Joanna Bishop is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and portfolio management services utilizing both in-house and third-party managers.

Joseph Chalifoux is a financial advisor with Charles Schwab in Plymouth, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Empower Financial Services, Simplicity Wealth, Oasis Outsourcing, Citizens Securities, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Paul Petronelli Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera Wealth Services and then Cetera. He serves on the boards of The Nemasket Group and The Dick Melloni Youth Foundation, where he is involved in fundraising and charity event planning. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Robert Whitfield is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes eight years at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Keating is a CFP® with seven years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior positions include roles at JPMorgan Chase Bank, J.P. Morgan Securities, Cerity Partners LLC, and Bainco International Investors LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Derek Cunningham is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2004 and has worked within other Fidelity subsidiaries since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with oversight controls and a focus on systematic methodologies.

Patrick Collins is a financial advisor at Osaic with three years of industry experience. He holds the Series 66 designation and has previously worked at Estate Capital Management, Rise North Capital, South Shore Bank, and Westfield State University. Collins also serves as a trustee of the Laurie Collins Irrevocable Trust. Osaic Wealth serves a broad client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and multiple managed account programs supported by various affiliated broker-dealer and RIA relationships.

Liam Leonard is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Rubin Wealth Advisors and several other businesses including Smart Blonde, LLC. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services rather than individual security recommendations.

Philip Lennox is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co, Lincoln Investment, Financial Planning Alternatives, Northeast Planning Associates, Inc., and LPL Financial LLC. His other business activities include trailing non-securities life insurance revenue at Allstate Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Davis is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at firms including Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley. Outside of his advisory role, he is involved in property management for several rental real estate holdings in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its advisors with a varied menu of investment strategies and tools, alongside extensive non-advisory financial products and services.

Brenda Duggan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel and Merrill. Outside of her advisory role, she is a notary public, owns an antique buying and selling business called Nana's Attic Treasures, and serves as a wedding officiant with Universal Life Church Ministries. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Gleason is a financial advisor at OSAIC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at OSAIC since 2023, following prior roles at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sunamerica Securities, Inc. Outside of his advisory work, he is involved in real estate sales as a licensed realtor. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization while supporting various account types and investment strategies.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 credential and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is involved in receiving commission trails related to group benefits and life insurance plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementations and offers access to third-party asset managers and various financial planning services.

Anna Hight is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley since 2006, totaling 20 years with the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Giddings is a financial advisor with Ameriprise in Marshfield, MA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC, Manulife Asset Management (US) LLC, and John Hancock Funds, LLC. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of investment and insurance solutions through its institutional platform.

Steven Dias is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cantella and Co., Inc. and U.S. Financial Advisors. In addition to his advisory role, he is involved in tax services as a Certified Public Accountant. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing multi-billion dollar assets across multiple platforms.

Daniel Cosgrove is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked for Moors & Cabot, Inc. for 16 years prior to joining Charles Schwab. Outside of advising, he serves as treasurer for the Futures Collegiate Baseball League and is involved in a tax preparation business called RIVERBANK. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a wealth advisory wrap fee program that combines brokerage, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investments.

Bruce Beagley IV is a Resident Director and Wealth Management Advisor at Merrill. He specializes in creating financial strategies tailored for high net-worth and highly compensated individuals. Bruce employs a planning-centric and goals-based wealth management process that integrates time-tested investment principles with the flexibility required to navigate a changing economic environment. His approach focuses on understanding clients' financial priorities through attentive listening and developing customized financial plans along with investment management strategies to support their financial and life goals. Bruce holds a Bachelor's Degree from Roger Williams University and has attained several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in various professional and community organizations, serving as President of the North River Business Alliance and as a board member of the North and South Rivers Watershed Association. Bruce has also previously served on the board of directors for The Arc of the South Shore. Outside of his professional work, Bruce engages in activities such as baseball, boating, camping, fishing, reading, running, scuba diving, skiing, softball, and spending time with his family.

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.