Joseph Bourque is an advisor at Worcester Advisors with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Worcester County Fiduciary Advisors Inc. since 2011 as well as Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. since 2008 and 1999, respectively. Worcester Advisors provides investment advisory and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and municipalities. The firm uses a fundamental, value-oriented equity approach with an emphasis on risk control and fixed-income management tailored to interest-rate outlooks, and it serves a range of clients including municipal entities and fiduciary roles.

Jacob Wharton is a financial advisor at Worcester Advisors with a Series 65 designation and one year of industry experience. Prior to his current role, he has held various positions including a consultant for small businesses at the Small Business Development Center in Worcester, MA, where he assists business owners in organizing and assembling financial statements. Worcester Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, business entities, and municipal clients. The firm employs a fundamentally driven, value-oriented equity approach and maintains trust-style capabilities, including managing trust accounts and serving municipal clients.

Sangam Dahal is a financial advisor at Worcester Advisors with three years of industry experience and holds a Series 65 designation. Prior to joining Worcester Advisors, he worked at Clark University, Swopna Events Pvt Ltd, Nabil Investment Banking Limited, and WaterForEveryone-Nepal. Worcester Advisors provides investment advisory and portfolio management services to a diverse client base including individuals, trusts, charitable organizations, pension plans, and municipal clients. The firm employs a fundamentally driven, value-oriented equity investment approach and offers specialized fiduciary and institutional administrative support.