Andrew Siergiewicz is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, VMG Consulting Group, and Huron Consulting Group. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Harold Beacham is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee for the Mass Charitable Fire Society, supporting fire-related training and injury causes. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Abbie D'amico is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise since 2018 and has a concurrent role at Bentley University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a combination of proprietary research and third-party data.

Amanda Parent is a financial advisor with Edward Jones in Woonsocket, Rhode Island, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she works as a bartender in Providence, Rhode Island. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

David Barry is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns and operates a pressure washing business, Barry's Pressure Washing, which he started in high school and continues to run on weekends. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Spriano is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He previously worked at The Patriot Financial Group and has owned a ride-sharing business, Boston Drive, 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 extensive technology and a broad platform of financial products.

Colin Noonan is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and Bank of America since 2024. His prior experience includes roles at P1 Logistics, Venture Home Solar, and Mass General Brigham. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Kelsey Linares is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Outside of her advisory role, Linares is co-owner of a family rental property business in Vermont. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a range of asset allocation options and tax-aware strategies.

Leo White is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for five years and has also held positions at Stratos Wealth Partners, Ltd, LPL Financial LLC, and Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives using various strategies and research tools.

Marijo Danis is a Senior Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. She emphasizes a comprehensive financial planning approach tailored to the individual needs and goals of her clients. Her expertise covers a range of areas including employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Marijo holds a Bachelor's degree from the Louisiana State University System. She is a Personal Investment Advisor (PIA) and leverages her educational background to provide personalized financial strategies. In her personal time, Marijo enjoys a variety of activities such as biking, cooking, dancing, football, golfing, hiking, running, swimming, traveling, and spending time with her family.

Ryan Mc Kenna is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004 and Bank of America since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Blake Ellison is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside its financial planning solutions.

Kellie Jacques is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2020. She previously worked at Wells Fargo Clearing from 2016 to 2020. Jacques serves on the Board of Directors for the Salvation Army of Massachusetts, Greater Boston, and is involved with Financial Executives International and community advisory committees. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with detailed retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Marvin Hale is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, he serves as President of the Board for Hampshire Christian Academy. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Ron Mastrangelo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and is also associated with Lightship Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to illustrate potential outcomes, supporting clients through a broad advisor network and specialized advisory programs.

George Beacham is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation. His prior roles include positions at Santander Securities, Fidelity Investments, and involvement with Framingham State University and the Trustees of Reservation. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Daniel Precourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, alongside prior work at Charles J. Precourt & Son, Inc. He is also a partner in a family real estate management LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm typically implements investments through model-driven portfolios developed by internal and third-party strategists and offers access to various financial planning, asset management, and insurance products.

Rachael Conroy is a financial advisor with LPL Financial in Holliston, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Fidelity and Fidelity Personal Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Craig Geddes is a financial advisor at Edward Jones in Needham, MA, holding the CFP®, ChFC®, and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Brian Popiel is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in financial services and related fields since 2011, including roles at Amundi Asset Management US and several software and venture firms. He also provides consulting services to a startup SaaS software company. 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, and educational services, utilizing firm-approved software tools in its planning process.