Dillon Geelan is a Wealth Management Advisor at Merrill Lynch Wealth Management, joining the firm in 2023. With over 11 years of experience in the financial planning industry, Dillon has developed expertise in retirement planning, stock plan services, and customized financial planning. He previously served as a Financial Solutions Advisor in the MetroWest area of Boston, and held various roles at Fidelity Investments, including Consumer Investments and Stock Plan Services. Dillon holds a Bachelor's degree in International Business from The College of Charleston in South Carolina, with study abroad experience at The Management Center of Innsbruck in Austria. He is a CERTIFIED FINANCIAL PLANNER® (CFP) professional and a Chartered Retirement Planning Counselor™ (CRPC) designee, and holds FINRA Series 7, 63, and 65 registrations. In addition to his professional work, Dillon is actively involved in his community. He coaches with the Red Sox RBI Program and serves as a Dreammaker with the Worcester Red Sox. He volunteers with The Urban Farming Institute and Why Me & Sherry's House. Outside of work, Dillon enjoys baseball, biking, football, gardening, hiking, running, skiing, soccer, softball, and traveling.

Maureen Burgess is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and TDAmeritrade. Outside of her advisory role, she operates a professional organizing business and works as an office manager and event coordinator for Stonehill College’s Office of Alumni Engagement. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Christine Pacini is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and having 26 years of industry experience. She has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC from 2000 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers a range of investment products and fiduciary services through its network of Investment Adviser Representatives.

Robert Morgan III is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at Bank of America, Merrill, Laidlaw Company, and Northwestern Mutual. Outside of finance, he was involved with the Little Silver Tennis Club for four years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Dangel is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 2000. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market estimates.

Nancy Malone is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 18 years of industry experience. She has been associated with Raymond James Financial Services since 2008 and with Wheelhouse Wealth Advisors since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting programs.

Philip Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management in Wellesley Hills, where he serves Greater Boston executives, business owners, and affluent families. As part of The Hagwood Tomoda Group, he combines a relationship-driven approach with the resources of Merrill to help clients make informed financial decisions tailored to their goals and priorities. Philip focuses on assisting clients with navigating financial complexities related to career success and wealth accumulation, including equity compensation, concentrated stock positions, retirement planning, and business transitions. His work emphasizes simplifying complex financial situations to provide clients with clarity and confidence in decisions involving retirement planning, investment strategy, tax-aware planning, and multi-generational wealth considerations. He earned a Bachelor's degree in Business Administration from Birmingham-Southern College and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Philip is a member of the Sigma Nu Fraternity and participates in community involvement through organizations such as Cradles To Crayons.

Rob Chwalek is Vice President and Private Wealth Management Advisor at Fidelity Investments. He partners with clients for strategic planning and consulting on complex wealth planning topics. He has been with Fidelity Investments since 1996, holding various roles including Vice President, Executive Planning Consultant from 2012 to 2020; Vice President, Private Client Group from 2006 to 2012; Regional Consultant from 2005 to 2006; Senior Investment Consultant in Portfolio Advisory Services from 2000 to 2005; and Participant Services Group in Retirement from 1996 to 2000.

Peter Mccarron is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Merrill Lynch Pierce Fenner and Smith Incorporated. He is also a trustee of the DM Revocable Living Trust in North Attleboro, Massachusetts. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

James Carroll is a financial advisor at Equitable Advisors with 45 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Carroll serves on the board of directors for Blackstone Valley Development Corp, a nonprofit organization focused on housing development for veterans, low-income, and disabled individuals. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Brendan Hughes is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2022, he worked in construction and engineering as a proprietor at North East Home Improvement for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including personalized financial planning supported by firm-approved tools and research.

Kyle Cox is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Ryan Schott is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Independent Living Innovations LLC and KTS Financial Group, as well as an academic background at the University of Alabama. He also serves as Operations Manager for North Atlantic Investment Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Marianne Cunha Simmons is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management team to assist clients in developing personalized financial plans aimed at achieving their individual financial goals. She has been in her current role since 2023. Ms. Simmons has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1998, including Planning Consultant, Senior Relationship Manager, Premium Services Representative, and Retirement Planning Representative. She also worked as a Registered Sales Assistant at DCU Financial from 2011 to 2013. Her career reflects a long-standing commitment to client service and financial planning. No information about her education, credentials, personal interests, or community involvement has been provided.

Brittany Russell Porter is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Osaic Wealth, Inc. and has previously worked at Royal Alliance, John Hancock Distributors LLC, John Hancock Personal Financial Services, LLC, and Sii. Outside of her primary advisory role, she assists with financial planning and client support at Centinel Financial Group. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a range of investment options across discretionary and non-discretionary accounts.

Diane Burke is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 66 designation and over 10 years of industry experience. She has been with Morgan Stanley Smith Barney since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and proprietary planning tools, including the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations, to develop its financial plans.

Frank Rispoli is a ChFC® with 19 years of experience in the financial services industry. He is currently associated with MassMutual Investors Services and has held roles at various related entities since 2022. Prior to this, he worked at Royal Alliance, John Hancock Distributors, Signator Financial Services, and John Hancock Life. Outside of advisory work, he provides bookkeeping consulting services, supporting QuickBooks oversight for small businesses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and provides a range of asset management and educational programs.

Matthew Clark is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Waltham Public Schools and Uber. Outside of his advisory work, he serves as an executor for his father's estate and is involved as a sales associate with two realty-related entities. Equitable Advisors serves a wide range of clients, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

David Nicholson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2005. Outside of his advisory role, he serves as a varsity lacrosse head coach at Ursuline Academy and is a board member of the Business Alliance Networking Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through a unique affiliation with a municipal advisor.

Andres Castano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 2001 and joined Merrill Lynch in 2015. Prior to this, Andres gained experience at Morgan Stanley, ADP Retirement Services, and Deutsche Bank. He earned a Bachelor of Science in Management with a concentration in Finance from the University of Massachusetts and holds an MBA in Finance from Suffolk University’s Sawyer Business School. Andres is bilingual in English and Spanish and holds several professional designations, including Certified Investment Management Analyst® (CIMA), Chartered Retirement Plans Specialist® (CRPS), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Since 2006, Andres has focused on assisting business owners and corporate executives with fiduciary responsibilities related to employer-sponsored retirement plans. He collaborates with plan sponsors to implement retirement education and financial wellness programs to support employees’ financial well-being. Additionally, he works with clients to develop and execute investment due diligence processes aligned with Department of Labor guidelines, utilizing Merrill Lynch resources and BofA Global Research. Outside of his professional activities, Andres enjoys music, reading, skiing, soccer, and traveling.