Richard La Cava is a financial advisor with Cetera, holding the PFS™ designation and Series 65 and 63 licenses, and has 29 years of industry experience. His prior roles include positions at Avantax Investment Services, Ameriprise Financial Services, and HD Vest Insurance Agency, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

David Bridgwood Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He is also a CPA and has been involved in tax and financial statement preparation through Bridgwood, Benoit & Company, P.C., a firm he co-owns. Additionally, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets.

Steven Griffith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cetera and its affiliated entities since 2014 and has also been involved with Public Employee Educational Retirement Services, Inc. since 2005. In addition to his advisory role, he is engaged in the sale of fixed life, disability, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of investment programs, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Albert Stanton is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Purshe Kaplan Sterling Investments. Stanton is also the owner and operator of AMS CS Financial, Inc., his financial advisory practice. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Scotty Pires is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 credential and has worked previously with Securities America Advisors and his own firm, Pires Financial Group. Pires also serves as a Notary Public in Massachusetts and provides life insurance and fixed annuity products through Echelon Planning Group. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with a range of investment platforms, utilizing asset allocation tools and third-party managers to construct diversified portfolios.

Christopher Melendy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Melendy also served with the Cambridge Fire Department from 1997 to 2022. He receives compensation for sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Christopher Flanders is a financial advisor with Equitable Advisors in Buzzards Bay, Massachusetts, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory role, he serves as a trustee for two family trusts managed with a third-party money manager. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels, and utilizes a range of third-party asset managers to tailor investment solutions.

Asta Muldoon is a financial advisor with Ameriprise, holding Series 65 and Series 66 licenses and 26 years of industry experience. She has been with Ameriprise since 2005, transitioning to her current role in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Scott Holcom is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

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.

James Miles is a financial advisor with Edward Jones in New Bedford, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for nine years at PNC Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated services, including a trust company and proprietary mutual funds.

Kim Frink is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to joining LPL in 2020, Frink worked at Securities America Advisors and Securities America, Inc. from 2017 to 2020, and INVEST Financial Corp. from 2004 to 2017. Outside of advisory work, Frink is an independent writer and publisher through the Kim D. Frink Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by LPL Research and other third-party providers.

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.

Richard Rossomando is a financial advisor with Cetera, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, LPL Financial, and Cetera Advisors LLC. In addition to his advisory work, he coaches soccer at the Massachusetts Maritime Academy. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Eric Takach is a financial advisor with Ameriprise in Cotuit, MA, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory, brokerage, and insurance solutions typical of large institutional firms.

Lia Webb is a Series 65-licensed financial advisor with Charles Schwab, where she has worked since 2018 across multiple Schwab entities. She has nine years of industry experience and previously worked at ThomasPartners, Inc. and Brighton House Associates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary guidance and access to discretionary separately managed accounts. The firm combines a large scale and integrated structure with multi-asset model portfolios and alternative investment options.

Daniel Stlaurent is a financial advisor at Cetera with Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at Cetera Financial Specialists LLC, TJX Companies, Stop & Shop Supermarkets, and Public Employee Educational Retirement Services, Inc., where he is currently involved in retirement planning and wealth management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and unaffiliated managers within various program structures.

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.

Anthony Lopopolo is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 63 designation and has held roles at Archstone Financial Partners, Cetera Wealth Services, and Voya Financial Advisors. Outside of advising, he owns a commercial fishing permit for tuna and has the ability to sell Bluefin tuna. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates as a multi-manager platform with various discretionary and non-discretionary program options.