Andrew Cutler is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association beginning in 2015. Outside of his advisory work, he serves as Chairman of the Board of Managers for the YMCA Needham, Massachusetts. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Mark Collier is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexi Tsolirides is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Prior to Merrill, Alexi has worked at Bank of America, Blue Lake Capital, and engaged with entrepreneurial and creative ventures including Win at Life LLC and Billy Clark Creative Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Gina Palumbo is a financial advisor with Ameriprise in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. She is involved in managing her advisory practice through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning and recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Janath Desilva is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Outside of her advisory work, she manages a rental property jointly owned with her wife in New Hampshire. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization with various managed account options and third-party manager selections.

Matthew Matossian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Geraci Law LLC and involvement with Needham Park and Recreation. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Andrew Brooks is a financial advisor at UBS Financial Services in Wellesley, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ZoomInfo, Reveneer Inc, FedEx, and Lindon Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cheng Hao Wang is a CFA® charterholder and Series 63 licensee affiliated with UBS Financial Services in Wellesley, MA, with three years of industry experience. His prior roles include positions at Foxconn Corporation and New Century Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm also provides institutional trading capabilities alongside wealth management services.

Erik Doucette is a Financial Consultant currently working with Branches Fidelity Investments since 2016. He has held various roles within Fidelity Investments, including Investment Solutions Consultant, Investment Consultant for Managed Accounts, High Net Worth Bond Consultant, and Retirement Investment Specialist, demonstrating a broad range of experience in financial advisory and investment management. Erik began his career as a Financial Advisor at Edward Jones in 2011 before returning to Fidelity Investments where he has served in multiple capacities since 2001. His professional journey reflects a consistent focus on retirement services, investment consulting, and client management within the financial services industry. He believes in the importance of having a plan to grow and protect assets and is committed to understanding clients' goals to help them navigate their financial futures.

Aiden Fournier is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2025, he worked at The Home Depot and Diamond Diagnostics, and was involved with Midland Area Youth Soccer. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party and proprietary advisory models and investment solutions.

Michael Egirous is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 1999, serving in various roles including Financial Consultant, Investment Consultant, and in Retirement Investment Services. Michael's professional experience spans over two decades within the financial services industry. His work focuses on helping clients develop financial plans tailored to their needs, emphasizing long-term relationships and personalized investment strategies. Additional educational background, credentials, personal interests, or community involvement information has not been provided.

Elena Stowell is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to her career in finance, she worked in the hospitality and entertainment industries at Hakkasan Group and Caesars Entertainment. 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 utilizes structured planning tools and analysis to support its services.

Frank Coulom III is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Columbia Management Investment Distributors Inc. before joining Morgan Stanley Smith Barney LLC in 2017. Coulom serves as a board member and finance committee member for Doc Wayne Youth Services, a Boston-based nonprofit focused on community health, welfare, and sports. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Barrand is a CFP® and Series 66-licensed advisor with Edward Jones, based in Newton, MA, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Missouri Department of Natural Resources from 2020 to 2022 and held roles in education and engineering. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Patrick Brosnihan is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include a one-year position at Morgan Stanley Private Bank, N.A. He has been asked to join the Board of Trustees at Worcester Academy, a private middle and high school, beginning in October 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory products.

Rose Smart is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 65 designation and has previously worked for the Lincoln Public School District. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers discretionary and non-discretionary management across multiple platforms.

Patrick Curtis is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and 27 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves 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 uses structured planning tools and modeling techniques as part of its advisory services.

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.

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.