Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

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.

Paula Tavares is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has previously worked at Voya Financial Advisors and Sylvia & Company. Outside of financial advising, she serves as secretary for St. James St. John School and is involved with the Women's Fund, assisting with organizing community events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

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 at Fidelity with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been affiliated with various Fidelity 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 broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund-of-funds management, and model portfolio delivery, with oversight controls and use of AI-driven methodologies.

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 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.

Todd Drummey is a CFP® with 31 years of industry experience, currently affiliated with OSAIC since 2023. He has also worked at SagePoint Financial, Inc. since 2009 and operates an independent advisory business under his own name. Outside of his advisory work, Drummey is involved in community and nonprofit activities, including serving on the board of a local trap and skeet club, acting as a trustee for a family foundation and a revocable trust, and volunteering with a local Boy Scout troop. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a broad network of financial advisers. The firm utilizes advanced portfolio construction tools and multiple advisory platforms to provide customized investment solutions.

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 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.

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.

James Fonseca is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at LPL Financial since 2016. Outside of his advisory role, Fonseca is involved as a youth soccer coach and works as a sports official/referee. 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 portfolio programs, supported by extensive operational and research tools.

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.