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.

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.

Ryan Hazel is a financial advisor with Ameriprise in Wrentham, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is involved in a payroll services business called The Walpole Office. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, offering tailored recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and provides a broad range of financial solutions through affiliated entities.

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 CFP® and PFS™ professional with 26 years of experience in the financial industry. He has been with LPL Financial since 2006 and previously worked at Bay Financial Advisors, Inc. and CohnReznick LLP. Hart is based in Westwood, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, retirement plan participants, and trust companies. 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.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

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 at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Abbey Capital LLC, where he is the owner and managing partner. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets.

James Duplisea is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with a Series 63 license. He has 35 years of industry experience, including 16 years at Cambridge and 14 years at Securities America Advisors, Inc. Outside of advisory work, he is involved in mortgage loan origination and operates as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers and multiple custody platforms.

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.

Stephen Parker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 1994. Parker serves as a board member of the Hermit Cove Community Association, a homeowners association in New Hampshire, where he helps coordinate projects in common areas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of assets.

John Christo is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017, following a lengthy tenure at Metlife Securities Inc. from 1991 to 2017. He is also associated with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

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.

Timothy O'Rourke is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Rockland Trust Co since 2013, where he manages LPL Financial accounts and serves as a relationship manager and business development officer within the trust and wealth management group. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Ana De Pina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial, Prudential Insurance Company of America, and New York Life. Outside of her advisory role, she owns and operates Cape Verdean Greeting Cards, a business creating multilingual greeting cards, and serves on the board of the National Black MBA Association’s Boston chapter. She also participates on the Industry Advisory Board of the Benjamin Franklin Cummings Institute of Technology. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, delivering non-discretionary, customized asset allocation advice and investment manager searches. The firm’s advisory process integrates quantitative screening and qualitative research, supported by a manager solutions team, and includes broader derivatives and commodities capabilities through its affiliations.

Gregory Safford is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at AXiA Insurance Services, Inc., Safford Insurance, LLC, and Crye-Leike Insurance, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.

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.

James Tetreault is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Signature Investors, Inc. and Signator Investors, Inc. He is based in Attleboro, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.