Julie Kujawski is a Series 66-licensed advisor with Equitable Advisors, based in Wellesley, MA, and has six years of industry experience. She has worked at several firms, including Michael Franchella and AXA Advisors, LLC. Outside of her advisory role, she sings at community events in her hometown of Marlborough, MA. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models primarily implemented via third-party managers and provides ERISA fiduciary services to qualified plans.

Amanda Hancock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. She has been affiliated with Cetera Advisors LLC and its related entities since 2014. Outside of her advisory work, she serves as treasurer for the Charles River Dressage Association, a nonprofit equestrian club, where she is responsible for financial record keeping. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform offering a range of program structures and investment options, supported by a large network of independent advisors.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with LPL Financial since 2016 and also has a background in the automotive rental industry through Atlanta Island Auto Rentals Inc. Susanne maintains outside involvement in non-investment administrative work associated with that business. 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 with a focus on customizable investment strategies supported by research and technology tools.

Nicholas Weiler is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at UBS FS, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent LLC. Outside of his role at LPL, he is involved with Leopold Wealth Management, which provides tax preparation, accounting, and non-variable insurance services. 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 portfolio programs, third-party asset management, and institutional platforms.

Nicholas Dupuis is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Alku and has experience in education and landscaping. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a combination of firm-offered models, third-party asset managers, and LPL-sponsored advisory programs.

Kate Gamache is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, following a 15-year tenure at State Street Corporation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor advice to clients’ goals and risk tolerances.

Marni Friedman is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Wellesley College for eight years. 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, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including Corporate Financial Planning agreements.

Kira Robinson Kates is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previously been affiliated with MASSMUTUAL Life Insurance Company, Baystate Wealth Management, and MSI Financial Services. In addition to her advisory role, she is an independent insurance agent specializing in disability and life insurance. Mass Mutual 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 employs collaborative, software-assisted planning tools and offers a range of investment and educational programs.

Molly Kirkland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with next-generation clients and families, including high-income professionals and couples, to help navigate key financial decisions such as equity compensation, purchasing a home, family savings, and long-term financial independence. Molly focuses on creating a cohesive investment strategy that integrates financial planning, tax strategy, and estate considerations. Raised by a financial advisor and now partnering alongside her father, Molly brings an early perspective on wealth management to her work. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, emphasizing a structured, planning-first approach, especially valuable during periods of transition. Molly's client focus areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Molly earned her Bachelor's Degree from the University of Massachusetts Amherst. She is involved with professional organizations such as Thrive Support & Advocacy and serves as an ambassador for the Westborough Chamber of Commerce. In the community, she participates with Big Sister Greater Boston, Read to a Child, and Special Olympics. Outside of work, she enjoys cooking, golfing, hiking, photography, reading, and tennis.

Jonathan Wolff II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at firms including Lightship Wealth Strategies and Commonwealth Financial Network. Wolff is also president of Wolff Capital Management, Inc., where he advises clients on comprehensive financial planning and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

Zachary Levy is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he operated a junk removal business and has held various roles including positions in retail and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals—including non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives utilizing both proprietary and third-party asset management programs.

Robert Williams is a financial advisor with Equitable Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at 7-Eleven and has a background that includes roles at Bentley University, the YMCA, and local schools. 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 asset-management programs through a network of Investment Adviser Representatives and relies on a variety of third-party advisory programs and managers.

Yvette Sekyere Abankwa is a Series 63-licensed financial advisor with Morgan Stanley, based in Wellesley, MA. She has 21 years of industry experience and has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and the use of analytical tools such as Monte Carlo simulations to model financial outcomes.

Michael Berardi is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2008. Outside of his advisory role, he operates a tax preparation and bookkeeping business and is involved in the sale and service of traditional insurance products, including life, disability, and long-term care insurance. 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 with access to diverse investment strategies and institutional platforms.

Edward Griswold is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he owns a rental property, specifically his mother's townhouse in Connecticut. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Michael Bishop is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 license and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a limited partner in an angel investment group and serves on the board of an artificial intelligence startup founded by his son. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Brendan Colleran is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Fidelity Investments and CIT. Outside of advising, he has worked part-time as a dishwasher and prep cook at Mangia Mangia Italian Kitchen. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

John Boshar is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for 13 years and has been with LPL Financial for 19 years. Outside of his advisory role, he operates John Boshar Associates, Inc., a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by technology and extensive operational resources.

Stephen Piotte is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at firms including Avantax Investment Services, H&R Block, and 1st Global Capital Corp. Piotte is CEO of Constellation Financial & Wealth Management Services and operates Piotte Enterprises, Inc., which conducts wealth management activities. He also owns an income tax preparation business and assists with a family-owned craft company’s financial management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, employer retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers, managing over $256 billion in assets through more than 10,000 advisors.

John Coughlin is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously worked at Catalant Technologies for one year. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.