Andrew Fithian is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He collaborates with clients and Financial Consultants to develop financial plans tailored to individual goals and needs, providing guidance and support for important life events and financial decisions. Andrew has been with Fidelity Investments since 2023, progressing through various roles including Financial Services Representative, Financial Representative, and Relationship Manager before becoming a Planning Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. Outside of his professional responsibilities, Andrew enjoys family activities and participates in football, golf, and skiing.

Margaret Brook is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has been employed since 2015. She has 13 years of industry experience and is also affiliated with North Light Financial Services. Outside of her advisory work, she serves as president of the Community Garden Club of Duxbury. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using both proprietary and third-party model strategies.

Martin Robbins II is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Ameriprise in 2022. Outside of his advisory role, he is a co-owner of M6X, LLC, a real estate business in Norwell, MA. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized recommendation reports through a centralized consulting team, and provides a broad range of advisory, brokerage, and insurance solutions.

Matthew Delaney is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, following two years at UBS Financial. Merrill, along 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

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.

Andrew Getchell is a Financial Consultant currently working at Fidelity Investments since 2024. He has been involved in the financial planning industry since 2017, beginning his career as a Financial Planner at Baystate Financial, where he worked until 2024. Andrew focuses on partnering with clients to develop and implement customized financial plans aimed at growing, protecting, and distributing their assets. He adopts a holistic approach to financial planning, emphasizing the importance of thorough assessment before making recommendations. Andrew holds a California Insurance License, which supports his expertise in financial consulting. Outside of his professional work, Andrew has interests in baseball, football, golf, hiking, parenthood, and reading.

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.

Kenneth Koch is a Financial Advisor at Merrill Lynch Wealth Management, bringing over 12 years of experience in the wealth management industry. He works closely with clients to identify what is important in their financial lives and assists them in achieving their financial goals through detailed planning. His services cover a broad range of areas including corporate benefits, education planning, executive compensation, liquidity management, managing new wealth, retirement planning, portfolio management, small business strategies, and tax minimization. Ken holds a Bachelor's Degree from Bridgewater State College where he also participated as a four-year letterman on the football team. He holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). These credentials support his expertise in providing clients with confidence and stability throughout their financial journey. Residing in Duxbury, MA, Ken is involved in the local community through participation in Duxbury Youth Soccer. Outside of his professional role, he enjoys spending time with his family and engaging in activities like baseball, cooking, football, golfing, hiking, ice hockey, running, traveling, and yoga.

Michael Keating is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Morgan Stanley and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Cerity Partners LLC, and Bainco International Investors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Timothy Gillespie Jr. is a Series 66-licensed financial advisor with Merrill, where he has worked since 2007, totaling 18 years of industry experience. He serves as a part-time co-lecturer for Columbia University’s School of Professional Studies, participating in their Master’s in Wealth Management program. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Derek Cunningham is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has worked with various divisions within Fidelity since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios using proprietary methodologies and serves multiple registered investment companies and fund-of-funds.

Patrick Collins is a financial advisor at Osaic with a Series 66 credential and three years of industry experience. His prior roles include positions at Estate Capital Management, Rise North Capital, South Shore Bank, and Westfield State University. He also serves as a trustee for the Laurie Collins Irrevocable Trust. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a variety of investment types for discretionary or non-discretionary management.

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.

Rob Giordano is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he helps multiple generations of families develop personalized wealth strategies focused on the growth, preservation, and transfer of their assets. He emphasizes simplicity and encourages clients to be curious and candid, coordinating a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to deliver comprehensive wealth planning. Rob has been with Fidelity Investments since 1994, progressing through various roles including Trading and Service Representative, Financial Representative, Financial Consultant, and Wealth Management Advisor. His long tenure at Fidelity reflects extensive experience in financial consulting and wealth management.

Barbara Wipf is a financial advisor with LPL Financial in Cohasset, MA. She holds the CFA® designation and Series 66 license and has been in the industry since 2025. Prior to joining LPL Financial, she managed her family household financial matters for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Martin Ghiringhelli is a CERTIFIED FINANCIAL PLANNER™ (CFP®) associated with Ameriprise in Norwell, MA, with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he serves on the Board of Directors for the Hingham Sports Partnership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

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 with OSAIC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, Gleason is a licensed realtor involved in real estate sales, primarily focused on single-family homes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and financial planning. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

Anna Hight is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.