Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

James Steele is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2016, with prior experience at Investors Capital Corp. and Eastern Point Advisors Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

Philip Mondeau is a financial advisor at Edward Jones with six years of industry experience. He previously worked at Raymond James & Associates, Inc/Carillon Fund Distributors, Inc. from 2021 to 2025 and has been with Edward Jones since 2015, aside from a brief recent hiatus. Outside of his advisory role, he has held positions in retail, including sales associate at Larson's Ski & Sport and produce associate at Sprouts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hansman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Mary Angel Coelho is a CFP® with over 41 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has been a principal at Coelho & Callahan since 1987, where she provides tax services. Outside of her advisory work, she is involved in property management for the Kings Grant Condo Association. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment solutions across multiple platforms with both discretionary and non-discretionary management options.

Philip Chandler is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Raymond James in 2019, he worked at Gage Wiley for seven years and has been involved with SEA 5 Ventures LLC since 1999. He is a member of a real estate LLC that owns the building housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools and supports both municipal advisory work and innovative employer retirement plan services.

Christopher Wiklund is a financial advisor at Edward Jones in Plymouth, MA, holding a Series 66 designation. He has been in the industry since 2023, previously working at The Peters Group and Living Independently Forever Inc. He serves as Treasurer for Taking People Places, a nonprofit organization, attending and participating in board meetings and supporting new member onboarding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs and investment strategies operating under a fiduciary standard.

Jaclyn Stanley is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has worked at Ameriprise Financial Services, Inc. for 15 years prior to her current role. Outside of her advisory work, she is involved with Net Flows LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William De Paul is a financial advisor with Edward Jones in Plymouth, MA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Thoughtforms Corporation for six years. Outside of his advisory role, he owns Silver Line LLC, a real estate management business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

John Eggers is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2019, following a 12-year tenure at Horace Mann Investors, Inc. In addition to his advisory role, Eggers is involved with an insurance agency specializing in property, casualty, group health, and life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Paul Pacheco is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is involved in owning and managing rental real estate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program options and third-party money manager access.

Deborah Campbell is a Series 66-registered financial advisor at Cetera with 21 years of industry experience. She is president and sole shareholder of Campbell Financial Services, Inc., where she provides tax preparation, consulting, bookkeeping, accounting, and financial planning services. She also serves as a trustee for Team North Street Realty Trust, overseeing the operations and financial management of a rental property. Cetera Investment Advisers LLC is a multi-manager platform that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through its network of independent advisors, supported by a variety of program structures and third-party managers.

Laurie Goddard is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 38 years of industry experience. She has worked at Cetera and its related entities since 2013 and previously operated Goddard Financial Strategies for over three decades. Outside of her advisory work, she is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with access to affiliated and unaffiliated third-party managers, supporting discretionary and non-discretionary investment options.

Anthony Schena is a financial advisor with UBS Financial Services in Plymouth, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

David Whiting is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 1994. He holds the Series 63 license and is based in Plymouth, MA. Outside of his advisory role, he serves as Treasurer of the Tom C. Siever Charitable Foundation. 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 a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Johanna Arrieta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Jonathan Eitas is a financial advisor with Cetera and holds the Series 63 and Series 66 designations. He has 20 years of industry experience and has worked at firms including Franklin Templeton and Kovack Advisors. Since 2021, he has been involved with BAKER & EITAS Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Derek Gage is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for Wicked Good Cause, a charitable organization, and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Nicholas Fichter is a CFP® and holds a Series 65 license with 32 years of industry experience. He has been the sole advisor at Fichter & Co. Investors since 1990. Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients, while also serving various institutional and non-profit entities. The firm manages approximately $3.12 million in assets across 27 client relationships and is noted for its diverse client base, which includes sovereign wealth funds, banking institutions, government entities, and charitable organizations.