Dylan Bernache is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. He has worked with Cambridge Investment Research and Aegis Insurance Agency, where he is an independent insurance agent and business owner. Bernache also serves on the board of the Rockland Education Foundation and presents educational sessions on insurance to new financial professionals. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Najada Lako is a financial advisor with Ameriprise in Medfield, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of her advisory role, she is a condominium owner in Medfield. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Michelle Hill is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2007, with a brief period at Holidays for Heroes and Sierra Delta Inc from 2017 to 2020. She serves as Vice President on the Board of Directors for Figawi Charities Inc., a nonprofit supporting competitive sailing for all ages. Stifel serves a broad client base, including individuals, institutions, 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 planning analyses that support client decision-making.

Jane Ricardi is a CFP® professional with 27 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and previously worked at Cetera Advisors LLC. Ricardi serves as a trustee board member for the Pilgrim Hall Museum in Plymouth, MA. Cambridge Investment Research Advisors, Inc. serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals across multiple platforms and manages a multi-billion dollar asset base.

Laura Glennon is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her career includes multiple tenures at Morgan Stanley and three years at Focus Partners Wealth, LLC, with a period focused on homemaking between 2012 and 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

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.

Suzanne Crociati is a financial advisor with Ameriprise in Plymouth, MA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Janney Montgomery Scott from 2003 to 2020 before joining Ameriprise. Outside of her advisory role, she is part owner of a family-run brewery and serves as a sorority advisor and founder of a women's initiative team. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations.

Jay Irving is a financial advisor with LPL Financial based in Rockland, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms for 30 years. His other business activities include operating Irving Wealth Management, an investment-related entity affiliated with LPL. 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 portfolio programs, third-party asset management, and institutional platforms.

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.

Kelly Mackenzie is a Series 66-licensed financial advisor with Morgan Stanley, based in Norwell, MA, and has one year of industry experience. Prior to joining Morgan Stanley, Mackenzie held roles at J.B. Hunt and Gentle Giant Moving Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering planning services supported by firm‑approved tools and methodologies.

Denise Comeau is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2015, with a brief period at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers plans both directly to individuals and through Corporate Financial Planning agreements.

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.

Nicholas Nannicelli is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at UBS Financial Services, Santander Securities, and VOYA Financial Advisors. He volunteers as a CFP for Wings For Widows, an educational nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Harley Kaplan is a CFP® with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2022, he worked at Cantella & Co Inc for 17 years and Compass Capital Corporation for 12 years. Outside of his advisory role, Kaplan is the owner of Beta Industries Inc., a business involved in investment-related activities. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a range of account implementation platforms, proprietary model strategies, and access to third-party advisers.

Bethany Dever is a CFP® professional affiliated with LPL Financial who has 27 years of experience in the financial services industry. Her career includes roles at Fidelity Investments, Merrill, and Martha's Vineyard Investment Advisors, among others. She currently operates in Hanover, MA, and serves also through Rockland Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports its network of more than 22,800 advisors with a range of advisory and brokerage services and employs a variety of investment solutions, including discretionary and non-discretionary strategies.

Robert Damon III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent 13 years at Citizens Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sharat Bail is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Securities America Advisors, Inc. and Securities Service Network, Inc. His activities include managing portfolios of mutual funds for clients and involvement with variable annuities. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization with various implementation options and maintains a complex affiliate network and diverse product offerings.

Nicholas Dimenna is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and operates alongside affiliated trust companies and banks.

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.

Samuel Sinclair is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2025 and previously spent 18 years at UBS Financial Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, employing a research-driven approach based on diversification principles and modern portfolio theory.