Jonathan Laird is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is the CEO of Lightshp Capital Management, a support company contracted with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional accounts. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making.

Robert Areano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Robert earned an Associate's Degree from Massachusetts Bay College. His expertise focuses on wealth management and investment advisory services within the financial sector.

Todd Drummey is a CFP® with 31 years of industry experience, currently affiliated with OSAIC since 2023. He has also worked at SagePoint Financial, Inc. since 2009 and operates an independent advisory business under his own name. Outside of his advisory work, Drummey is involved in community and nonprofit activities, including serving on the board of a local trap and skeet club, acting as a trustee for a family foundation and a revocable trust, and volunteering with a local Boy Scout troop. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a broad network of financial advisers. The firm utilizes advanced portfolio construction tools and multiple advisory platforms to provide customized investment solutions.

Simion Procopenco is a financial advisor with LPL Financial in Mattapoisett, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions 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 nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

John Mc Grath is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for eight years and American Income Life Insurance for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

Salvatore Mondello is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Avantax firms, and Coia & Lepore, LTD. He also operates Mondello Financial Services, providing investment guidance, retirement, estate, and college planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large nationwide network of advisors and multiple program platforms.

Kathleen Anderson is a financial advisor with Sage Wealth Advisors LLC in Marion, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked as a Certified Financial Planner since 2000 and has been affiliated with Investors Capital Corp. since 1997. Outside of advisory services, she also sells term insurance through a national brokerage. Sage Wealth Advisors is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small businesses with comprehensive wealth management and financial planning. The firm uses a multi-model allocation approach combining passive and active investments, emphasizing ongoing communication and operating under strict fee-only policies.