Peter Landry is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 19 years. Outside of his advisory role, he serves as a financial advisor to the corporate short-term cash account for Searchable.ai, a company specializing in artificial intelligence-based search software. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Geoffrey Burns is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Outside of finance, he serves as president of SynergySound Entertainment, a music production and management company. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and investment strategies guided by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers integrated planning services supported by an extensive platform of retail and institutional solutions.

Troy Derrick is a financial advisor with Cambridge Investment Research Advisors in Malden, MA. He holds the Series 66 designation and has two years of industry experience. Prior to joining Cambridge, he was self-employed and has worked at Commonwealth Financial Network, Morgan Stanley, and other firms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

Joseph Hollerbach is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked in both JPMorgan Chase Bank and J.P. Morgan Securities since 2022. His background includes academic roles at Georgetown University and Cornell University. 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 integrating ESG criteria in its investment recommendations.

Benjamin Foster is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his current role, he partners with executives to navigate workplace benefits, equity compensation, and wealth planning. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. Benjamin's professional experience centers on advising clients on benefits and planning strategies within the workplace. He applies his expertise to help executives manage complex financial and compensation issues related to their employment. Outside of his professional responsibilities, Benjamin has interests in art, baseball, comedy, concerts, music, and running.

David Reichert is a financial advisor at OSAIC with 17 years of industry experience and a Series 66 designation. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. In addition to his advisory role, he is employed as Head of Finance and Operations at GenX Financial, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of affiliated advisors and platforms, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Frederick Voloshin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024. His prior experience includes various roles outside the financial industry, such as positions with hospitality and service companies as well as entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolios. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Joseph Carroll Jr. is a financial advisor with Charles Schwab in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Fidelity in various roles from 2000 to 2021 before joining Charles Schwab in 2021. Outside of his advisory work, he manages a vacation home rental in Wellfleet, MA. Charles Schwab serves a large client base, 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 both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing services.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Baird in 2025, she worked at Janney Montgomery Scott LLC for 10 years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional approaches.

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

Gregory Spurr is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Empower Financial Services, Empower Advisory Group, Bank of America, and Merrill. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment approach that incorporates both quantitative and qualitative research and employs tax-aware and risk-management strategies.

Noam Gans is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2026. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 large-scale, integrated operational structure.

Georgi Ellen Battocchio is a Vice President and Branch Leader at Fidelity Investments. In this role, she collaborates with her team to assist clients in working toward their financial goals by developing financial plans tailored to individual needs and life events. She has held the position of Vice President, Branch Leader at Fidelity Investments since 2023. Prior to this, she served as Vice President and Market Leader at BlackRock from 2015 to 2023, and as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2015.

Christopher Gallo is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Gallo is based in Boston, MA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

Edward Moore Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A., where he has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that leverages firm-approved tools and modeling techniques.

Edward Galvin is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Raymond James since 2016. Galvin is also the President and founder of Westwood Youth Hockey, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services supported by various portfolio management styles and affiliated research.

Dominic Anton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dominic has been with Fidelity Investments since 2011, gaining experience in various roles including Wealth Management Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His extensive experience spans investment management, wealth management, and retirement solutions. Outside of his professional commitments, Dominic enjoys outdoor activities such as hiking and snowboarding.

Adrienne Tubridy is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Raymond James & Associates from 2016 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Alex Caputo is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Bj's Wholesale Club and Gentle Giant Moving Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary management and model portfolios built from mutual funds, ETFs, and ETPs.

Glen Donovan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with six years of industry experience. His prior work includes three years at John Hancock Investment Management before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a broad array of retail and institutional offerings.