Edward Oakes is the principal of The Oakes Financial Group in Troy, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been involved with Oakes Financial Services, Inc. since 2011 and with Hancock Tax & Financial Services since 2005, where he provides income tax preparation services. The Oakes Financial Group offers fee-only financial planning, portfolio design, asset management, and investment consultation to individuals, trusts, estates, and businesses. The firm incorporates educational workshops and seminars into its client services and employs a diversified investment approach based on fundamental analysis and Modern Portfolio Theory.

Marina Muehlke is a financial advisor at Holistic Financial Planning LLC in Westminster, Massachusetts, with three years of industry experience. She holds a Series 65 designation and has worked previously at Ferris Capital LLC, Prudence Financial, Inc., and Wingate Wealth Advisors, LLC. Since 2021, she has also served as Investor Relations Director at Cahoon Capital Management, a firm focused on private lending for single-family fix and flip properties in the New England area. Holistic Financial Planning provides comprehensive, project-based financial planning and investment reviews for individual clients outside the high-net-worth category. The firm delivers strategic, non-discretionary investment recommendations and emphasizes client education through seminars and coaching, operating on an hourly, fee-only basis.

Kenneth Posco is a CFP® professional with 21 years of industry experience and over 40 years as a CPA. He operates Investment Management Trust, LLC as its sole advisor. In addition to his advisory work, he owns and runs a separate CPA practice providing accounting, tax, and investment advisory services in Fitchburg, MA. Investment Management Trust, LLC provides discretionary investment management, wealth management, and financial planning primarily to middle-income clients, high-net-worth individuals, trusts, estates, and small businesses. The firm focuses on long-term portfolio construction using ETFs, individual stocks, and other instruments, combining fundamental, technical, and cyclical analysis while avoiding commission-based products and speculative investments.

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.

Ryan Mcguane is a financial advisor with On Investment Management Company, holding the CFP® designation and Series 63 and 65 licenses, and has 20 years of industry experience. He has worked at firms including THE O.N. Equity Sales Company, Ohio National Financial Services, MML Investors Services, Inc., and Massmutual Life Insurance Company. Outside of his advisory work, he is a partner in an agricultural venture that restored a commercial apple orchard and opened it to the public. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning, third-party investment programs, and managed accounts with both discretionary and non-discretionary options.

Cameron Mac Koul is a financial advisor at Prosperity - An EisnerAmper Company with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Commonwealth Financial Network, and Fidelity Brokerage Services LLC. Prosperity provides investment planning, tax and estate planning, retirement and income protection strategies, and financial consulting to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversified portfolios supported by discretionary and non-discretionary management, using a range of independent managers and third-party technology platforms.

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.

Simon Ellis is a financial advisor with Eagle Strategies (NY Life) based in Leominster, MA. He holds Series 63 and Series 66 credentials and has 18 years of industry experience. His career includes roles at Bright Future Financial, LLC and New York Life-affiliated firms. Outside of his advisory work, Ellis volunteers as a youth soccer coach and manages content for a cancer-related support page. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios within a structure affiliated with New York Life.

Michael Davis is a financial advisor with Eagle Strategies (NY Life) based in Leominster, MA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked with Bright Future Financial, LLC since 2018 and has been associated with Eagle Strategies and affiliated entities since 2013. Davis serves on the Government Affairs Committee of the North Central Massachusetts Chamber of Commerce and is a board member and Grass Roots Co-Chair for NAIFA MA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Nathan Bilotta is a financial advisor with PlanMember Securities Corporation, holding a Series 66 credential and 18 years of industry experience. He has held positions at Equitable Advisors and Lincoln Financial Advisors Corp, and operates his own practice, Welcome Advisors. Outside of financial advising, he serves as a youth and high school football referee and is a commissioned notary public. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management and participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation with risk-based mutual fund portfolios and includes education and support services for plan sponsors and participants.

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.

Casey Head is a financial advisor with Principal Financial Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, Casey serves as President and CEO of White Stag Martial Arts and writes a blog called The Country Gentleman focused on rural living, culture, and history. He is also a member of the Fitzwilliam Town Planning Board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Eliseo Fuentes is a financial advisor with Eagle Strategies (NY Life) based in Leominster, MA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with Eagle Strategies, NYLife Securities LLC, Bright Future Financial, and New York Life Insurance Company. Fuentes is also involved in insurance brokering with outside carriers through Brookfield Partners. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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.

Raymond Croteau is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously operated Croteau Financial and worked with Commonwealth Financial Network for 15 years. He serves as president of Croteau Financial, a support company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a substantial non-discretionary advisory business.

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.

Nicole Groskreutz is a financial advisor at Edward Jones with five years of industry experience. She has held roles at Edward Jones since 2020 and previously worked with Peak Behavioral Services LLC and the University of Saint Joseph. Nicole holds the Series 66 designation. 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 strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,000 advisors.

Edward Fusco is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He has been with Cetera and its affiliated entities since 2013. In addition to his advisory role, Fusco is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

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.

Peter Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at CUSO Financial Services, LP, CUNA Mutual Group, Cuna Brokerage Services, and Investment Professionals, Inc. 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 a large network of investment adviser representatives.

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.

Jennifer Aube is a CFP® and ChFC® with 13 years of industry experience. She has worked at Edward Jones from 2012 to 2021 and has been with LPL Financial since 2021. In addition to her advisory role, she is the host of the Naked Wealth Podcast, an author, and an instructor at Mount Wachusett Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

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.

John Maliska is a financial advisor with Edward Jones in Westminster, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Keller Williams and GSF Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Joseph Croteau is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Technical Products Inc., and SMC Ltd. Outside of his advisory role, he is also an associate at Croteau Financial, where he works as a financial advisor, planner, and wealth manager. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and asset allocation analysis.

Matthew Pouliot is a Financial Consultant I at Fidelity Investments, where he has been serving since 2025. He focuses on understanding clients' unique financial situations to develop tailored strategies aligned with their long-term goals. He emphasizes collaborative planning to manage risk and adapt to changing market conditions, providing transparent analysis and client-centric service to support informed decision-making. Matthew has extensive experience in the financial industry, holding various roles at Fidelity Investments since 2007, including Investment Solutions Consultant for Managed Accounts, Client Management Representative, and Retirement Solutions Representative. Prior to Fidelity, he worked at Wells Fargo Advisors as a Client Associate and at Northwestern Mutual as an Investments Associate. His career began as a Loan Officer at Homeowners Assistance. He holds insurance licenses in Arkansas and California. Outside of work, Matthew's personal interests include the beach, cars, fitness, movies, traveling, and volunteering.

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.

Rick Robichaud is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he focuses on understanding the priorities of clients and their families to tailor investment and retirement plans that align with their unique goals and motivations. Rick leverages both his experience and the resources of Fidelity to assist clients in optimizing their financial strategies. Rick holds a California Insurance License, which supports his expertise in advising clients on insurance-related financial matters. Outside of his professional responsibilities, he engages in family activities and enjoys playing golf.

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.

Kerri Nadeau is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010. She has five years of industry experience and is based in Fitchburg, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices nationwide.