Kelli Hampton is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Merrill from 2013 to 2021 before joining Mass Mutual in 2021. 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, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals.

Janice Jeffers is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has been associated with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients such as retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Matthew Bruce is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and owns Bruce Capital Management. Bruce serves on the board of Sino-American Bridge for Education and Health, a nonprofit facilitating exchange programs for American and Chinese educators and healthcare workers, and is involved with several other nonprofit organizations focused on education and mediation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing affiliated and third-party managers within a multi-manager platform.

Zachary Moss is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at Harvard Extension School and George Washington University, as well as involvement with community organizations such as the Belmont Youth Basketball Association. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alan Slavin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Dean Sylvester is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked extensively with Lighthouse Investment Group, Inc. and Commonwealth Financial Network, and currently operates within Lighthouse Investment South Shore. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Dee is a Series 66-licensed financial advisor with LPL Financial, joining the firm in 2025. He has held prior roles at XG Hanover LLC, Clientel3, Northwestern Mutual, and the Oyster Harbors Club. In addition to his advisory work, he is involved with X-Golf Hanover LLC in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and technology, offering both discretionary and non-discretionary portfolio management.

Kevin Alcaro is a financial advisor at LPL Financial with 36 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides bookkeeping and office clerical assistance through Cornerstone Asset Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technology-driven strategies.

Erin Homsy is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. She has worked at LPL Financial since 2020 and previously held roles at Securities America and Invest Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research and multiple portfolio management options.

Bonnie Kirchner is a CFP® professional with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has been involved with Cambridge Investment Research, Inc. since 2010 and operates Even Keel Financial Services, LLC. Kirchner is also an author of financial education publications, founder of Sea Change Financial Education, and serves as adjunct faculty at Bentley University. Additionally, she is a board member and treasurer of the Beverly Yacht Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a wide network of independent financial professionals using both proprietary and third-party investment strategies.

Colin Mc Clean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services for over two decades, along with various roles in advisory and related services. Outside of traditional advisory work, he is involved in sales of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven portfolio strategies managed by third parties. The firm supports a large advisor network and offers a range of strategic and tactical investment models with custody and trade execution services provided by Pershing.

Arthur Larm is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

Kyle Carney is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Empower Financial Services, Personal Capital Advisors, Bank of America, Merrill, John Hancock, and Wells Fargo Funds Distributor. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process combining quantitative and qualitative research, with a focus on tax-aware strategies and risk management.

Benjamin Holloway is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2025, Holloway worked at Citizens Bank for seven years and at Merrill Lynch for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Michael Sullivan is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory work, he serves as a patrolman with the Boston Police Department on a rotating schedule. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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 and third-party subadvisors.

Curtis Rafter is a CFP® professional with seven years of industry experience, currently advising at RBC Capital Markets since 2026. His prior experience includes roles at Mass Mutual Life Insurance Company and Mass Mutual Investors Services, among others. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services tailored to clients’ risk profiles.

Peter Durfee is a financial advisor with Ameriprise in Raynham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Richard Johnson is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Johnson holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm provides both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Christopher Stoddard is a financial advisor with Stifel in Plymouth, MA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and previously worked at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, combining forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Carlos Oliveira is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including 15 years with Cambridge Investment Research Advisors. Outside of his advisory role, he also works as an independent insurance agent selling life, fixed annuity, long-term care, and disability products. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.