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 in Plymouth, MA, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise Financial Services, Inc. in 2018. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients maintaining Ameriprise-managed accounts.

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 in Rockland, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining UBS in 2022, Erin worked for nine years at John Hancock Distributors LLC and John Hancock. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad set of investment and capital markets solutions.

William Howe is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at Securities America Advisors and Invest Financial Corp. from 2004 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and utilizes model portfolios and research from both internal and third-party sources.

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 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.