Bradford Maltby Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is involved with Crossrip Inc, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management options.

James Duplisea is a CFP® professional with 35 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has also been involved with Best Of America Mtg Services LLC since 1997, originating mortgage loans and serving as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies across multiple platforms and custody arrangements.

William Nolan is a Series 66-licensed financial advisor with Fidelity Investments, based in Hingham, MA. He has one year of industry experience and has held roles at Bentley University, Comillas Pontifical University, Squirrel Run Golf Course, The Bog Ice Arena, and Duxbury Public Schools. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Stephen Parker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Parker serves as a board member for the Hermit Cove Community Association, a small homeowners association in New Hampshire, where he helps coordinate community projects. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Sara Enos is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. outside of her advisory work, she owns a rental property in Brewster, Massachusetts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, using firm-approved tools to support detailed, collaborative financial planning engagements.

Christopher Mcniff is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Additionally, he has been involved with Northeast Insurance Agency since 2004, focusing on the sales and service of property, casualty, life, and health insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios tailored to client needs.

Gregory Fortier is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Jhfn Sii. Outside of his advisory role, he owns a short-term rental property managed by his wife. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools and third-party services to construct diversified portfolios tailored to client needs.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bridgewater Savings and Infinex. Flynn is also the CEO and founder of an insurance agency affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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, holding Series 63 and Series 65 credentials 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 of a dance studio and assists with its management and marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Marko Vukovic is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors, Guardian Life Insurance Co./The Bulfinch Group, Citizens Securities, Starboard Financial & Insurance LLC/Horace Mann Companies, and Lincoln Maritime Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brian Joyce is a CFP® professional with 30 years of industry experience. He is currently with LPL Financial and has prior experience at Lighthouse Investment Group, Inc. and Commonwealth Financial Network. Joyce maintains an ongoing business activity through Lighthouse Investment Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Julian Iser is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for Congregation Sha'aray Shalom in Hingham, MA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

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 at Merrill Lynch Wealth Management. In his role as an FSA, he assists clients in navigating their financial lives with confidence by turning complex financial goals into actionable plans. His expertise includes college education planning, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. By taking the time to understand what is important to his clients, he helps develop strategies that align with their personal goals. He holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Mr. Martin earned his Bachelor's Degree from the University of South Florida. Outside of his professional work, he enjoys cooking, football, golfing, spending time with his family, and surfing.

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 with Wells Fargo Clearing in Norwell, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

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.