Mark Helfrich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and VOYA Financial Advisors. Outside of his advisory work, he is an independent insurance agent affiliated with various independent insurance agencies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Christopher Stoddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Plymouth, MA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kevin Butler is a Certified Financial Planner (CFP®) with 43 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, Butler was at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Christopher Piccione is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliated firms since 2026. Outside of financial services, he is involved with Savant Systems and has managed Amazy Clean since 2016. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured planning engagements.

Kevin Campbell is a CFP® with seven years of industry experience and is currently affiliated with Cetera. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services, and he also has experience as a CPA operating his own accounting and tax preparation business. Outside of financial advising, he provides tax preparation, bookkeeping, and accounting services through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through diverse program structures and a multi-manager platform.

Anthony Nofi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following a two-year tenure at Metlife Securities. Outside of his advisory role, Nofi is involved in group health and life insurance sales as an agent and serves as a referral agent for payroll services. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using proprietary software and offers a range of programs including estate and employer-sponsored planning.

Susan Lowry is a financial advisor at Stifel in Plymouth, MA, holding Series 63 and Series 65 licenses with 39 years of industry experience. She has been with Stifel Nicolaus since 2008. Outside of her advisory work, she serves as a notary. Stifel serves a diverse client base including individuals, institutional clients, 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 financial planning guidance.

Christopher Moschella is a financial advisor at Ameriprise in Plymouth, MA, with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing business operations and real estate ownership through entities such as MoleMosh LLC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations, primarily for assets held in Ameriprise Managed Accounts.

Dante Amatucci is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2018, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is employed in the bakery department at Whole Foods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Salaciak is a financial advisor at Ameriprise Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. He has been with Ameriprise since 2018, currently based in Plymouth, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kathleen Griffin is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley. She has held prior roles at Facet Wealth, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Kerry Claflin is a financial advisor with Primerica Advisors in Middleboro, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors, Claflin worked at Merrill from 2020 to 2025 and Bank of America from 2012 to 2020. Outside of advisory work, Claflin is involved in the sale of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Erin O'Neill is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Prior to joining UBS in 2022, Erin worked at John Hancock and John Hancock Distributors LLC from 2013 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies to client goals.

William Howe is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with LPL Financial, joining the firm in 2023 after prior roles at Securities America Advisors, Securities America, Inc., Invest Financial Corp., and Waddell & Reed. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Jason Luck is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co. since 2013. In addition to his advisory role, he is involved in the sale of property/casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

Stuart Baker is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kovack Advisors and Kovack Securities. Baker is a board member of the Plymouth Lions Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

Patrick Driscoll is a CFP® professional affiliated with Cetera, with 26 years of industry experience. His career includes prior roles at VOYA Financial Advisors and various positions within Cetera Wealth Services. Outside of financial advising, he serves as chairman of the Town of Bridgewater Planning Board, is a member of the Town of Bridgewater Housing Trust and Building Committee, and owns real estate development businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, 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.

Bradford Maltby Jr. is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 24 years of industry experience. He worked at Ameriprise Financial Services for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Crossrip Inc., a non-investment-related business. 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, third-party asset management, and institutional platforms.

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 with OSAIC, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., FSC Securities Corporation, and he has been a producer at Northeast Insurance Agency since 2004. At Northeast Insurance Agency, he is involved in the sales and service of property and casualty policies as well as life and health insurance products. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, employing discretionary and advisor-managed strategies with access to third-party managers and proprietary models.