Stephanie Izzo is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Izzo holds the Series 66 designation and is based in Wellesley, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jennifer McCarthy is a financial advisor with LPL Financial in Lexington, MA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Horizon Wealth Partners, Christopher Pazienza, Waddell & Reed, and Amundi Asset Management. She is involved with MJM SUNSET INC, a business entity for tax and investment purposes. 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, with advice delivered through a large network of investment adviser representatives.

Sean Tully is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation with three years of industry experience. He has worked at Raymond James and North Atlantic Investment Partners, LLC, where he serves as an associate. Outside of advisory roles, he has experience in various business and community settings, including positions at Bentley University and other organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Ellen Mccormack is a financial advisor with Wells Fargo Advisors in Wellesley, MA, holding Series 63, 65, and 66 credentials and 14 years of industry experience. Her career includes positions at Wells Fargo Clearing and Morgan Stanley DW Inc., with a decade spent as a stay-at-home mom. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, supported by Wells Fargo’s research and planning tools.

Matthew Waterhouse is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017, following prior experience with AXA Advisors and four years at Boston College. Outside of his advisory role, he serves as a trustee for an immediate family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives. The firm uses client information and risk assessments to match clients with investment program models or discretionary managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Glenn Galloway is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He previously worked at Lincoln Financial Advisors for four years and is also affiliated with Hogancamp PC as a CPA. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Ashton Burnett is a financial advisor with Equitable Advisors and holds a Series 66 designation, bringing one year of industry experience. Prior to joining Equitable Advisors, Burnett worked at several organizations including Aruza Marketing and Atlantic Pure Water. Outside of financial advising, Burnett also works as a server at Maven's in Pawtucket, Rhode Island. 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’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party advisory programs.

Mary Incera is a financial advisor with Ameriprise in Auburndale, MA, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at State Street Global Advisors and Northeastern University. She is also involved with NET FLOWS LLC, an investment-related advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Luke Murphy is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, he held roles in recreational and realty organizations and worked at Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process integrates fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, supporting a range of investor needs.

Robert Mac Donald is a financial advisor at Fisher Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Advised Assets Group, LLC, GWFS Equities, Inc, Voya Financial Partners, LLC, and VOYA Financial Advisors. He is based in Arlington, MA. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and risk management tools in constructing diversified portfolios.

John Shupe is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 66 and Series 63 registrations and has prior experience with Mercer (MMC Securities) and GuidedChoice, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Daniel Hoban is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team and algorithmic tools to support tailored retirement income strategies.

Sendi Slavinskaya is a Series 66-licensed financial advisor with Morgan Stanley Wealth Management, based in Wellesley, MA. She has 16 years of industry experience and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Atea Stiko is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 credentials. Her work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Meze LLC, and Santander Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a range of investment and derivatives capabilities.

Jack DeSantis is a Financial Consultant at Fidelity Investments' Chestnut Hill Investor Center, where he collaborates with clients to develop customized financial plans. He utilizes a broad range of strategies and services to meet individual client needs. Jack's role involves educating clients on various investment strategies, aiming to empower them to make confident and informed financial decisions. Jack has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Consultant from 2021 to 2023, Investment Consultant from 2023 to 2025, and currently serving as a Financial Consultant. This experience has contributed to his comprehensive understanding of investment strategies and client financial planning. Outside of his professional responsibilities, Jack's personal interests include beach activities, family activities, football, and golf.

Mary Fahey is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. She has worked at LPL Financial since 2021, previously holding roles at firms including Sheryl Wein and Waddell & Reed, Inc. Outside of her advisory work, she has served in fiduciary capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and managed portfolio services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Tony DellAquila is a Financial Consultant at Fidelity Investments, a role he began in 2024. He partners with clients to create personalized comprehensive financial plans that align with their values, goals, and future aspirations. Tony leverages his experience to assist clients in pursuing their goals and providing peace of mind. Before joining Fidelity Investments, Tony held several positions at Merrill Lynch from 2015 to 2024, including Vice President Relationship Manager, AVP Relationship Manager, Premium Investment Specialist, and Service and Trade Investment Specialist. His decade of experience in the financial services industry has equipped him with a broad understanding of investment strategies and client relationship management. Outside of his professional work, Tony's personal interests include cooking and baking, golf, skiing, and traveling.

Daniel Riley is the Vice President, Wealth Planner at his current firm. He holds the designation of CERTIFIED FINANCIAL PLANNER™ which underscores his commitment to partnering with clients to understand their personal and financial priorities. He works closely with clients to co-create financial plans aimed at providing peace of mind, enabling them to concentrate on what matters most to them and their families. Daniel has professional experience spanning several roles in the financial services sector. He has been a Financial Consultant at Fidelity Investments since 2023, after serving as an Investment Consultant there from 2021 to 2022. Prior to that, he worked as a Financial Advisor at Equitable Advisors LLC from 2019 to 2021. Outside of his professional work, Daniel enjoys activities such as baseball, boating, fishing, fitness, football, and outdoor adventures.

James Scannell is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 65 designation and has worked at Edelman Financial Engines in various capacities since 2021. Prior to that, he held roles at Maplebear Inc., Omni Career Search, and Providence College. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven investment process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advisory options.

William Danforth is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and priorities, offering strategies across areas such as executive compensation, equity compensation services, liquidity management, personal retirement planning, portfolio management, and small business strategies. He also provides guidance in specialized areas like sports and entertainment finance and retirement income planning. William holds a Bachelor's Degree from Lehigh University and has earned the Personal Investment Advisor (PIA) designation. His professional approach focuses on building long-term relationships through thoughtful planning and disciplined investment management, ensuring that client strategies adapt as their life circumstances evolve. Outside of his professional work, William enjoys hiking, running marathons, and spending time with his family.