Molly Wilson is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop comprehensive financial plans tailored to clients' unique situations. She focuses on understanding her clients, their families, and their individual needs to assist them in achieving their most important financial goals. Since joining Fidelity Investments in 2021, Molly has progressed through several roles, including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming her current position. Her experience encompasses various aspects of workplace financial planning, contributing to her ability to support clients effectively. Outside of her professional responsibilities, Molly enjoys spending time at the beach, exploring culinary experiences, participating in social events with friends, practicing Pilates, skiing, and traveling.

Matthew Wrobel is a Planning Consultant at Fidelity, where he supports Financial Consultants by assisting local clients with customized financial planning aimed at helping families pursue their goals, achieve peace of mind, and gain financial confidence. His role involves helping clients build long-term strategies tailored to their unique objectives, facilitating understanding of various options, and fostering trust and reliability in the support provided. Matthew's professional experience includes several roles within Fidelity Investments, such as Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, all held between 2022 and 2024. Prior to joining Fidelity, he worked as a Financial Adviser at McAdam Financial from 2021 to 2022 and as an Inside Sales Representative at demandDrive from 2019 to 2021.

Zachary Thomas is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, Thomas is a partner in Thomas Ohana Paradise Escape, LLC, which is involved in real estate and customer service in Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process using approved tools and models, managing approximately $2.74 trillion in client assets.

Bryan Matson is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Tumwater Wealth Management and Emerson Electric. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Lawrence Kaplan is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and operates out of Newton, MA. Kaplan also owns Kaplan Financial Services, a separate business entity. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining advisory services with a broad range of non-advisory financial activities.

Amy Corsi is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 30 years of industry experience. She previously worked at Seegel Lipshutz Lo & Martin and Bowditch & Dewey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis.

Sidney Ma is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Ma serves as an administrator or executor for estates and as an alternative power of attorney in his personal capacity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party managers to tailor investment solutions based on client information and risk tolerance.

Evan Haberman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1986. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Evan's educational background includes a Master's degree from Babson College and a Bachelor's degree from the University of Massachusetts System. With over 40 years of experience, Evan specializes in areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Legacy Planning, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, and Retirement Income. He focuses on proactively simplifying and safeguarding the financial lives of his clients and their families, helping them pursue their long-term personal and financial goals while maintaining their current lifestyle. Evan is actively involved in his community and charitable organizations, including serving on the Board of Directors for the Carroll Center for the Blind. His personal interests include music, reading, traveling, and watching movies.

Michael Blau is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services, having joined in 2023 after roles at Morgan Stanley Smith Barney LLC and Commonwealth Financial Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Peter Christie Jr. is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in real estate ownership in Boston and Las Vegas. 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 with a focus on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Richard Shakter is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was associated with AXA Advisors, LLC. Outside of advising, he maintains a limited law practice serving family and friends. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Dalton Judd is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at Natixis Investment Managers and New York Life Insurance Co. He has been with Morgan Stanley Smith Barney LLC since 2017 and also works with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients in developing and updating their financial plans.

Julie Winston is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Winston served in the Massachusetts Army National Guard from 1994 to 2017. She is a member of the Town of Holliston Finance Committee. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

David Harding is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Northeast Investment Advisors, where he continues to have an ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Ashley Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as involvement with Cerebral Palsy Tempus Unlimited. Outside of financial advising, she has worked as a part-time driver for Uber and Lyft in Boston. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its advisory services.

Robert Lanciault is a financial advisor with OSAIC in Wayland, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with Royal Alliance Associates, Inc. since 1997. In addition to his advisory role, he owns Robert Lanciault Insurance, Inc., which sells life, disability, long-term care, and medical insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Andrew Joyce is a CFP® and ChFC® with 14 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Joyce serves as finance chair on the board of directors for Mechanics Hall, providing consultative oversight on financial matters. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented strategies.

Sarah Silcox is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has seven years of industry experience, including a prior role at Northeast Planning Associates. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Philip Sartori is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jake Dowd is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Commonwealth Financial Network, and CIG Private Wealth Management. Outside of finance, he has experience working at Luxe Fitness, Rosedale Farm and Vineyard, and Feng Asian Bistro. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.