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 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 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.

Richard Quigley is a financial advisor with LPL Financial in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial since 2010, following brief periods at NRP Advisors, Inc. and Investors Capital Corp. Quigley provides services to retirement plan clients, including group and individual plans as well as 529 plans. 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 through a large network of investment adviser representatives, employing various investment strategies and tools alongside extensive non-advisory financial activities.

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® professional with 11 years of experience in the financial services industry. She is currently with LPL Financial and previously worked at Boston Premier Wealth, LLC, and Guardian Life. McCarthy also manages McCarthy Planning as a side business focused on investment planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

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.

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.

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.

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.

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 19 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Merrill for one year. Additionally, he is involved in non-variable insurance sales and serves as a relationship manager for the trust and wealth management department at Rockland Trust’s investment management group. 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.

Richard Whelpley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Cornerstone Asset Management LLC, providing clerical and office management support to representatives. 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 technology and a broad network of over 22,800 advisors.

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 in Braintree, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial, Inc., and New England Silica. Outside of advising, he serves as a referee in Boston. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes both proprietary and third-party strategies, supported by technology and operational tools.