Patrick Stephen Bullis

Cameron Feyrer is a CFP®-designated financial advisor with three years of industry experience, currently with Founders Financial Securities LLC. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and KPMG. He serves as a board member of the North Quabbin Chamber of Commerce in Athol, MA. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and sub-advisory relationships.

Paul Fitzpatrick is a financial advisor with LPL Financial in Gardner, MA, holding Series 63 and Series 66 credentials and having 40 years of industry experience. He has been with LPL Financial since 1996 and currently operates through Northeast Planning Associates, Inc. Prior to focusing on his advisory work, he served as Vice President of Financial Services at GFA Financial Group. Paul is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

William Kessler is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Founders Financial Securities since 2006. Outside of his advisory role, he serves as a trustee for Athol Savings Bank and is District Deputy Grand Master for the Grand Lodge of Massachusetts, involving charitable activities. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and specialized retirement consulting, utilizing multiple advisory platforms and combining advisory, brokerage, and insurance services.

John Macdougall is a financial advisor with Commonwealth Financial Network based in Northfield, MA. He holds a Series 66 designation and has 37 years of industry experience. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michael Caslin is a financial advisor at SPC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Blueprint Financial Advisors. Caslin is also involved in the sale of non-variable insurance products through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice through multiple account programs.

Amanda Melanson is a financial advisor with Edward Jones in Gardner, MA, holding the ChFC® designation and Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.