Sarah Doolan is a financial advisor at Merrill with a Series 66 designation and four years of experience. Her prior roles include positions at Joest LLC and Bank of America, N.A. She is based in Fairhaven, MA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Joseph Ford is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wolters Kluwer Legal Education and eCampus.com. Outside of his advisory role, he is involved with GLG and works as a Channel Relationship Manager for Kortext, a digital content company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Rice is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been associated with Merrill since 2004 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Souza is a financial advisor with LPL Financial and Rockland Trust Co., holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has worked at Rockland Trust and LPL Financial since 2014. Souza is also a commissioned notary. 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, supporting advisors with research tools and a diverse set of investment options.

Matthew Donovan is a financial advisor with J.P. Morgan Securities in New Bedford, MA. He holds Series 66 and Series 63 licenses and has five years of industry experience, including prior roles at Santander and Citizens. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking market assumptions in its advisory process.

Carlos Oliveira is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Cambridge since 2011 and previously held positions at Investors Capital Corp. and Commonwealth Financial Network. Oliveira also works as an independent insurance agent, selling life, fixed annuity, LTC, and disability products. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multi-platform account implementation, proprietary model strategies, and access to third-party advisers.

Emily Shea is a financial advisor with Edward Jones in North Dartmouth, Massachusetts. She holds a Series 66 designation and has four years of industry experience. Her professional background includes roles at Edward Jones since 2018, as well as positions at Instacart, 95 Creative Advertising Agency, Atlantica, Tulane University, and Nona's Homemade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient investment solutions.

Kelley Mcgoldrick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Morgan Stanley, and OSAIC. She serves as a board member for the Cornell Varsity Athletic Alumni Association and the Cornell Adult University Board of Directors, organizations that promote women's athletics and adult education for Cornell University alumni. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with extensive options including model portfolios, third-party managers, and bespoke strategies.

Jason Hawkes is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2004. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-driven investment strategies supported by third-party managers and infrastructure providers.

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.

Kimberly Butterfield is a financial advisor at Cetera with 26 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Butterfield has been affiliated with Cetera Advisors LLC and J. Marshall Associates Inc. for over a decade and serves on the board of the Faxon Animal Rescue League. She is also a board member of the Rotary Club of Fall River. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, and supports a network of over 10,000 advisors managing more than $256 billion in assets.

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.

Mark Savastano is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns Hair Affair, Inc., a retail hair salon, and serves as a mentor to entrepreneurs through the organization E-for-All. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sheila Matthews is a financial advisor with Primerica Advisors in Westport, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has worked with Primerica Advisors since 2014 and has experience at Brennan Financial Group and Lynn Durkin, CPA. Outside of her advisory role, she is involved with Matthews & Matthews, LLC, a non-investment-related business based in Boston. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven recommendations and supporting a range of investment strategies managed by unaffiliated asset managers.

Lauren Bernardo is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and three years of industry experience. She has held roles at PFS Investments Inc. and Primerica Financial Services since 2018 and has additional work experience in various industries including seafood and food services. Bernardo is involved with the W.A.&R. Ouellette Post 8502 VFW. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-based investment strategies while outsourcing trade execution and custody.

Christopher Hodgson Jr. is a financial advisor with Mass Mutual Investors Services in Dartmouth, MA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, Harwood Advisory Group, LLC, and UBS Financial Services Inc. He also provides servicing for existing fixed index annuity contracts as an outside insurance sales activity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, annual engagements that employ firm-approved software to analyze client goals and recommend investment strategies.

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.

Khalil Warren Hollins is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to his current role, he worked in physical therapy and held positions in education, including at Massasoit Community College and Worcester State University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scotty Pires is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 65 designation and has previously worked at Securities America Advisors. Outside of his advisory role, he serves as a Notary Public in Massachusetts. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation and portfolio optimization.

Richard Bassett is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Cetera and its affiliates since 2016 and operates his own financial services business, J. Marshall Associates, where he provides insurance and securities sales. Bassett is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke strategies.