Brenda Duggan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel and Merrill. Outside of her advisory role, she is a notary public, owns an antique buying and selling business called Nana's Attic Treasures, and serves as a wedding officiant with Universal Life Church Ministries. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Linnane is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2016. In addition to his advisory role, Linnane is a teacher at Quincy College, where he has been instructing since 2016. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management and access to model portfolios and research.

Steven Johnian Jr. is a financial advisor at MassMutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and MassMutual Life Insurance Company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Patrick Curtis is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and 27 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Nathan Mchugh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, JPMorgan Chase Bank, and J.P. Morgan Securities. His background also includes roles outside finance, such as positions at the Walpole Country Club and Wampum Corner Liquor Store. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He has held positions at Prudential Insurance Company of America and Pruco Securities, LLC, both since 2004. Cohne holds the Series 66 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with the sale of financial products such as insurance through affiliated entities.

Anna Hight is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2006. 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 employs a structured planning process using firm-approved tools and market modeling techniques.

Matthew Poindexter is a financial advisor with J.P. Morgan Securities in Wellesley, MA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Keenan Financial and California Cryobank LLC. Outside of his advisory duties, he is a licensed insurance agent who occasionally offers insurance products to clients. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Vance Williams is a ChFC® credentialed financial advisor with 23 years of industry experience, currently working at Edward Jones since 2017. His prior roles include positions at Massachusetts Mutual Life Insurance Company and MML Distributors LLC. Outside of financial advising, he works as a swim instructor at Life Time Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Maribeth Scott is a financial advisor with MassMutual Investors Services in Needham, MA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with MassMutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she has been a ski instructor since 1991. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and also conducts educational seminars.

Brady Butler is a financial advisor with Equitable Advisors holding a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, his work experience includes roles at Handshake and involvement with educational and recreational organizations. He is based in Wellesley, MA. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

Aubray Rowe serves as Vice President and Financial Consultant at Fidelity Investments. In this role, Aubray works closely with clients to develop personalized long-term financial plans aimed at achieving their goals and addressing their needs. Aubray has extensive experience within Fidelity Investments, having held multiple positions since 2017. These roles include Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant, culminating in the current vice president position. This progression reflects a comprehensive background in financial consulting and client relationship management. Prior to joining Fidelity, Aubray gained experience in the small business sector, which informs the approach to financial planning by emphasizing the importance of solid financial strategies. Aubray's professional focus is on understanding clients' priorities and collaborating with them to create tailored financial plans.

Adam Locke is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Citizens Securities, Inc. He is currently based in Dover, MA. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Nicole Kent is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held various roles within Fidelity Investments since 2019, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, she worked as a Paraplanner at Ameriprise Financial Services, Inc. from 2018 to 2019. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nicole focuses on educating and empowering her clients to make informed financial decisions. She emphasizes developing a thorough understanding of her clients' priorities to create customized financial plans tailored to their unique needs.

Allei Holway is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 66 and Series 63 designations and offering 10 years of industry experience. She has worked at Equitable Advisors since 2015, including time when the firm operated as Axa Advisors. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Lauren DeStephano is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2017 in various roles. She has progressed through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial planning and wealth management. Lauren partners with individuals and families to create comprehensive, personalized financial plans aimed at building, preserving, and transferring wealth. Her focus is on providing clients with financial peace of mind through each stage of life. Outside of her professional work, Lauren is involved in activities such as family activities, golf, reading, softball, traveling, and volunteering.

Tori Messina is a Branch Leader at Fidelity Investments, a role she has held since 2024. In this position, she partners with and coaches Wealth Management teams to assist clients in creating, implementing, and maintaining financial plans aligned with their retirement goals. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2021 to 2024, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020. This progression reflects her continued commitment to supporting clients in their financial planning needs. Outside of her professional responsibilities, Tori enjoys activities such as spending time at the beach, engaging in family activities, fitness, exploring food, and social events with friends.

Christina Camuzzi is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at notable firms including First Republic Securities, JPMorgan Chase, and Wells Fargo Clearing prior to joining Merrill. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Kelly is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2005. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Berube is a financial advisor at Morgan Stanley with six years of industry experience. His prior roles include positions at Fidelity Investments, Ameriprise, Edward Jones, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.