Joseph Guerriero is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandy Mahoney is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles from Investment Consultant to Vice President, Financial Consultant. Her current position reflects her long-standing commitment to the firm and her clients. Brandy has over 18 years of experience working with Fidelity clients from diverse backgrounds. She focuses on financial planning, aiming to understand clients' unique personal circumstances. She ensures that clients are fully informed of Fidelity's offerings and presents options to help them pursue their financial goals.

Owen Giangrande is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with the firm since 2026. Prior to joining Equitable Advisors, his experience includes roles at PV Kent & Associates and involvement with Salem Country Club and St. Mary’s Lynn. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Ethan Vieira is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at E*Trade Securities LLC and 3Cubed, as well as involvement with YMCA Southcoast and Greater Fall River Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Christopher Szymanski is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. In addition to his advisory role, he works as a life insurance agent and broker, providing analysis and underwriting for various insurance products. He also supports financial planning efforts through affiliated firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable capabilities in municipal and public finance advisory.

Courtney Rosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 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 investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Oneill is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial plans without discretionary portfolio management. The firm offers these services alongside a managed-account program with a consolidated billing option called WealthPlan.

George Licht is a financial advisor at UBS Financial Services in Wellesley, MA, with 26 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is serving as the personal representative for his late brother’s will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers research-driven, model-based investment strategies tailored to client goals.

Michael Macrides is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 credential and has worked at both Morgan Stanley and Fidelity Investments. Macrides also has experience working with Bryant University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Andrew Pratt is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Equitable Advisors in 2023. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Ryan Mee is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with families to develop and implement tailored financial plans aimed at securing their retirement goals. He emphasizes building trusting relationships and works collaboratively with clients to regularly monitor and adjust their financial strategies. Ryan has been with Fidelity Investments since 2013, serving in multiple positions including Regional Investment Consultant from 2013 to 2016, Investment Consultant from 2016 to 2017, and Financial Consultant since 2017.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

John Holland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Services Group since 2014. Outside of his advisory role, he serves as a FINRA arbitrator and teaches a digital forensics class at Boston College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations, offering advisory services without providing individual security recommendations as part of standalone planning.

Elizabeth Kirk is a financial advisor with Fidelity Investments holding a Series 66 designation and no prior industry experience. Her work history includes roles at Whale Rock Capital Management LLC and teaching positions at Thayer Academy and Hingham Middle School. Outside of finance, she has been involved with Marylou's Coffee and Gait Lacrosse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages a diverse range of client accounts through discretionary and non-discretionary services.

Jake Morris is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at the Harris Campaign, the New England Aquarium, and Dolezza. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 third-party managers to deliver a range of advisory and brokerage solutions.

Quan Nguyen is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citizens Securities, Santander Securities, and Santander Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across topics such as retirement, tax, and estate planning. The firm offers these planning services alongside managed-account programs, maintaining a separation between planning and portfolio management.

George Grant Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2015 to 2017. Outside of advisory services, he is involved in insurance sales focusing on life, disability, property and casualty, and life settlements, and he owns an LLC used for tax purposes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations through annual collaborative relationships.

Bradford Cote is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes 14 years at TIAA and TIAA-CREF, followed by a voluntary separation period before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs structured planning tools and offers access to extensive investment resources across retail and institutional markets.

Christine Droney is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in financial planning as the foundation for all goals-based advisory services. She works with executives, business owners, and families to simplify complex financial decisions, prioritize goals, and provide clarity and confidence in their financial choices. Christine's background in behavioral neuroscience from Northeastern University informs her relationship-driven approach to financial advising. She holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Certified Private Wealth Advisor® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). She focuses on areas such as college education planning, executive compensation, family wealth management, retirement planning, and socially responsible investing. In addition to her professional work, Christine is involved in the Needham Community Council and enjoys personal interests such as camping, gardening, genealogy, hiking, ice hockey, running, spending time with her family, traveling, watching movies, and yoga.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds a Series 66 designation and has worked with various firms affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.