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 Wealth with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Securities America Advisors, Inc. and Securities Service Network, Inc. His activities include managing portfolios of mutual funds for clients and involvement with variable annuities. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization with various implementation options and maintains a complex affiliate network and diverse product offerings.

David Capelle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a goals-based wealth management practice that focuses on delivering highly personalized financial strategies. David works closely with clients to understand their financial priorities, concerns, and long-term objectives, enabling him to design strategies aligned with both current needs and future goals. His clients often include business owners, entrepreneurs, and senior executives seeking coordinated and sophisticated wealth management solutions. David has spent his entire career in the financial services industry, joining Merrill Lynch Wealth Management in 2011. He brings more than 27 years of consulting experience with private individuals, business owners, corporate retirement plans, and nonprofit organizations. He holds a Bachelor of Arts degree in Economics and Political Science from the University of Rhode Island and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst® (CIMA®) designations. 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 his community, holding leadership roles such as Trustee for South Shore Hospital and has volunteered as a youth hockey and baseball coach. Outside of work, 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.

James Mcdonald is a financial advisor with UBS Financial Services in Hingham, MA, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2006. In addition to his advisory role, he serves as a successor Co-Trustee for two family trusts, participating in investment decisions for their beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

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 with Fidelity in Hingham, MA, holding a Series 66 designation and 14 years of industry experience. She has been with Fidelity Investments since 2011, including seven years at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, delivering model portfolios through Fidelity Institutional Wealth Adviser.

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 and Merrill Resident Director with over 10 years of experience in financial services. He has worked with families and businesses to help meet their financial goals. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) and Certified Plan Fiduciary Advisor (CPFA) designations, along with Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) certifications. He earned a Bachelor of Science degree from Bridgewater State College and a Master of Business Administration (MBA) from Bryant College. Before joining Merrill in 2022, Matthew spent five years at Raymond James, five years at Fidelity, and two years at State Street Bank, where he began his career in financial services. He specializes in areas including divorce transition planning, education planning, managing new wealth, tax minimization, and retirement income. Matthew works closely with his clients to develop personalized financial strategies that align with their long-term goals. In addition to his professional work, Matthew is involved in his community through coaching and supporting local youth sports programs, including Taunton Boys & Girls Club Floor Hockey, Taunton Junior Basketball, and Taunton West Little League. He also enjoys spending time with his family and pursuing interests such as 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.

William Robinson is a financial advisor with Ameriprise in Milton, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its related entities since 2014. Robinson is also a co-owner of W.C. Robinson Group, through which he manages his advisory business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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. His career includes prior roles at Private Consulting Group, Inc. and ongoing advisory activities with Global Vision Advisors. Outside of his advisory work, he is involved in community and nonprofit roles, including serving on the finance committee of the Jett Foundation and holding leadership positions at his local church. He also works as a spin instructor and serves on the board of TYPEONE, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies under its Founders Gate Capital brand.

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.