Christian Hughes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Cetera or its affiliated entities since 2002 and also operates John Hughes Tax Preparation, where he provides tax preparation, planning, and client advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary investment options.

Nancy Oldakowski is a financial advisor at Morgan Stanley in Worcester, MA, with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Devan Gould is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Christian Schneider is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Cambridge, he held roles at Guardian Life Insurance Company, Park Avenue Securities, and other firms. Outside of his advisory work, Schneider is involved in coaching. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and advisory platforms.

Hamilton Soriano is a financial advisor with Edward Jones in Worcester, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Leominster Credit Union, Santander Securities, Morgan Stanley, and Belmont Savings Bank. He serves on the board of Latino Liders Worcester, a local fundraising organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Kathryn Cataldo is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, she was affiliated with North Pointe Wealth Management and Voya Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions supported by both discretionary and non-discretionary management options.

Alison Kennedy is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. In her role, she focuses on developing and implementing tailored financial plans, guiding clients through wealth planning decisions, and providing the tools and confidence necessary to work towards their financial goals. She collaborates closely with her Wealth Management Team to deliver these services. Prior to joining Fidelity, Alison founded and served as Managing Partner of First Line Advisors from 2013 to 2019. Her career also includes experience as Director of Investor Relations and Business Development at Fireman Capital Partners, Vice President roles at Adveq Management and JPMorgan, a Financial Advisor Associate position at Sanford C. Bernstein & Co., and a Statistical Analyst role at Moody’s Investor Services. Outside of her professional work, Alison engages in activities such as biking, fitness, golf, hiking, kayaking, and volunteering.

Sergio Saccoccio is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021 and was a Financial Advisor at Morgan Stanley from 2014 to 2020. Sergio partners with clients to understand both their short and long-term financial goals and develops customized financial plans to meet their unique needs. He emphasizes clear communication to ensure clients understand the strategies being employed and how they benefit from them. Building strong, trustworthy relationships with clients and their families is a key focus of his practice. Outside of his professional responsibilities, Sergio engages in family activities and enjoys sports such as football, golf, skiing, and soccer, as well as social events with friends.

Kevin Seabury is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Opus Investment Management and Symmetry Partners, LLC. He is also involved with the Vermont Captive Insurance Association, serving on the Member Engagement Committee of this nonprofit trade association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

David Brunelle is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including Voya Financial Advisors and Berkshire Hills Bancorp. Brunelle serves as chairman of the board at Berkshire Hills Bancorp and is also a board member of Beacon Bank and Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Angela Collins is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has held prior roles at Bank of America and educational institutions including Northern Essex Community College and Quinsigamond Community College. Outside of her advisory work, she operated Miss Angies Child Care for a year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hannah Goode is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at The Baupost Group from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client goals.

Patrick Power is a financial advisor at Morgan Stanley in Worcester, MA, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked in the restaurant and service industry and was involved with UMass Football. Power is also a proprietor of Vintage Grille, a restaurant and bar in Worcester. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Patrick Ciummo is a financial advisor with Charles Schwab in Glendale, RI, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Kenneth Mongeon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works with local individuals and families to support their financial goals related to building, preserving, and passing along wealth through informed financial decisions. Kenneth has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1996. His career includes positions such as Investment Consultant, Regional Retirement Consultant III, Retirement Product and Service Specialist, and Manager of Inside Sales, among others. He holds a California Insurance License. Outside of his professional work, Kenneth enjoys baseball, golf, and skiing.

Michael Tivnan is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Rockland Trust, Cetera, and Wells Fargo Advisors. In addition to his advisory work, he is involved with the Fellowship of Christian Athletes Central & Western Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alex Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2009 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Matthew Shiely serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He leads The Shiely Group along with 18 other financial advisors and support staff, focusing on meeting the distinct wealth management needs of affluent client families. He specializes in comprehensive wealth management including concentration-risk mitigation, succession and exit planning, multi-generational wealth transfer, tax-efficient investment planning, portfolio management, and private banking solutions. Matthew holds a Bachelor’s degree from the University of Notre Dame and a Master’s degree from Babson College, where he graduated Magna Cum Laude. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Investments & Wealth Institute. Outside of his professional role, Matthew lives in Groton with his wife and two children. He is involved with Junior Achievement of Central MA and values spending time with his family, caring for the environment, and sharing responsibilities and benefits of farm life with his children.

Aaron Kohl is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 11 years of industry experience. He has previously worked at Voya Financial Advisors and currently serves as an adjunct professor at Worcester State University. Kohl is also the treasurer and director of a nonprofit organization, Emmaus City Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jeffrey Jeznach is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various capacities within Fidelity since 1990. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies and fund-of-funds.