Timothy Herlihy is a CFP® professional with 25 years of industry experience, currently serving as an advisor at LPL Financial since 2011. Prior to this, he worked at U.S. Financial Advisors and ran The Herlihy Company, Inc. Outside of his advisory work, he is an ice hockey official. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms with a broad set of investment options and technology tools.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience, currently associated with Cambridge Investment Research Advisors. Her work history includes roles at Mass Mutual Investors Services and Baystate Financial. She is also active as an independent insurance agent and is involved with the Libre Advisor Network, which provides education and resources to advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Jeffrey Schreiber is a financial advisor at LPL Financial with 33 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked previously at firms including Barrett Capital Partners, Prime Pensions, Inc., and The Retirement Advantage. He is also a commissioned Notary Public in Ohio. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Zamagni is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 license. He has 47 years of industry experience, including prior roles at Royal Alliance Associates, Centinel, Sii, and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in the sale of whole life and term insurance as well as property and casualty insurance. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives using a variety of investment strategies.

Jean Germain is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 16 years with Avantax Investment Services and seven years with Avantax Insurance Agency. Outside of his advisory work, Germain is the owner and sole proprietor of City Globe Real Estate & Tax Services, where he provides tax preparation services and acts as a real estate broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with model portfolios, third-party managers, and bespoke strategies across multiple program structures and custodial relationships.

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.

Joseph Matthews III is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at First American Insurance Underwriters, The Leaders Group, Inc., Signator Investors, Inc., and Centinel Financial Group. He is also an insurance agent specializing in fixed insurance products including life, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Alison Mccarthy is a CFP® with 11 years of experience currently affiliated with LPL Financial in Hanover, MA. Her prior experience includes roles at Boston Premier Wealth, LLC and Guardian Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, offering financial planning and access to various portfolio programs and institutional platforms.

Christopher Maynard is a financial advisor with LPL Financial based in Bridgewater, MA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrimack Valley Credit Union, Citizens Securities, Bank of America, Merrill, and RFG Advisors. 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 a large network of investment adviser representatives.

Maureen Mccarrick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Additionally, she worked at Carney Hospital from 1979 to 2024. Outside of her advisory role, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm supports nearly 3,700 advisors and employs model-based investment strategies delivered through its advisory network.

Leslie Le Duc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and at Point 32 Health for six years. Outside of advising, Leslie provides accounting and bookkeeping services as an independent contractor and is also licensed as a life and health insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary strategies.

Connor Mac Isaac is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2020, he worked briefly at MFS Investment Management and has experience in non-financial roles including positions at Boston Sail Loft Cafe and Bar and the Town of Winthrop Valkyrie Ferry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Kevin Mantville is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Merrill for one year. Additionally, he is involved in non-variable insurance sales and serves as a relationship manager for the trust and wealth management department at Rockland Trust’s investment management group. 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.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been affiliated with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Richard Whelpley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Cornerstone Asset Management LLC, providing clerical and office management support to representatives. 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 technology and a broad network of over 22,800 advisors.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Wells Fargo Advisors Financial Network LLC since 2009 and previously at UBS Financial Services from 2003 to 2006. Outside of her advisory role, she has a significant ownership interest in R & L Financial Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds and integrates advisory services with various financial products and referral channels.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Daniel McCabe is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. His background includes roles with Avantax Advisory Services and Avantax Insurance Agency, as well as longstanding service with the City of Taunton. Outside of advising, he operates a general legal practice and serves as a part-time instructor for the Massachusetts Municipal Police Training Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, providing a range of discretionary and non-discretionary program options.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.