Kevin Hansen is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at HMH Ventures LLC and involvement with the Hurricane Junior Golf Tour and Normanside Country Club. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, delivering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Phillip Closuit is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. He serves as a trustee for the account of a family member, acting in a fiduciary capacity since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Charles Steele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army for four years. Outside of his advisory work, he operates a self-produced YouTube channel where he creates content on a regular basis. Fidelity’s Strategic Advisers LLC, where Steele practices, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Elizabeth Barradas is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Merrill and RBC Capital Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tim D'Ambrosia is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to enhance the financial planning experience for clients. He focuses on connecting with clients beyond their financial situations to align recommendations with their personal goals, preferences, and values. Tim began his role as a Planning Consultant in 2023. He dedicates his efforts to ensuring clients feel understood and supported throughout their financial journey. Outside of his professional responsibilities, Tim enjoys spending time at the beach, engaging in fitness activities, watching football and movies, visiting lakes, and traveling.

Jane Dobisz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 25 years of experience in personalized financial planning and wealth management. She focuses on understanding clients' priorities to develop flexible strategies that address changing market conditions. Jane works in areas including college education planning, retirement income, socially responsible and ESG investing, women and wealth, LGBT wealth planning, and services for endowments, foundations, and non-profits. Jane holds a Bachelor's Degree from the University of Vermont and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She follows a client-centered approach, emphasizing transparency and collaboration throughout the financial planning process. Jane is also committed to community involvement, volunteering with the Cambridge Zen Center and participating in community fundraising efforts. Outside of work, she enjoys biking, boating, cooking, golfing, painting, photography, reading, swimming, traveling, and writing.

Avi Finder is a financial advisor with Ameriprise in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise specializes in retirement-income planning services for individuals generally holding at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Louis Denison is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he held various roles related to athletics and education at Nichols College and other institutions. He has been involved with Sandy Burr Country Club since 2020. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory platforms to offer a range of investment solutions.

Judith Carlson Wang is a financial advisor with Edward Jones in Newton, MA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked for John Hancock Distributors LLC for 11 years before joining Edward Jones in 2022. 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 and affiliated investment products.

Paul Fortini is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2008. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and five years of industry experience. His background includes service in the United States Army and roles with the Massachusetts State Police and Essex County Sheriff's Department, as well as positions in education at the University of Massachusetts Lowell and North Andover Public Schools. He also serves as a trustee for a local homeowners association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions across multiple product types.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. Mass Mutual Investors Services 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning programs and educational seminars.

Brian Smith is a CFP®-designated financial advisor with Edward Jones in Foxboro, MA, with 26 years of industry experience, all at Edward Jones since 2000. He serves as a board member and director of girls basketball for grades 2 through 4 at the Foxboro Youth Basketball Association. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its affiliated services beyond advisory offerings.

Bernard Ravelson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual, METLIFE Securities, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Joseph Gonthier is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at firms including AAFCPAs, Inc. and Wolf & Company, P.C. Previously, he has also been involved with Merrimack College Financial Capability Center and Teresa's Grille 19. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Suzanne Saville is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, she worked for nine years at Citizens Securities, Inc. 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 supported by model portfolios, third-party asset management, and institutional platforms.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Inc. and Cambridge Investment Research Advisors, INC. Curran is a member of Boston Women in Finance, a networking group for women in the financial industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with investment portfolios constructed using firm-provided asset-allocation tools and third-party money managers.

David Swartz is a financial advisor at Morgan Stanley in Wellesley, MA, with 26 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2007. Outside of his advisory work, he serves as a FINRA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and investment research.