Dan Rudge is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and works at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques to support client planning and manages approximately $2.74 trillion in client assets.

Rodney Beckles is a financial advisor with Charles Schwab in Cambridge, MA, holding a Series 66 designation and having three years of industry experience. His prior roles include positions at TD Ameritrade, Wells Fargo, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, delivering guidance via multi-asset model portfolios and alternative investment programs supported by Schwab Center for Financial Research.

Kelly Robertie is a financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining Edelman Financial Engines in 2025, Kelly worked for Sensible Financial Planning and Management, LLC, and has a background in education with roles at Peabody and Winthrop Public Schools. Kelly holds the Series 63 and Series 65 designations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, offering both discretionary and non-discretionary investment options.

Molly Smith is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Langenberg is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Vestmark, Inc. and Beaumont Financial Partners LLC. She has been with LPL Financial since 2014 in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by advanced operational tools and a broad platform incorporating proprietary and third-party investment strategies.

Janis Larsen is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney 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 wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Peter Cotter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2025 before joining Wells Fargo in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Pollard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Target. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Yuan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Santander, State Street Corp, and in roles outside finance including at LTS Telecom LLC, Watermark Donut Co, and the University of Massachusetts Boston. 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. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, supporting a broad range of institutional investment needs.

Nicole Papert is a financial advisor at J.P. Morgan Securities based in Boston, MA, holding a Series 66 designation. She has one year of industry experience, including prior roles at the London Stock Exchange Group and Hamilton College. 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 through a centralized, research-driven advisory process.

Stephen O'Keefe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He joined Fidelity in 2000 and has held several roles, including Private Access Relationship Manager, Premium Financial Representative, and Trading Representative. His work focuses on comprehensive wealth planning, where he collaborates with clients to develop personalized financial strategies aligned with their goals. Stephen holds a California Insurance License, supporting his capacity to address various client needs. He emphasizes a tailored approach backed by Fidelity's resources and expertise to assist clients and their families in pursuing their financial objectives. Outside of his professional responsibilities, Stephen's interests include family activities, football, museums, sailing, skiing, and traveling.

Richard Johnson II is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel, Nicolaus & Company, Inc. since 2008. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analyses from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning.

Grace Hayes is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2020. Her background also includes roles at Sage Hospitality and the University of Denver. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash management services within a centralized operational structure.

Marc Smith is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His work history includes multiple positions at Bryant University and roles with the City of Gloucester Department of Public Works and various other organizations. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Vincent Sbano is a financial advisor with LPL Financial, based in Boston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at B. Riley Wealth Management, Winslow Wealth Management, and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, leveraging both proprietary and third-party investment strategies across various platforms.

Eric Fantegrossi is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling.

Amanda Albert is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with clients as part of their wealth advisory team, focusing on managing their overall relationship with Fidelity and developing, maintaining, and servicing comprehensive wealth plans for clients and their families. Amanda has been with Fidelity Investments since 2015, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2019. Her professional experience centers on client relationship management and wealth planning. She holds an Arkansas Insurance License. Outside of her professional responsibilities, Amanda has personal interests in gardening, parenthood, and skiing.

Terrence Mc Manus is a financial advisor with J.P. Morgan Securities in Lexington, MA, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Citizens Securities, Citizens Bank, Bank of America, and Merrill. 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 program.

Kyle Ferreira is a Financial Consultant I with a professional background in investment consulting and sales. He has worked at Fidelity Investments in various roles including Senior Regional Investment Consultant in 2025, Regional Investment Consultant from 2023 to 2025, and Investment Sales Associate from 2022 to 2025. Prior to that, he was a Sales Intern at Natixis Investment Managers in 2021. Kyle is committed to creating meaningful impact by building strong connections with individuals and the community. He focuses on championing initiatives that drive progress and open doors for growth and collaboration. Guided by principles of integrity and inclusivity, he aims to inspire trust and deliver lasting value in both professional and personal settings. Outside of his professional work, Kyle enjoys boating, football, golf, and skiing.

Joseph Matta is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved with American Studios LLC, a business focused on property development and condo sales. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations through a centralized consulting team.