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.

Timothy Moses is a CFP®-designated financial advisor with Edward Jones, based in Walpole, MA, and has 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maureen Mccarrick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Additionally, she worked at Carney Hospital from 1979 to 2024. Outside of her advisory role, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm supports nearly 3,700 advisors and employs model-based investment strategies delivered through its advisory network.

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.

Leslie Le Duc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and at Point 32 Health for six years. Outside of advising, Leslie provides accounting and bookkeeping services as an independent contractor and is also licensed as a life and health insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary strategies.

Evans Menard is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. Prior to his financial services career, he spent six years with Kings Dining and Entertainment. 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.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been affiliated with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Currie is a financial advisor with Wells Fargo Clearing in Norwell, MA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of advising, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers a range of solutions through bank and insurance affiliates.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Wells Fargo Advisors Financial Network LLC since 2009 and previously at UBS Financial Services from 2003 to 2006. Outside of her advisory role, she has a significant ownership interest in R & L Financial Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds and integrates advisory services with various financial products and referral channels.

Jay Gordon is a financial advisor with Ameriprise in Cohasset, MA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Michaelyn Bortolotti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Steward Partners and Morgan Stanley Smith Barney. She is the owner of Davis Executive Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Fabrizio is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Arsenal Financial, Signator Investors, and Raymond James Financial. Fabrizio also sells fixed insurance and annuity products through a local brokerage. 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 broad range of advisory and brokerage services, utilizing both proprietary research and third-party strategies across various platforms.

Chris Libutti is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Before joining Ameriprise in 2025, he worked at Webster Bank and LPL Financial, among other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Tom Erickson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with individuals and families to develop customized financial plans aimed at growing, protecting, and efficiently distributing their wealth. His approach involves simplifying clients' financial situations and co-creating a roadmap for their financial future to reduce retirement risks. Tom's experience with Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025 and Workplace Planning Consultant from 2020 to 2023. This progression reflects his continued commitment to financial planning and investment consulting within the organization. Outside of his professional work, Tom enjoys a range of outdoor activities such as beach visits, boating, hiking, scuba diving, snowboarding, and playing soccer.

Thomas Miller is a financial advisor with Morgan Stanley in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Andrew Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1999, working directly with affluent individuals and families, many of whom he and his team continue to serve. Andrew focuses on offering boutique-level attention and investment discipline to high-net-worth and ultra-high-net-worth clients, aiming to preserve and grow their wealth through sophisticated strategies. Andrew's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He works with clients such as senior-level financial industry executives, private business owners, wealthy retirees, endowments, and non-profit organizations across Massachusetts and 15 other states. He emphasizes investor behavior as the dominant driver of investment returns and collaborates with clients' accountants and attorneys to align tax and estate planning. Before his financial career, Andrew served four years in the United States Marine Corps, stationed at Camp Lejeune, Okinawa, Japan, Europe, Africa, and Haiti. He earned a bachelor's degree from the University of Delaware and holds professional designations including Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Retirement Manager Advisor. Andrew lives on the South Shore with his wife Holly, who is also his colleague, and their three children. He is actively involved with several veterans organizations and enjoys biking, golfing, hiking, skiing, and spending time with his family.

Paul Teixeira is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Outside of advising, he offers fixed and indexed annuities, life insurance, and long-term care products through Teixeira Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options delivered via a multi-advisor platform.