Andrew Zimmerman is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2016. Outside of his advisory work, he serves on the board of a nonprofit dedicated to preserving Quissett Harbor in Woods Hole, MA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlyn Potter is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with various Fidelity entities since 2017. Prior to that, she had a one-year period of unemployment in 2016-2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including fund and portfolio management using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, employing systematic methodologies and AI-driven research in its investment process.

Steven Griffith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Cetera since 2014 and also provides wealth management services through Public Employee Educational Retirement Services, Inc. In addition to advisory work, he is involved in the sale of fixed life, disability, and long-term care insurance and fixed annuities. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and a variety of program structures, with more than $256 billion in assets under management.

Christopher Flanders is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. Flanders serves as trustee for two family trusts, managing investments through a third-party money manager for which he is the broker of record. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions for its clients.

Asta Muldoon is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 66 and Series 65 credentials and has been with Ameriprise since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Nicole Mc Guire is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She is the practice manager at Augustine & Johnson Financial Consultants and is a member of the One Southcoast Chamber, a local business networking group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Kim Frink is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL in 2020, Kim worked at Securities America Advisors and INVEST Financial Corp. Outside of her advisory role, she is involved in book publishing as a writer and independent publisher. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Luc Domagala is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Ameriprise in multiple roles. Outside of finance, he is a shift leader at Annie’s Ice Cream Shack, where he oversees new hires and ensures customer service quality. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focusing on income sources and tax-aware withdrawal strategies.

Amy Doherty is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2023 and previously spent five years at Royal Alliance Associates, INC., and nine years at Jhfn Sii. 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.

Sean Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with LPL Financial and Rockland Trust Investment Management Group since 2016 and previously with Kaleel Investment Advisors for 11 years. Kelly also serves as Vice President and Portfolio Manager at Rockland Trust Investment Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Eric Takach is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Lia Webb is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 65 designation and has worked at multiple Charles Schwab affiliates since 2018, as well as at ThomasPartners, Inc. from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure combining brokerage, custody, and advisory functions.

Edouard Begin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked with LPL Financial and Rockland Trust Company since 2017, and previously with MVSB from 2014 to 2017. Outside of his advisory work, he operates a business called Clambulance in Vineyard Haven, MA. 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 portfolios, third-party asset management, and institutional platforms.

Daniel Stlaurent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes nearly three decades at Stop & Shop Supermarkets and roles at TJX Companies and Public Employee Educational Retirement Services, Inc., where he continues to work part-time in retirement planning and wealth management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Margaret Schultz is a financial advisor with Thrivent Investment Management based in Fairhaven, MA. She holds a Series 66 designation and has eight years of industry experience. Schultz has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a range of financial planning topics without implementation. The firm integrates planning with managed-account services under a consolidated billing option while maintaining separation between these services.

Jordan King is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets Inc. Outside of his advisory work, he is the drummer in a rock and roll cover band. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Thomas Madden is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Stifel, Nicolaus & Company, Inc. Outside of his advisory work, Madden serves as a Providence College Class Ambassador and participates on the Cummaquid Golf Club Bereavement Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports clients through a broad multi-advisor network, with notable municipal and public-finance capabilities.

Gina Costa is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2019. In this capacity, she collaborates with clients to identify strategies across all aspects of their financial lives, providing continuous and accessible service alongside her team. Her experience with Fidelity Investments spans multiple roles, including Private Client Group Relationship Manager from 2011 to 2014, Investments Consultant from 2008 to 2011, and Financial Representative from 2006 to 2008. This progression reflects her extensive background in wealth management and client relationship development. Outside of her professional work, Gina enjoys activities such as barre, beach outings, board games, cooking and baking, family activities, and fitness.

Timothy Quill is a financial advisor with LPL Financial in Falmouth, MA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been associated with Rockland Trust Company and LPL Financial since 2009. His background includes roles involving non-variable insurance sales and relationship management within trust and wealth management. 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 and access to various investment programs, supported by a large network of advisors and extensive operational tools.

Evelina Fitzgerald is a financial advisor with J.P. Morgan Securities in Falmouth, MA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TD Bank, Bank of America, Merrill Lynch, and a decade at Harvest Development. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a centralized manager solutions team.