Joseph Ferrante is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Anna Miao is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2013. 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 plans, corporations, and charitable organizations.

Cameron Barnett is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has held roles at JPMorgan Chase Bank, N.A., Cintas Corporation, Weber Shandwick, and Bedrock Detroit. J.P. Morgan Securities LLC 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.

Will Herlihy is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2012. In this role, he focuses on developing a deep understanding of the wealth and financial needs of his clients and their families, working closely with them to manage and cultivate their wealth and address their financial planning requirements. Will holds a California Insurance License, supporting his ability to provide comprehensive financial advice and services. His professional experience centers on client relationship management within the wealth management sector. Outside of his professional responsibilities, Will engages in various personal activities including family activities, fitness, golf, hiking, motorcycles, and skiing.

Francis Ferrelli is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 37 years of industry experience. He previously worked at Putnam Retail Management Limited Partnership for 38 years and had brief tenures with Franklin Distributors, LLC and a period of unemployment before joining LPL Enterprise. 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, integrating advisory services with brokerage and insurance products.

William Stockwell is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 registrations and with 28 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp, since 2004. Outside of his advisory role, he works as a ski instructor at Cannon Mountain and has authored and published a children’s book. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from both in-house and third-party sources.

Robert Mosesian Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

John O'Keefe Jr. is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Based in Boston, MA, his career includes over a decade at Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering analysis and allocation guidance intended to support client decision-making.

Paul Bergeron is a CFP® professional with 28 years of experience in the financial industry. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Based in Boston, MA, Bergeron works within a large institutional firm known for its comprehensive wealth advisory services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Boren is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, as well as a position at Proper Taxation in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Benjamin Siroonian is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fidelity Investments and Boston Premier Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning engagements supported by firm-approved software and educational seminars.

Joseph Vita is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and over 55 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also involved with Winchester Financial Group, where he serves as an investment advisor representative focusing on investments, financial planning, and insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Catherine Mc Laughlin is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Prior to UBS, she was employed at Fitzrovia Post Limited for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets support through a large network of advisors.

Jeffrey Arouth is a financial advisor with Ameriprise in Salem, MA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Before joining Ameriprise in 2021, he worked at Salem Five Cents Savings Bank and LPL Financial from 2010 to 2021. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports based on research, modeling, and tax analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic support in its retirement income planning.

Caitlain Mc Donald is a CFP® certificant with eight years of industry experience, currently advising clients at LPL Financial since 2023. Prior to joining LPL, she worked at UBS Financial Services for six years. Before her financial career, she served in the Boston College Police Department and was involved with The Courtyard Restaurant and Pub as well as Boston College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristin Sickorez is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2002. 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 clients including individuals, high-net-worth individuals, pension plans, and charitable organizations.

Lisa Margeson is a financial advisor at Merrill with 33 years of industry experience. She has held her current position since 2017 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves on the National Menopause Foundation’s Women’s Executive Leadership Council, contributing to research and workplace benefit program discussions. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aimee Cullen is a financial advisor at Merrill with 17 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2013 and 2015, respectively. Outside of her advisory role, she serves as a trustee of an irrevocable life insurance trust. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Cassa is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in an estate and investment-related business in Boynton Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Kathleen Hurley is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Brown Brothers Harriman and Middlesex Savings Bank, as well as a period working at Providence College. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.