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.

Amy Doherty is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Royal Alliance Associates, INC. and Jhfn Sii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various institutional services.

Sean Kelly is a financial advisor with LPL Financial in Osterville, MA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with LPL Financial and the Rockland Trust Investment Management Group since 2016, serving as Vice President and Portfolio Manager at Rockland Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

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.

Silas Atsalis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a range of model portfolios and research resources.

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 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.

Albert Makkay is a CFP®-certified financial advisor with 22 years of industry experience. He currently works at Ameriprise Financial Services LLC and previously spent 15 years at Janney Montgomery Scott. Outside of his advisory role, he serves on the board of the Osterville Village Association and the Foundation for the Advancement of Catholic Education, and is involved with the Osterville Men's Club membership committee. 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 tailored, non-discretionary recommendations through a centralized consulting team.

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.

Philip Mondeau is a financial advisor at Edward Jones with six years of industry experience. He previously worked at Raymond James & Associates, Inc/Carillon Fund Distributors, Inc. from 2021 to 2025 and has been with Edward Jones since 2015, aside from a brief recent hiatus. Outside of his advisory role, he has held positions in retail, including sales associate at Larson's Ski & Sport and produce associate at Sprouts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 38 years of experience in financial advising. She leads the Moore Wilson Gierlich & Assoc team, focusing on developing long-term professional relationships with clients and their families to help achieve their financial goals. Susan specializes in areas including college education planning, family wealth management strategies, retirement planning, portfolio management, socially responsible investing, and tax minimization. Her approach involves creating customized financial roadmaps using advanced probability planning software, collaborating with clients' tax advisors and estate attorneys to develop strategies that address wealth growth, longevity risks, and healthcare costs. Susan particularly understands the complexities faced by professionals managing careers alongside family responsibilities, and she offers personalized advice tailored to these circumstances. Susan holds a Bachelor of Science degree in Business Administration from Elmira College and has earned the Certified Private Wealth Advisor® and Personal Investment Advisor designations. She is the co-founder and past president of North Shore Women for H.O.P.E, a nonprofit supporting Esperanza Academy, a tuition-free school for underprivileged girls. Outside of her professional work, Susan enjoys sailing, traveling, gardening, and spending time with her family.

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.