Ryan Balon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets products and research to tailor investment strategies to clients’ goals.

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.

Shariq Yousfi is a financial advisor at J.P. Morgan Securities in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, and Empower. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Devon French is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Republic Investment Management and American Tower Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to broader derivatives and commodities capabilities through affiliated entities.

Bethea Tashjian is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as an executor for estate matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating advanced modeling tools.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Michael Duffy is a CFA® charterholder with five years of industry experience. He is currently with Cetera and previously worked at Wellington Management LLP and Rex Capital Advisors, among others. He holds Series 63 and Series 66 licenses. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, operating with over 10,000 advisors and managing more than $256 billion in assets.

Giovanni Galbiati is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, and various Raymond James entities. Outside of his advisory work, he serves as Vice President and coaches a team at Northfields United Soccer Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad advisor network, with specialized services in municipal finance and SIMPLE IRA plan advisory programs.

Dan Martin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes positions at Eaton Vance, where he was an Internal Consultant from 2019 to 2023 and a Mutual Fund Services Representative from 2018 to 2019. Dan focuses on supporting clients and their families by empowering them to make confident financial decisions and helping them avoid common financial missteps. Outside of his professional work, he enjoys biking, fishing, hiking, running, skiing, and traveling.

Andrew Long is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2013, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Andrew specializes in wealth planning, equity compensation strategy, and retirement planning. He is an Equity Compensation Associate® and a Certified Financial Planner®. His expertise includes income planning, tax-efficient investment strategy, analyzing stock options and RSUs, individual fixed income, and charitable endowments and donor advised funds. No additional information regarding Andrew's education or personal interests has been provided.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Jack Millea is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles outside the financial services sector, such as positions at The Price Center, The Haartz Corporation, and Fred's Bar and Grille. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and offering access to multiple investment products and strategies.

Hardy Tey is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, Santander Bank, Bank of America, and Merrill. Hardy is based in Wellesley, MA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Parlavecchio is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® and CFA® designations and has worked at Edward Jones since 2019, following a ten-year tenure at Edelman Financial Engines. Outside of his advisory role, Parlavecchio is involved in local community activities, serving as an elected Town Meeting Member in Milton, MA, and holding board positions with the Milton Chamber of Commerce, Milton Softball, and Milton Soccer. 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 and managed account strategies, operates under a fiduciary standard, and is notable for its extensive nationwide network of financial advisors and affiliated capabilities beyond advisory services.

Zhong Zhao is a Series 66-credentialed financial advisor with Morgan Stanley in Wellesley, MA, holding 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a range 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 services that include corporate financial planning agreements with employers.

Matthew Gorham is a financial advisor with LPL Financial in Norwood, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including prior work at Signator Investors, Inc. Outside of his advisory role, he has engaged in non-investment activities such as occasional work on a film set and participating in online surveys. 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, including financial planning, model portfolios, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Aidan Carucci is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans aimed at achieving their financial objectives while building lasting relationships based on trust. He has held several positions at Fidelity Investments, including Relationship Manager, Financial Representative, and Customer Relationship Advocate, gaining experience in client relationship management and financial services since 2023. Outside of his professional career, Aidan enjoys family activities, fitness, football, social events with friends, movies, and traveling.

Orietta Delgado is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.