Felicia Distasio is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 4 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Finley Morgan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Finley partners with clients and their families to help them understand their company benefits and develop customized financial plans that align with their short- and long-term goals. Finley has held various positions at Fidelity Investments since 2021, including Benefits Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Consultant, and Stock Plan Associate. This progression reflects a broad experience in benefits and stock plan services within the company. Outside of work, Finley enjoys activities such as football, golf, movies, exploring food, and spending time with pets.

Grace Bumpus is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at RBC Capital Markets since 2025. Her prior experience includes roles at Franklin Distributors, Franklin Templeton Companies, and Putnam Investment Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Allison Tilden is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at Apex Systems and LeapFrog Systems. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Samuel Bachelder is a financial advisor at Morgan Stanley in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2014 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Matt Flaks is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Life Insurance Company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Susan Cohan is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at UBS Financial Services and Nordstrom. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm‑approved planning tools.

Sadie O’Neil is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and approximately one year of industry experience. Before joining Morgan Stanley, she worked at New Balance and held positions at Bates College and Concord Carlisle Regional High School. Outside of her advisory role, she coaches youth sports with Bay State Bullets in Acton, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, serving clients through both direct and employer-based arrangements.

Suzanne Brown is a financial advisor at Morgan Stanley in Boston, MA, with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Adele Financial Services and Raymond James Financial Services. Outside of finance, she is involved in the food service industry, including roles waitressing at Nantasket Flatts and The Jetty, and as sole proprietor of XO Provisions, an online retail store. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various channels including corporate financial planning agreements.

Bruno Mazzotta is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1992. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Miles Prescott is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the Pembroke Historical Society. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive approaches to deliver personalized advice through a centralized consulting team.

Christopher Dirksmeier is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2024, with prior roles at JPMorgan Chase Bank, N.A., First Republic Bank, and Quirk Auto Dealers. 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. The firm’s services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Stephen Kagan is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience, currently serving as an advisor at Edward Jones in Boston, MA. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is noted for its extensive retail advisor and branch network and provides services under a fiduciary standard.

Mark Tsoir is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies designed to help them attain their personal financial goals. Mark connects various aspects of clients' financial lives and helps prioritize and pursue the objectives that matter most to them. He utilizes the global investing resources of Merrill and offers access to credit, lending, and banking services through Bank of America. Mark holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from EU Business School. He communicates with clients in Russian, Hebrew, and English, enabling him to serve a diverse clientele. Outside of his professional work, Mark has interests in antiquing, genealogy, music, painting, photography, reading, soccer, spending time with his family, traveling, and writing.

Nathaniel Francois is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2025. 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 in its recommendations.

Adam Greenspan is a CFP® and Series 66-registered advisor with 21 years of industry experience. He currently works at OSAIC and has previously held roles at Lincoln Financial Advisors, Agia, and Valic Financial Advisors. He serves as president of the Emma Greenspan Foundation, a nonprofit organization where he organizes events and assists with fundraising. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, combining technology-driven asset allocation and risk assessment tools with access to third-party money managers and portfolio solutions.

Shervin Sadr is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2021, previously supporting Mass Mutual Life Insurance Company beginning in 2020. Earlier in his career, he was involved with Young Entrepreneurs Across America from 2017 to 2020. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and tools, and also provides event-driven planning services such as divorce and estate planning.

Peter Danas is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 credentials and offering 41 years of industry experience. He has been with Merrill since 1985 and also has been affiliated with Bank of America, N.A. for 15 years. He holds power of attorney positions in two non-investment-related entities based in Andover, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Frank Panayotou is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 advice to clients.

Daniel Curtin is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Trust Company and J.P. Morgan Securities Inc. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.