Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Arcadia Financial Group and Arcadia Wealth Management. Outside of his advisor role, Rodgers has involvement with Boston Partners Wealth Management, providing sales and marketing support for securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using a range of investment vehicles and employs various third-party platforms to deliver managed account solutions.

Lisa Fruscella is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked in various roles at Fidelity since 1996. Her current position is with Fidelity Investments in Boston, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

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 in Boston, MA, holding a Series 66 designation and 14 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 Moors & Cabot from 2006 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven 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.

Ana Panori is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning a decade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

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 at LPL Enterprise with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms, including Mass Mutual Investors Services and MetLife Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

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.

Gregory Mclean is a financial advisor with LPL Financial based in Malden, MA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Rockland Trust and LPL Financial since 2015, serving in roles that include relationship management for financial institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

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.

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 14 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension 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 19 years of industry experience. She has worked at LPL Financial since 2014, with a brief tenure at Vestmark, Inc. in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.