Tracy Baker is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, where she manages office and client services. Baker is an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Asta Muldoon is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Ameriprise since 2005. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrea Tremblay is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones in various capacities since 2014. Outside of her advisory role, she has assisted with clerical work related to used auto part resale, managing databases and marketing for a small business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

Neal Borges is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Ameriprise since 1993 in various capacities. Outside of his advisory role, he is a consultant and member of Vertical Dimension, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

James Miles is a financial advisor with Edward Jones in New Bedford, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for nine years at PNC Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated services, including a trust company and proprietary mutual funds.

Kim Frink is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL in 2020, Kim worked at Securities America Advisors and INVEST Financial Corp. Outside of her advisory role, she is involved in book publishing as a writer and independent publisher. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Nathan Richard is a financial advisor at Ameriprise with 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Nathan is also a notary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Luc Domagala is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Ameriprise in multiple roles. Outside of finance, he is a shift leader at Annie’s Ice Cream Shack, where he oversees new hires and ensures customer service quality. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focusing on income sources and tax-aware withdrawal strategies.

Lia Webb is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 65 designation and has worked at multiple Charles Schwab affiliates since 2018, as well as at ThomasPartners, Inc. from 2016 to 2018. 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 offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure combining brokerage, custody, and advisory functions.

Andrew Quinn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2006, with prior experience at Banc of America Investment Services and Quick & Reilly. Quinn also manages insurance sales and serves as a relationship manager and business development officer for Rockland Trust’s Trust/Wealth Management Group. 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 institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by extensive technology and a broad scope of non-advisory financial services.

Arlene Harrington is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her prior work includes roles at Equitable Advisors, New York Life Insurance Co, and Bankers Life & Casualty. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to insurance products and affiliated trust and lending services.

Daniel Stlaurent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes nearly three decades at Stop & Shop Supermarkets and roles at TJX Companies and Public Employee Educational Retirement Services, Inc., where he continues to work part-time in retirement planning and wealth management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

John Varao is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Cetera and has previously held roles at Avantax Advisory Services and 1ST Global Advisors. Varao is also a director of The Robert F. Stoico / FIRSTFED Charitable Foundation, which supports nonprofit organizations in Southeastern Massachusetts and Rhode Island. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary program options.

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 at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 1989, as well as Rene A. Lepage Financial Services from 1984 to 2019. Outside her advisory role, she is a Massachusetts notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and research tools.

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.

Jonah Callandret is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Guardian Life Insurance Co, The Bulfinch Group Insurance Agency, and Park Avenue Securities. Outside of his advisory role, he also engages in insurance services as an independent contractor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.

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.