James Duplisea is a CFP® professional with 35 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has also been involved with Best Of America Mtg Services LLC since 1997, originating mortgage loans and serving as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies across multiple platforms and custody arrangements.

Stephen Parker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Parker serves as a board member for the Hermit Cove Community Association, a small homeowners association in New Hampshire, where he helps coordinate community projects. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Murad Royal is a financial advisor with LPL Financial in Wrentham, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at Citizens Securities Inc. and First Technology Federal Credit Union, where he continues to serve as a program manager. Outside of his advisory work, he operates a small Etsy business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by a variety of model portfolios and research.

Robert Silva is a financial advisor with Merrill, holding a Series 66 designation and over 23 years of industry experience. He has been with Merrill since 2009. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Timothy O’Rourke is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has worked at Rockland Trust Co and LPL Financial since 2013. O’Rourke also serves as a relationship manager and business development officer within Rockland Trust’s 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, providing discretionary and non-discretionary management supported by in-house and third-party research.

Gregory Safford is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at AXiA Insurance Services, Inc., Safford Insurance, LLC, and Crye-Leike Insurance, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.

Rebecca Morin is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. Morin holds a degree from Bridgewater State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

James Tetreault is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following a three-year tenure at Signature Investors, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Carlos Martins is a financial advisor with Primerica Advisors in Lincoln, RI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to his advisory role, Martins is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.

Robert Oneill is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial plans without discretionary portfolio management. The firm offers these services alongside a managed-account program with a consolidated billing option called WealthPlan.

Ryan Mee is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with families to develop and implement tailored financial plans aimed at securing their retirement goals. He emphasizes building trusting relationships and works collaboratively with clients to regularly monitor and adjust their financial strategies. Ryan has been with Fidelity Investments since 2013, serving in multiple positions including Regional Investment Consultant from 2013 to 2016, Investment Consultant from 2016 to 2017, and Financial Consultant since 2017.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

John Holland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Services Group since 2014. Outside of his advisory role, he serves as a FINRA arbitrator and teaches a digital forensics class at Boston College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations, offering advisory services without providing individual security recommendations as part of standalone planning.

Quan Nguyen is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citizens Securities, Santander Securities, and Santander Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across topics such as retirement, tax, and estate planning. The firm offers these planning services alongside managed-account programs, maintaining a separation between planning and portfolio management.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 20 years of industry experience. She holds a Series 66 designation and has worked with various entities affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified portfolios and long-term investment strategies.

Vincent Beaudoin is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. 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 in-house and third-party research.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

Susan Daileader is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial in Braintree, MA. She has been associated with Rockland Trust Company since 2007, where she also serves as a relationship manager and business development officer within the trust and wealth management group. Outside of her advisory role, she is involved with her family's remodeling business as a signer on the business checking account. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with research and model portfolios from multiple sources.

Stephanie Manchon is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including PRW Wealth Management, Lion Street Financial, and TIAA-CREF. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.