Matthew Perron is a financial advisor with Wells Fargo Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at CVS Health and Midtown Market. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations.

Aaron Hagwood is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, as well as a Merrill Institutional Consultant. He co-founded The Hagwood Tomoda Group in 2000 at Morgan Stanley, providing services to business owners, corporate executives, high net worth families, and institutions. In 2015, the group joined the Wellesley Office of Merrill Lynch Wealth Management. Aaron has been active in the financial services industry since 1996. Aaron focuses on serving both individuals and institutions, emphasizing fiduciary best practices and complex wealth strategies. His advisory services to institutions and retirement plan sponsors include investment policy statement reviews, investment due diligence, retirement plan benchmarking, and employee education programs. In 2019, he earned the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute™ in conjunction with Yale University. He holds a Bachelor's degree in Political Science from Keene State College, earned in 1995. Aaron resides in Medfield, MA with his wife and three sons. His personal interests include running, golfing, and skiing.

Karen Hernandez is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Morgan Stanley, having joined in 2024. Her prior experience includes roles at Safra National Bank of New York and Amundi Pioneer Distributor, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Robert Chiacchio is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Cafaro Group. He joined Merrill Lynch in 2008 following a year at J.P. Morgan Chase. In his role, Robert focuses on equity analysis for investment models, corporate retirement plan services including retirement income strategies, and the investment management of charitable organizations. Robert’s expertise encompasses college education planning, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Robert earned a bachelor's degree in economics with a minor in business administration from the University of Connecticut. He completed his high school education at Xaverian Brothers High School. Robert lives in Natick with his wife, Shannon, and their two young children.

Christopher Zujewski is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior work experience that includes roles outside the financial industry. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.

Weston Hewins is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He previously held the position of Branch Leader at the same firm from 2024 to 2025. Prior to joining Fidelity Investments, Weston worked as Vice President and Relationship Manager at Merrill Lynch from 2015 to 2022. With over ten years of experience in the financial industry, Weston focuses on supporting clients in the development of personalized financial plans. His professional background encompasses roles that emphasize client relationship management and financial consulting. Additional details regarding Weston's education, credentials, personal interests, or community involvement have not been provided.

Kathleen Prendergast is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Trevor Farrington is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior roles include positions at Securian Financial Services, Securian Advisors of New England, and Minnesota Life Insurance Co. He serves on the Board of Directors for the Prostate Health Education Network, a nonprofit focused on addressing prostate cancer disparities affecting African American men. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party investment solutions.

Hovsep Balmanoukian is a Financial Advisor at Merrill Lynch Wealth Management. He supports professionals, executives, business owners, and families in navigating complex financial challenges such as tax efficiency, managing concentrated equity positions, and long-term legacy planning. He partners with clients to build tailored strategies that balance growth, protection, and wealth transfer aligned with their goals and values. Hovsep's academic background includes a Bachelor's degree in International Relations from Al-Kalamoon University, a Master's degree in Political Science from Yerevan State University, and an MBA in Finance from Bentley University. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). He speaks Arabic, Armenian, Turkish, and English. Born in Aleppo, Syria, Hovsep has lived in Armenia and currently resides in the Boston area. He is married to Nayri Sahagian Balmanoukian. Outside of work, he is involved with the Armenian General Benevolent Union and the Armenian Youth Association. His personal interests include cooking, reading, running, swimming, and spending time with his family.

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at several financial institutions such as Citizens Bank and Scottrade, and he currently serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Tristan Bezzant is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 17 years at Gilbane Building Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Lisa Correia is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2000, holding various positions including Planning Consultant, Senior Relationship Manager, Inside Wholesaler, Client Manager, and Service Trader. Prior to joining Fidelity, she worked as a Premier Client Manager at Bank of America from 2007 to 2009. Throughout her career, Lisa has developed expertise in wealth management and client relationship management. She focuses on collaborating and planning with clients to help them work towards their financial goals for both the present and the future. Outside of her professional work, Lisa's personal interests include hiking, music, painting, parenthood, pets, and traveling.

Stephen Caplan is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he helps clients organize their finances, develop clear financial roadmaps, and ensure their investments align with their life goals. He emphasizes understanding clients' priorities, assessing their current financial status, and creating coordinated plans that adapt as clients' lives evolve. Stephen's professional experience includes serving as an Investment Consultant at Fidelity Investments from 2021 to 2025, a Financial Advisor at Neponset Valley Financial Partners from 2016 to 2021, and an Internal Sales Consultant at New York Life Investments from 2012 to 2016. Outside of his professional work, Stephen has personal interests in cooking and baking, fitness, food, football, and golf.

Ryan Raposa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Royal Alliance, Boston Wealth Management, and Empower Retirement. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies alongside its role in developing model portfolios for Fidelity Institutional Wealth Adviser.

Armand Bassi III is a Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. He began his career in financial services in 1993 at Prudential Securities and joined Merrill in 1998. As a Senior Vice President and qualified Portfolio Manager, Armand provides personalized portfolio management services, including managing his own personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Armand focuses on working closely with affluent and ultra-affluent clients to design tailored wealth management strategies that address their goals, timelines, liquidity needs, and risk thresholds. His expertise includes equity and bond markets, mutual funds, hedge funds, private equity, managed futures, commodities, market-linked investments, and options. He offers guidance not only on investment management but also on retirement income planning, trust and estate planning, business structuring, and credit and lending solutions. He earned a bachelor's degree in finance from Southern New Hampshire University and holds the Personal Investment Advisor (PIA) designation. Armand is active in his community, serving on the Board of Directors for the Burlington Area Chamber of Commerce, participating in the Burlington Government Affairs and Charitable Foundation Committees, and coaching youth soccer. He enjoys skiing, boating, and golfing with his family.

Robert Benoit is a financial advisor at UBS Financial Services in Wellesley, MA, with 18 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Benoit serves on the Board of Directors and as Treasurer for Friends of City Square Park, a nonprofit organization focused on preserving a public park in Charlestown, MA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Stephen Colantuono is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with firms including Securities America Advisors, LPL Financial, and VOYA Financial Advisors. He is also involved with Wayside Financial Partners, providing advisory services and managing insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Devin Callinan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. He previously worked at Fidelity Investments for nine years. Outside of his advisory work, he volunteers on the Capital Improvements Committee for Hopkinton Town Hall in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Andrew Siergiewicz is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, VMG Consulting Group, and Huron Consulting Group. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions without sponsoring its own wrap fee program.