Anne Tamayo is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including two years at Morgan Stanley Services Group Inc. Outside of her advisory role, she owns and operates Anne's Chic Boutique LLC, a retail business focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2023. Outside of his advisory role, he serves as a trustee associate board member for St. John's Prep and is a partner in a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Nicole Deasy is a financial advisor at Morgan Stanley in Boston, MA, with eight years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2018. Prior to joining Morgan Stanley, she worked in the restaurant industry at La Cucina Sul Mare and Melt Restaurant. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes advanced modeling tools.

William Cooper is a financial advisor with Equitable Advisors in Boston, MA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. Prior to his current role, he worked at AXA Advisors and founded Cooper & Company. He is also a CPA and shareholder at Walter & Shuffain, PC. Equitable Advisors serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

John Seeto is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior roles include positions at Mass Mutual Life Insurance Company and Barnum Financial Group. 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, utilizing structured discovery conversations and firm-approved planning tools.

Peter Princi is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Boston, MA. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers services that utilize structured planning tools and investment modeling techniques.

Monica Mayhew is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, including her current role overlapping with Bank of America since 2023. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bevin Jung is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 65 credentials. His career includes roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, as well as prior experience at the University of Virginia and One Kings Lane. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Joseph Lucien is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Connecticut College, AP Event Pro, and Haggerty Electrical Service. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Ryan Boland is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. In this role, he works with individuals and families to develop customized financial strategies that align with their goals, leveraging the resources and specialists available at Fidelity Investments. Prior to his current position, Ryan held various roles within Fidelity Charitable, including Vice President of National Corporate & Executive Giving, Charitable Planning Consultant, and Director and Vice President of the Complex Assets Group from 2011 to 2021. His professional experience reflects a sustained focus on wealth management and charitable planning. Throughout his career, Ryan has collaborated with clients to understand their objectives and design tailored approaches to help pursue their financial priorities. Beyond his professional engagements, Ryan has interests in art, golf, painting, and tennis.

Velma Almeida is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she assists clients and their families in navigating the complex world of financial planning through various life stages. Prior to this, she worked as a Financial Associate at Feingold Companies from 2007 to 2021. Her professional experience spans over a decade in the financial services industry, focusing on wealth management and client advisory. Outside of her professional responsibilities, Velma engages in family activities, social events with friends, and enjoys music and table tennis. She is also involved in volunteering and values her role in parenthood.

Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at LPL Financial since 2019 and has diverse experience including roles with Waddell & Reed and various insurance carriers. Outside of her advisory work, she has longstanding involvement with Boston Casting and the Malden Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and multiple investment strategies.

Stefan Bodnaruk is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, focusing on advisory services without offering individual security recommendations within standalone planning programs.

John McCarthy is a financial advisor with Edward Jones in Boston, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Apkarian is a CFA® charterholder with three years of industry experience, currently serving at Fidelity since 2025. His prior experience includes roles at Cerulli Associates and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs with systematic methodologies and long-term asset allocation benchmarks.

David Di Biase is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and one year of industry experience. Prior to his financial services career, he has been co-owner of Arona Salon since 2017 and co-owner and director of operations at Fish Window Cleaning since 2014. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and also provides event-driven planning services including divorce and estate-settlement planning.

Kathleen Auth is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Bank of America Private Bank since 2019 and previously held roles at Bank of America from 2010 to 2019. Auth serves on the fundraising committee for the Campaign for Catholic Schools, focusing on raising $25 million to support teacher funding. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Chinonyerem Eluwa Chukwu is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith since 1999. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eileen Murphy is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Laura Revasz is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial from 2007 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.