John Creahan Jr is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 36 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and specialized planning groups.

Michael Sullivan is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory work, he serves as a patrolman with the Boston Police Department on a rotating schedule. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Curtis Rafter is a CFP® professional with seven years of industry experience, currently advising at RBC Capital Markets since 2026. His prior experience includes roles at Mass Mutual Life Insurance Company and Mass Mutual Investors Services, among others. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services tailored to clients’ risk profiles.

Joseph Ciocca is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Girard Securities, Summit Brokerage Services, and First Allied Securities. He serves as a board member and vice president of the Harbor Lakes Condominium Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporations, 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.

Peter Durfee is a financial advisor with Ameriprise in Raynham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Joseph Tarquini is a financial advisor at LPL Financial with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Royal Alliance and McAdam Financial. In addition to his advisory role, he operates a home-based insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

John Mclaughlin Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at John Hancock for 18 years. He is also the owner of Centinel Advisory Group and a trustee of an irrevocable trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers through various platforms. The firm employs asset-allocation tools, risk assessments, and portfolio management techniques across multiple investment types and maintains a complex corporate structure with multiple mergers and private equity involvement.

Richard Johnson is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Johnson holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm provides both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Mark Helfrich is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022, following a 16-year tenure with CUNA Mutual Group and Cuna Brokerage Services. In addition to his advisory role, Helfrich is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of services including financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary models and third-party strategies.

Christopher Stoddard is a financial advisor with Stifel in Plymouth, MA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and previously worked at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, combining forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

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.

Frank Moy Jr. is a financial advisor with Primerica Advisors in Walpole, MA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he serves as a trustee for multiple family trusts. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

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.