William Cooper is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Equitable Advisors since 2011. Prior to this, he was associated with Axa Advisors and operated Cooper & Company. Outside of his advisory role, Cooper is a CPA and shareholder at Walter & Shuffain, PC in Boston. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

John Seeto is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior roles include positions at Mass Mutual Life Insurance Company and Barnum Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Peter Princi is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Monica Mayhew is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2013, including her current role at Bank of America starting in 2023. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm integrates portfolio management with Bank of America’s broader services, including lending and custody.

Kevin O'Brien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously at Raymond James Financial Services from 2014 to 2019. Outside of his advisory role, he serves as co-trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Bevin Jung is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.P. Morgan, Jung held roles at the University of Virginia, One Kings Lane, and Bed Bath & Beyond. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Samantha Adams is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, with prior experience at Wells Fargo Securities and Axiom Learning. Between 2018 and 2019, she explored a potential business opportunity and traveled. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and oversee model portfolios.

Ryan Boland is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. In this role, he works with individuals and families to develop customized financial strategies that align with their goals, leveraging the resources and specialists available at Fidelity Investments. Prior to his current position, Ryan held various roles within Fidelity Charitable, including Vice President of National Corporate & Executive Giving, Charitable Planning Consultant, and Director and Vice President of the Complex Assets Group from 2011 to 2021. His professional experience reflects a sustained focus on wealth management and charitable planning. Throughout his career, Ryan has collaborated with clients to understand their objectives and design tailored approaches to help pursue their financial priorities. Beyond his professional engagements, Ryan has interests in art, golf, painting, and tennis.

Velma Almeida is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she assists clients and their families in navigating the complex world of financial planning through various life stages. Prior to this, she worked as a Financial Associate at Feingold Companies from 2007 to 2021. Her professional experience spans over a decade in the financial services industry, focusing on wealth management and client advisory. Outside of her professional responsibilities, Velma engages in family activities, social events with friends, and enjoys music and table tennis. She is also involved in volunteering and values her role in parenthood.

Stefan Bodnaruk is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, focusing on advisory services without offering individual security recommendations within standalone planning programs.

John McCarthy is a financial advisor with Edward Jones in Boston, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Silk is a financial advisor with Ameriprise in Centerville, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary, algorithmically supported recommendations primarily for assets held in Ameriprise-managed accounts.

Timothy Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding a Series 66 designation and having 16 years of industry experience. He has been with LPL Financial since 2009 and also operates Leveroni Financial Management. He provides notary services as a minor additional business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Apkarian is a CFA® charterholder with three years of industry experience, currently serving at Fidelity since 2025. His prior experience includes roles at Cerulli Associates and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs with systematic methodologies and long-term asset allocation benchmarks.

David Di Biase is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and one year of industry experience. Prior to his financial services career, he has been co-owner of Arona Salon since 2017 and co-owner and director of operations at Fish Window Cleaning since 2014. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and also provides event-driven planning services including divorce and estate-settlement planning.

Kathleen Auth is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Bank of America Private Bank since 2019 and was with Bank of America from 2010 to 2019. Auth serves on the fundraising committee for the Campaign for Catholic Schools, focusing on raising $25 million for teacher funding. Merrill 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 to individuals, high-net-worth clients, pension plans, and charitable organizations.

Chinonyerem Eluwa Chukwu is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith since 1999. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based, discretionary, and related investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a broad array of products and services beyond typical investment offerings.

Eileen Murphy is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Laura Revasz is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial from 2007 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Kearney is a financial advisor with LPL Financial in Norwell, MA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a Lieutenant Colonel in the U.S. Army Reserve, where he is involved in command and control responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from multiple sources.