Steven Wallace is a CFP® and ChFC® credentialed financial advisor with 10 years of experience, currently associated with TD Private Client Wealth LLC in Boston, MA. He has spent his career with various divisions of TD Bank N.A., including TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning, and custody services through a combination of affiliated and third-party sub-managers. The firm uses a percentage-of-AUM wrap fee model and serves clients through a cross-border Private Investment Advisor approach.

Vanessa Wieliczko is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Hoylecohen LLC before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Benjamin Clough is a financial advisor at Breckinridge Capital Advisors Inc with 11 years of industry experience. He has been with Breckinridge since 2016 and holds Series 63 and Series 65 designations. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combined top-down and bottom-up investment approach supported by proprietary technology and a team-based portfolio construction process.

Daniel Mantell is a CFP® professional with eight years of industry experience, currently with Janney Montgomery Scott in Boston, MA. He previously worked at Wells Fargo Wealth Management for 12 years and has a long tenure at Bentley College. Outside of his advisory role, Mantell serves as an election official for the Town of Hanover, judges a regional high school science and engineering fair, and volunteers as a tool evaluator for Donor Atlas. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory services.

Kevin Fauteux is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2002 and previously worked at Ritchie Financial, LLC from 2007 to 2017. Fauteux is also the owner of The Real Team Awesome, LLC, which facilitates the payment of shared expenses. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, including financial plans, fee-based advice, and retirement plan consulting, with a majority of assets managed on a non-discretionary basis.

Evelyn Varner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She worked at Merrill from 2011 to 2020 before joining Wells Fargo Clearing and Wells Fargo Bank in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ryan Burke is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2008. The firm, 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Armstrong is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2018 to 2020. Armstrong also has a background connected to Quinnipiac University and a family business, Armstrong Fence Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize investment estimate models and simulations without making individual security recommendations as part of standalone plans.

David Stellati is a Series 63–licensed financial advisor with Morgan Stanley, based in Boston, MA, and has 42 years of industry experience. He has worked in various capacities within Morgan Stanley since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is the owner of Bud Stellati Distributors, a business specializing in snowmobile sales and parts. Morgan Stanley Wealth Management is a large SEC-registered firm serving both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Marcos Lopez Perez is a financial advisor with LPL Financial in Brookline, MA, holding CFP® and ChFC® designations and 11 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.

Ameen Amin is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he serves as a course associate at Columbia University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Adrienne Ciccone is a Series 66-registered financial advisor with UBS Financial Services in Boston, MA, where she has worked since 2018. She has seven years of industry experience, including a prior role at Helmes and Co LLC and several years at Fairfield University, where she held positions including Dean of Students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include portfolio management, financial planning, and access to proprietary research and capital markets services.

Julie Hall is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by advanced modeling tools.

Nancy Falco is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Ana Bertino is a financial advisor with Fidelity in Boston, MA, holding Series 63 and Series 66 licenses and one year of industry experience. Her background includes multiple roles at the University of Massachusetts Amherst and positions in various other sectors prior to joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Selene Casoli is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with teams to provide support and guidance for clients' planning and service needs. Prior to this, she served as a Senior Relationship Manager at Fidelity Investments from 2016 to 2021. Her professional experience centers on wealth management and client relationship management. Outside of her professional responsibilities, Selene has interests in cooking, baking, and fitness.

Jeffrey Becker is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held positions at VF Corporation (Timberland), Akcel Partners, and worked in consulting and entrepreneurial ventures including Becker Consulting and Becker Carpet and Flooring. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.