Bradford Maltby Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is involved with Crossrip Inc, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management options.

Sara Enos is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. outside of her advisory work, she owns a rental property in Brewster, Massachusetts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, using firm-approved tools to support detailed, collaborative financial planning engagements.

Christopher Mcniff is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Additionally, he has been involved with Northeast Insurance Agency since 2004, focusing on the sales and service of property, casualty, life, and health insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios tailored to client needs.

Gregory Fortier is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Jhfn Sii. Outside of his advisory role, he owns a short-term rental property managed by his wife. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools and third-party services to construct diversified portfolios tailored to client needs.

Michael Kelley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a part-owner of a dance studio and assists with its management and marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Marko Vukovic is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors, Guardian Life Insurance Co./The Bulfinch Group, Citizens Securities, Starboard Financial & Insurance LLC/Horace Mann Companies, and Lincoln Maritime Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brian Joyce is a CFP® professional with 30 years of industry experience. He is currently with LPL Financial and has prior experience at Lighthouse Investment Group, Inc. and Commonwealth Financial Network. Joyce maintains an ongoing business activity through Lighthouse Investment Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Albert Mui is a financial advisor with Edward Jones in Bridgewater, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked for MFS Fund Distributors Inc. for nine years before joining Edward Jones in 2019. Mui serves as a trustee for the Tanglewood Homeowners Association and is a member of the Middleboro Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Alphonse Lucibello is a financial advisor with Wells Fargo Clearing in Norwell, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Edward Neibert is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Steward Partners-affiliated firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Richard La Cava is a financial advisor with Cetera, holding the PFS™ designation and Series 65 and 63 licenses, and has 29 years of industry experience. His prior roles include positions at Avantax Investment Services, Ameriprise Financial Services, and HD Vest Insurance Agency, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Susan Daileader is a CFP® professional affiliated with LPL Financial and Rockland Trust Company, with 24 years of experience in the industry. She has worked at both firms since 2007, serving clients in Hanover, MA. Outside of her advisory role, she is a signer on her husband’s family remodeling business account. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

David Bridgwood Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He is also a CPA and has been involved in tax and financial statement preparation through Bridgwood, Benoit & Company, P.C., a firm he co-owns. Additionally, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets.

Brian Mackinnon is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His current role includes work with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Mark Gomes is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with LPL Financial. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations combining modeling and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

William Whitfield Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank since 2015, having previously worked at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a partner in Boston South Real Estate and Development LLC, a real estate venture based in Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services including comprehensive financial planning and estate strategies.

Edward Mcbride is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Agia, and VALIC Financial Advisors. In addition to his advisory role, he operates Brayshaw Financial LLC, which focuses on fixed annuity sales, fixed life insurance, and long-term care products. OSAIC serves a diverse client base, including retail and institutional investors, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and access to third-party money managers.

William Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed and various insurance carriers, and he has been involved with business entities including Caprone LLC and The Navist Group. 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 advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and a variety of discretionary and non-discretionary management options.

Glen Hatfield is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and utilizes various risk management tactics.

Jeffrey White is a ChFC®-designated financial advisor with Cetera, bringing 37 years of industry experience. He has served as president of Harbor Insurance Group, LLC since 2005 and provides fixed insurance products including life, health, disability, annuities, and long-term care. Outside of his advisory roles, he has worked as a bartender and server at American Legion Post 83 in Lincoln, NH. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services.