Kyle Carney is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including Empower Financial Services, Personal Capital Advisors, Bank of America, Merrill, John Hancock, and Wells Fargo Funds Distributor. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory, retirement plan management, and separate account management.

Robert Daly is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients to develop investment strategies and design plans aimed at achieving their financial goals, emphasizing proactive planning to support their envisioned retirements. He has been with Fidelity Investments since 2014, progressing through positions including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role as Vice President. His experience encompasses various aspects of financial consulting and client relationship management. Robert holds a California Insurance License.

Benjamin Holloway is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at Merrill Lynch and Citizens Bank before joining Edward Jones in 2025. Holloway holds Series 65 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs with a fiduciary standard.

John Walsh is a CFP® with 33 years of industry experience. He is currently affiliated with Cetera and has previously worked at Commonwealth Financial Network for over three decades. Walsh is also involved in fixed insurance sales at his branch location. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options.

Ryan Kennedy is a financial advisor at Thrivent Investment Management, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial, Weymouth Public Schools, Everwood Day Camp, DoorDash, and Target. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers these services through a network of advisors, combining planning with managed-account programs under a consolidated billing option called WealthPlan.

Jill Ledgewood is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several firms, including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored, non-discretionary retirement planning advice through a written Recommendation Report and ongoing annual guidance.

John Creahan Jr is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 36 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and specialized planning groups.

Michael Sullivan is a financial advisor with LPL Financial in Duxbury, MA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley & Co. LLC and has been with LPL Financial since 2011. Outside of his financial advisory work, he serves as a patrolman with the Boston Police Department. 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 advanced operational and research tools.

Curtis Rafter is a CFP®-certified financial advisor at RBC Capital Markets with seven years of industry experience. He has previously worked at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Horner Townsend & Kent, Penn Mutual Life Insurance Company, and Needham Bank. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services.

Joseph Ciocca is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at multiple firms, including Ameriprise, LPL Financial, and Girard Securities. He serves as a board member and vice president for the Harbor Lakes condominium association. Cetera Investment Advisers LLC is a large SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Peter Durfee is a financial advisor with Ameriprise in Raynham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Joseph Tarquini is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and three years of industry experience. He has previously worked at Royal Alliance, McAdam Financial, Northeast Investment Advisors, and the Herb Chambers Companies. 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.

Thomas Mckinnon is a financial advisor with Cetera who holds the PFS™ and Series 63 designations and has 29 years of industry experience. He has been with Cetera and affiliated firms since 1997 and maintains partner status at a CPA firm. Outside of his advisory work, he serves as treasurer for a small holding company and a door and window company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and program options spanning automated to bespoke investment solutions.

Kathleen Langrill is a financial advisor with Merrill based in Hingham, MA. She holds Series 63 and Series 66 licenses and has 38 years of industry experience. She has been with Merrill since 2017, following a brief period at Bank of America, N.A. Langrill serves as a power of attorney in an unrelated business activity. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Mclaughlin Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at John Hancock for 18 years. He is also the owner of Centinel Advisory Group, an LLC involved in the solicitation of financial products and services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers a wide range of investment programs including advisor-managed and third-party manager options.

William Creesy is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long tenures at Lexington Financial Planning Group, Inc. and Commonwealth Equity Services, Inc. He is also engaged in fixed insurance sales at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a multi-manager platform.

Ryan Gouveia is the Branch Leader at the Hingham Investor Center, where he leads a team of financial professionals. In this role, he focuses on supporting the aspirations of both clients and associates, emphasizing coaching and personal development. Prior to becoming Branch Leader in 2024, Ryan held several positions at Fidelity Investments, including Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Throughout his tenure at Fidelity Investments, Ryan has gained experience in client relationship management, financial planning, and team leadership. His career progression within the firm reflects a commitment to advancing his expertise in the financial services industry.

Richard Johnson is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2009, following a prior role at Morgan Stanley from 2002 to 2005. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mark Helfrich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and VOYA Financial Advisors. Outside of his advisory work, he is an independent insurance agent affiliated with various independent insurance agencies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Christopher Stoddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Plymouth, MA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.