Brandi Kasza is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the United States.

Michelle Beausejour is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 28 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop detailed, written recommendations in annual planning engagements.

Rebecca Saccone is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018, and previously was employed at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Mass Mutual Investors Services 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 educational seminars and event-driven planning services such as divorce and estate settlement planning.

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.

Matthew Kapetanakis is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, he has experience working at Bryant University and Red Tail Golf Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning services that address complex financial needs, including specialized areas such as business-owner transition and special-needs planning.

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.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Siergiewicz is a financial advisor at Equitable Advisors in Wellesley, MA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at New York Life Insurance Company, NYLIFE Securities, VMG Consulting Group, and Huron Consulting Group. Equitable Advisors serves individual, high-net-worth, retirement plan, 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 program sponsors and endorsed TAMPs, providing both discretionary and non-discretionary advisory services.

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.

Richard Spriano is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with The Patriot Financial Group. Outside of his advisory role, he owns Boston Drive, Inc., a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party subadvisors.

Colin Noonan is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has previously worked with Bank of America, P1 Logistics, and several other organizations across various roles. Noonan also held positions at Venture Home Solar and Mass General Brigham in 2021. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Blake Ellison is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside its financial planning solutions.

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.