Jason Luck is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co. since 2013. In addition to his advisory role, he is involved in the sale of property/casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

Alicia Larson is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Fsc Securities Corporation for 14 years. Outside of her advisory role, she owns a sole proprietorship that provides life and long-term care insurance recommendations. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services across various programs.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

Patrick Driscoll is a CFP® professional affiliated with Cetera, with 26 years of industry experience. His career includes prior roles at VOYA Financial Advisors and various positions within Cetera Wealth Services. Outside of financial advising, he serves as chairman of the Town of Bridgewater Planning Board, is a member of the Town of Bridgewater Housing Trust and Building Committee, and owns real estate development businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bradford Maltby Jr. is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 24 years of industry experience. He worked at Ameriprise Financial Services for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Crossrip Inc., a non-investment-related business. 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, third-party asset management, and institutional platforms.

Stephen Parker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 1994. Parker serves as a board member of the Hermit Cove Community Association, a homeowners association in New Hampshire, where he helps coordinate projects in common areas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of assets.

Timothy O'Rourke is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Rockland Trust Co since 2013, where he manages LPL Financial accounts and serves as a relationship manager and business development officer within the trust and wealth management group. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Sara Enos is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. outside of her advisory work, she owns a rental property in Brewster, Massachusetts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, using firm-approved tools to support detailed, collaborative financial planning engagements.

Christopher Mcniff is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., FSC Securities Corporation, and he has been a producer at Northeast Insurance Agency since 2004. At Northeast Insurance Agency, he is involved in the sales and service of property and casualty policies as well as life and health insurance products. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, employing discretionary and advisor-managed strategies with access to third-party managers and proprietary models.

Gregory Fortier is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, INC., Jhfn Sii, and Merrill. Outside of his advisory role, he owns a short-term rental business managed by his wife. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Michael Kelley Jr. is a financial advisor with LPL Financial in Duxbury, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a part-owner and assists in managing a dance studio focused on dance education for young children. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Marko Vukovic is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Guardian Life, Citizens Securities, and Starboard Financial & Insurance. His current role at J.P. Morgan Securities and JPMorgan Chase Bank began in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Albert Mui is a financial advisor with Edward Jones in Bridgewater, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked for MFS Fund Distributors Inc. for nine years before joining Edward Jones in 2019. Mui serves as a trustee for the Tanglewood Homeowners Association and is a member of the Middleboro Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

Richard La Cava is a financial advisor with Cetera, holding the PFS™ designation along with Series 65 and Series 63 licenses. He has 29 years of industry experience, including prior roles at Avantax Investment Services, Ameriprise Financial Services, and HD Vest Insurance Agency. He has also been involved with RLJL Holdings, Inc. since 2014. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Lars Lambrecht is a CFP® with 32 years of experience in the financial services industry. He currently works at OSAIC and has prior experience with SagePoint Financial and Ameriprise Financial Services, Inc. Lambrecht is involved in divorce financial planning networks and volunteers with IRS/AARP to assist low-income seniors with tax filings. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a platform that supports discretionary and third-party managed strategies.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

David Bridgwood Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He is also a CPA and has been involved in tax and financial statement preparation through Bridgwood, Benoit & Company, P.C., a firm he co-owns. Additionally, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets.

Mark Gomes is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with LPL Financial. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations combining modeling and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.