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.

John Germain is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, in addition to his tenure at RBC Capital Markets Corporation beginning in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and nonprofit organizations through various advisory programs that offer portfolio management, financial planning, and brokerage services tailored to each client's risk profile. The firm utilizes both in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

James Flynn is a financial advisor with LPL Financial in Hingham, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Bridgewater Savings, Infinex, Santander Securities, CUSO Financial Services, Citizens Securities, B. Riley Wealth Advisors, and Cantella & Co. Flynn is the CEO and founder of an affiliated insurance agency under Geneva Private Wealth Management, operational alongside his LPL advisory business. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Andy Hunt is a Financial Consultant at Fidelity Investments. He works alongside families to support their retirement planning goals, investment strategies, and generational wealth planning needs. He has experience in the financial services industry, having held roles including Planning Consultant at Fidelity Investments from 2021 to 2024, Branch Manager at TD Ameritrade-Scottrade from 2014 to 2021, and Investment Consultant at Scottrade from 2009 to 2014. Outside of his professional work, Andy enjoys cooking and baking, fishing, hiking, parenthood, and volunteering.

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.

Julian Iser is a financial advisor at Ameriprise Financial Services with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he serves on the Board of Congregation Sha'aray Shalom in Hingham, MA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on tailored, tax-aware retirement planning and dependable income strategies.

Jacob Vigneau is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, having joined in 2025. His prior experience includes roles at Allspring Funds Distributor, LLC, Wells Fargo Funds Distributor, LLC, Amundi Pioneer Asset Management, Allianz Global Investors, and Ameriprise Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options, leveraging multi-asset model portfolios, centralized custody, and an alternative-investment selection process.

Benjamin Martin is a financial advisor with Merrill in Hingham, MA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, the Commonwealth of Massachusetts, and tax preparation with VITA. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm leverages extensive manager-constructed strategies and tax-efficient capabilities, supported by its integration with Bank of America’s broader banking and capital markets platform.

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.

Sally Mcconville is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Eastern Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies.

Sean Robinson is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Fidelity Investments and Linked Solutions Inc. before joining Merrill in 2026. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Cunningham is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Securities America and Guardian Life. Cunningham is also involved with Bay Pointe Wealth Management, a business related to insurance and investment advisory services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors providing customized strategies supported by advanced operational and research tools.

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.

Brant Despathy is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Neil Murtagh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals, providing access to Merrill's investment insights and Bank of America's banking and lending solutions. Mr. Murtagh holds a bachelor's degree from The London Institute of Banking and Finance and has earned multiple professional designations including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Portfolio Management Advisor (APMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), Retirement Manager Advisor (RMA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include college education planning, LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management. In addition to his professional activities, Mr. Murtagh participates in community service and volunteers with Hingham Youth Soccer. His personal interests include golfing, running, and soccer.

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.

Julia Ortenzio is a financial advisor with Ameriprise in Boston, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.