Judith Henry is a CFP®-certified financial advisor with 27 years of industry experience, currently with Raymond James Financial in Marlborough, MA. Her prior experience includes 17 years at LPL Financial and two years at Banc of America Investment Services. She also serves at First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Ronald Scott is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior work includes long tenures at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Outside of his advisory work, he owns a sole proprietorship making custom bamboo fly rods by hand. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage, advisory, and retirement plan consulting services, utilizing a range of investment tools and third-party solutions to manage portfolios tailored to client needs.

Steve Thurston is a Series 66-licensed financial advisor with Edward Jones, based in Leominster, MA. He has seven years of industry experience, including eight years at Edward Jones. Prior to joining Edward Jones, he worked at Toys "R" Us for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jennifer Aube is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, as well as a Series 66 license. She has 13 years of experience in the industry, previously working nine years at Edward Jones before joining LPL Financial in 2021. Outside of her advisory work, she hosts the Naked Wealth Podcast, is an author of "The Naked Wealth," and teaches a non-credit community college course at Mount Wachusett Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services with access to model portfolios, research, and various investment strategies.

Drew Mazzeo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work experience includes positions at OneDigital, UKG, Paycor, Connection, and Fitchburg State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Catherine Harrington is a financial advisor at Edward Jones in Worcester, MA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2017, with a one-year career break prior to joining the firm. 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 strategies, separately managed accounts, and affiliated mutual funds.

Greg Abusheery is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he oversees branch operations and leads a team to deliver financial advisory services. Prior to this, he served as a Regional Coaching Consultant at Fidelity Investments from 2022 to 2025. Greg emphasizes leadership and planning rooted in understanding clients' goals, values, and concerns. He focuses on crafting personalized financial plans and building relationships based on empathy and integrity. Outside of his professional work, Greg enjoys activities such as comedy, family outings, fitness, movies, visiting museums, and traveling.

Poonam Walia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. She has worked at Equitable Advisors since 2011 and was previously with AXA Advisors, LLC for nine years. Outside of her advisory role, she is also a tax preparer providing IRS and state audit representation. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory models.

Timothy Furbush is a CFA® charterholder with Series 66 and Series 63 licenses, currently serving as a financial advisor at Edward Jones in Worcester, MA. He has four years of industry experience, including 14 years at State Street Corp prior to joining Edward Jones. Furbush has reported coaching income related to activities with NextJump Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Keith Najjar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Workers Credit Union and several Citizens Bank-related entities. He is involved with Workers Investments & Planning Solutions alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by research and model portfolios.

Zachary Robins is a Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to enhancing clients' financial well-being. He emphasizes delivering an exceptional client experience by prioritizing financial planning before making recommendations, aiming to optimize clients' time and outcomes. Zachary has held various roles at Fidelity Investments since 2013, progressing through positions such as Defined Benefit Representative II, Workplace Guidance I, Workplace Planning & Guidance Consultant II, Investment Consultant, Financial Consultant, Vice President, Financial Consultant, and Vice President, Regional Planning Consultant. This extensive experience has contributed to his expertise in financial consulting and regional planning within the firm. Outside of his professional responsibilities, Zachary enjoys cooking and baking, engaging in family activities, fitness, exploring food cultures, parenthood, and traveling.

Samantha Welsh is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 65 and Series 63 licenses and with two years of industry experience. Her prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

John Brophy is a Series 66-licensed financial advisor with Cetera in Worcester, MA. He has been with Cetera and its affiliated entities since 2025 and has experience working at Archstone Financial and in education, including roles at Randolph Public Schools and the Xfinity Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Scott Foster is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corp for 22 years. Foster is also licensed to offer fixed and term insurance products, including disability and life insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and platforms. The firm provides integrated brokerage, advisory, and financial planning services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Aaron Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes longtime roles at McDavitt Wealth Management and Commonwealth Financial Network. Outside of advising, Murphy serves as a registered USA Hockey referee and is a commissioned notary in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Patrick Riley is a financial advisor at Fidelity Investments with Series 66 credentials and joined the firm in 2024. He has varied early career experience including roles in education and landscaping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs.

Christian Jeeves is Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating environments that support both clients and colleagues, emphasizing collaboration, integrity, and understanding client priorities. He has been with Fidelity Investments since 2022, initially serving as Planning Solutions Regional Vice President before advancing to his current position in 2025.

Nicole Terrio Walsh is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked at Morgan Stanley Smith Barney LLC for three years and operated her own practice for over a decade. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Joshua Foster is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and his wealth management team to develop financial plans that align with clients' needs and goals, and supports the implementation and adjustment of these plans over time. Prior to his current role, Joshua worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. These roles have contributed to his experience in client relationship management and financial planning. No additional information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Richard Clow is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. His prior work includes roles at Milton Hoosic Country Club and Loyola University of Maryland. He has experience in both employment and academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and consulting. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.