Meet our dedicated

team of financial professionals

At John Hancock, our financial planners are dedicated to helping you plan for your goals – and your dreams. Even though we are backed by powerful planning technology, we believe in one on one human advice with your best interests in mind. Our planners are committed to providing a personalized, transparent, reassuring relationship and honest advice.

Our Financial Experts

 

Larry Riddell, AIF®

I’ve been working with John Hancock for over two decades leading teams passionate about helping people achieve their financial goals. My motivation comes from knowing that I am changing lives, meeting people where they are in their planning journey and offering sound solutions. I geek out on financial planning & sit on a variety of recognized industry committees, including FINRA’s Securities Industry/Regulatory Council on Continuing Education. I hold my Series 7, 24, 51, 63 and 65 FINRA licenses and am life insurance licensed in all 50 states. In my free time, I enjoy skiing and spending time with my wife and son.

 

Misty Lynch, CFP®

Money was always an issue when I was growing up and not wanting to live with financial stress and anxiety as an adult drove me to study it intensely. Now, as a CFP® Professional and Behavioral Financial Advisor, I focus on helping people take control of their situation and do a better job with their money. Regardless of income or debt, there are ways to reduce stress and I strongly believe all my clients can achieve their goals and live a better life. I hold my Series 4, 7, 24, 51, 53 and 66 FINRA licenses and am life insurance licensed in all 50 states. I am also a pro bono financial coach at the Dana Farber Cancer Institute and mother of two.

 

Brittany Russell, FPQP

As a financial planner, I take pleasure in getting to know my clients, so I can deliver personalized guidance and solutions. Once I understand someone’s situation and goals, I find ways to improve their financial wellness, simplify their life, and make them feel confident about what’s ahead. I also provide education and support, so they’ll have the fundamental skills and knowledge they need to make more informed decisions. I am a Financial Paraplanner Qualified Professional™, hold my Series 7, 63 and 65 FINRA licenses and am life insurance licensed in all 50 states. Aside from financial planning, I’m also an expert in horror movies and mystery novels.

 

Ezekiel Waisel

My aim is simple – to help clients make better, more confident financial decisions. Through education and planning, I assist people in saving, investing, and improving their overall financial wellbeing. I specialize in situation analysis and building financial plans tailored to the individual. I truly enjoy finding ways to help people become less stressed about their financial situation, so they have more time to enjoy their lives. I hold my Series 6, 7, 63 and 65 FINRA licenses and am life and health insurance licensed in all 50 states. You’ll come to know me as Zeke and outside of work I’m all about maximizing my credit card travel points and practicing my spin serve.

 

Bob Hartigan

As Chief Compliance Officer, I am accountable for overall compliance for John Hancock Personal Financial Services, LLC. A staunch believer in consumer protection practices, I help to ensure that customer needs come first as we develop and bring to life digital advice product solutions to assist investors in managing their investments and personal financial goals. In my free time I enjoy reading, running and playing music. If a book has space travel or magicians in it, I’ve probably read it.

 

Jeff Fernandes, CFA®

Along with the rest of our advice team, I strive to deliver authentic and engaging advice solutions to help you make sound financial decisions for your goals. I believe investing can be for everyone and am responsible for leading investment strategy across all of John Hancock’s advice products, including oversight of our subadvisors, advice models, and our key custodian and FinTech partners. I am a CFA® charterholder and hold my Series 6, 63 and 65 FINRA licenses. When not at work, I enjoy golfing, cycling, and spending time with my wife and our very spoiled golden retriever.

 

Susana Ngan, CFA®, CFP®

With a diverse experience in the financial services industry, I currently oversee the operations and customer support teams for digital advice, keeping business in motion behind the scenes in all ways, shapes, and forms. I am a CFA® charterholder, CFP® Professional and hold my Series 4, 7, 24, 51, 53, 66 FINRA licenses. In my downtime I enjoy knitting, cooking, traveling, urban organic farming, and picking up new hobbies to add to the list!  

 
 


Client Experience Team

Our services are only as good as the customer support team behind them. We are licensed financial professionals here to provide you with exceptional service on the front lines and behind the scenes.

 

Katelyn Fisher

When I’m not uncovering and implementing new strategies to improve our client experience, you can find me chasing my twins & trying to remember the meaning of relaxation.

Emily Cunningham

When I’m not leading the client experience team or enhancing the user experience of our digital platforms, you can find me watching Law & Order: SVU or eating out in Boston.

Joseph Bina

When I’m not talking to clients, handling accounts, answering questions and solving problems, you can find me playing pick-up or yelling at a Bruins game.

Greg Brogan

When I’m not monitoring accounts to ensure all back-end operations run smoothly, you can find me consuming movies, music and other art while pretending to be artistic myself.

MJ Dickerson

When I’m not planning the creative direction of our services or improving client engagement, you can find me listening to podcasts & searching for my own creative direction in life.

We’re ready to talk, anytime

Call us at (888) 955-5432 to speak to us now and schedule a one-on-one no-obligation consultation with a financial professional.


Advisory services offered through John Hancock Personal Financial Services, LLC, an SEC Registered Investment Adviser. Boston, MA 02210. 888-955-5432. 542LLO-20181203-2