Caitlyn Potter is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Fidelity entities since 2017. Strategic Advisers LLC, a Fidelity Investments company where she works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees its investments through both affiliated and third-party sub-advisers.

Stuart Baker is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kovack Advisors and Kovack Securities. Baker is a board member of the Plymouth Lions Club. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

Patrick Driscoll is a CFP® professional affiliated with Cetera, with 26 years of industry experience. His career includes prior roles at VOYA Financial Advisors and various positions within Cetera Wealth Services. Outside of financial advising, he serves as chairman of the Town of Bridgewater Planning Board, is a member of the Town of Bridgewater Housing Trust and Building Committee, and owns real estate development businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Mcniff is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Additionally, he has been involved with Northeast Insurance Agency since 2004, focusing on the sales and service of property, casualty, life, and health insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios tailored to client needs.

Michael Kelley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a part-owner of a dance studio and assists with its management and marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Albert Mui is a financial advisor with Edward Jones in Bridgewater, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked for MFS Fund Distributors Inc. for nine years before joining Edward Jones in 2019. Mui serves as a trustee for the Tanglewood Homeowners Association and is a member of the Middleboro Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Richard La Cava is a financial advisor with Cetera, holding the PFS™ designation and Series 65 and 63 licenses, and has 29 years of industry experience. His prior roles include positions at Avantax Investment Services, Ameriprise Financial Services, and HD Vest Insurance Agency, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

David Bridgwood Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He is also a CPA and has been involved in tax and financial statement preparation through Bridgwood, Benoit & Company, P.C., a firm he co-owns. Additionally, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets.

Brian Mackinnon is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His current role includes work with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Edward Mcbride is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Agia, and VALIC Financial Advisors. In addition to his advisory role, he operates Brayshaw Financial LLC, which focuses on fixed annuity sales, fixed life insurance, and long-term care products. OSAIC serves a diverse client base, including retail and institutional investors, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and access to third-party money managers.

William Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed and various insurance carriers, and he has been involved with business entities including Caprone LLC and The Navist Group. 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 advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and a variety of discretionary and non-discretionary management options.

Albert Stanton is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Purshe Kaplan Sterling Investments. Stanton is also the owner and operator of AMS CS Financial, Inc., his financial advisory practice. 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 personalized, non-discretionary recommendations through a centralized consulting team.

Christopher Melendy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Melendy also served with the Cambridge Fire Department from 1997 to 2022. He receives compensation for sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Schuyler Wakefield is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as an assistant and paraplanner through Plymouth Rock Financial Partners LLC, supporting firm operations and advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and recommendations. The firm’s approach combines proprietary research and third-party data within a structured investment framework that includes Ameriprise affiliated funds and managed accounts.

Christopher Flanders is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. Flanders serves as trustee for two family trusts, managing investments through a third-party money manager for which he is the broker of record. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions for its clients.

Margaret Brook is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has been employed since 2015. She has 13 years of industry experience and is also affiliated with North Light Financial Services. Outside of her advisory work, she serves as president of the Community Garden Club of Duxbury. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using both proprietary and third-party model strategies.

Martin Robbins II is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Ameriprise in 2022. Outside of his advisory role, he is a co-owner of M6X, LLC, a real estate business in Norwell, MA. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized recommendation reports through a centralized consulting team, and provides a broad range of advisory, brokerage, and insurance solutions.

Joseph Chalifoux is a financial advisor with Charles Schwab in Plymouth, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Empower Financial Services, Simplicity Wealth, Oasis Outsourcing, Citizens Securities, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Scott Holcom is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Nicole Mc Guire is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She is the practice manager at Augustine & Johnson Financial Consultants and is a member of the One Southcoast Chamber, a local business networking group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.