Evangelos Ioakimidis is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory and financial planning services supported by structured discovery processes and firm-approved planning tools.

Ann Irons is a financial advisor with Ameriprise in Hopkinton, MA, holding Series 65 and Series 66 licenses and two years of industry experience. She has operated her own CPA firm, Ann M Irons, CPA LLC, since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Dana Donovan is a Series 66-licensed financial advisor with Morgan Stanley in Wellesley, MA, where she has worked since 2019. She has six years of industry experience, including four years at Universal Wilde prior to joining Morgan Stanley. Outside of finance, Donovan is involved in pet care through her role with Rover. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and analytical tools, with a focus on advisory services rather than individual security recommendations.

Matthew Sanko is a financial advisor at Edward Jones in Northborough, MA, holding a Series 66 credential. He has one year of industry experience and has prior work history in public education and municipal service, including roles with Marlborough Public Schools, Benjamin Franklin Classical Charter Public School, and the Town of Hudson. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

K Wilmshurst is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, Wilmshurst worked at Fidelity Investments for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized custody and order-routing arrangements.

Christopher Suraci is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Ameriprise, having previously worked for Citizens Investment Services Corp for over two decades. Outside of his advisory role, he is co-owner of MapleRock Wealth Management and owner of Durum Wheat Inc., which has a 50% interest in Winter Durum LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Katrina Graves is a financial advisor with LPL Financial in Lexington, MA, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2022, she worked at Ocean Spray Cranberries, Inc. for ten years and Budget Buddies, Inc. for one year. Outside of her advisory role, she maintains a travel blog called Brown Bag Traveler. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Christopher Mc Cauley is a financial advisor with Merrill in Burlington, MA, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for the Briarbrook Condominium Association, which involves oversight of property management. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincent Zaccardi is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 34 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Raymond James. He serves as a director on the board of the Horizons Condominium Owners Association in Ogunquit, Maine. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Kayla Karpacz is Vice President, Financial Consultant at Fidelity Investments, where she has been serving since 2018 in various capacities. She began her career at Fidelity as a Customer Relationship Advocate in 2018 and progressed through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before attaining her current position in 2025. In her role, Kayla partners with individuals and families to develop comprehensive financial plans tailored to their specific goals and needs. She emphasizes authenticity and transparency, aiming to provide clients with financial peace of mind and confidence in their decisions. Kayla holds a California Insurance License. Outside of her professional responsibilities, Kayla enjoys running and traveling.

Timothy Quigley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as positions at Border Cafe and the State Theatre New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies.

Griffin Barriere is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His background includes roles at Ameriprise since 2023 and prior employment at Saint Anselm College, Worcester Academy, and Westboro High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Alison Kennedy is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. In her role, she focuses on developing and implementing tailored financial plans, guiding clients through wealth planning decisions, and providing the tools and confidence necessary to work towards their financial goals. She collaborates closely with her Wealth Management Team to deliver these services. Prior to joining Fidelity, Alison founded and served as Managing Partner of First Line Advisors from 2013 to 2019. Her career also includes experience as Director of Investor Relations and Business Development at Fireman Capital Partners, Vice President roles at Adveq Management and JPMorgan, a Financial Advisor Associate position at Sanford C. Bernstein & Co., and a Statistical Analyst role at Moody’s Investor Services. Outside of her professional work, Alison engages in activities such as biking, fitness, golf, hiking, kayaking, and volunteering.

Paul Mccarthy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1991 and joined Merrill Lynch in 2000. Paul works closely with clients to design and implement strategies that respond to their evolving economic, financial, and emotional needs. Paul specializes in helping clients preserve and grow their wealth through exit and diversification strategies aimed at mitigating portfolio risk associated with concentrated stock positions. He assists client families with wealth transfer and related matters, focusing on passing along both value and values with tax efficiency and personal sincerity. His client focus areas include corporate executive services, education planning, executive compensation, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Paul holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp and the Personal Investment Advisor (PIA) designation. He graduated from Bentley University with a Bachelor of Science degree in Finance. Paul resides in Westford, Massachusetts with his wife Andrea and their four children. His personal interests include boating, golfing, and ice hockey.

David Zwick is a Series 66-licensed financial advisor with LPL Financial, based in Wellesley, MA, and has 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America Inc from 2015 to 2023, and at Progressive Asset Management from 2012 to 2019. Outside of his advisory role, he teaches high school seminars at Jackson Hole Community School. 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 investment services, including model portfolios and access to third-party asset management, supported by technology tools for operational and research purposes.

Sergio Saccoccio is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021 and was a Financial Advisor at Morgan Stanley from 2014 to 2020. Sergio partners with clients to understand both their short and long-term financial goals and develops customized financial plans to meet their unique needs. He emphasizes clear communication to ensure clients understand the strategies being employed and how they benefit from them. Building strong, trustworthy relationships with clients and their families is a key focus of his practice. Outside of his professional responsibilities, Sergio engages in family activities and enjoys sports such as football, golf, skiing, and soccer, as well as social events with friends.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Rachel Rabinovich is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2023, progressing through positions including Financial Consultant. Prior to Fidelity, she held roles such as Senior Financial Planner and Team Manager at Ellevest, Inc., and Director of Financial Planning at MassMutual (Society of Grownups). Her career in financial planning began with Cummings Financial Advisory Group (Ameriprise), where she worked from 2005 to 2015, advancing from Paraplanner to Financial Advisor. Rachel's experience encompasses various aspects of financial planning and consulting, including team management and financial planning research. She is a CFP® Professional and emphasizes creating financial plans tailored to individual client needs, aiming to build long-lasting and trusting relationships to help clients navigate life changes. No education or personal interests information was provided.

Judith Taras is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 2009 and has also been with City National Bank since 2018. Taras serves on the board of directors for Vineyard Havens, a nonprofit that supports the psychological and respite needs of cancer patients. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customizable strategies and access to in-house and third-party investment managers, alongside features such as tax management and responsible investing options.

Lisa Mendis is a financial advisor with Raymond James & Associates holding a Series 66 credential and 16 years of industry experience. Her prior firms include Lion Street Advisors, Sapers & Wallack Inc, and Financial Engines Advisors L.L.C. She is based in Wellesley, MA. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.