Weston Hewins is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He previously held the position of Branch Leader at the same firm from 2024 to 2025. Prior to joining Fidelity Investments, Weston worked as Vice President and Relationship Manager at Merrill Lynch from 2015 to 2022. With over ten years of experience in the financial industry, Weston focuses on supporting clients in the development of personalized financial plans. His professional background encompasses roles that emphasize client relationship management and financial consulting. Additional details regarding Weston's education, credentials, personal interests, or community involvement have not been provided.

Kathleen Prendergast is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Kevin Hill is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Life Insurance Company. Hill serves as Vice Treasurer for the SCI New England Chapter and Treasurer for the Safari Club NEF, both hunting-related nonprofit organizations. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with a variety of investment options, utilizing firm-provided tools for portfolio construction and management across discretionary and non-discretionary accounts.

Trevor Farrington is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior roles include positions at Securian Financial Services, Securian Advisors of New England, and Minnesota Life Insurance Co. He serves on the Board of Directors for the Prostate Health Education Network, a nonprofit focused on addressing prostate cancer disparities affecting African American men. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party investment solutions.

Hovsep Balmanoukian is a Financial Advisor at Merrill Lynch Wealth Management. He supports professionals, executives, business owners, and families in navigating complex financial challenges such as tax efficiency, managing concentrated equity positions, and long-term legacy planning. He partners with clients to build tailored strategies that balance growth, protection, and wealth transfer aligned with their goals and values. Hovsep's academic background includes a Bachelor's degree in International Relations from Al-Kalamoon University, a Master's degree in Political Science from Yerevan State University, and an MBA in Finance from Bentley University. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). He speaks Arabic, Armenian, Turkish, and English. Born in Aleppo, Syria, Hovsep has lived in Armenia and currently resides in the Boston area. He is married to Nayri Sahagian Balmanoukian. Outside of work, he is involved with the Armenian General Benevolent Union and the Armenian Youth Association. His personal interests include cooking, reading, running, swimming, and spending time with his family.

Catherine Johnson is a Series 66-licensed financial advisor with Ameriprise in Braintree, MA, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jonathan Fabrizio is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2010 and also works with Arsenal Financial, LLC since 2019. Outside of his advisory role, Fabrizio sells fixed insurance and annuity products through a local brokerage firm. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Aidan Murphy is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. His prior experience includes a role at Centinel Financial Group, LLC, as well as six years at Mass Sport & Spine Physical Therapy. OSAIC serves a broad range of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and advisory services supported by various asset-allocation tools and access to multiple third-party money managers.

Emily Tuzik is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Fidelity, she has held various roles including tutoring at Providence College and working with the Town of Hanover. Outside of her advisory work, she sells clothing through a peer-to-peer online marketplace. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Elliot Herman is a CFP® with over 32 years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Financial Engines Advisors L.L.C., PRW Wealth Management LLC, and Lion Street Financial, LLC. He serves on several nonprofit boards and committees, including as Treasurer and head of the Finance Committee at One Family, Inc., and provides pro bono financial coaching to cancer patients through the FPA/Dana Farber Coaching Program. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines proprietary modeling with planner-led guidance and online tools, managing diversified portfolios with a long-term focus while operating as a fiduciary under ERISA and DOL guidelines.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Katherine Arcaro is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds a Series 65 designation and has worked at Cambridge since 2019. In addition to her role there, she is involved with Seeley Capital, where she has been active since 2017 and serves as a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent advisors, offering a variety of investment strategies and platform options tailored to client objectives.

Tom Erickson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with individuals and families to develop customized financial plans aimed at growing, protecting, and efficiently distributing their wealth. His approach involves simplifying clients' financial situations and co-creating a roadmap for their financial future to reduce retirement risks. Tom's experience with Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025 and Workplace Planning Consultant from 2020 to 2023. This progression reflects his continued commitment to financial planning and investment consulting within the organization. Outside of his professional work, Tom enjoys a range of outdoor activities such as beach visits, boating, hiking, scuba diving, snowboarding, and playing soccer.

Brandi Kasza is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the United States.

Rebecca Saccone is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018 and previously worked at McAdam LLC and Purshe Kaplan Sterling Investments. 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, wrap and money-manager programs, and educational seminars.

Phillip Parziale is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include over a decade at Citizens Securities, Inc. and a six-year tenure at CUNA Brokerage Services, Inc. Parziale is involved with Hubpoint Capital LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm provides a range of advisory programs, financial planning services, and investment management solutions, supported by research from internal and third-party sources.

Robert Benoit is a financial advisor at UBS Financial Services in Wellesley, MA, with 18 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Benoit serves on the Board of Directors and as Treasurer for Friends of City Square Park, a nonprofit organization focused on preserving a public park in Charlestown, MA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Matthew Kapetanakis is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, he has experience working at Bryant University and Red Tail Golf Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning services that address complex financial needs, including specialized areas such as business-owner transition and special-needs planning.

Devin Callinan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. He previously worked at Fidelity Investments for nine years. Outside of his advisory work, he volunteers on the Capital Improvements Committee for Hopkinton Town Hall in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Andrew Siergiewicz is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, VMG Consulting Group, and Huron Consulting Group. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions without sponsoring its own wrap fee program.