Paul Schofield is a financial advisor with LPL Financial in Dedham, MA, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. He also operates a financial services business under the name Schofield Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

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®-certified financial advisor with four years of industry experience, currently with Equitable Advisors. He previously worked at John Hancock and Northwestern Mutual and has a background that includes roles outside of finance, such as working at Chick-Fil-A and teaching at Christian Heritage Academy and Wheaton College. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party providers.

Megan Tan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Blue Bottle Coffee and participated in various community and educational activities including work with Bowdoin Organic Garden and Bowdoin College. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

James Vogel is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013, holding Series 63, 65, and 66 licenses. Outside of his advisory role, he is involved in real estate ownership and management through several entities. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning and tailored investment strategies.

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 with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at 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. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal advisory and retirement plan consulting.

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.

Joseph Walsh is a financial advisor with LPL Financial based in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Beacon Wealth Advisors and LPL Financial since 2016. Outside of his advisory work, he serves as a notary public. 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 model portfolio programs, utilizing various investment strategies and support tools for account management.

Brady Palmer is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at MandMarblestone Group and John Hancock. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

John Holleran is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Merrill since 2015. His prior experience includes roles at Citizens Securities, PNC Wealth Management, Natcity Investments, and Ameriprise. He is based in Wellesley Hills, MA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Andrew Dunn is an Investment Consultant at Fidelity Investments, where he assists clients and their families in creating customized financial plans designed to provide confidence, clarity, and stability throughout retirement. He has held several roles at Fidelity Investments since 2020, progressing from Investor Center Intern to Financial Representative, Relationship Manager, Planning Consultant, and currently serving as Investment Consultant. Throughout his tenure at Fidelity Investments, Andrew has developed expertise in investment consulting and financial planning. His career progression within the company reflects a deepening understanding of client needs and financial strategies. Outside of his professional responsibilities, Andrew is interested in football, golf, traveling, and social events with friends.

Susan Magri is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to support its financial planning process.

Martha Russell is a financial advisor at Equitable Advisors with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. She serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, corporations, pension plans, and nonprofits, utilizing a variety of advisory programs and third-party asset managers.

Benjamin Krikorian is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2006. His prior work includes roles at First Allied Securities, Inc. and First Financial Advisory Services Inc. He has involvement with Seven Point Financial in Walpole, MA. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Lindsay Laniefsky is a financial advisor at Morgan Stanley in Wellesley, MA, with 13 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Pavel Prihodko is a financial advisor at Merrill with Series 63 and Series 66 registrations and four years of industry experience. He has worked at Bank of America and JPMorgan Chase prior to his current role. 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 both model-based and discretionary investment strategies to a range of individual and institutional clients.