Paul Pacheco is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1 St. Global Advisors. Outside of advising, he is involved in rental real estate investment. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Simion Procopenco is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Webster Bank, Infinex Investments, and Cape Cod Five Cents Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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, as well as American Income Life Insurance for three years. Mc Grath is based in New Bedford, MA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

David Whiting is a CFP® professional with 40 years of experience in the financial services industry. He has been with LPL Financial since 1994. Whiting serves as treasurer for the Tom C. Siever Charitable Foundation. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers.

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.