is involved with All That Jazz Dance Studio Ltd. as a clerk. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Scott Foster is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 22 years and Veravest Investment Advisors, Inc. for 9 years. Outside of advisory work, he is licensed as an insurance agent offering fixed annuities, term insurance, traditional life insurance, and disability insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and multiple management strategies.

John Gordon is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Cetera and has held roles at CETERA Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, and LPL Financial, LLC. He is also the owner of Summit Star Financial and Summit Star Advisory, where he provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Edward Darragh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1999 at Legg Mason and joined Merrill in 2012. With over 23 years of experience, Edward works directly with clients, focusing on personalized investment planning processes that address various financial needs. He primarily works with entrepreneurs and company executives, assisting with issues related to transitioning business equity or accumulated shares into usable cash flow for retirement, as well as addressing the emotions tied to life transitions by collaborating to understand clients' goals. Edward holds a Bachelor's Degree from Bryant College and a Master of Science in Personal Financial Planning from the College for Financial Planning. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds FINRA Series 7, 63, 65, and 6 registrations, as well as licenses in Life, Accident, and Health Insurance. Edward is involved with the Sydney Darragh Foundation, Inc. In his personal time, he enjoys cooking, scuba diving, and skiing.

Kristopher Horn is a financial advisor with LPL Financial in Waltham, MA, holding Series 63 and Series 65 registrations and totaling seven years of industry experience. He has been with LPL Financial since 2019 and concurrently works with Rockland Trust Company, where he has served since 2014. Horn is also a notary in Massachusetts. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Boukheir is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Boston College, St. Luke's Hospital, Bliss Express, and Dartmouth High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and utilizes advanced modeling tools as part of its comprehensive wealth management services.