Michael Mazzotta is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and its affiliates since 2019 and was previously employed at Financial Engines. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and planning strategies.

Robert Smith is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and proprietary tools, with services focused on advisory roles rather than individual security recommendations.

Emily Keating is a CFP® with nine years of industry experience, currently serving at Mass Mutual Investors Services in Boston, MA. She worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019 before joining Mass Mutual and its affiliated firm MML Investors Services. Outside of financial advising, she is the founder and planner of Joie de Vivre Voyage, a custom travel planning business focused on trips to Provence, France. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.

Aidan Teahan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Thorndike Company, Centaurus Financial, and The Tarian Group. Based in Boston, MA, he is also employed by JPMorgan Chase Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors through a select group of Wealth Advisors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Xiao Xia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Boston. She specializes in helping clients develop personalized financial strategies tailored to their individual goals, focusing on areas such as college education planning, family wealth management, legacy planning, and retirement planning. She also provides guidance on philanthropic planning, portfolio management, tax minimization, and addressing the needs of women and wealth. Xiao Xia Zhen holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English, Mandarin, and Yue (Cantonese). In addition to her professional work, Xiao Xia Zhen participates in community volunteer activities in line with the Merrill tradition. Her personal interests include boating, cooking, hiking, traveling, and yoga.

Robert Sechrist is a CFP® professional with 31 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He has also operated Sechrist Financial Services since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sean Tucker is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Co since 2016, after two years at Metlife Securities, Inc. He is the manager and owner of Clarendon Team, LLC, an entity established to manage business expenses. 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 ongoing financial planning and various investment programs using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

John Mc Phee Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marc Dougherty Jr. is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previous experience with Morgan Stanley and Colby College. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Benjamin Furfari is a financial advisor at Merrill with 3 years of industry experience. He holds a Series 66 designation and previously worked at the University of Massachusetts Amherst and Regional Tire and Service. Outside of finance, he was involved with Distinctive Creations Inc. for six years. 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 plans, corporations, and charitable organizations.

Christina Delguidice is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 22 years. 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 incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Benjamin Mehra is a financial advisor with Ameriprise Financial Services LLC in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he held positions at TRC Companies and DGT Associates, and he has experience working in educational roles at the University of New Hampshire and Newton North High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kimberlee Chiccarine is a financial advisor at J.P. Morgan Securities with three years at the firm and a total of 12 years of industry experience. She previously worked at First Republic Bank and 451 Research. Kimberlee holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Darcy is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Boston Light Financial, Waddell & Reed, Santander Bank, Santander Securities, and a seven-year tenure with Knights of Columbus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Brian Turner is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is an owner and partner of Romeo Bravo Software, a SaaS business focused on lodging services for adventure travel and outdoor recreation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary programs supported by centralized due diligence and ESG eligibility processes.

Zachary Curtis is a CFP® with seven years of experience in the financial industry, currently serving at J.P. Morgan Securities in Boston, MA. His career has been entirely with JPMorgan entities since 2018, including roles at JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved as a brand ambassador and affiliate in the sports sector, specifically with pickleball-related businesses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

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.