Nicholas Dimenna is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and operates alongside affiliated trust companies and banks.

John White is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at City National Bank and State Street, in addition to his current position at RBC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Matthew Haggerty is a Wealth Management Advisor and Merrill Resident Director with over 10 years of experience in financial services. He has worked with families and businesses to help meet their financial goals. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) and Certified Plan Fiduciary Advisor (CPFA) designations, along with Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) certifications. He earned a Bachelor of Science degree from Bridgewater State College and a Master of Business Administration (MBA) from Bryant College. Before joining Merrill in 2022, Matthew spent five years at Raymond James, five years at Fidelity, and two years at State Street Bank, where he began his career in financial services. He specializes in areas including divorce transition planning, education planning, managing new wealth, tax minimization, and retirement income. Matthew works closely with his clients to develop personalized financial strategies that align with their long-term goals. In addition to his professional work, Matthew is involved in his community through coaching and supporting local youth sports programs, including Taunton Boys & Girls Club Floor Hockey, Taunton Junior Basketball, and Taunton West Little League. He also enjoys spending time with his family and pursuing interests such as baseball, skiing, and traveling.

Joseph Matthews III is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at First American Insurance Underwriters, The Leaders Group, Inc., Signator Investors, Inc., and Centinel Financial Group. He is also an insurance agent specializing in fixed insurance products including life, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Christopher Spellman is a Planning Consultant at Fidelity Investments. In this role, he partners with clients and their Financial Consultants to develop financial plans tailored to individual needs and goals. He provides support and guidance for planning life events and making important financial decisions. Christopher has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2024. This experience has provided him with a foundation in client relationship management and financial planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Timothy Maclellan is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 29 years of industry experience. He has worked with Cetera and its affiliated entities since 1998 and is also a partner and treasurer at a CPA firm, Morgan & Morgan, PC, where he has been involved since 1980. Maclellan is involved in fixed insurance sales, focusing on long-term care insurance. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both discretionary and non-discretionary management approaches.

Stefan Miranda is a financial advisor with Raymond James & Associates in Weymouth, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Ameriprise from 2020 to 2026 and has also been involved with 3 Step Sports LLC since 2025. Outside of his advisory role, he coaches a junior Olympic girls volleyball team for the Southern Alliance Volleyball Club. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by firm research and multiple portfolio management strategies.

Samuel Sinclair is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2025 and previously spent 18 years at UBS Financial Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, employing a research-driven approach based on diversification principles and modern portfolio theory.

Francis Mcdonnell III is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining RBC in 2020, he worked for nine years at Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.

Thomas Holland Jr. is a CFP® professional with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors. His career includes prior roles at Private Consulting Group, Inc. and ongoing advisory activities with Global Vision Advisors. Outside of his advisory work, he is involved in community and nonprofit roles, including serving on the finance committee of the Jett Foundation and holding leadership positions at his local church. He also works as a spin instructor and serves on the board of TYPEONE, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies under its Founders Gate Capital brand.

Kaylene Prior is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has a history of roles within Fidelity Investments including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, illustrating a steady progression in her financial advisory career since 2018. Kaylene's approach centers on partnering with clients to develop customized financial plans aimed at growth, preservation, and distribution of wealth. She is a CERTIFIED FINANCIAL PLANNER4, and emphasizes planning and education to empower individuals and their families to make informed financial decisions toward their goals. Outside of her professional work, Kaylene has personal interests that include concerts, cooking and baking, golf, pets, reading, and traveling.

Alison Mccarthy is a CFP® with 11 years of experience currently affiliated with LPL Financial in Hanover, MA. Her prior experience includes roles at Boston Premier Wealth, LLC and Guardian Life. 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 a range of advisory and brokerage services, offering financial planning and access to various portfolio programs and institutional platforms.

Christopher Maynard is a financial advisor with LPL Financial based in Bridgewater, MA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrimack Valley Credit Union, Citizens Securities, Bank of America, Merrill, and RFG Advisors. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Collin Nally is a Planning Consultant at Fidelity Investments, where he partners with individuals and their families to develop customized plans aimed at growing, protecting, and efficiently distributing their wealth to support their desired retirement lifestyles. He has held various roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Retirement Brokerage Services Representative, and Financial Customer Associate. Collin's progressive experience within Fidelity Investments has provided him with a comprehensive understanding of financial planning and wealth management. His work focuses on helping clients achieve their financial goals and prepare for retirement. Outside of his professional role, Collin enjoys boating, comedy, fishing, fitness, outdoor adventures, and snowboarding.

Sandra Childs is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Her prior experience includes roles at PRUCO Securities, LLC and Eagle Strategies (NY Life). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Katherine Nydegger is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Applause, Kraft Sports and Entertainment, and The Mockingbird. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Richard Marooney is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. He serves as the Golf Committee chair at The Ridge Club in Sandwich, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and offers various financial planning and consulting services.

Connor Mac Isaac is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2020, he worked briefly at MFS Investment Management and has experience in non-financial roles including positions at Boston Sail Loft Cafe and Bar and the Town of Winthrop Valkyrie Ferry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Kevin Mantville is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Merrill for one year. Additionally, he is involved in non-variable insurance sales and serves as a relationship manager for the trust and wealth management department at Rockland Trust’s investment management group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Richard Whelpley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Cornerstone Asset Management LLC, providing clerical and office management support to representatives. 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, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.