Robert Levesque is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1989. Outside of his advisory role, he is also involved as a real estate salesperson. 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 financial planning and portfolio management services, utilizing various investment strategies and technological tools, and supports a large network of advisors managing over $819 billion in discretionary assets.

Cheryl Fonseca is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 1989, as well as Rene A. Lepage Financial Services from 1984 to 2019. Outside her advisory role, she is a Massachusetts notary public. 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 various investment strategies, supported by technology and research tools.

James Fonseca is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at LPL Financial since 2016. Outside of his advisory role, Fonseca is involved as a youth soccer coach and works as a sports official/referee. 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 various portfolio programs, supported by extensive operational and research tools.