Mark Linnane is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2016. In addition to his advisory role, Linnane is a teacher at Quincy College, where he has been instructing since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management and access to model portfolios and research.

Steven Johnian Jr. is a financial advisor at MassMutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and MassMutual Life Insurance Company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

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.

Nathan Mchugh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, JPMorgan Chase Bank, and J.P. Morgan Securities. His background also includes roles outside finance, such as positions at the Walpole Country Club and Wampum Corner Liquor Store. J.P. Morgan Securities 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 due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He has held positions at Prudential Insurance Company of America and Pruco Securities, LLC, both since 2004. Cohne holds the Series 66 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with the sale of financial products such as insurance through affiliated entities.

Anna Hight is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 using firm-approved tools and market modeling techniques.

Matthew Poindexter is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Keenan Financial, California Cryobank LLC, and Exelon Corporation. He is also a licensed insurance agent who occasionally offers commissionable insurance products to clients outside of his advisory role. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Maribeth Scott is a financial advisor with MassMutual Investors Services in Needham, MA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with MassMutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she has been a ski instructor since 1991. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and also conducts educational seminars.

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.

Aubray Rowe serves as Vice President and Financial Consultant at Fidelity Investments. In this role, Aubray works closely with clients to develop personalized long-term financial plans aimed at achieving their goals and addressing their needs. Aubray has extensive experience within Fidelity Investments, having held multiple positions since 2017. These roles include Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant, culminating in the current vice president position. This progression reflects a comprehensive background in financial consulting and client relationship management. Prior to joining Fidelity, Aubray gained experience in the small business sector, which informs the approach to financial planning by emphasizing the importance of solid financial strategies. Aubray's professional focus is on understanding clients' priorities and collaborating with them to create tailored financial plans.

Adam Locke is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Citizens Securities, Inc. He is currently based in Dover, MA. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Nicole Kent is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held various roles within Fidelity Investments since 2019, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, she worked as a Paraplanner at Ameriprise Financial Services, Inc. from 2018 to 2019. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nicole focuses on educating and empowering her clients to make informed financial decisions. She emphasizes developing a thorough understanding of her clients' priorities to create customized financial plans tailored to their unique needs.

Allei Holway is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 66 and Series 63 licenses and possessing 10 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, using a network of Investment Adviser Representatives and incorporating third-party asset managers and LPL-sponsored advisory programs.

Lauren DeStephano is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2017 in various roles. She has progressed through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial planning and wealth management. Lauren partners with individuals and families to create comprehensive, personalized financial plans aimed at building, preserving, and transferring wealth. Her focus is on providing clients with financial peace of mind through each stage of life. Outside of her professional work, Lauren is involved in activities such as family activities, golf, reading, softball, traveling, and volunteering.

Christina Camuzzi is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at notable firms including First Republic Securities, JPMorgan Chase, and Wells Fargo Clearing prior to joining Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Kelly is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Berube is a financial advisor at Morgan Stanley with six years of industry experience. His prior roles include positions at Fidelity Investments, Ameriprise, Edward Jones, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Nicholas Gould is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Chatham Pier Fish Market and was involved with educational programs at Stonehill College and the Monomoy Cooperative Learning Program. Outside of finance, he has experience as an employee at a restaurant and bar business. 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 uses structured planning tools and market modeling to support its services.

Todd Vogel is a financial advisor with Morgan Stanley in Wellesley, Massachusetts, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill, Allspring Funds Management, and RBC Capital Markets. Outside of finance, he is involved with All That Jazz Dance Studio Ltd. as a clerk. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Christopher Esposito is a financial advisor with Ameriprise in Norwell, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at John Hancock and John Hancock Funds LLC for six years before joining Ameriprise. Esposito manages his advisory business through an outside entity, Onipa?a Enterprise, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement planning integrates proprietary research and third-party data and operates within a defined investment universe influenced by affiliated product relationships.