Martin Robbins II is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Ameriprise in 2022. Outside of his advisory role, he is a co-owner of M6X, LLC, a real estate business in Norwell, MA. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized recommendation reports through a centralized consulting team, and provides a broad range of advisory, brokerage, and insurance solutions.

Joseph Chalifoux is a financial advisor with Charles Schwab in Plymouth, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Empower Financial Services, Simplicity Wealth, Oasis Outsourcing, Citizens Securities, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Paul Petronelli Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera Wealth Services and then Cetera. He serves on the boards of The Nemasket Group and The Dick Melloni Youth Foundation, where he is involved in fundraising and charity event planning. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Nicole Mc Guire is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She is the practice manager at Augustine & Johnson Financial Consultants and is a member of the One Southcoast Chamber, a local business networking group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Philip Lennox is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co, Lincoln Investment, Financial Planning Alternatives, Northeast Planning Associates, Inc., and LPL Financial LLC. His other business activities include trailing non-securities life insurance revenue at Allstate Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Gleason is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, Gleason is a licensed realtor involved in real estate sales, primarily focused on single-family homes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and financial planning. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He has held positions at Prudential Insurance Company of America and Pruco Securities, LLC, both since 2004. Cohne holds the Series 66 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with the sale of financial products such as insurance through affiliated entities.

Steven Dias is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Cantella and Co., Inc. for over a decade. Outside of his advisory role, he is also a Certified Public Accountant providing tax services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management solutions utilizing both proprietary and third-party models, delivered via a network of independent financial professionals.

Daniel Cosgrove is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked for Moors & Cabot, Inc. for 16 years prior to joining Charles Schwab. Outside of advising, he serves as treasurer for the Futures Collegiate Baseball League and is involved in a tax preparation business called RIVERBANK. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a wealth advisory wrap fee program that combines brokerage, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investments.

Andrew Quinn is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2006. Quinn also manages insurance sales through affiliations with several firms, including work related to fixed insurance products and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michelle Hill is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2007, with a brief period at Holidays for Heroes and Sierra Delta Inc from 2017 to 2020. She serves as Vice President on the Board of Directors for Figawi Charities Inc., a nonprofit supporting competitive sailing for all ages. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Jane Ricardi is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. She has a background as an independent insurance agent specializing in long-term care and term life insurance products. Ricardi also serves as a trustee board member for the Pilgrim Hall Museum in Plymouth, MA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party models with multiple custody and platform arrangements.

Gerard Nizich is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 37 years of industry experience. Prior to joining LPL Financial in 2021, he worked at American Portfolios Financial Services, Inc. for eight years. He is also involved in a national insurance brokerage business focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Timothy Herlihy is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he serves as a USA Ice Hockey official. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeffrey Schreiber is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and 33 years of industry experience. His prior roles include positions at Barrett Capital Partners, Prime Pensions, Inc., The Retirement Advantage, MML Distributors, LLC, and Mass Mutual Financial Group. He is also a commissioned Notary Public in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, including model portfolios and retirement plan consulting.

Harley Kaplan is a CFP® with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2022. Previously, he spent 17 years at Cantella & Co Inc. In addition to his advisory role, Kaplan is the owner of Beta Industries Inc. and has engaged in life and medical health insurance sales. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Cheryl Fonseca is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1989 and previously worked at Rene A. Lepage Financial Services for 35 years. She is also commissioned as a Massachusetts notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management and access to research and model portfolios.

Nicholas Dimenna is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and operates alongside affiliated trust companies and banks.

Matthew Riley is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.