Dominic Anton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dominic has been with Fidelity Investments since 2011, gaining experience in various roles including Wealth Management Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His extensive experience spans investment management, wealth management, and retirement solutions. Outside of his professional commitments, Dominic enjoys outdoor activities such as hiking and snowboarding.

Philip Stone is a financial advisor with LPL Financial in Lexington, MA, holding a Series 65 credential and 21 years of industry experience. He has been with LPL Financial since 2005 and has operated Stone & Company, P.C. since 1987. In addition to his advisory work, he is involved with Stone Acquisitions Group, LLC, which lists businesses for sale and provides buyer representation. 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 provides a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by technology tools and a broad platform of financial products and partnerships.

Adrienne Tubridy is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, following prior roles at Raymond James & Associates and a brief period outside the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Glen Donovan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at John Hancock Investment Management for three years. He is currently based in Boston, MA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Daniel Hurley is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at Weston Securities Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2019. He is based in Boston, MA. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Kevin Halloran is a CFP® professional with 16 years of industry experience. He is currently with Wells Fargo Clearing Services, where he has worked since 2026. His previous roles include positions at Santander Securities, Santander Bank, Citizens Securities, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Robyn Redfield is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and its Private Bank since 2009. Outside of her advisory work, she is involved with the Hollyheath Condo Trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs firm-approved planning tools and a structured discovery process to develop plans, managing approximately $2.74 trillion in client assets.

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arcadia Financial Group and Arcadia Wealth Management. He has also held roles with the YMCA of Greater Boston and Hannaford Supermarkets. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary strategies.

Arthur Karabelas is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at First Republic Securities Company, LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he has an ownership interest in a rental property in Bartlett, NH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked in automotive sales and service roles over several years. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Scott Fabyan is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1993. Outside of his advisory role, he owns and operates Kestrel Sportfishing Charters and serves on the advisory board of the Miles River Marsh Rats recreational club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.

Kelly Lawrence is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2026, Lawrence worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2022 to 2026, National Asset Management and National Securities Corporation from 2020 to 2022, and spent 14 years at Moors & Cabot from 2006 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and operational tools.

Taylor Maduro is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2016. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process involving quantitative and qualitative analysis and applies various risk management and tax-aware strategies.

Dilruba Afroz is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at Bank of America and Walmart. 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 a range of individual and institutional clients.

Martin Parquette is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of finance, he is a fitness instructor and a member of a flying club that facilitates aircraft ownership. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to model financial outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Joel Stein is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses, with 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities, and Prudential Insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Scott Mc Ginty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and has been employed at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. Prior to his advisory career, he attended Fairfield University from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research using forward-looking capital market assumptions and includes ESG considerations.

Gregory Mclean is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has a background that includes roles at Rockland Trust, Advisors Asset Management, Signator Investors, Manulife Investment Management, and John Hancock Investment Management. Outside of advising, he serves as a relationship manager for Rockland Trust’s investment management group and acts as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, leveraging various investment strategies and operational tools.

Pierce Fongheiser is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of New York Mellon, and SEI Investments Company. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates a broad range of investment strategies, including derivatives and commodities capabilities.

Michael Goss is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked for Bass, Doherty & Finks, P.C., Pabian & Russell, LLC, and the Law Office of Meilman & Costa, P.C. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.