Christopher Dewey is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental properties in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Giselle Sarilho Ferguson is a financial advisor at Merrill with four years of industry experience. She holds Series 65 and Series 66 credentials, and her prior work includes roles at Bank of America, South Shore Bank, Bankshop LLC, and Banco Santander Bahamas. Outside of her advisory role, she has worked as a delivery employee for DoorDash. 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, and various institutional investors.

Susan Barber is a financial advisor at Osaic with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Equitable Advisors and AXA Advisors. Barber serves as co-chair of the Citizens Advisory Board for the South Coastal Region of the Massachusetts Department of Developmental Services and is a member of the Seaside Gardeners of Marshfield, MA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Christopher Chapin is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has been with UBS since 2019. Prior to his current role, he was involved with Recovering Champions Inc. for five years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Robert Dee is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked with multiple firms including Northwestern Mutual and XG Hanover LLC. Outside of advising, he is involved in X-Golf Hanover LLC, a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, employing various portfolio strategies and technology tools.

Kevin Alcaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in bookkeeping and office clerical services through Cornerstone Asset Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Daniel Robert Ambrefe is a CFA® charterholder and holds a Series 66 license. He has 13 years of industry experience and has been with UBS Financial Services in Rockland, MA since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Paul Previte is a financial advisor with Ameriprise in Norwell, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2006. Previte serves on the board of Bread and Roses as treasurer. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual advice focused on income sources and tax-aware withdrawal strategies.

James Ogborn is a financial advisor with LPL Financial in Rockland, Massachusetts, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Rockland Trust Company, Citizens Securities, Inc., and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Colin Mc Clean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services for over two decades, along with various roles in advisory and related services. Outside of traditional advisory work, he is involved in sales of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven portfolio strategies managed by third parties. The firm supports a large advisor network and offers a range of strategic and tactical investment models with custody and trade execution services provided by Pershing.

Andrew Blanchard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 24 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. In addition to his advisory role, he is an insurance agent specializing in health and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, employing firm-approved tools to analyze client goals and provide written recommendations.

Lisa Andrews Bowers is a financial advisor at Edward Jones with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several notable firms, including RBC Capital Markets LLC, Merrill Lynch, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kyle Carney is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including Empower Financial Services, Personal Capital Advisors, Bank of America, Merrill, John Hancock, and Wells Fargo Funds Distributor. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory, retirement plan management, and separate account management.

Benjamin Holloway is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at Merrill Lynch and Citizens Bank before joining Edward Jones in 2025. Holloway holds Series 65 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs with a fiduciary standard.

John Creahan Jr is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 36 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and specialized planning groups.

Michael Sullivan is a financial advisor with LPL Financial in Duxbury, MA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley & Co. LLC and has been with LPL Financial since 2011. Outside of his financial advisory work, he serves as a patrolman with the Boston Police Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Joseph Ciocca is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at multiple firms, including Ameriprise, LPL Financial, and Girard Securities. He serves as a board member and vice president for the Harbor Lakes condominium association. Cetera Investment Advisers LLC is a large SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Joseph Tarquini is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and three years of industry experience. He has previously worked at Royal Alliance, McAdam Financial, Northeast Investment Advisors, and the Herb Chambers Companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Mclaughlin Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at John Hancock for 18 years. He is also the owner of Centinel Advisory Group, an LLC involved in the solicitation of financial products and services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers a wide range of investment programs including advisor-managed and third-party manager options.

Richard Johnson is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2009, following a prior role at Morgan Stanley from 2002 to 2005. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.