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.

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 CFP® professional with 30 years of industry experience. He is currently with LPL Financial and has prior experience at Lighthouse Investment Group, Inc. and Commonwealth Financial Network. Joyce maintains an ongoing business activity through Lighthouse Investment Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to pursue them. His services include general investing, retirement planning, saving for unexpected needs, and providing access to additional banking and financial specialists. Martin's areas of focus include college education planning, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. He holds an Accredited Wealth Management Advisor (AWMA) designation, is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Massachusetts System. Outside of his professional work, Martin enjoys cooking, football, golfing, surfing, and spending time with his family.

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 with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent and its related entities since 2016. 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, delivering comprehensive, goal-based financial plans without discretionary portfolio management. The firm offers these services alongside a managed-account program with a consolidated billing option called WealthPlan.

Antonio Ferrara is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

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. He previously worked at Fidelity Investments for four years and has a diverse background including roles at Linked Solutions Inc., United Parcel Service, and Miami University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Matthew Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Flagship Harbor Advisors, LLC, and earlier tenure at LPL Financial. He is also involved with Bay Pointe Wealth Management in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and services, utilizing model portfolios, third-party research, and a variety of management approaches.

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.

John Holland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Services Group since 2014. Outside of his advisory role, he serves as a FINRA arbitrator and teaches a digital forensics class at Boston College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations, offering advisory services without providing individual security recommendations as part of standalone planning.

Edward Neibert is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Steward Partners-affiliated firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers, supported by a notable capital markets presence and affiliated asset managers.

George Grant Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2015 to 2017. Outside of advisory services, he is involved in insurance sales focusing on life, disability, property and casualty, and life settlements, and he owns an LLC used for tax purposes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations through annual collaborative relationships.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 20 years of industry experience. She holds a Series 66 designation and has worked with various entities 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 both discretionary and non-discretionary management with a focus on diversified portfolios and long-term investment strategies.