George Beacham is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation. His prior roles include positions at Santander Securities, Fidelity Investments, and involvement with Framingham State University and the Trustees of Reservation. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Antony Taylor is an Investment Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their specific goals and priorities. He assists clients in understanding their current financial situations, progressing toward their financial objectives, identifying potential risks to their plans, and providing savings and investment strategies suited to their needs. Before becoming an Investment Consultant in 2024, Antony held several roles at Fidelity Investments, including Workplace Planning Consultant II from 2019 to 2024, Workplace Planning Consultant I from 2018 to 2019, and Customer Relationship Advocate in 2018. This progression reflects his ongoing commitment to supporting clients in various stages of financial planning. Outside of his professional role, Antony has personal interests that include fitness, running, snowboarding, soccer, attending social events with friends, and traveling.

Craig Geddes is a financial advisor at Edward Jones in Needham, MA, holding the CFP®, ChFC®, and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

James Fong is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Shariq Yousfi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, Empower, and Santander Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Bethea Tashjian is a financial advisor at Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as an executor for estate matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating advanced modeling tools.

Giovanni Galbiati is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he serves as Vice President and coach at Northfields United Soccer Club, where he is involved in running the organization and forming teams. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through an affiliated municipal advisor.

Mark Monahan is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 66 designation and 10 years of industry experience. He has worked with Crosspoint Financial Advisors, LLC and Advent Benefit Consultants. Outside of his advisory work, Monahan is a licensed notary and is involved with an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by various model portfolios, research resources, and technology-driven solutions.

Dan Martin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes positions at Eaton Vance, where he was an Internal Consultant from 2019 to 2023 and a Mutual Fund Services Representative from 2018 to 2019. Dan focuses on supporting clients and their families by empowering them to make confident financial decisions and helping them avoid common financial missteps. Outside of his professional work, he enjoys biking, fishing, hiking, running, skiing, and traveling.

Andrew Long is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2013, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Andrew specializes in wealth planning, equity compensation strategy, and retirement planning. He is an Equity Compensation Associate® and a Certified Financial Planner®. His expertise includes income planning, tax-efficient investment strategy, analyzing stock options and RSUs, individual fixed income, and charitable endowments and donor advised funds. No additional information regarding Andrew's education or personal interests has been provided.

Jack Millea is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles outside the financial services sector, such as positions at The Price Center, The Haartz Corporation, and Fred's Bar and Grille. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and offering access to multiple investment products and strategies.

Hardy Tey is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Bank of America, and Merrill. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and endorsed TAMPs.

Martin Mwongela is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He brings extensive experience in financial services, having served in multiple roles within Fidelity Investments since 2011, including Branch Leader in Burlington, MA from 2023 to 2025, FILI Investment Solutions Consultant from 2021 to 2023, Annuity Planning Consultant from 2015 to 2021, and Annuity Service Representative from 2011 to 2015. Throughout his career, Martin has focused on building strong client relationships based on communication, reliability, and trust. He works closely with clients to understand their priorities and co-create financial plans that aim for long-term comfort and stability. Outside of his professional role, Martin is interested in fitness, football, hiking, snowboarding, traveling, and volunteering.

Zhong Zhao is a Series 66-credentialed financial advisor with Morgan Stanley in Wellesley, MA, holding 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a range 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 services that include corporate financial planning agreements with employers.

Margaret Green is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Sagepoint Financial and SII Investments. She is also the owner of True Wealth Advisor Group, a marketing DBA through which she operates alongside her advisory role. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Aidan Carucci is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans aimed at achieving their financial objectives while building lasting relationships based on trust. He has held several positions at Fidelity Investments, including Relationship Manager, Financial Representative, and Customer Relationship Advocate, gaining experience in client relationship management and financial services since 2023. Outside of his professional career, Aidan enjoys family activities, fitness, football, social events with friends, movies, and traveling.

Orietta Delgado is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Olivia Rood is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has previously worked at Concord Wealth Management and held various roles outside finance, including serving at Corrib's Pub in Brighton, Massachusetts. Merrill, along 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.

Hongyan Liu is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, N.A. in 2025, Liu was employed at Equitable Advisors, LLC and has held positions at Flywire Corp and Jianghai Securities Co, Ltd. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Buntin Jr. is a Series 66-licensed financial advisor with Morgan Stanley, based in Wellesley, MA, and has six years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018 and previously spent time at Loancore Capital LLC and the University of Rhode Island. Outside of his advisory role, he is involved in selling shoes through online and mobile platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm emphasizes structured planning processes and offers access to diverse investment and financial services.