Robert Damon III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent 13 years at Citizens Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kathleen Doisneau is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to supporting clients' financial well-being. She has held this role since 2025. Her experience at Fidelity Investments spans multiple roles, including Vice President, Regional Planning Consultant from 2023 to 2025, Financial Consultant from 2019 to 2023, Investment Consultant from 2016 to 2019, Relationship Manager from 2015 to 2016, and Financial Representative from 2013 to 2015.

Sharat Bail is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities Service Network, Inc. Mr. Bail is also involved in managing portfolios of mutual funds and variable annuities. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a range of securities and alternative investments.

David Capelle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a goals-based wealth management practice focused on delivering personalized financial strategies. He works closely with clients to understand their financial priorities, concerns, and long-term objectives, providing comprehensive guidance supported by the resources and investment insights of Merrill and the banking capabilities of Bank of America. His clientele frequently includes business owners, entrepreneurs, and senior executives seeking coordinated and sophisticated wealth management solutions. David has more than 27 years of experience in the financial services industry, having joined Merrill Lynch Wealth Management in 2011. He earned a Bachelor of Arts degree in Economics and Political Science from the University of Rhode Island and holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is committed to continuous education as a cornerstone of delivering advice in clients' best interests. Born and raised on the South Shore, David resides in Scituate, Massachusetts, with his wife Beth and their four children. He remains actively involved in the community, having served in leadership roles such as Trustee for South Shore Hospital and coaching youth hockey and baseball. In his personal time, David enjoys boating, fishing, skiing, golfing, and spending time with his family.

Andrew Eaves is a financial advisor with Ameriprise in Chatham, MA, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering coordinated advice through a centralized consulting team alongside financial advisors.

John White is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs that combine in-house and third-party managers, with features such as tax management, responsible investing screens, and alternative investments.

Jack Austin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Star Financial Group and various positions outside the financial sector, including at G.R. Boyle Landscape Contractor and Demoulas Supermarkets. Strategic Advisers LLC, a Fidelity Investments company, offers 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, managing assets through both discretionary and non-discretionary approaches.

Mary Ellen Horcher is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with two Wealth Planners to collaborate with clients and their families on retirement planning, wealth accumulation, and tax-efficient investing. Prior to her current role, she served as a Workplace Planning Consultant II at Fidelity Investments from 2020 to 2022. Her professional experience includes positions in fixed income institutional sales and municipal bond sales and marketing. She worked as Director of Credit Fixed Income Institutional Sales at UBS Securities LLC from 1994 to 1999, Associate in Taxable Fixed Income Institutional Sales at JP Morgan Securities LLC from 1991 to 1994, Vice President of Municipal Bond Sales and Marketing at Morgan Stanley Smith Barney LLC from 1986 to 1989, and Supervisor of Active Assets Account at Morgan Stanley Dean Witter & Co. LLC from 1984 to 1986.

Leanna Devinney is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has been with Fidelity Investments in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm supports diverse investment vehicles, including fund advisory and model portfolios, and maintains unique roles such as registration with the CFTC and formal advisory responsibilities to multiple registered investment companies.

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 serving as a Merrill Resident Director. He has over ten years of experience in the financial services industry, working with families and businesses to help meet their financial goals. Matt holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree from Bridgewater State College and a Master of Business Administration (MBA) from Bryant College. Matt's expertise encompasses areas such as Divorce Transition Planning, Education Planning, Managing New Wealth, Tax Minimization, and Retirement Income. He emphasizes personalized financial strategies developed collaboratively with clients. Outside his professional role, Matt is actively involved in his community, coaching floor hockey and baseball through organizations such as the Taunton Boys & Girls Club and Taunton West Little League. He spends time with his wife and their four children and enjoys 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 since 2013. He also operates with Global Vision Advisors, where he has held various roles since 2001, including independent insurance agent and advisory representative. Outside of his financial advisory roles, he is involved in community and nonprofit activities, including leadership and endowment committee roles at UCC Norwell, service on the finance committee of the Jett Foundation, and board membership with TypeOne. He is also a spin instructor. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charities, and other institutional clients. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms and proprietary and third-party strategies.

George Johnson is a financial advisor at LPL Financial with 44 years of industry experience. He has been with LPL Financial since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with The Windsor Group, an independent insurance agency in Duxbury, MA. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.