Derek Cunningham is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has worked with various divisions within Fidelity since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios using proprietary methodologies and serves multiple registered investment companies and fund-of-funds.

Patrick Collins is a financial advisor at Osaic with a Series 66 credential and three years of industry experience. His prior roles include positions at Estate Capital Management, Rise North Capital, South Shore Bank, and Westfield State University. He also serves as a trustee for the Laurie Collins Irrevocable Trust. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a variety of investment types for discretionary or non-discretionary management.

Brian Konish is a CFP® with 26 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved with Koncentric, LLC, a company focused on educating and empowering local entrepreneurs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacqueline Wilson is a CFP®-designated financial advisor with Edward Jones in Braintree, MA, where she has worked since 2013. She has 12 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

Liam Leonard is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Rubin Wealth Advisors and several other businesses including Smart Blonde, LLC. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services rather than individual security recommendations.

Rob Giordano is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he helps multiple generations of families develop personalized wealth strategies focused on the growth, preservation, and transfer of their assets. He emphasizes simplicity and encourages clients to be curious and candid, coordinating a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to deliver comprehensive wealth planning. Rob has been with Fidelity Investments since 1994, progressing through various roles including Trading and Service Representative, Financial Representative, Financial Consultant, and Wealth Management Advisor. His long tenure at Fidelity reflects extensive experience in financial consulting and wealth management.

Philip Lennox is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co, Lincoln Investment, Financial Planning Alternatives, Northeast Planning Associates, Inc., and LPL Financial LLC. His other business activities include trailing non-securities life insurance revenue at Allstate Financial Services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barbara Wipf is a financial advisor with LPL Financial in Cohasset, MA. She holds the CFA® designation and Series 66 license and has been in the industry since 2025. Prior to joining LPL Financial, she managed her family household financial matters for over two decades. 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, model portfolio programs, and institutional platforms.

Martin Ghiringhelli is a CERTIFIED FINANCIAL PLANNER™ (CFP®) associated with Ameriprise in Norwell, MA, with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he serves on the Board of Directors for the Hingham Sports Partnership. 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 written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Timothy Davis is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at firms including Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley. Outside of his advisory role, he is involved in property management for several rental real estate holdings in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of financial planning and brokerage services to individuals, retirement plan participants, and institutions. The firm supports its advisors with a varied menu of investment strategies and tools, alongside extensive non-advisory financial products and services.

Philip Peck is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 1998. He has operated his own advisory practice since 1994 and has a long-standing background in real estate dating back to 1986. Peck also serves as a Lieutenant Colonel in the United States Army Reserve, focusing on counterterrorism aspects of homeland security. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Brenda Duggan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel and Merrill. Outside of her advisory role, she is a notary public, owns an antique buying and selling business called Nana's Attic Treasures, and serves as a wedding officiant with Universal Life Church Ministries. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Gleason is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, Gleason is a licensed realtor involved in real estate sales, primarily focused on single-family homes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and financial planning. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

Mark Linnane is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2016 and also serves as a teacher at Quincy College. His prior experience includes roles at Mariner and MSI Financial Services, Inc. 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 portfolios, third-party asset management, and institutional platforms.

Nathan Mchugh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, JPMorgan Chase Bank, and J.P. Morgan Securities. His background also includes roles outside finance, such as positions at the Walpole Country Club and Wampum Corner Liquor Store. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Cohne is a financial advisor with LPL Enterprise in South Easton, MA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 20 years prior to joining LPL Enterprise. Outside of his advisory role, Cohne receives non-variable insurance commission trails related to group benefits and life insurance plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anna Hight is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Aubray Rowe serves as Vice President and Financial Consultant at Fidelity Investments. In this role, Aubray works closely with clients to develop personalized long-term financial plans aimed at achieving their goals and addressing their needs. Aubray has extensive experience within Fidelity Investments, having held multiple positions since 2017. These roles include Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant, culminating in the current vice president position. This progression reflects a comprehensive background in financial consulting and client relationship management. Prior to joining Fidelity, Aubray gained experience in the small business sector, which informs the approach to financial planning by emphasizing the importance of solid financial strategies. Aubray's professional focus is on understanding clients' priorities and collaborating with them to create tailored financial plans.

Nicole Kent is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held various roles within Fidelity Investments since 2019, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, she worked as a Paraplanner at Ameriprise Financial Services, Inc. from 2018 to 2019. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nicole focuses on educating and empowering her clients to make informed financial decisions. She emphasizes developing a thorough understanding of her clients' priorities to create customized financial plans tailored to their unique needs.