Peter Kalogerakos is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his current role, he focuses on providing personalized service experiences tailored to individual needs and preferences, facilitating conversations around Wealth Planning to support clients and their families. Peter has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Senior Relationship Manager. This experience has provided him with a broad understanding of wealth management and client relationship strategies.

Adrienne Snapp is a financial advisor with Ameriprise in Stow, MA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Irene Doulos is a Series 66-credentialed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill Lynch since 2010. 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. The firm offers model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Hager is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously at Cetera Advisors LLC and Investors Capital Corporation. Hager is also involved as an owner and board member of Ripcord Wealth, a wealth management business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing both proprietary and third-party model strategies across multiple platform arrangements.

Jeffrey Jacobs is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Bank of America, Mizuho Securities USA, and Telsey Advisory Group. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Champney is a financial advisor with Wells Fargo Clearing in Framingham, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2008 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 investment advisory services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joan Antognoni is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Lyman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Lyman serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jonathan Furey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has held roles at Cetera and its affiliates since 2002 and co-owns Furey Insurance Agency, where he serves as president. He is also involved in accounting and tax preparation through McCarthy Hargrave and Co and co-owns Willington Financial, a tax and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with various program structures and custodial relationships.

Karen Bishop is a financial advisor at Morgan Stanley in Wellesley, MA, with 28 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has a proprietorship in the art and culture sector based in Marlborough, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Kurt Lovell II is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms within the MassMutual organization since 2015. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and group insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations through annual, collaborative planning relationships.

Jonathon Read is a CFP® certificant currently with Equitable Advisors in Wellesley, MA, with three years of industry experience. His prior work includes roles at John Hancock and Northwestern Mutual. He has also worked in education at Wheaton College and Christian Heritage Academy. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

James Vogel is a financial advisor with Morgan Stanley in Wellesley, Massachusetts, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates to support client outcomes.

Janet Frye is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 38 years of industry experience. Since 2010, she has operated Janet H. Frye Financial and has served as an independent contractor with 1776 Financial. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized consulting services.

Jeffrey Waxman is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. He serves as a successor trustee for several investment-related trusts outside of business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to support its financial planning process.

Pieter Vanvredenburch is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Market Alpha Advisors, Tullett Prebon Americas Holdings Inc, and HSBC Securities (USA) Inc. He is also associated with 1776 Financial as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Christopher Meninno is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has worked with Metlife Securities Inc. for 19 years and has held roles at MassMutual Life Insurance Co. since 2016. Meninno holds a Series 63 designation and also works as an insurance broker specializing in fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software and a collaborative planning process.

William Shad is a Series 66 credentialed financial advisor with UBS Financial Services in Wellesley, MA, bringing 21 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he provides companionship and mentoring for individuals with learning disabilities through International Health Solutions, Inc., focusing on emotional support and education on budgeting and healthy living. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and investment strategies.

Daniel Rabatsky is a financial advisor with Raymond James & Associates in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves on the Sharon Energy Advisory Committee, where he evaluates renewable energy options from environmental and financial perspectives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Cunniff is a CFP® with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 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 solutions. 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 among its investment offerings.