Graham Goulette

Bree Cota is a financial advisor with Missionsquare Retirement, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with ICMA-RC Services since 2015. Bree is a member of Mahogany Ridge, LLC, a non-investment business focused on potential future rental properties. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Kamron Kimball is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has held roles at several insurance firms and operates his own entities, including Kimball Korp. Outside of his advisory work, he serves as treasurer for Masons Mt. Kineo Lodge 109 and coaches basketball at PCES Athletics. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure primarily held by its financial professionals.

Nathan Macdonald is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked at Cetera Advisors LLC since 2016, following 14 years at Investors Capital Corporation and over two decades at Atlantic Investment Advisors. Outside of advising, he is also licensed to sell life, disability, annuities, and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Michael Wark is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.