Harrison Seitz is a financial advisor with Merrill in Needham, MA, holding a Series 66 license and four years of industry experience. Prior to his current role, he worked at Total Quality Logistics, Our Place Kitchen & Bar, and Superior Roast Beef & Seafood, among other positions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Grant Cerulo is a financial advisor with Equitable Advisors in Wellesley, MA. He holds a Series 66 designation and has recently transitioned from a career at Silicon Valley Animation, Inc, where he worked for 11 years. Cerulo joined Equitable Advisors in 2026 and has one year of industry experience. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, partnering extensively with program sponsors and third-party managers to provide a variety of advisory and brokerage solutions.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been affiliated with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Angell is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Wellesley, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Samuel Clurman is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including a position at Lizzy's Homemade Ice Cream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is also noted for its registration as a commodity pool operator and its advisory role with multiple registered investment companies.

Daniel Cappucci is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in a non-MMLIA insurance brokerage and has ownership in a short-term vacation rental property. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers a range of programs including estate and employer-sponsored planning.

Alexandra LeClair is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2017, serving in various positions including Investment Consultant, Relationship Manager, and Regional Investment Consultant. As a CERTIFIED FINANCIAL PLANNER™, Alexandra focuses on building financial plans that reflect the personal and financial goals of her clients. She emphasizes client education to ensure understanding and confidence in the strategies implemented. Her professional experience spans several years within Fidelity Investments, where she has developed expertise in investment consulting and client relationship management. Alexandra values working closely with clients to co-create financial plans tailored to their needs. Outside of her professional role, Alexandra enjoys activities such as beach outings, family activities, golf, running, traveling, and exploring food.

Michael Kulesza is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at North Atlantic Investment Partners, Edward Jones, and Planmember Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

John Foley is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Mass Mutual Investors Services, a subsidiary of MassMutual, and previously worked at Fidelity Investments and Amazon/Whole Foods. Mass Mutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved software tools to deliver written recommendations in collaborative, annual engagements.

Drake Hull is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials. He has one year of industry experience, including prior roles at Dexian and TEKsystems. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 offers both direct individual plans and corporate financial planning agreements.

Kevin Queally Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytical models.

Matthew Perron is a financial advisor with Wells Fargo Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at CVS Health and Midtown Market. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her primary role, she is a 45% owner of R & L Financial Group LLC, where she dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

John Mc Kay is a CFP® and Series 66 registered financial advisor with MassMutual Investors Services, bringing five years of industry experience. His prior roles include positions at Putnam Investments, Franklin Distributors, and MassMutual Life Insurance. He has also been involved with the Indian Ridge Country Club. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Aaron Hagwood is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, as well as a Merrill Institutional Consultant. He co-founded The Hagwood Tomoda Group in 2000 at Morgan Stanley, providing services to business owners, corporate executives, high net worth families, and institutions. In 2015, the group joined the Wellesley Office of Merrill Lynch Wealth Management. Aaron has been active in the financial services industry since 1996. Aaron focuses on serving both individuals and institutions, emphasizing fiduciary best practices and complex wealth strategies. His advisory services to institutions and retirement plan sponsors include investment policy statement reviews, investment due diligence, retirement plan benchmarking, and employee education programs. In 2019, he earned the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute™ in conjunction with Yale University. He holds a Bachelor's degree in Political Science from Keene State College, earned in 1995. Aaron resides in Medfield, MA with his wife and three sons. His personal interests include running, golfing, and skiing.

Karen Hernandez is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Morgan Stanley, having joined in 2024. Her prior experience includes roles at Safra National Bank of New York and Amundi Pioneer Distributor, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Robert Chiacchio is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Cafaro Group. He joined Merrill Lynch in 2008 following a year at J.P. Morgan Chase. In his role, Robert focuses on equity analysis for investment models, corporate retirement plan services including retirement income strategies, and the investment management of charitable organizations. Robert’s expertise encompasses college education planning, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Robert earned a bachelor's degree in economics with a minor in business administration from the University of Connecticut. He completed his high school education at Xaverian Brothers High School. Robert lives in Natick with his wife, Shannon, and their two young children.

Christopher Zujewski is a financial advisor with Equitable Advisors holding a Series 66 designation. He has one year of industry experience and previously worked at GoodLiife LLC and the Black Hall Country Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers.

Weston Hewins is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He previously held the position of Branch Leader at the same firm from 2024 to 2025. Prior to joining Fidelity Investments, Weston worked as Vice President and Relationship Manager at Merrill Lynch from 2015 to 2022. With over ten years of experience in the financial industry, Weston focuses on supporting clients in the development of personalized financial plans. His professional background encompasses roles that emphasize client relationship management and financial consulting. Additional details regarding Weston's education, credentials, personal interests, or community involvement have not been provided.

Kathleen Prendergast is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.