Sherri Curria is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Her prior experience includes roles at Fidelity Investments, PRUCO Securities, and Citizens Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing 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.

Paul Pacheco is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is involved in owning and managing rental real estate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program options and third-party money manager access.

Dennis Forest is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed author of a book about a 700+ mile walk completed in 2023. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

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.

David Whiting is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 1994. He holds the Series 63 license and is based in Plymouth, MA. Outside of his advisory role, he serves as Treasurer of the Tom C. Siever Charitable Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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.

Michael Tessier is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Brown & Brown Insurance, and positions in education and food service. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

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.