Paul Teixeira is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, he is involved with Teixeira Financial Group, where he offers fixed and indexed annuities, traditional life insurance, long-term care, and life settlements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-assessment methods to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Daniel McCabe is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. His background includes roles with Avantax Advisory Services and Avantax Insurance Agency, as well as longstanding service with the City of Taunton. Outside of advising, he operates a general legal practice and serves as a part-time instructor for the Massachusetts Municipal Police Training Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, providing a range of discretionary and non-discretionary program options.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Balon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets products and research to tailor investment strategies to clients’ goals.

Devon French is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior positions include roles at First Republic Investment Management, American Tower Corporation, and Tufts University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Michael Galvin is a financial advisor with LPL Financial in Weymouth, MA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at firms including CUSO Financial Services, Mass Mutual Life Insurance Company, Merrill, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Matthew Gorham is a financial advisor at LPL Financial with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2009, he has been with LPL Financial, and outside of his advisory role, he has worked intermittently in film set production and participated in online survey work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Michael Kelleher is a CFP® professional with four years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes five years at Fidelity Investments and various roles in other industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Shawn Fiske is a CFP® and holds a Series 66 license, currently serving as a financial advisor at OSAIC with 21 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 17 years. He is involved in a side activity helping clients determine appropriate insurance coverage for their specific situations. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes various asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

John Davis is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and Ohio National Life Insurance. He is also president of Cahill Davis Insurance Agency, Inc., which provides insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Paula Tavares is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has previously worked at Voya Financial Advisors and Sylvia & Company. Outside of financial advising, she serves as secretary for St. James St. John School and is involved with the Women's Fund, assisting with organizing community events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Stephen Passias is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of advising, he is an agent of record for a limited number of homeowner insurance policies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Ryan Mcconnell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Prior to his advisory career, he was employed in various roles including at Quincy College and Quirk Auto Dealers. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Sean Flaherty is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has previously worked with Cambridge Investment Research and Cantella & Co., Inc. Flaherty also operates Flaherty Wealth Management as a business entity related to his LPL activities. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Richard Ringler is a financial advisor with Primerica Advisors in Mansfield, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1990. Outside of his advisory role, he occasionally acts as a notary and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Paul Rankowitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at National Planning Corporation, Northwestern National Life Insurance Company, and Reliastar Retirement Plans. He is also involved with PER Associates, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.