Edouard Begin is a financial advisor with LPL Financial in Oak Bluffs, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at LPL Financial and Rockland Trust Company since 2017 and previously at MVSB from 2014 to 2017. Outside of his advisory work, he operates a separate business unrelated to investments called Clambulance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Louis Tavares is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He is also involved in tax preparation and accounting consulting through his roles at Business Service Company and Tavares & Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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.

Trey Whalley is a Series 66-licensed financial advisor at OSAIC with 25 years of industry experience. He has worked at OSAIC since 2018 and previously spent five years at Sii. Outside of his advisory role, Whalley serves as president of Works 4 U, a non-profit focused on providing employment opportunities and support services to the homeless, and is involved with several local community organizations, including serving as a director of the Fairhaven Improvement Association and a board member of the New Bedford Salvation Army Supervisory Board. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs proprietary asset-allocation tools and supports a wide range of investment solutions, including discretionary and non-discretionary accounts, with access to multiple third-party money managers and wrap programs.

Timothy Quill is a financial advisor with LPL Financial based in Falmouth, MA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been affiliated with both LPL Financial and Rockland Trust Company since 2009. Quill also serves as a relationship manager and business development officer for Rockland Trust’s wealth management department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and external sources.

Evelina Fitzgerald is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank N.A., Bank of America N.A., Merrill Lynch, and Harvest Development. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Kerry Falco is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at Weston Financial Group, Inc. and Weston Securities Corporation for over three decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and structured financial planning services supported by firm-approved tools and models.

Alexander Dacunha is a CFP® professional affiliated with LPL Financial in Mattapoisett, MA, with 15 years of industry experience. He has worked at LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Leo Connolly is a financial advisor at Edward Jones with 41 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mary Angel Coelho is a CFP® with over 41 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has been a principal at Coelho & Callahan since 1987, where she provides tax services. Outside of her advisory work, she is involved in property management for the Kings Grant Condo Association. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment solutions across multiple platforms with both discretionary and non-discretionary management options.

Paul Harney is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Condon Wealth Management, Purshe Kaplan Sterling Investments, and GWFS Equities, Inc. He is also involved with St. Joseph, Guardian of the Holy Family Parish in East Falmouth, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a range of advisory and brokerage programs through an integrated platform that combines investment advice with sales of financial products, including insurance.

Katherine Tavares is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 credentials and 18 years of industry experience. She has been with Fidelity and its affiliated entities since 2006. Outside of her advisory role, she serves as President of the Demello Elementary PTO, organizing fundraisers and student activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mark Alexander is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years at Investment Professionals, Inc. in the financial sector. Ameriprise provides retirement-income planning services primarily for 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 through its affiliated companies.

John Riley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Andrew Ingeme is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds Series 65 and Series 63 credentials. Outside of advisory work, he is president of Sea Green Bookkeeping and Tax Services Inc., a firm providing accounting, bookkeeping, payroll, notary, insurance, and wealth management services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management approaches and custodial platforms.

Sarah Laird is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for six years. In addition to her advisory role, she is an associate at Lightship Capital Management in Vineyard Haven, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports a large network of advisors with a range of advisory programs and institutional consulting.

Paul Pacheco is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is involved in owning and managing rental real estate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program options and third-party money manager access.