Caitlin Kerswell is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise Financial Services since 2015, with prior experience at Marshalls and Cerebral Palsy of Massachusetts. Outside of her advisory role, she is employed by Fantabulous, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Tyler De Waele is a financial advisor at Ameriprise with Series 65 and Series 63 registrations and two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Fidelity Investments and TPC Boston, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Langton is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bryan Schmeling is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Stewardship and Education Chair at Good Shepherd Lutheran Church and is a board member of the Scituate Business Association in Rhode Island. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses covering a broad range of planning topics, delivered primarily through non-discretionary planning engagements.

Patrick O'Brien is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years with Voya Financial Advisors. Outside of his advisory role, O'Brien is involved in community activities including ownership of a youth travel baseball program and serving as a trustee on the Roseland Park Board of Trustees. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jennifer Sterlacci is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. She has experience with firms including BNY Mellon and Lafayette College Endowment and began her current advisory role in 2025. Outside of her financial career, she is a girls tennis coach. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing goal-based recommendations without discretionary investment authority.

Gregory Agnone is a CFP® professional affiliated with Cetera, with 30 years of industry experience. He currently serves as President and CEO of Chestnut Hill Wealth Management Inc. and Chestnut Hill Insurance Group, and he also leads Agnone and Associates Financial Services. He is a notary public in addition to his advisory roles. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers.

Trystan Randazzo is a Series 66 licensed financial advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and has experience in educational roles at the University of Connecticut and Edwin O. Smith High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Eric Quinn is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at VOYA Financial Advisors, Gerardi Insurance Services, and Phoenix Home Life. Quinn serves as a board member of Woodstock Academy and is the treasurer of the Woodstock Academy Foundation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, 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 utilizing both affiliated and third-party managers across various program structures.

Samantha Grupe is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to entering the financial industry, she held positions in education and the food service sector. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, nonprofits, corporations, and institutional investors, offering both advisory and brokerage services through an integrated platform that includes financial planning, managed portfolios, and access to insurance products.

Gary Peloquin is a financial advisor at Westcott Investment Advisors LLC with 24 years of industry experience. He holds a Series 65 designation and has operated Pelquin and Company LLC, a certified public accounting firm, since 1984. Peloquin’s dual role as both an investment advisor and CPA is uncommon within independent advisory firms. Westcott Investment Advisors LLC serves individual investors by providing portfolio management and financial planning services on a primarily non-discretionary basis. The firm manages approximately $63.6 million in client assets and integrates accounting and tax-related services alongside investment advice.