Brian Darcy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Boston Light Financial, Waddell & Reed, Santander Bank NA, and Santander Securities LLC. He also worked with the Knights of Columbus for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and operational tools.

Brian Turner is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Neuberger Berman BD LLC. He is also an owner and partner in Romeo Bravo Software, a SaaS business focused on lodging services software for adventure travel and outdoor recreation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a forward-looking investment approach.

Zachary Curtis is a CFP® credentialed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Boston, MA. His career has been exclusively with JPMorgan affiliates since 2018. Outside of his advisory role, he serves as a brand ambassador for companies involved in the sport of pickleball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team, with offerings that include ESG considerations and broader derivatives capabilities.

James Katsikis is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. His career at Fidelity began in 2023, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure, James has developed a comprehensive understanding of financial planning and client relationship management. In his role as Planning Consultant, James emphasizes educating and empowering clients, fostering partnerships based on listening, understanding, and collaboration. He approaches client interactions with care, attention to detail, and a strong sense of personal responsibility, aiming to help clients make informed financial decisions. Outside of his professional work, James has interests in fitness, football, golf, and music.

Luisa Salazar is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Citizens. Outside of finance, she has had involvement with various businesses, including a long-term role with Space Invaders. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Mark Krupkowski is a financial advisor with Mass Mutual Investors Services in North Andover, MA, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income and long-term care 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 financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships focused on client goals and written recommendations.

John Fietze is a Planning Consultant at Fidelity Investments. In this role, he partners with individuals and families to develop and maintain comprehensive financial plans aimed at achieving their short and long-term goals. John has held several positions at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2024 to 2025, gaining experience across various aspects of financial planning and client management. Outside of his professional work, John enjoys activities such as beach outings, golf, running, and traveling.

John Mackey is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, where he has worked since 2018. He has four years of industry experience, including prior roles at New York Life Insurance and a position with the North Shore Navigators. Outside of finance, he was involved with D&J Refreshments for three years. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations in standalone plans.

Robert Chmiel is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Nora Simonian is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2016. She is based in Boston, MA. 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 and profit-sharing plans, corporations, and charitable organizations.

Trevor Carroll is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at First Republic Bank and Stevens Institute of Technology. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Jason Nicastro is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at MWA Asset Management and Raymond James Financial. He is based in Boston, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, emphasizing a range of customizable investment strategies supported by research and advisor tools.

Sebeta Kalpee is a financial advisor at Merrill with 14 years of industry experience. She has held her current role at Merrill since 2015 and holds Series 63 and Series 66 designations. 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 and profit-sharing plans, corporations, and charitable organizations.

Jacob Palhares is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has recently entered the industry, with prior experience including roles at Granite Peak Associates and as a full-time student. His current practice is based in Wakefield, MA. 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 provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools.

Joseph Gemmell III is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Diogo Pinto is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2024. He works closely with individuals and families to develop personalized financial plans and investment strategies that adapt to their evolving goals. His approach centers on guiding clients as they pursue their priorities and strive for lasting financial success. Diogo has been with Fidelity Investments since 2016, progressing through various roles including Planning Consultant, Relationship Manager, and Financial Representative. This experience has provided him with a broad understanding of wealth management and client relationship development. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Christopher Brolly is a CFP®-certified financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, he is a partner and writer for the publishing venture Red Broccoli. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Scott Price Jr. is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 designations and 10 years of industry experience. His career includes roles at Eaton Vance Management and Eaton Vance Distributors, Inc. prior to joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Stephen Napier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and New England Securities. Outside of his advisory role, he is involved in insurance brokerage unrelated to MassMutual and manages a property rental business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning using technology tools.

Justin Dernoga is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Merrill, and Signet Investment Advisory Group. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad array of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools.