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 Blueprint Financial Advisors and Edward Jones. Outside of his advisory role, he is involved in the sale of non-variable insurance products and annuities through approved firms. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm employs discretionary and nondiscretionary management strategies and supports co-advisor arrangements, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

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.

Michael Sadowski is a financial advisor at Edward Jones with Series 66 credentials and one year of experience at the firm. His prior work includes roles at Pyrotecnico LLC, Solmetex LLC, and JBM LLC, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Jason Nero is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for ten years before joining Raymond James in 2022. Outside of advising, Nero is involved in several business ventures including ownership and partnership roles in short-term rental properties, a storage unit company, and an HVAC business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm primarily offers non-discretionary financial planning and investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by firm research and multiple implementation options.

Alex Petit is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Hyundai of Keene and William Raveis Mortgage, and spent 14 years at Fidelity Cooperative Bank. He is also an associate at The Nero Wealth Group, where he provides retirement, tax, and legacy planning services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by research and multiple implementation pathways, with a distinctive emphasis on advisory services rather than discretionary management.

Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He is also the owner of Clear Sailing Investment Group, a separate advisory business he has operated since 2009. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party strategists.

Patrick Bullis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services from 2010 to 2025. In addition to his advisory work, he operates a CPA practice specializing in tax preparation, accounting, bookkeeping, and payroll services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Jason Mullane is a financial advisor with Ameriprise in Westminster, MA, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm delivers non-discretionary, research-based recommendations that incorporate tax-smart withdrawal strategies and income planning, supported by algorithmic tools and a centralized consulting team.

David Mason is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at E.T. & L. Corp from 2013 to 2016. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides additional services including tax-efficient investing and securities-based lending.

Jordyn Lynds is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to Edward Jones, Jordyn worked at HUB International and ICNE. Outside of financial advising, Jordyn is involved with the Henry Heywood Memorial Hospital as a resident leader focused on healthy food access, social inclusion, and economic empowerment, and is the owner of Winchendon Woods Farm, where they manage animal care and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports these services with a large network of financial advisors and branch offices nationwide.

Jahan Manasseh is a CFP®-certified financial advisor with Edward Jones, based in Hubbardston, MA, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Manasseh is involved as an operations manager for the ABA basketball team Florida Tropics in Parkland, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Cailte Kelley is a CFP®-designated financial advisor with Edward Jones, based in Winchendon, MA, and has 9 years of industry experience. Prior to joining Edward Jones in 2016, Cailte worked at US Cellular and Opportunities LLC. Outside of financial advising, Cailte is also a musician, performing piano and vocals at various events and venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of financial advisors.

Eric Chouinard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cornerstone Bank and has experience in real estate and the US Army Corps of Engineers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Laliberte is a Series 66-credentialed financial advisor at Edward Jones in Gardner, MA, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director for Gardner Square, helping to connect local businesses with the community through board involvement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.