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 with LPL Financial in Hingham, MA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he operates an independent insurance agency known as The Windsor Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Richard Quigley is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. Quigley provides advisory and brokerage services to retirement plan clients, including group and individual plans as well as 529 college savings plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

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.

David Galbraith is a financial advisor with Primerica Advisors in N Weymouth, MA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to financial advising, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers advisory services through model-driven strategies managed by third parties, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Alison Mccarthy is a CFP®-certified financial advisor with 11 years of industry experience, currently with LPL Financial in Hanover, MA. She previously worked at Boston Premier Wealth, LLC from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national 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.

Theodore Tiger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory work, he has engaged in photography since 1990 and acting since 2000. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, trusts, and retirement-plan sponsors. The firm offers financial planning and investment management through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Margaret Goddeau is a financial advisor with Ameriprise in Braintree, MA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Horner Townsend and Kent Inc. She has worked in various advisory capacities since 2012. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, typically those with at least $1,000,000 in net investable assets. The firm delivers written Recommendation Reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in tailoring retirement strategies.

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.

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 bringing 19 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he has involvement in non-variable insurance sales and has served as a relationship manager and business development officer within a trust and wealth management group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Steven Currie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as a trustee for a family trust and manages a non-investment-related LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Bellody is a financial advisor with LPL Financial based in Braintree, MA. He holds a Series 66 designation and has three years of industry experience, including roles at OSAIC, SagePoint Financial, and New England Silica. Outside of his advisory work, he serves as a referee in Boston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alexander Bean is a Financial Advisor with Bean & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, and retirement income. The Bean & Associates team provides a family office experience designed to streamline clients' financial lives through a concierge-style service. He focuses on creating customized and dynamic wealth management strategies that integrate various aspects of clients' financial needs, including tax minimization, estate planning, philanthropic and legacy planning, retirement and education planning, asset and income preservation, and banking services access through Bank of America. Alexander holds a Bachelor's Degree from Bryant University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys football, golfing, and spending time with his family.

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 licenses and has previously worked at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley Smith Barney. She is also the owner of Davis Executive Wealth Management Group, a support company unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Catherine Johnson is a Series 66-licensed financial advisor with Ameriprise in Braintree, MA, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jonathan Fabrizio is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2010 and also works with Arsenal Financial, LLC since 2019. Outside of his advisory role, Fabrizio sells fixed insurance and annuity products through a local brokerage firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.