Daniel Sorabella is a financial advisor at Merrill in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill in 2022, he held various roles including positions at Wesleyan University and eSec Lending. He is the owner of Invisible Challenge LLC, an organization focused on raising mental health awareness through event organization and apparel. 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 both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Gregory Tanzer is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at First Republic Bank and First Republic Securities Company, where he worked for 12 years, as well as JPMorgan Chase Bank and J.P. Morgan Securities. Tanzer serves on the finance committee of Jewish Big Brother Big Sister in Waltham, Massachusetts. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of Financial Advisors and specialized planning groups.

Rebecca Bessette is a financial advisor at Morgan Stanley in Boston, MA, with four years of industry experience. She has previously worked at State Street and Navigant Credit Union. Bessette holds a Series 66 designation. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Kathleen Chryssicas is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, with prior experience at Sotheby's and the University of Virginia. 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. The firm applies an ESG eligibility framework and offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Anna Alibrandi is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at First Republic Securities Company, First Republic Investment Management, Brown Brothers Harriman, and The Wellington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Sterling Dixon is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Ernst & Young and AllState, as well as academic tenure at Bowdoin College and the University of Virginia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Ryan is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term tenure at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He serves as treasurer and board member for Neurofibromatosis, Inc., a nonprofit organization focused on efforts to cure neurofibromatosis. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Stephen Giulietti is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Beyond his advisory work, he serves on the board, finance committee, and investment committee of The Boch Center, a nonprofit organization focused on arts and community activities in Boston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning tools without individual security recommendations in its standalone programs.

Dariusz Domanski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique goals, focusing on areas such as college education planning, family wealth management, legacy planning, liquidity management, socially responsible investing, and retirement income. His role involves utilizing the investment insights of Merrill and the banking services of Bank of America to help clients navigate changing market conditions. Dariusz holds a Bachelor's Degree from Bentley College and has earned the Personal Investment Advisor (PIA) designation. He is committed to working closely with clients to pursue their long-term financial objectives through one-on-one collaboration. Additionally, he participates in community service activities, reflecting Merrill's tradition of community engagement. Outside of his professional work, Dariusz enjoys cooking, fishing, running, skiing, traveling, and spending time with his family.

Alexander Whitmore is a Series 66 licensed financial advisor at Merrill in Boston, MA with six years at Merrill and one year with Bank of America, N.A. He previously worked at Providence College for four years. Merrill 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, pension plans, corporations, and charitable organizations.

Kyle Vinci is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Bruce A. Favorat, CFP. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools to construct diversified portfolios managed on discretionary or non-discretionary bases.

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 at Mass Mutual Investors Services with one year of industry experience. He holds a Series 63 designation and has work history including roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2024, as well as previous experience at Gordon College and Gymnasium 36. 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, using firm-approved software and a collaborative approach to planning without discretionary investment authority.

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 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

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.