Grant Cerulo is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he spent over a decade at Silicon Valley Animation, Inc. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, leveraging a network of Investment Adviser Representatives and third-party asset managers.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been affiliated with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Angell is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Wellesley, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Samuel Clurman is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including a position at Lizzy's Homemade Ice Cream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is also noted for its registration as a commodity pool operator and its advisory role with multiple registered investment companies.

Daniel Cappucci is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in a non-MMLIA insurance brokerage and has ownership in a short-term vacation rental property. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers a range of programs including estate and employer-sponsored planning.

Steven Currie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as a trustee for a family trust and manages a non-investment-related LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alexandra LeClair is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2017, serving in various positions including Investment Consultant, Relationship Manager, and Regional Investment Consultant. As a CERTIFIED FINANCIAL PLANNER™, Alexandra focuses on building financial plans that reflect the personal and financial goals of her clients. She emphasizes client education to ensure understanding and confidence in the strategies implemented. Her professional experience spans several years within Fidelity Investments, where she has developed expertise in investment consulting and client relationship management. Alexandra values working closely with clients to co-create financial plans tailored to their needs. Outside of her professional role, Alexandra enjoys activities such as beach outings, family activities, golf, running, traveling, and exploring food.

Michael Kulesza is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at North Atlantic Investment Partners, Edward Jones, and Planmember Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anthony Bellody is a financial advisor with LPL Financial based in Braintree, MA. He holds a Series 66 designation and has three years of industry experience, including roles at OSAIC, SagePoint Financial, and New England Silica. Outside of his advisory work, he serves as a referee in Boston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Drake Hull is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials. He has one year of industry experience, including prior roles at Dexian and TEKsystems. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Kevin Queally Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytical models.

Matthew Perron is a financial advisor with Wells Fargo Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at CVS Health and Midtown Market. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her primary role, she is a 45% owner of R & L Financial Group LLC, where she dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jay Gordon is a financial advisor with Ameriprise in Cohasset, MA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

John Mc Kay is a CFP® and Series 66 registered financial advisor with MassMutual Investors Services, bringing five years of industry experience. His prior roles include positions at Putnam Investments, Franklin Distributors, and MassMutual Life Insurance. He has also been involved with the Indian Ridge Country Club. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Aaron Hagwood is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, as well as a Merrill Institutional Consultant. He co-founded The Hagwood Tomoda Group in 2000 at Morgan Stanley, providing services to business owners, corporate executives, high net worth families, and institutions. In 2015, the group joined the Wellesley Office of Merrill Lynch Wealth Management. Aaron has been active in the financial services industry since 1996. Aaron focuses on serving both individuals and institutions, emphasizing fiduciary best practices and complex wealth strategies. His advisory services to institutions and retirement plan sponsors include investment policy statement reviews, investment due diligence, retirement plan benchmarking, and employee education programs. In 2019, he earned the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute™ in conjunction with Yale University. He holds a Bachelor's degree in Political Science from Keene State College, earned in 1995. Aaron resides in Medfield, MA with his wife and three sons. His personal interests include running, golfing, and skiing.

Michaelyn Bortolotti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley Smith Barney. She is also the owner of Davis Executive Wealth Management Group, a support company unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Karen Hernandez is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Morgan Stanley, having joined in 2024. Her prior experience includes roles at Safra National Bank of New York and Amundi Pioneer Distributor, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Robert Chiacchio is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Cafaro Group. He joined Merrill Lynch in 2008 following a year at J.P. Morgan Chase. In his role, Robert focuses on equity analysis for investment models, corporate retirement plan services including retirement income strategies, and the investment management of charitable organizations. Robert’s expertise encompasses college education planning, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Robert earned a bachelor's degree in economics with a minor in business administration from the University of Connecticut. He completed his high school education at Xaverian Brothers High School. Robert lives in Natick with his wife, Shannon, and their two young children.

Christopher Zujewski is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior work experience that includes roles outside the financial industry. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.