Maureen Mccarrick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Additionally, she worked at Carney Hospital from 1979 to 2024. Outside of her advisory role, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm supports nearly 3,700 advisors and employs model-based investment strategies delivered through its advisory network.

Sandra Childs is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Her prior experience includes roles at PRUCO Securities, LLC and Eagle Strategies (NY Life). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Richard Marooney is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. He serves as the Golf Committee chair at The Ridge Club in Sandwich, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and offers various financial planning and consulting services.

Leslie Le Duc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and at Point 32 Health for six years. Outside of advising, Leslie provides accounting and bookkeeping services as an independent contractor and is also licensed as a life and health insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary strategies.

Kevin Mantville is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Merrill for one year. Additionally, he is involved in non-variable insurance sales and serves as a relationship manager for the trust and wealth management department at Rockland Trust’s investment management group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Richard Whelpley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Cornerstone Asset Management LLC, providing clerical and office management support to representatives. 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, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Barry Wyman is a CFP®-credentialed financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Metlife Securities Inc., Mariner, and New England Securities. Wyman serves as Treasurer on the board of the Flora T. Little Trust at the Bridgewater Public Library. Cambridge Investment Research Advisors serves a diverse client base—including individual, pension, and charitable organization clients—by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

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.

Daniel McCabe is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. His background includes roles with Avantax Advisory Services and Avantax Insurance Agency, as well as longstanding service with the City of Taunton. Outside of advising, he operates a general legal practice and serves as a part-time instructor for the Massachusetts Municipal Police Training Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, providing a range of discretionary and non-discretionary program options.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raymond Desormier is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. Additionally, he serves as Vice President of Sales at John F. Stafford Insurance Agency, where he has been involved in insurance sales since 1995. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple program options.

Shawn Fiske is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with OSAIC, where he has worked since 2023, and previously spent 17 years at Sagepoint Financial, Inc. In addition to his advisory role, he provides insurance guidance tailored to clients' specific needs through his involvement with ASH Brokerage. OSAIC Wealth serves a diverse range of retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a multi-advisor platform that integrates brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and various managed account strategies.

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.

Paula Tavares is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. Her work history includes roles at Morgan Stanley, Sylvia & Company, Voya Financial Advisors, and Cetera Wealth Services. She is also actively involved as a secretary at St. James St. John School and participates in organizing events for the Women's Fund, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party money managers.

Stephen Passias is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2000. Passias also serves as an agent of record on several homeowner insurance policies in Brockton, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and other financial planning services.

James Hansman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial and its predecessor entities since 1993. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.