Doug Colton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, initially serving as a Financial Consultant. Prior to joining Fidelity, Doug worked as a Financial Advisor at Merrill Lynch from 2010 to 2015. His earlier roles include Principal at Americas Growth Capital from 2005 to 2009 and Head Trader at Moors & Cabot from 1997 to 2005. Doug focuses on building lasting relationships by understanding each client's goals and delivering personalized financial strategies that support their goals, values, and financial well-being.

Amy Walls serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she partners with clients to understand their financial goals and co-creates plans aimed at strengthening and securing their financial well-being. Prior to this, she was Senior Vice President of Thought Leadership at Fidelity Investments from 2012 to 2022. Her extensive experience in the financial sector includes positions such as Managing Director of Marketable Securities at Dartmouth College from 2008 to 2011, Managing Director of the Strategic Research Team at Putnam Investments from 2001 to 2007, and Investment Consultant at Mercer Investment Consulting from 1997 to 2001. Amy holds a California Insurance License. Outside of her professional career, Amy enjoys cooking and baking, fitness, and traveling.

Samuel Sinclair is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2025 and previously spent 18 years at UBS Financial Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, employing a research-driven approach based on diversification principles and modern portfolio theory.

Francis Mcdonnell III is a financial advisor with RBC Capital Markets in Norwell, MA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining RBC in 2020, he worked for nine years at Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers.

Thomas Holland Jr. is a CFP® professional with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. He also operates with Global Vision Advisors, where he has held various roles since 2001, including independent insurance agent and advisory representative. Outside of his financial advisory roles, he is involved in community and nonprofit activities, including leadership and endowment committee roles at UCC Norwell, service on the finance committee of the Jett Foundation, and board membership with TypeOne. He is also a spin instructor. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charities, and other institutional clients. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms and proprietary and third-party strategies.

George Johnson is a financial advisor with LPL Financial in Hingham, MA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he operates an independent insurance agency known as The Windsor Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Richard Quigley is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. Quigley provides advisory and brokerage services to retirement plan clients, including group and individual plans as well as 529 college savings plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

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 bringing 11 years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Eagle Strategies, New York Life Insurance Company, and Kasden Metal Brokerage LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships, utilizing firm-approved software to analyze client goals and deliver written recommendations.

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, EDENS, Babson College, and the University of South Carolina. He is also involved with 1776 Financial, a non-investment related support company based in Franklin, Massachusetts. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, pension plans, charitable organizations, and institutional clients. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and is notable for its significant advisory business conducted on a non-discretionary basis.

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. He holds the Series 66 designation and has eight years of industry experience. His prior work includes roles at Merrimack Valley Credit Union, Citizens Securities, Bank of America, Merrill, and RFG Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Baranowski is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with LPL Financial since 2004 and also leads Bay Financial Advisors, Inc., which he has managed since 2012. Outside of advisory roles, he is involved in selling fixed annuities and insurance products, including health, disability, long-term care, group, and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and access to research and model portfolios while providing both discretionary and non-discretionary portfolio management.

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 credentials and bringing 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Prior to her financial career, she worked at Carney Hospital for 45 years. Outside of advisory work, she has been involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

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 Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and Point 32 Health for six years. Leslie is also engaged as an independent contractor providing accounting, bookkeeping, and payroll services, in addition to acting as a life and health insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple platforms.