Peter Lantz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has held roles at USA Wealth Advisors, LLC, Horace Mann Investors, Inc., and has been involved with The Lantz Family Agency, Inc. since 2013. Outside of his advisory work, he serves with the Dartmouth Fire Department, District 1. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Jose Matatos is a financial advisor with Commonwealth Financial Network in Westport, MA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Advanced Financial Group, Transamerica Life Co, and Financial Planning Alternatives throughout his career. Outside of advisory work, he is the owner and president of a tavern and grill as well as a used auto sales and repair business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and customizable program offerings.

Eric Paradis is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Capital Analysts since 2002 and has been associated with Lincoln Investment since 2012. Outside of his advisory role, Paradis is involved in the performing arts community, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture New Bedford (AHA). Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Jean Desrosiers is a financial advisor with Eagle Strategies (NY Life) based in Fall River, MA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Eagle Strategies, he worked at Williams Estate And Financial Group, Inc. and has been affiliated with New York Life Insurance Company for 25 years. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its relationships with plan sponsors.

David Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing from 2000 to 2019. Outside of his advisory role, Keator serves as a board member of the Massachusetts Economic Advisory Coordinating Council and is involved in managing support companies and investment properties. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Mcgreavy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Cantella & Co., Inc. and Sunset Financial Services, Inc. In addition to his advisory work, he serves as treasurer of Rolli Financial Inc., a Subchapter S corporation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Justin Try is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Milestone Financial Planning and Primerica. His background also includes positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Robert Levesque is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1989. Outside of his advisory role, he is also involved as a real estate salesperson. 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 financial planning and portfolio management services, utilizing various investment strategies and technological tools, and supports a large network of advisors managing over $819 billion in discretionary assets.

Christopher Hodgson is a financial advisor with MassMutual Investors Services in Dartmouth, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MML Investors Services and MassMutual since 1999. Outside of his advisory role, Hodgson owns an insurance brokerage focused on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements typically involve detailed client analysis and written recommendations without discretionary investment management, and it provides additional programs such as educational seminars and event-driven planning services.

Lisa Forness is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and having 34 years of industry experience. She previously worked at Stifel for 22 years before retiring from the industry twice between 2018 and 2024. Outside of advisory work, she is an author of a children’s book titled *Bartholemew and the Summer of Grace* and owns a publishing company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joseph Saccente is a financial advisor with OSAIC in Somerset, MA. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at Whitestone Analytics and Gilsanz Murray Steficek LLP, as well as involvement with the University of New Hampshire. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Joshua Woerdeman is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he owns Avspresso Roasters, an online coffee sales and dropshipping business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ronald Ellis Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, he serves as a flotilla staff officer with the United States Coast Guard Auxiliary in Fairhaven, MA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janice Jeffers is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her tenure includes roles at Fidelity Brokerage Services LLC since 2014 and Fidelity Personal and Workplace Advisors since 2018. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Bruce is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and owns Bruce Capital Management. Bruce serves on the board of Sino-American Bridge for Education and Health, a nonprofit facilitating exchange programs for American and Chinese educators and healthcare workers, and is involved with several other nonprofit organizations focused on education and mediation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing affiliated and third-party managers within a multi-manager platform.

Diane Diblasi is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2013. In addition to her advisory role, she receives compensation for sales and referrals of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors using model-driven investment strategies supported by third-party portfolio managers and custodians.

William Swerdlick is a financial advisor at Edward Jones in Mattapoisett, MA, holding CFP®, Series 65, and Series 66 designations with 18 years of industry experience. His prior roles include positions at MFS Fund Distributors, Rarebreed Veterinary Partners, Raymond James/Cornerstone Financial Partners LLC, and Morgan Stanley & Co. LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Angelo Gordon is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Erin Homsy is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Securities America and Invest Financial before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and account types.

Joseph Marshall is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, a financial services and insurance business. Outside of his advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee and is a board member of the Fall River Redevelopment Authority. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party managers along with a variety of program structures.