Emily O'Neil is Vice President and Financial Consultant at Fidelity Investments, where she currently serves as the primary advisor for her clients and their families. In this role, she coordinates a team of professionals to help clients craft comprehensive wealth plans tailored to their unique goals. She emphasizes building long-lasting relationships and leveraging Fidelity's resources to support her clients' financial journeys. Emily has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses providing financial planning and consulting services within Fidelity's framework. Outside of her professional role, Emily's personal interests include gardening, golf, traveling, and volunteering.

Nathaniel Arias Velez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Inquilinos Boricuas en Accion. 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 clients, and institutions.

Jory Fong is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Syncretic Capital, Enigma Securities, Allurion Technologies, and SG Americas Securities. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Arushee Divyakirti is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with individuals and families to identify and develop tailored financial strategies that span short-, mid-, and long-term goals. Her client focus areas include college education planning, liquidity management, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. With over a decade of experience, Arushee provides comprehensive guidance ranging from general investing to retirement planning and savings strategies. She partners with Bank of America specialists to offer clients additional banking, credit, home financing, and small business solutions. Arushee holds a Bachelor's Degree from the University of Delhi, a Master's Degree from Western Michigan University, and has completed an Accredited Certificate Program from the Hindu Institute of Management. She also holds the Personal Investment Advisor (PIA) professional designation and is licensed under NMLS#2430426. Fluent in English and Hindi, Arushee is involved with the community organization Ekal Vidyalaya USA. Outside of her professional responsibilities, she enjoys camping, cooking, hiking, spending time with her family, and watching movies.

Jack Hoehlein is a Series 66-licensed financial advisor with Morgan Stanley, based in Wellesley, MA, and has 21 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2009 and currently serves as Board Chair for Big Brothers Big Sisters of Central Mass. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Debra Dufault is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Citigroup Global Markets. She is based in Wellesley, MA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a wide array of retail and institutional investment services.

Paul Corrigan is a financial advisor at Edward Jones with 27 years of industry experience. He has held Series 63, 65, and 66 designations. Prior to joining Edward Jones in 2007, he worked at Fidelity from 2003 to 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jana Abels is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients develop personalized financial plans and make informed financial decisions for themselves and their families. She has held her current role since 2024. Her experience in the financial services industry spans over two decades, beginning as an Investment Advisor at Hennion and Walsh, Inc. from 2004 to 2020. She then joined Fidelity Investments in 2020, progressing through roles including Investment Consultant, Planning Consultant, and Assistant Branch Leader before assuming her current leadership position in 2024.

Keith Weinstein is a financial advisor with Ameriprise based in Brookline, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Ameriprise since 2011. Outside of his advisory role, he has an interest in real estate ownership, including a seasonal vacation property. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Passanisi Jr. is a financial advisor at Edward Jones in Newton, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Department of Justice from 2018 to 2021 and at the Cook County State's Attorney's Office from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Shaun O'hare is a CFP® professional with six years of industry experience. He currently works at OSAIC and has prior experience with Eagle Strategies LLC, NYLIFE Securities LLC, Atlantic Planning Group, and Ameriprise Financial Services, Inc. Outside of advising, he is also an insurance agent with Centinel Financial Group, LLC. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach integrates model-based asset allocation, portfolio optimization, and multiple program offerings supported by affiliated broker-dealer and RIA relationships.

William Mattey is a Financial Consultant currently working at Fidelity Investments since 2016. In this role, he partners with individuals to guide them through the complexities of financial planning aimed at growing, protecting, and maintaining their wealth. He has accrued extensive experience in financial services, having held various positions including Investment Consultant at Fidelity Investments from 2014 to 2016, Director of Fixed Income Sales at Oppenheimer & Co, Inc from 2011 to 2012, Director of Fixed Income Sales at Susquehanna International Group from 2010 to 2011, Fixed Income Sales at JP Morgan from 2000 to 2010, and Product Specialist at John Hancock from 1998 to 1999.

Griffin Sarr Regan is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at DoorDash, Inc. for three years. He is also involved in the health and fitness industry through his role at LifeTime, where he has been employed since 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets across various investment and planning services.

Thomas Halloran is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes positions at VOYA Financial and its advisory divisions. Outside of his advisory role, he is involved with nonprofit organizations such as Good Sports and Junior Achievement of Northern New England and is an author of a self-published children’s book. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Caroline O'connor is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with six years of industry experience. Before joining Morgan Stanley in 2020, she worked at 1stdibs and North of Nine Communications. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning approach involves structured discovery and firm-approved tools, providing advisory services without individual security recommendations unless separately engaged.

Sean Egan is a Planning Consultant who collaborates with clients to design comprehensive financial plans aligned with their individual goals. He takes the time to understand client priorities and works together with them to create personalized strategies tailored to their needs. Sean has held various roles at Fidelity Investments, progressing from Investment Solutions Representative I in 2023-2024, to Investment Solutions Representative II in 2024-2025, and then Investment Solutions Representative III in 2025-2026. Prior to that, he served as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. He also gained experience as a Finance Intern at Catholic Medical Center in 2021. Sean holds insurance licenses in Arkansas and California.

Qin Zhao is a CFP® and holds a Series 66 license with six years of industry experience. Qin has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2024, following roles at Fidelity Investments, Edward Jones, and Bank of America. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and applies a multi-asset model portfolio approach supported by centralized custody and operational integration.

Andrew Rautenberg is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 designations with 18 years of industry experience. His previous experience includes seven years at Wells Fargo Clearing before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes approved planning tools and modeling techniques.

Brent Fisk is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC, Edward Jones, and Sammons Financial Network. Fisk is also involved in a real estate rental business in Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Robert Berman is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, previously serving at MetLife Securities. Berman is also involved in outside insurance activities, including disability, fixed annuities, health, and life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and offers event-driven planning services such as divorce and estate-settlement planning.