Thomas Holland Jr. is a CFP® professional with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors. His career includes prior roles at Private Consulting Group, Inc. and ongoing advisory activities with Global Vision Advisors. Outside of his advisory work, he is involved in community and nonprofit roles, including serving on the finance committee of the Jett Foundation and holding leadership positions at his local church. He also works as a spin instructor and serves on the board of TYPEONE, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies under its Founders Gate Capital brand.

George Johnson is a financial advisor at LPL Financial with 44 years of industry experience. He has been with LPL Financial since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with The Windsor Group, an independent insurance agency in Duxbury, MA. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Quigley is a financial advisor with LPL Financial in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial since 2010, following brief periods at NRP Advisors, Inc. and Investors Capital Corp. Quigley provides services to retirement plan clients, including group and individual plans as well as 529 plans. 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, employing various investment strategies and tools alongside extensive non-advisory financial activities.

Kaylene Prior is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has a history of roles within Fidelity Investments including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, illustrating a steady progression in her financial advisory career since 2018. Kaylene's approach centers on partnering with clients to develop customized financial plans aimed at growth, preservation, and distribution of wealth. She is a CERTIFIED FINANCIAL PLANNER4, and emphasizes planning and education to empower individuals and their families to make informed financial decisions toward their goals. Outside of her professional work, Kaylene has personal interests that include concerts, cooking and baking, golf, pets, reading, and traveling.

Philip Kasden is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, New York Life Insurance Company, and Eagle Strategies. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides detailed, collaborative planning engagements supported by firm-approved software and educational seminars, with implementation of recommendations requiring separate arrangements.

Andrew Dittrich is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Triten Real Estate Partners and EDENS, as well as academic and development-related work at Babson College and Diplacido Development Corporation. He is also involved with 1776 Financial, a supporting company based in Franklin, Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

David Galbraith is a financial advisor with Primerica Advisors in N Weymouth, MA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to financial advising, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers advisory services through model-driven strategies managed by third parties, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Maynard is a financial advisor with LPL Financial based in Bridgewater, MA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrimack Valley Credit Union, Citizens Securities, Bank of America, Merrill, and RFG Advisors. 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, and institutional platforms, supported by a large network of investment adviser representatives.

David Baranowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2004 and was previously with Bay Financial Advisors, Inc. from 2012 to 2020. His outside activities include selling fixed annuities and various insurance products. 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 access, and institutional platforms, supported by a broad network of investment adviser representatives.

Collin Nally is a Planning Consultant at Fidelity Investments, where he partners with individuals and their families to develop customized plans aimed at growing, protecting, and efficiently distributing their wealth to support their desired retirement lifestyles. He has held various roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Retirement Brokerage Services Representative, and Financial Customer Associate. Collin's progressive experience within Fidelity Investments has provided him with a comprehensive understanding of financial planning and wealth management. His work focuses on helping clients achieve their financial goals and prepare for retirement. Outside of his professional role, Collin enjoys boating, comedy, fishing, fitness, outdoor adventures, and snowboarding.

Timothy Moses is a CFP®-designated financial advisor with Edward Jones, based in Walpole, MA, and has 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maureen Mccarrick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Additionally, she worked at Carney Hospital from 1979 to 2024. Outside of her advisory role, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm supports nearly 3,700 advisors and employs model-based investment strategies delivered through its advisory network.

Margaret Goddeau is a financial advisor with Ameriprise in Braintree, MA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Horner Townsend and Kent Inc. She has worked in various advisory capacities since 2012. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, typically those with at least $1,000,000 in net investable assets. The firm delivers written Recommendation Reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in tailoring retirement strategies.

Katherine Nydegger is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Applause, Kraft Sports and Entertainment, and The Mockingbird. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Riley is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity since 2002, serving in various capacities including Business Analysis Consultant, Client Training Consultant, Client Manager, Client Service Workleader, and Client Service Specialist. Her experience spans client service, training, business analysis, and financial consulting, focusing on assisting individuals, couples, and families with financial planning. Jennifer emphasizes understanding each client's unique values, goals, and preferences, simplifying the financial planning process, and empowering clients to make confident financial decisions. Outside of her professional work, Jennifer's interests include spending time at the beach, music, outdoor adventures, running, traveling, and volunteering.

Leslie Le Duc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and at Point 32 Health for six years. Outside of advising, Leslie provides accounting and bookkeeping services as an independent contractor and is also licensed as a life and health insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary strategies.

Harrison Seitz is a financial advisor with Merrill in Needham, MA, holding a Series 66 license and four years of industry experience. Prior to his current role, he worked at Total Quality Logistics, Our Place Kitchen & Bar, and Superior Roast Beef & Seafood, among other positions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Evans Menard is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. Prior to his financial services career, he spent six years with Kings Dining and Entertainment. 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.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been affiliated with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Cappucci is a financial advisor with Mass Mutual Investors Services, holding CFP® certification and securities licenses (Series 63, Series 65) with 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at Metlife Securities Inc., Mariner, and New England Securities. Outside of his advisory work, he is involved in an insurance brokerage and managing a family vacation home used occasionally as a short-term rental. Mass Mutual Investors Services, LLC 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, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.