Gregory Curran is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank since 2019, following four years at Charles Schwab. Outside of his advisory role, he is a part-owner of a family-owned real estate property. 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 incorporating an ESG eligibility framework in its investment recommendations.

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.

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.

Michael Mc Intyre is a financial advisor with Ameriprise in Westwood, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory role, he serves as an attorney-in-fact for a family member. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Mc Ginty is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. He also attended Fairfield University from 2013 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Pierce Fongheiser is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of New York Mellon and SEI Investments Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.

Maria Naqishbandi is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to her advisory role, she is involved with Centinel Financial Group in an LLC capacity, working with clients on financial planning and investment strategies. OSAIC serves a diverse client base including retail and institutional investors, offering a range of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.

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.

Andrew Smith is a financial advisor at Edward Jones in Braintree, MA, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019, with prior roles in mortgage lending at Plaza Home Mortgage, MSA Mortgage LLC, and Mortgage One Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lucas Matarazzo is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services, where he has worked since 2017, following roles at McAdam LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an insurance agent specializing in individual life, health, disability, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services, utilizing firm-approved analytical tools to deliver tailored recommendations through ongoing client relationships.

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.

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.

Angela Kawai Chan is a financial advisor with LPL Enterprise in Boston, MA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Nicole Papert is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at the London Stock Exchange Group from 2022 to 2025 and has held various roles at Hamilton College and other organizations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Patrick Dougherty is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, South Shore Bank, VOYA Financial Advisors, and Merrill. Outside of his advisory role, he serves as a hockey referee in Marshfield, MA. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across various investment approaches.

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.