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.

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.

George Woerdeman IV is a CFP® professional with over 42 years of industry experience. He has been with Ameriprise since 1983, including his current role since 2020. Woerdeman is also the owner and CEO of Southcoast Strategies LLC, an LLC that supports his financial advising practice. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

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.

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.

Andrew Ball is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at Citizens Securities, Edward Jones, Bank of America, and Merrill. Outside of his advisory work, he serves as the head coach for the Cambridge Rindge and Latin Varsity Boys Ice Hockey Team. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Barry Wyman is a CFP®-credentialed financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Metlife Securities Inc., Mariner, and New England Securities. Wyman serves as Treasurer on the board of the Flora T. Little Trust at the Bridgewater Public Library. Cambridge Investment Research Advisors serves a diverse client base—including individual, pension, and charitable organization clients—by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Trey Whalley is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked with OSAIC since 2018 and previously spent five years at Sii. Outside of his advisory role, Whalley is actively involved in community organizations, including serving as President of Works 4 U, a nonprofit focused on employment support for the homeless. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a broad range of advisory and brokerage services, emphasizing model-based asset allocation and portfolio optimization across multiple investment programs.

James Steele is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2016, with prior experience at Investors Capital Corp. and Eastern Point Advisors Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Alexander Dacunha is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. He is based in Mattapoisett, MA, and holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

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.

Mary Angel Coelho is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, Inc., bringing 41 years of industry experience. She has worked at Cambridge since 2009 and previously co-owned Coelho & Callahan for over three decades. Outside of advising, she provides tax services through her ownership of Coelho & Callahan. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with multiple platform options and proprietary model strategies.

Paul Harney is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with LPL Enterprise and has held prior roles at firms including GWFS Equities, Condon Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in parish activities at St. Joseph, Guardian of the Holy Family Parish in East Falmouth, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is predominantly model-driven, utilizing portfolios developed by internal research and third-party strategists, with access to various financial planning and asset management services.

Katherine Tavares is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as President of the Demello Elementary PTO, where she organizes fundraisers and student activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

John Riley is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Ameriprise since 2020 and previously was employed at Wells Fargo Clearing from 2016 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security claiming options.

Andrew Ingeme is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has four years of experience in the financial industry and also serves as president of Sea Green Bookkeeping and Tax Services Inc., which provides accounting, bookkeeping, payroll, notary, and insurance-related services. Prior to his current role, he worked at Cambridge Investment Research Inc. and Lantana, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.