John Hancock Personal Financial Services, LLC

Heather Meyers is a financial advisor at John Hancock Personal Financial Services, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at L.M. Kohn & Company and Business Planning Concepts, Inc. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, and business entities. The firm uses third-party software to generate written financial recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Perry Wilkes Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with John Hancock and its related entities since 2015. John Hancock Personal Financial Services, LLC offers financial planning and consultative services, including an Emergency Savings program, to a diverse client base ranging from individuals to non-profits. The firm uses third-party software to develop written recommendations that advisors review and tailor, operating with a technology-assisted service model and serving a high volume of clients per advisor.

Joel Berry is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Investment Management Distributors LLC, NYLIFE Securities LLC, New York Life Insurance Company, and Ira Subaru. John Hancock Personal Financial Services, LLC provides financial planning and consultative services, including an Emergency Savings program, to a diverse client base ranging from individuals to trusts and non-profits. The firm uses third-party financial planning software to generate recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Yolanda Degrange is a CFP® with 18 years of industry experience, currently serving at John Hancock Personal Financial Services, LLC. She has worked with John Hancock and its affiliated entities since 2019 and previously at Diversified Investors Securities Corp. from 2012 to 2019. Outside of her financial advisory role, she is registered as an agent for a makeup-related business but is not involved in its daily operations. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, and non-profits. The firm uses technology-assisted, written financial plans that advisors review, providing a scalable service model with a notably high client load per advisor.

John Kurtak Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted approach with third-party planning software to generate written recommendations, serving a notably high number of clients per advisor.

Fran Jackson Jr. is a financial advisor at John Hancock Personal Financial Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various John Hancock and affiliated entities throughout his career. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, offering written recommendations on asset allocation, retirement, and estate planning. The firm uses a technology-assisted model with a high client load per advisor and is majority-owned by an indirect subsidiary of Manulife Financial Corporation.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

Joseph Bakish is a CFA® charterholder affiliated with John Hancock Personal Financial Services, LLC in Boston, MA. He has over nine years of experience, previously working with Richardson Wealth (USA) Limited and Richardson Wealth Limited before joining his current firm in 2025. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model with a high client load per advisor and delivers written recommendations through third-party financial planning software, with implementation at the client's discretion.

Thomas Lyman is a financial advisor with John Hancock Personal Financial Services, LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His work history includes positions at various John Hancock entities since 2018, as well as a prior role at Insight Global. John Hancock Personal Financial Services offers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, providing written plans on topics such as asset allocation, retirement, and estate planning. The firm uses a technology-assisted advice model and serves a broad client base, including both non-high-net-worth and high-net-worth individuals.

James Hare is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock in various capacities since 2015. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to create written, generally framed recommendations, supporting a scaled, technology-assisted service model for a high client load per advisor.

John Foster is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services, Clean Juice, and various restaurant groups. He also serves as a retirement consultant for JHRPS Education Retirement Consultant, providing educational information on qualified retirement plan distribution options. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and businesses. The firm employs a technology-assisted model delivering written, generally framed recommendations supported by third-party software, with implementation decisions left to clients.

Garrett Thiessen is a Series 65 licensed financial advisor with John Hancock Personal Financial Services, LLC, based in Boston, MA. He has been in the industry for one year and has prior experience with Manulife Wealth Inc. for ten years. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted model to deliver written financial plans and an Emergency Savings program, serving both non-high-net-worth and high-net-worth clients.

Giacomo Armiento is a Series 65-licensed financial advisor with two years of industry experience. He is currently with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc., having previously worked at Echelon Partners USA Inc., Chevron Wealth Preservation, Echelon Wealth Partners Inc., and IPC/yourCFO. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver written financial plans and offers an Emergency Savings program with a high client-to-advisor ratio.

Stephen Schuman is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held various roles within the John Hancock and Manulife affiliates since 2007 and has been a drummer and musician with the band Rewind since 2006. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering technology-assisted advice through Investment Adviser Representatives. The firm serves both non-high-net-worth and high-net-worth clients and operates an Emergency Savings program without an advisory fee.

Patricia Blackwell is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. She has been associated with Manulife Asset Management, John Hancock Distributors LLC, and John Hancock since 2013. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software to generate written recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.