Janice Jeffers is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her career includes roles within various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

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 designations and bringing 24 years of industry experience. He has worked with Lighthouse Investment Group, Inc. and Commonwealth Financial Network over two decades before joining LPL Financial and Lighthouse Investment South Shore in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Robert Dee is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked with multiple firms including Northwestern Mutual and XG Hanover LLC. Outside of advising, he is involved in X-Golf Hanover LLC, a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, employing various portfolio strategies and technology tools.

Kevin Alcaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in bookkeeping and office clerical services through Cornerstone Asset Management, LLC. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Erin Homsy is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2020, following prior roles at Securities America and Invest Financial. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Bonnie Kirchner is a CFP® with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has served in financial advisory roles at Cambridge Investment Research, Inc. since 2010 and operates her own financial planning and investment management firm, 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 holds a board position as treasurer of the Beverly Yacht Club. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers various account platforms, discretionary and non-discretionary management, and proprietary model strategies under the Founders Gate Capital brand.

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 Series 66 and Series 63 designations and has worked at several firms including Empower Financial Services, Personal Capital Advisors, Bank of America, Merrill, John Hancock, and Wells Fargo Funds Distributor. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory, retirement plan management, and separate account management.

Benjamin Holloway is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at Merrill Lynch and Citizens Bank before joining Edward Jones in 2025. Holloway holds Series 65 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment advisory programs with a fiduciary standard.

Michael Sullivan is a financial advisor with LPL Financial in Duxbury, MA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley & Co. LLC and has been with LPL Financial since 2011. Outside of his financial advisory work, he serves as a patrolman with the Boston Police Department. 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 advanced operational and research tools.

Curtis Rafter is a CFP®-certified financial advisor at RBC Capital Markets with seven years of industry experience. He has previously worked at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Horner Townsend & Kent, Penn Mutual Life Insurance Company, and Needham Bank. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services.

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 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2009, following a prior role at Morgan Stanley from 2002 to 2005. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Stoddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Plymouth, MA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Carlos Oliveira is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Cambridge since 2011 and previously held positions at Investors Capital Corp. and Commonwealth Financial Network. Oliveira also works as an independent insurance agent, selling life, fixed annuity, LTC, and disability products. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multi-platform account implementation, proprietary model strategies, and access to third-party advisers.

Kevin Campbell is a CFP® with seven years of industry experience and is currently affiliated with Cetera. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services, and he also has experience as a CPA operating his own accounting and tax preparation business. Outside of financial advising, he provides tax preparation, bookkeeping, and accounting services through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through diverse program structures and a multi-manager platform.