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.

Harold Beacham is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee for the Mass Charitable Fire Society, supporting fire-related training and injury causes. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Abbie D'amico is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise since 2018 and has a concurrent role at Bentley University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a combination of proprietary research and third-party data.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Outside of his advisory role, he is involved in the sale of fixed insurance, annuities, and long-term care products through Delano Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management options, supported by research and model portfolios from LPL Research and third-party subadvisors.

Duston Ladieu is a financial advisor with Mass Mutual Investors Services in Sudbury, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he consults for Help me Fund College Fund and owns a real estate business, AJTL Enterprises, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Faith Rankin is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has previously worked in education-related roles, including positions at Belmont High School and the High Meadows Graduate School of Teaching and Learning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

William Haggett is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He assists clients in making confident and well-informed decisions regarding their financial goals, including spending, saving, and investing. His approach to financial planning is rooted in Fidelity's established beliefs and is tailored to each client's unique circumstances and preferences. William's professional experience spans several roles within the financial services industry. Prior to his current position, he was a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he held multiple roles at TD Ameritrade, including Financial Consultant from 2018 to 2020, Investment Consultant in 2018, and Client Service Specialist from 2017 to 2018. He also worked as a Financial Services Representative at TD Bank from 2015 to 2017 and as an Insurance Producer at AFLAC in 2015. Outside of his professional career, William has interests in food, football, scuba diving, snowboarding, and traveling.

Isli Kola is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Phoenix Retail, and Procredit Bank Albania. 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 investors, and institutions.

Kelsey Linares is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Outside of her advisory role, Linares is co-owner of a family rental property business in Vermont. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a range of asset allocation options and tax-aware strategies.

Leo White is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and 25 years of industry experience. His career includes previous roles at American Express Financial Advisors, Stratos Wealth Partners, Ltd, and Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Marijo Danis is a Senior Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. She emphasizes a comprehensive financial planning approach tailored to the individual needs and goals of her clients. Her expertise covers a range of areas including employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Marijo holds a Bachelor's degree from the Louisiana State University System. She is a Personal Investment Advisor (PIA) and leverages her educational background to provide personalized financial strategies. In her personal time, Marijo enjoys a variety of activities such as biking, cooking, dancing, football, golfing, hiking, running, swimming, traveling, and spending time with her family.

Ryan Mc Kenna is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004 and Bank of America since 2011. 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 individuals, high-net-worth clients, and institutional investors.

Kellie Jacques is a CFP®-certified financial advisor with Ameriprise Financial Services LLC and has 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, spanning a combined 11 years. Outside of her advisory role, she serves on the Board of Directors for the Salvation Army of Massachusetts, Greater Boston, and participates on committees for Financial Executives International. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with a focus on clients holding Ameriprise Managed Accounts.

Ron Mastrangelo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and is also associated with Lightship Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to illustrate potential outcomes, supporting clients through a broad advisor network and specialized advisory programs.

Daniel Doherty is Vice President and Financial Consultant at Fidelity Investments, based in the Burlington Investor Center. In this role, he partners with clients and their families to create and implement financial plans through a collaborative process. He works with clients to monitor and adjust their plans as needed to align with their family and financial goals. Daniel has been with Fidelity Investments for 21 years, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Retirement Solutions Representative, Proactive Sales Representative, Investment Solutions Representative, and Service Trading Representative. His extensive experience at Fidelity has provided him with a comprehensive understanding of financial consulting and investment management.

George Beacham is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation. His prior roles include positions at Santander Securities, Fidelity Investments, and involvement with Framingham State University and the Trustees of Reservation. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Antony Taylor is an Investment Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their specific goals and priorities. He assists clients in understanding their current financial situations, progressing toward their financial objectives, identifying potential risks to their plans, and providing savings and investment strategies suited to their needs. Before becoming an Investment Consultant in 2024, Antony held several roles at Fidelity Investments, including Workplace Planning Consultant II from 2019 to 2024, Workplace Planning Consultant I from 2018 to 2019, and Customer Relationship Advocate in 2018. This progression reflects his ongoing commitment to supporting clients in various stages of financial planning. Outside of his professional role, Antony has personal interests that include fitness, running, snowboarding, soccer, attending social events with friends, and traveling.

James Fong is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Shariq Yousfi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, and Empower. 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 investment recommendations.

Bethea Tashjian is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as an executor for estate matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating advanced modeling tools.