James Flynn is a financial advisor with LPL Financial in Hingham, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Bridgewater Savings, Infinex, Santander Securities, CUSO Financial Services, Citizens Securities, B. Riley Wealth Advisors, and Cantella & Co. Flynn is the CEO and founder of an affiliated insurance agency under Geneva Private Wealth Management, operational alongside his LPL advisory 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Andy Hunt is a Financial Consultant at Fidelity Investments. He works alongside families to support their retirement planning goals, investment strategies, and generational wealth planning needs. He has experience in the financial services industry, having held roles including Planning Consultant at Fidelity Investments from 2021 to 2024, Branch Manager at TD Ameritrade-Scottrade from 2014 to 2021, and Investment Consultant at Scottrade from 2009 to 2014. Outside of his professional work, Andy enjoys cooking and baking, fishing, hiking, parenthood, and volunteering.

Michael Kelley Jr. is a financial advisor with LPL Financial in Duxbury, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a part-owner and assists in managing a dance studio focused on dance education for young children. 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, supported by technology tools for operational and research purposes.

Marko Vukovic is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors, Guardian Life Insurance Co./The Bulfinch Group, Citizens Securities, Starboard Financial & Insurance LLC/Horace Mann Companies, and Lincoln Maritime Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brian Joyce is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network from 1998 to 2025 and has been affiliated with Lighthouse Investment Group, Inc. since 2003. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julian Iser is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for Congregation Sha'aray Shalom in Hingham, MA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Jacob Vigneau is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, having joined in 2025. His prior experience includes roles at Allspring Funds Distributor, LLC, Wells Fargo Funds Distributor, LLC, Amundi Pioneer Asset Management, Allianz Global Investors, and Ameriprise Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options, leveraging multi-asset model portfolios, centralized custody, and an alternative-investment selection process.

Benjamin Martin is a financial advisor with Merrill in Hingham, MA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, the Commonwealth of Massachusetts, and tax preparation with VITA. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm leverages extensive manager-constructed strategies and tax-efficient capabilities, supported by its integration with Bank of America’s broader banking and capital markets platform.

Albert Mui is a financial advisor with Edward Jones in Bridgewater, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked for MFS Fund Distributors Inc. for nine years before joining Edward Jones in 2019. Mui serves as a trustee for the Tanglewood Homeowners Association and is a member of the Middleboro Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Alphonse Lucibello is a financial advisor with Wells Fargo Clearing in Norwell, MA, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Robert Oneill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2016, following two years at Capital Analysts. 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, focusing on holistic, goal-based financial planning across various areas without discretionary trading authority.

Antonio Ferrara is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2005 and was previously with Banc of America Investment Services, Inc. in 2005. 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 financial planning and asset management services through a large network of advisers, utilizing both proprietary research and third-party strategies.

Sally Mcconville is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Eastern Bank. Fidelity’s Strategic Advisers LLC provides 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, and it serves as an advisor to multiple registered investment companies.

Sean Robinson is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Fidelity Investments and Linked Solutions Inc. before joining Merrill in 2026. 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.

Matthew Cunningham is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Securities America and Guardian Life. Cunningham is also involved with Bay Pointe Wealth Management, a business related to insurance and investment advisory services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors providing customized strategies supported by advanced operational and research tools.

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.

Edward Neibert is a financial advisor with LPL Financial based in Norwell, MA. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Steward Partners Investment Advisory and related entities from 2023 to 2026 and spent seven years at Morgan Stanley. 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, including financial planning, model portfolio programs, and institutional platforms.

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.

Brant Despathy is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds a Series 66 designation and has worked with various firms 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 diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.