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.

Paul Aubin is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Truist Investment Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Alexander Dacunha is a CFP® professional with 15 years of experience in the financial industry, currently affiliated with LPL Financial since 2011. He operates out of Mattapoisett, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting various investment strategies with advanced research and operational tools.

Raymond Desormier is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. In addition, he serves as Vice President of Sales at John F. Stafford Insurance Agency. OSAIC serves a diverse client base including retail investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

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 financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2009, she was associated with Coelho & Callahan for 34 years. Outside of advising, she is involved in property management and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

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.

Stephen Minicucci is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, Citizens Securities, and Bank Newport. Outside of finance, he has a role with Green Softwash Solutions LLC, a business he has been involved with since 2019. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.

Katherine Tavares is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, 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 retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.”

John Farley is a financial advisor with LPL Financial in Portsmouth, Rhode Island, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel for six years and Advest, Inc. for seven years. Outside of finance, he owns two small businesses: John C Farley Photography and Portsmouth Woodworks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies for its extensive advisor network.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and four years of industry experience. He has been with Cambridge in various capacities since 2022 and is also president of Sea Green Bookkeeping and Tax Services Inc., an accounting and bookkeeping firm. Outside of advisory work, he leads this business which provides tax and payroll services as well as notary and human resources functions. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and strategies tailored to client objectives, combining proprietary models with access to third-party managers.

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.

Marcel Gadbois is a financial advisor with LPL Financial in Somerset, Massachusetts, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves on the board of directors for St Michael's Federal Credit Union. 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, model portfolios, third-party asset management, and institutional platforms.

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.