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.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

Richard La Cava is a financial advisor with Cetera, holding the PFS™ designation along with Series 65 and Series 63 licenses. He has 29 years of industry experience, including prior roles at Avantax Investment Services, Ameriprise Financial Services, and HD Vest Insurance Agency. He has also been involved with RLJL Holdings, Inc. since 2014. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

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.

Dani Braun is Vice President and Financial Consultant at Fidelity Investments, a role held since 2019. She began her career at Fidelity in 2003, bringing extensive experience in financial consulting. As a U.S. Army veteran, Dani partners with client families to provide thoughtful planning, education, and guidance aimed at helping clients make informed decisions and work towards their financial goals. Outside of her professional work, Dani's personal interests include biking, fitness, gardening, military service, outdoor adventures, and traveling.

Owen Heaney is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held positions at the University of New Hampshire, Cheever Tavern, John Hoadley and Sons, and worked at Norwell High School and Norwell Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies for managing fund-of-funds and model portfolios.

Dan Smith is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and clients to develop personalized financial plans. He focuses on understanding clients' financial goals and individual circumstances to support their progress toward financial success. Dan has held several roles at Fidelity Investments, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate, with experience spanning from 2021 to the present. This progression reflects his familiarity with client service and relationship management within the financial services industry. Outside of his professional work, Dan's personal interests include beach activities, cooking and baking, fitness, golf, running, and skiing.

Craig D'Ambrosia is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2002 and has been with Fidelity since 1993, progressing through various positions including Assistant Branch Manager, Senior Financial Representative, Associate Financial Representative, and Executive Correspondence Representative. His experience encompasses branch leadership and financial services, with a focus on client support and employee development. Craig is motivated to positively impact the financial lives of clients and the professional growth of his team, aligning his leadership skills with Fidelity's core values. Outside of his professional responsibilities, Craig is interested in fitness, football, gardening, pets, and volunteering.

David Bridgwood Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He is also a CPA and has been involved in tax and financial statement preparation through Bridgwood, Benoit & Company, P.C., a firm he co-owns. Additionally, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets.

Christopher B. Bean is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management with 30 years of experience. He leads Bean & Associates, a tenured Wealth Management Advisory Team providing personalized, concierge-style service focused on affluent families, business executives, medical professionals, and trusts and estates. The team offers customized strategies that integrate wealth management, tax minimization, estate and legacy planning, retirement and education planning, asset preservation, and banking services. Christopher holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He is an honors graduate of Brandeis University and holds a Master's Degree in Business Administration from Boston University's Graduate School of Management. Prior to his financial advisory career, he held elected public office for seventeen years. He is involved with the Jacob Bradbury Bean Foundation. Christopher and his wife, Pamyla, live in Duxbury with their four children.

Mark Gomes is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with LPL Financial. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations combining modeling and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Tracy Alter is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She has accumulated over 20 years of experience in the financial services industry, with previous positions including Director at Barings from 2014 to 2020, Licensed Mortgage Loan Officer at Radius Financial Group, Inc. from 2013 to 2014, Wholesaler at Eaton Vance from 2000 to 2013, and 401(K) Plan Administrator at Scudder Kemper Investments, Inc. from 1999 to 2000. Her professional focus involves partnering with clients and their families to develop customized financial plans tailored to their unique goals, emphasizing clear understanding and confidence. Tracy is committed to assisting clients in staying on track through all phases of retirement. Outside of her professional work, Tracy enjoys exploring the gems of New England and international travel.

William Whitfield Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank since 2015, having previously worked at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a partner in Boston South Real Estate and Development LLC, a real estate venture based in Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services including comprehensive financial planning and estate strategies.