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 and holds a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior work experience that includes roles outside the financial industry. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.

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.

Kevin Hill is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Life Insurance Company. Hill serves as Vice Treasurer for the SCI New England Chapter and Treasurer for the Safari Club NEF, both hunting-related nonprofit organizations. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with a variety of investment options, utilizing firm-provided tools for portfolio construction and management across discretionary and non-discretionary accounts.

Robert Wetzel is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Columbia Management Investment Distributors Inc and Eaton Vance Management. Outside of his advisory work, he serves as a board member of the Ruth H and Warren A Ellsworth Foundation, which is involved in grant making across various community and humanitarian causes. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research without recommending individual securities as part of its standalone planning services.

Trevor Farrington is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior roles include positions at Securian Financial Services, Securian Advisors of New England, and Minnesota Life Insurance Co. He serves on the Board of Directors for the Prostate Health Education Network, a nonprofit focused on addressing prostate cancer disparities affecting African American men. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party investment solutions.

Hovsep Balmanoukian is a Financial Advisor at Merrill Lynch Wealth Management. He supports professionals, executives, business owners, and families in navigating complex financial challenges such as tax efficiency, managing concentrated equity positions, and long-term legacy planning. He partners with clients to build tailored strategies that balance growth, protection, and wealth transfer aligned with their goals and values. Hovsep's academic background includes a Bachelor's degree in International Relations from Al-Kalamoon University, a Master's degree in Political Science from Yerevan State University, and an MBA in Finance from Bentley University. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). He speaks Arabic, Armenian, Turkish, and English. Born in Aleppo, Syria, Hovsep has lived in Armenia and currently resides in the Boston area. He is married to Nayri Sahagian Balmanoukian. Outside of work, he is involved with the Armenian General Benevolent Union and the Armenian Youth Association. His personal interests include cooking, reading, running, swimming, and spending time with his family.

Aidan Murphy is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. His prior experience includes a role at Centinel Financial Group, LLC, as well as six years at Mass Sport & Spine Physical Therapy. OSAIC serves a broad range of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and advisory services supported by various asset-allocation tools and access to multiple third-party money managers.

Lisa Correia is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2000, holding various positions including Planning Consultant, Senior Relationship Manager, Inside Wholesaler, Client Manager, and Service Trader. Prior to joining Fidelity, she worked as a Premier Client Manager at Bank of America from 2007 to 2009. Throughout her career, Lisa has developed expertise in wealth management and client relationship management. She focuses on collaborating and planning with clients to help them work towards their financial goals for both the present and the future. Outside of her professional work, Lisa's personal interests include hiking, music, painting, parenthood, pets, and traveling.

Stephen Caplan is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he helps clients organize their finances, develop clear financial roadmaps, and ensure their investments align with their life goals. He emphasizes understanding clients' priorities, assessing their current financial status, and creating coordinated plans that adapt as clients' lives evolve. Stephen's professional experience includes serving as an Investment Consultant at Fidelity Investments from 2021 to 2025, a Financial Advisor at Neponset Valley Financial Partners from 2016 to 2021, and an Internal Sales Consultant at New York Life Investments from 2012 to 2016. Outside of his professional work, Stephen has personal interests in cooking and baking, fitness, food, football, and golf.

Shane Walsh is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience and previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Walsh also serves as a volunteer assistant lacrosse coach at Saint John's High School in Shrewsbury, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform combining adviser programs with a range of financial products and supports clients through model portfolios, third-party managers, and discretionary implementation options.

Brandi Kasza is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the United States.

Nicholas D'angelo is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he held roles in various fields including hospitality and event services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Michelle Beausejour is a financial advisor with Mass Mutual Investors Services in Southborough, MA, holding a Series 63 designation and 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and offering event-driven planning services such as divorce and estate planning.

Rebecca Saccone is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018 and previously worked at McAdam LLC and Purshe Kaplan Sterling Investments. Mass Mutual Investors Services 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.

Robert Benoit is a financial advisor at UBS Financial Services in Wellesley, MA, with 18 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Benoit serves on the Board of Directors and as Treasurer for Friends of City Square Park, a nonprofit organization focused on preserving a public park in Charlestown, MA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Matthew Kapetanakis is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, he has experience working at Bryant University and Red Tail Golf Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning services that address complex financial needs, including specialized areas such as business-owner transition and special-needs planning.

Devin Callinan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. He previously worked at Fidelity Investments for nine years. Outside of his advisory work, he volunteers on the Capital Improvements Committee for Hopkinton Town Hall in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. 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 programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.