Joseph Verri is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Verri serves on the advisory board of the Massachusetts Center for Employee Ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and incorporates advanced planning tools and investment research in its services.

Peter Rushton is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with Fidelity's top families on their journey with money, wealth, and estate planning considerations. He has been with Fidelity Investments since 2004, initially serving as Vice President Relationship Manager until 2017, when he became Vice President Wealth Management Advisor. His experience includes wealth management and relationship management within the firm. Outside of his professional role, Peter enjoys biking, golf, and skiing.

Samuel Lookner is a financial advisor with Ameriprise in Newton, MA, holding a Series 63 designation and 28 years of industry experience. He worked at American Express Financial Advisors Inc. for 22 years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities and employs a combination of research, modeling, and algorithmic automation to generate tailored retirement income recommendations.

Erika Tsetsilas is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, Financial Representative, and Customer Relationship Advocate, accumulating experience in various aspects of financial services since 2021. Erika focuses on creating a collaborative financial planning process that centers on her clients' goals, drivers, and preferences. Her approach emphasizes compassion and integrity, aiming to make complex financial matters accessible and understandable. Outside of her professional work, Erika engages in personal interests such as golf, spending time at the lake, and skiing.

Kevin Kogut is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. Kevin is also involved with Centinel Financial Group, LLC, providing insurance and investment products to clients. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment management tools and third-party solutions.

Jason Sigman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing its model portfolios.

David Sousa is a financial advisor with LPL Financial, holding the ChFC® designation and licenses including Series 63 and 65, with 31 years of industry experience. Prior to joining LPL Financial in 2026, he worked for 27 years at OSAIC. Sousa also operates a sole proprietorship offering health, accident, and life brokerage services alongside his investment advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Greta Watkins is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity in 2022 and has held various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she gained experience as a Financial Services Associate at Charles Schwab and completed internships at Collier Financial Solutions, Inc. and Southern New Hampshire Health. As a CERTIFIED FINANCIAL PLANNER®, Greta specializes in developing comprehensive financial plans that address retirement planning, investment strategy, and tax-efficient investing. She focuses on understanding her clients' unique goals and financial aspirations to create tailored plans that provide peace of mind and confidence for the future. Outside of her professional work, Greta enjoys cooking and baking, fishing, hiking, outdoor adventures, spending time with pets, and playing soccer.

Robin Seidman is a financial advisor at Morgan Stanley with a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Noah French is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various affiliates of Edelman Financial Engines since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.

William Winkelmann is a financial advisor at Edward Jones in Marlborough, MA, holding a Series 66 designation with nine years of industry experience. He previously worked at Mass Mutual Financial Group and Saint Michael's College. Outside of his advisory role, he has been associated with Brigade Baseball in Lancaster, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, complemented by affiliated mutual funds and other financial services.

Federico Medina is a financial advisor with Merrill holding a Series 66 designation and based in Waltham, MA. He has four years of experience at Merrill and one year at Bank of America, N.A., along with eleven years at Henley Enterprises. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a variety of clients, including individuals, high-net-worth clients, and institutions.

Mohamad Mawed is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank, Merrill, Bank of America, and the Commercial Bank of Dubai. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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.

Jessica Cole is a financial advisor at Osaic with 20 years of industry experience. She holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Osaic in 2023, she worked at Sagepoint Financial, Inc. for six years and SII Investments for five years. She is president of Synergy Wealth Partners LLC, which offers fixed insurance products. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides brokerage and advisory services, financial planning, retirement plan consulting, and access to managed portfolios and third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Yiannis Emmanouilidis is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Christopher Lindon is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Morgan Stanley since 2009, with a brief one-year break in 2016-2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Michael Burbank is a CFP® certificant with 12 years of industry experience, currently affiliated with Wells Fargo Advisors since 2019. He previously worked within related Wells Fargo entities from 2013 onward. Outside of his advisory role, he co-owns Burbank Wealth Management, a financial planning practice based in Wellesley, MA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. Its approach includes tailored recommendations supported by proprietary research and tools, with planning services available to clients meeting specified net-worth criteria.

John Vanasse is a Senior Financial Advisor at Merrill Lynch Wealth Management. He advises a select group of corporate executives, business owners, affluent individuals, and families, focusing on simplifying their financial lives through comprehensive strategies tailored to their goals and values. His approach encompasses investment management, retirement planning, tax-efficient wealth strategies, and estate planning services. John joined Merrill in 2018, bringing four years of prior experience from an asset management company. He is passionate about building, preserving, and transferring wealth efficiently across generations and is supported by a team with extensive combined wealth management and investing experience. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income strategies. John earned a bachelor's degree in Economics with a concentration in Financial Markets from Colby College in 2014. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, John has served on the Board of Directors for the Notre Dame Education Center in South Boston. He enjoys boating, fishing, golfing, reading, and spending time with his family.

Charles McLetchie is the Vice President and Branch Leader at Fidelity Investments, where he leads a group of Financial Professionals at the Framingham Investor Center. In this role, he focuses on collaborative planning processes that identify client goals, address concerns, and co-create financial plans. He has been with Fidelity Investments since 2011, serving as Regional Brokerage Consultant from 2011 to 2015, Regional Planning Consultant from 2015 to 2019, and Vice President, Branch Leader since 2019.

Ryan Finn is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his advisory career, he worked at Bentley University and West Shore Marina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized groups such as Estate Planning Strategies.