Thomas Holland Jr. is a CFP® professional with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. He also operates with Global Vision Advisors, where he has held various roles since 2001, including independent insurance agent and advisory representative. Outside of his financial advisory roles, he is involved in community and nonprofit activities, including leadership and endowment committee roles at UCC Norwell, service on the finance committee of the Jett Foundation, and board membership with TypeOne. He is also a spin instructor. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charities, and other institutional clients. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms and proprietary and third-party strategies.

Matthew Havens is a CFP® professional with 33 years of experience in the financial industry. He is affiliated with Cambridge Investment Research Advisors and has held roles at Global Vision Advisors and Cambridge Investment Research since 2007. Outside of his advisory work, Havens serves as co-chair of the South Shore Hospital Links Committee, focusing on fundraising for the pediatrics department, and holds board roles at Sakonnet Golf Club and other local nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.