Jonas Killeen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, GWFS Equities, and TD Waterhouse Investor Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a centralized operational structure.

Nicholas Carlino is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2019, as well as prior work at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Katrina Graves is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Ocean Spray Cranberries, Inc. for ten years. Outside of her advisory role, she operates a travel blog called Brown Bag Traveler. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, various advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, supported by multiple research sources and model portfolios.

Todd Wetzel Jr. is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include seven years at Fidelity Investments and positions with Morgan Stanley Private Bank and Morgan Stanley since 2026. He also has work experience outside finance at Baxter's Boathouse and was affiliated with Hobart and William Smith Colleges. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Robert Johnston is a financial advisor at Cetera with Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades and spent 30 years at Johnston & Parakyriakos CPAs. Outside of his advisory role, he is involved in retail business as a director of Franklin Market Wine & Spirits. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Griffin Barriere is a financial advisor at Ameriprise Financial Services with two years of industry experience and holds the Series 66 designation. His work history includes roles at Ameriprise since 2023 and prior experience in education at Saint Anselm College, Worcester Academy, and Westboro High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines written recommendation reports with ongoing tax-aware withdrawal strategies.

Nathan Carvalho is a financial advisor with Fidelity, holding a Series 66 designation and 15 years of industry experience. He has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Paul Mccarthy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1991 and joined Merrill Lynch in 2000. Paul works closely with clients to design and implement strategies that respond to their evolving economic, financial, and emotional needs. Paul specializes in helping clients preserve and grow their wealth through exit and diversification strategies aimed at mitigating portfolio risk associated with concentrated stock positions. He assists client families with wealth transfer and related matters, focusing on passing along both value and values with tax efficiency and personal sincerity. His client focus areas include corporate executive services, education planning, executive compensation, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Paul holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp and the Personal Investment Advisor (PIA) designation. He graduated from Bentley University with a Bachelor of Science degree in Finance. Paul resides in Westford, Massachusetts with his wife Andrea and their four children. His personal interests include boating, golfing, and ice hockey.

David Zwick is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Securities America Advisors and Progressive Asset Management. Outside of advising, he teaches investment-related seminars at Jackson Hole Community School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Rachel Rabinovich is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2023, progressing through positions including Financial Consultant. Prior to Fidelity, she held roles such as Senior Financial Planner and Team Manager at Ellevest, Inc., and Director of Financial Planning at MassMutual (Society of Grownups). Her career in financial planning began with Cummings Financial Advisory Group (Ameriprise), where she worked from 2005 to 2015, advancing from Paraplanner to Financial Advisor. Rachel's experience encompasses various aspects of financial planning and consulting, including team management and financial planning research. She is a CFP® Professional and emphasizes creating financial plans tailored to individual client needs, aiming to build long-lasting and trusting relationships to help clients navigate life changes. No education or personal interests information was provided.

Judith Taras is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. She serves on the board of directors for Vineyard Havens, a nonprofit supporting the psychological and respite needs of cancer patients. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles and implements portfolios through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Lisa Mendis is a financial advisor with Raymond James & Associates holding a Series 66 credential and 16 years of industry experience. Her prior firms include Lion Street Advisors, Sapers & Wallack Inc, and Financial Engines Advisors L.L.C. She is based in Wellesley, MA. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.

Mary Mcdonald is a financial advisor with LPL Financial in Hudson, MA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at LPL Financial since 2007 and concurrently at Avidia Bank since 2005. Her background includes prior real estate licensing, though inactive since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives, offering both discretionary and non-discretionary management and utilizing models, research, and various technology tools.

Keilly Cutler is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles in staffing and media-related companies. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using proprietary tools and serves clients through both direct and corporate financial planning agreements.

Jacob Bianculli is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Eastern Bank and educational positions at Arizona State University, Saint Joseph Prep, and North Quincy High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Kevin Haskell is a financial advisor with Cambridge Investment Research Advisors located in Concord, MA. He holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior work includes roles at Aegis Retirement Partners, Commonwealth Financial Network, and Summit Financial Corp. Outside of his advisory work, he is involved in several real estate ventures through LLC partnerships. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers both discretionary and non-discretionary investment strategies through a variety of platforms, with access to proprietary model strategies and unaffiliated third-party managers.

Kristen Andrews Nicholas is a Series 63-registered financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joseph McManus is a Financial Consultant currently working with Fidelity Investments since 2024. He specializes in collaborating with high-net-worth households to clarify their financial goals and implement plans that align with their vision. Prior to his current role, Joseph served as a Financial Advisor at Prudential from 2018 to 2024. Throughout his career, Joseph has focused on providing tailored financial advice and planning services to meet the complex needs of affluent clients. His professional experience spans over several years in the financial advisory field. Outside of his professional commitments, Joseph has personal interests that include gardening, music, pets, reading, swimming, and tennis.

Joseph Verri is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Verri serves on the advisory board of the Massachusetts Center for Employee Ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and incorporates advanced planning tools and investment research in its services.