Gregory Fortier is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, INC., Jhfn Sii, and Merrill. Outside of his advisory role, he owns a short-term rental business managed by his wife. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Michael Kelley Jr. is a financial advisor with LPL Financial in Duxbury, MA, holding Series 63 and Series 65 licenses 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 and assists in managing a dance studio focused on dance education for young children. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Marko Vukovic is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Guardian Life, Citizens Securities, and Starboard Financial & Insurance. His current role at J.P. Morgan Securities and JPMorgan Chase Bank began in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Joyce is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network from 1998 to 2025 and has been affiliated with Lighthouse Investment Group, Inc. since 2003. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including plan-level investment selection, benchmarking, and participant education, relying on research from Wells Fargo Investment Institute and third-party sources.

Edward Neibert is a financial advisor with LPL Financial based in Norwell, MA. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Steward Partners Investment Advisory and related entities from 2023 to 2026 and spent seven years at Morgan Stanley. 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 through a large network of investment adviser representatives, including financial planning, model portfolio programs, and institutional platforms.

Richard La Cava is a financial advisor with Cetera, holding the PFS™ designation along with Series 65 and Series 63 licenses. He has 29 years of industry experience, including prior roles at Avantax Investment Services, Ameriprise Financial Services, and HD Vest Insurance Agency. He has also been involved with RLJL Holdings, Inc. since 2014. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Susan Daileader is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial and Rockland Trust Company. She has been with these firms since 2007 and holds a Series 63 license. In addition to her advisory role, she serves as a relationship manager and business development officer for Rockland Trust’s trust and wealth management group. 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 comprehensive financial planning, diverse portfolio management options, and institutional platforms, supporting advisors with advanced research and operational tools.

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.

John Lobue is a financial advisor with Ameriprise in Dorchester, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

Edward Mcbride is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors, Agia, and VALIC Financial Advisors. Mcbride is also involved with Brayshaw Financial LLC, where he engages in fixed annuity sales, fixed life insurance, and long-term care services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with a multi-advisor platform offering brokerage and advisory services, incorporating tools such as risk-tolerance questionnaires and portfolio optimization.

William Thompson is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Deutsche Bank Securities and Waddell & Reed. Thompson has also managed business entities for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

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.

Kelly Woerdeman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MetLife Resources, Cetera Investment Services, Merrill, and VOYA Financial Advisors. She also serves as a military instructor in the U.S. Army Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey White is a financial advisor with Cetera, holding the ChFC® and Series 63 credentials and bringing 38 years of industry experience. He has been with Cetera Advisors LLC since 2016 and serves as president of Harbor Insurance Group, LLC, where he focuses on insurance sales and service for individuals and small businesses. Additionally, he is involved with the American Legion Post 83 as a bartender and server. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party and affiliated investment strategies.

Christopher Melendy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Melendy also served with the Cambridge Fire Department from 1997 to 2022. He receives compensation for sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.