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.

Cheryl Fonseca is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1989 and previously worked at Rene A. Lepage Financial Services for 35 years. She is also commissioned as a Massachusetts notary public. 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, providing both discretionary and non-discretionary management and access to research and model portfolios.

Jeffrey Gagnon is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 30 years of industry experience, having previously worked at LPL Financial and Cuna Mutual Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various platform arrangements and proprietary as well as third-party strategies.

Evan Pockette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles across various organizations including Charles River Aquatics and TSS Wealth Management. He has also been involved with educational and recreational institutions such as Bentley University and Rutland Recreation. Edward Jones is a full-service wealth management firm serving more than four million clients, ranging from individual households to institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Ruven Rodriguez is a financial advisor at Morgan Stanley with 35 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank since 2015. Outside of his advisory role, Rodriguez serves on the finance and nominating committees of The Acoaxet Club and is a board member and finance committee participant for Uncommon Schools-Roxbury Prep School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, 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 client relationships and employer-sponsored financial planning agreements.

Jon Skov is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as a member of the board of trustees for the Faunce Corner Condominium Trust in North Dartmouth, MA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account services separately, focusing on comprehensive written recommendations without discretionary trading authority.

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.

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.

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.

Raymond Desormier is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Additionally, he serves as Vice President of Sales at John F. Stafford Insurance Agency, a role he has held since 1995. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party managers to construct diversified portfolios across various asset classes.

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.

Zachary Costa is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Bank of America, Ahlborg Construction Corporation, the University of Massachusetts Dartmouth, and Brazilian Grill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Sherri Curria is a financial advisor with Thrivent Investment Management in North Dartmouth, MA, holding Series 63 and Series 66 registrations and nine years of industry experience. Her prior roles include positions at Fidelity Investments, PRUCO Securities, and Citizens Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time planning engagements and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stephen Cushing is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Prior to his financial services career, he spent 14 years at Comcast. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

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.

Robert Blasche is a financial advisor with Edward Jones in North Dartmouth, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Affinivax Inc, Veolia Environmental, and Triumvirate Environmental. He serves as a board member for the Rolling Ridge Farm Homeowners Association, participating in neighborhood meetings and contractor management. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies and is notable for its extensive national network of advisors and branch offices.