Nicolle Balesteri is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020. Prior to this, her background includes roles in university fraternities and sorority life, automotive sales, and hospitality. Outside of her advisory work, she volunteers as a desk assistant at SWEAT Cycling in Danvers, MA, where she supports class operations without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 nationwide network of financial advisors and branches.

David Dugan is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at firms including Wells Fargo Clearing, Winslow, Evans & Crocker, and A. G. Edwards & Sons. In addition to his advisory role, he is licensed as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management services and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party investment strategies.

Sean Pettengill is a financial advisor with Cambridge Investment Research Advisors based in Salem, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Cambridge Investment Research since 2014. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts with financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management strategies and access to both proprietary and third-party investment models, delivered through a network of independent financial professionals.