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.

Angela Kawai Chan is a financial advisor with LPL Enterprise based in Boston, MA. She holds a Series 66 designation and has six years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley Private Bank. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Michael Yuan is a financial advisor at J.P. Morgan Securities in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Merrill, Bank of America, Santander, State Street Corp, and a teaching position at the University of Massachusetts Boston. Outside of finance, he was involved with Watermark Donut Co for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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.

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 with Charles Schwab, holding Series 63 and Series 66 designations and four years of industry experience. She previously worked at Sage Hospitality and the University of Denver. Outside of finance, she has experience in retail, having worked at Ice Cream and Candy Bazaar. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

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 in Boston, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, Winslow Wealth Management, and Winslow, Evans, & Crocker, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing a mix of discretionary and non-discretionary management supported by proprietary and third-party research and technology.

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.

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.

Trevor Davis is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services and Fortitude Systems LLC. Outside of advisory work, he has been involved with The Pub and Storage Squad LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

William Condon is a financial advisor at MassMutual Investors Services in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual and its affiliates since 2004. Outside of his advisory role, he is involved in insurance brokerage specializing in life and health 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 offers financial planning, asset management, and various educational programs using collaborative, goal-oriented approaches and firm-approved analytical tools.

Jeremy Peacock is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles outside of finance, including positions in hospitality and golf-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Inga Baneviciene is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC since 2022 and Citizens Securities, Inc. from 2016 to 2022. She also serves as a Notary Public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Dennis Lopes is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials with two years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank and spent six years at Wells Fargo. Outside of his advisory role, he is a 50 percent owner and partner at Rush Hour Group LLC, a restaurant and nightclub business in Cambridge, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm-approved methodologies in its financial planning process.