Brandon Judd is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at Axa Advisors and SenText Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stephanie Lynne is a CFP® professional with 26 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2016, and previously worked at Bay Financial Advisors and Personal Financial Planning LLC. Outside of her advisory work, she has taught CFP courses at Boston University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hoa Nguyen is a financial advisor at Merrill with a Series 66 designation and six years of experience. Their prior work background includes roles at Bank of America, N.A., Umass Boston, and Sapa Group. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Jaden Mullen is a Planning Consultant at Fidelity Investments, based in the Westwood, MA location. In this role, he supports two Wealth Management Teams and collaborates as a planning partner to help clients achieve their financial goals through holistic planning and building trusting relationships. Jaden joined Fidelity Investments immediately after graduating college. He has held multiple roles within the company, including Financial Representative and Relationship Manager, gaining experience and knowledge from seasoned professionals in the financial planning industry. Outside of his professional responsibilities, Jaden's personal interests include baseball, comedy, football, social events with friends, golf, and movies.

Christian Calnan is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Community Capital Management, LLC, Eaton Vance, and the Town of Scituate. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

Stuart Baker is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kovack Advisors and Kovack Securities. Baker is a board member of the Plymouth Lions Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

James Mc Cann is a financial advisor at Edward Jones with the Series 66 designation and eight years of industry experience. He previously worked at Aberdeen Investments and Standard Life Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Gregory Hart is a financial advisor with LPL Financial in Westwood, MA, holding the CFP®, PFS™, and Series 66 designations. He has 25 years of industry experience and has previously worked at Bay Financial Advisors, Inc. and CohnReznick LLP. Hart has also been associated with Summer Street Financial Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

Peter Higgins is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings to this role three decades of experience in the investment industry, including leadership positions and entrepreneurial ventures. His professional background includes roles such as Assistant Vice President and Financial Advisor at Citizens Bank, Founder and Portfolio Manager at CVR Portfolio Funds, and Managing Director of the Portfolio Solutions Group at State Street Global Markets. Earlier in his career, he held various trading and sales roles at firms including Pulse Trading, Charles Schwab, Moore Capital, Thomas Weisel Partners, Bear Stearns, and John Hancock Financial Services. Peter's approach emphasizes simplifying complex financial matters and creating wealth strategies that reflect the unique stories of his clients, aiming to benefit them and their families now and in the future.

Patrick Driscoll is a CFP® professional affiliated with Cetera, with 26 years of industry experience. His career includes prior roles at VOYA Financial Advisors and various positions within Cetera Wealth Services. Outside of financial advising, he serves as chairman of the Town of Bridgewater Planning Board, is a member of the Town of Bridgewater Housing Trust and Building Committee, and owns real estate development businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Rogers is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has worked at Cetera and its affiliates since 2016, with prior experience at LPL Financial and as owner and managing partner of Abbey Capital LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Bradford Maltby Jr. is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 24 years of industry experience. He worked at Ameriprise Financial Services for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Crossrip Inc., a non-investment-related business. 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, third-party asset management, and institutional platforms.

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.

William Nolan is a Series 66-licensed financial advisor with Fidelity Investments, based in Hingham, MA. He has one year of industry experience and has held roles at Bentley University, Comillas Pontifical University, Squirrel Run Golf Course, The Bog Ice Arena, and Duxbury Public Schools. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Daprile is a CFP® professional affiliated with LPL Financial, where he has worked since 2003. He has 36 years of industry experience and has operated independently since 1981. 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, model portfolios, third-party asset management, and institutional platforms.

Sara Enos is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. outside of her advisory work, she owns a rental property in Brewster, Massachusetts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, using firm-approved tools to support detailed, collaborative financial planning engagements.

Christopher Mcniff is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Additionally, he has been involved with Northeast Insurance Agency since 2004, focusing on the sales and service of property, casualty, life, and health insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios tailored to client needs.

Gregory Fortier is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Jhfn Sii. Outside of his advisory role, he owns a short-term rental property managed by his wife. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools and third-party services to construct diversified portfolios tailored to client needs.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

John Germain is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, in addition to his tenure at RBC Capital Markets Corporation beginning in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and nonprofit organizations through various advisory programs that offer portfolio management, financial planning, and brokerage services tailored to each client's risk profile. The firm utilizes both in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.