Janine Morahan is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as trustee for two irrevocable family trusts. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Griffin Hanley is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2013. In his current role, he partners with high-net-worth individuals, families, and institutions to develop wealth strategies and maintain long-term client relationships. He has experience assisting clients with navigating financial markets, retirement planning, tax-efficient investing, and estate planning considerations. Griffin's career at Fidelity Investments includes positions as Financial Consultant, Senior Relationship Manager, Relationship Manager, Premium Services Representative, and Financial Representative. He holds a California Insurance License.

James Seppala is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. 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 and profit-sharing plans, corporations, and charitable organizations.

Tomas Goncharenko is a financial advisor with Mass Mutual Investors Services holding a Series 63 designation and two years of industry experience. Prior to joining MassMutual and its affiliate MML Investors Services, he worked at Gordon College for three years and Gymnasium 36 for eleven years. 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 seminars, structuring client engagements around collaborative annual planning and goal analysis using firm-approved tools.

Alex Blake is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Maryann Johnson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 planning process using firm-approved tools and market simulations.

John Mulrenan is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Mai Capital Management and the Boston College Carroll School of Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple funds, and incorporation of AI-driven research in its investment process.

Alexander Martinelli is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds the Series 63 designation and has been with UBS since 2015. Based in Boston, MA, his background includes over a decade of service at one of the industry’s leading firms. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Hugo Rodrigues is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Bob Tashjian is the Vice President Private Wealth Management Advisor at Fidelity. In this role, he helps multiple generations of families develop personalized strategies for the growth, preservation, and transfer of their wealth. He works collaboratively with a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning services. Bob has been with Fidelity since 1995, holding various positions including Vice President Financial Consultant, Regional Consultant, Branch Service Manager, and Brokerage Consultant. His professional experience spans over two decades in financial consulting and wealth management. He holds a California Insurance License. Outside of his professional responsibilities, Bob is interested in fitness and golf.

Janet Lanigan is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved in property rental in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning, managing approximately $2.74 trillion in client assets.

John Mc Donough is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at MFS Fund Distributors, Diginex Americas, ICASH, and North Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework within its advisory process.

Steven La Pointe is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation. He began his advisory career at UBS in 2022. Prior to joining UBS, he held positions outside of finance, including roles at Whole Foods Market and Bryant University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Meaghan Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in serving ultra-high-net-worth individuals and families, including female executives, clients navigating significant life transitions, and multigenerational households. Meaghan focuses on aligning clients' wealth with their values, purpose, and legacy through a consultative, planning-first approach that prioritizes understanding each client's unique goals and life stage. Her expertise encompasses college education planning, family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and services tailored for endowments, foundations, and non-profits. Prior to joining Merrill Lynch, Meaghan spent over a decade at Neuberger Berman advising ultra-high-net-worth clients and began her career at Knight Capital Group. She has been recognized by Forbes as a "Top Next-Gen Wealth Advisor Best In State" in Massachusetts for both 2023 and 2024. Meaghan earned a Bachelor of Science degree in Business Management and Economics from Boston College. She holds the Personal Investment Advisor (PIA) designation. She serves on the Professional Advisor Leadership Council for the Community Foundation for MetroWest and participates on the Community Engagement Committee for the Boston Estate Planning Council. Meaghan lives outside of Boston with her five children and enjoys hiking, running, yoga, horseback riding, swimming, and spending time with her family.

Juan Ren is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Michael Murphy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at UBS Financial Services from 2011 to 2025. He serves on an advisory committee for William W. Backus Hospital, providing oversight on investment management, and is CEO of Darwin Cooper, a philanthropic organization supporting Olympic aspirants. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s advisory process includes a diverse range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel McGrath is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports delivered by a centralized consulting team in partnership with advisors like McGrath.

Harold Toney Jr. is a financial advisor at UBS Financial Services with 30 years of industry experience. He previously worked at Merrill and Bank of America N.A., serving clients across various financial services. He holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brendon Hutchins is a financial advisor with Wells Fargo Clearing in Boston, MA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 12 years at UBS Financial Services and several years at St. Germain Investment Management and St. Germain Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Erin Kelly is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies supported by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.