Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Stephen Mccourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC from 1977 until joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and multiple financial planning and portfolio management solutions.

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.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Nicholas Banks is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has held roles at MassMutual Life Insurance Company since 2022. Prior to that, he worked at Rockland Trust from 2018 to 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning tools and event-driven services such as estate settlement and divorce planning.

Giselle Sarilho Ferguson is a financial advisor at Merrill with four years of industry experience. She holds Series 65 and Series 66 credentials, and her prior work includes roles at Bank of America, South Shore Bank, Bankshop LLC, and Banco Santander Bahamas. Outside of her advisory role, she has worked as a delivery employee for DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Brent Williams is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior employment includes Merrill and UBS Financial Services. Outside of his advisory work, he is the founder and CEO of NextGen Camps, which operates youth football camps nationwide, and serves as a board advisor for Catholic Memorial High School. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Edward Turnbull is a financial advisor at Merrill in New York, NY, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including positions at Point Judith Country Club and the University of Rhode Island. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and custody services. The firm employs multiple program strategies with both client and advisor discretion, supported by a closely integrated platform with Bank of America affiliates.

Susan Barber is a financial advisor at Osaic with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Equitable Advisors and AXA Advisors. Barber serves as co-chair of the Citizens Advisory Board for the South Coastal Region of the Massachusetts Department of Developmental Services and is a member of the Seaside Gardeners of Marshfield, MA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

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.

Brian Smith is a CFP®-designated financial advisor with Edward Jones in Foxboro, MA, with 26 years of industry experience, all at Edward Jones since 2000. He serves as a board member and director of girls basketball for grades 2 through 4 at the Foxboro Youth Basketball Association. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its affiliated services beyond advisory offerings.

Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Michael Klein is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at PNC Investments from 2016 to 2022 and JPMorgan Chase Bank, N.A. since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

James Ogborn is a financial advisor with LPL Financial in Rockland, Massachusetts, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Rockland Trust Company, Citizens Securities, Inc., and Northwestern Mutual. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

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.

Andrew Blanchard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an insurance agent specializing in health and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, employing firm-approved tools to analyze client goals and provide written recommendations.

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.

Andrew Kofman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Cetera in 2025, he spent five years with Avantax Advisory Services and has operated his own CPA practice since 2014, providing tax preparation services for individuals and businesses. He is also a licensed attorney, though he does not actively practice law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program options, including model portfolios, third-party managers, and customized strategies.