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® professional with 39 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2023. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. He also serves as Treasurer for the Flora T. Little Trust at the Bridgewater Public Library. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of portfolio management solutions and utilizes multiple custody and platform arrangements to tailor strategies to client objectives.

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.

James Steele is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Advisors LLC since 2016 and Investors Capital Corporation from 2002 to 2016. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform supported by a large nationwide network of independent advisors.

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.

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® 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.

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.

Paul Pacheco is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Avantax Investment Services and 1 St. Global Advisors. Pacheco is also involved in a rental real estate investment business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Simion Procopenco is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, Inc. and Cape Cod Five Cents Savings Bank. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

David Whiting is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 1994. He holds the Series 63 license and is based in Plymouth, MA. Outside of his advisory role, he serves as Treasurer of the Tom C. Siever Charitable Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Meaghen Avila is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2014 and has over a decade of experience with Bank of America, N.A. Additionally, she has been involved with the Town of Fairhaven in various capacities since 2003. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers.