Lisa Comeau is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC for 11 years. Outside of Ameriprise, she provides compliance support through an outside employment role at Detroit Compliance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Mark Quercio is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 designations and 39 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years with Voya Financial Advisors, Inc. He has also been affiliated with North Point Investment Partners for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Andrew Catalfamo is a financial advisor with Ameriprise in Worcester, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary investment research, algorithmic tools, and collaboration between a centralized service team and financial advisors.

Michael Lafata is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Archstone Financial Partners, where he is also an owner. His background includes roles outside finance in the restaurant industry and limited academic positions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and retirement services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

David Doray is a financial advisor with Merrill based in Westborough, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, LPL Financial, and Southbridge Savings Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Mack is a financial advisor with Equitable Advisors in Worcester, MA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Equitable Advisors since 2015, previously associated with Axa Advisors, LLC. Mack is approved to conduct business outside of the Equitable network through Crump. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, delivering services through a network of Investment Adviser Representatives without sponsoring its own wrap fee program.

Robert Cotter is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he serves on the Boylston, MA Zoning Board of Appeals. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with various financial products and referral channels.

Henry Greenberg is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Investors Capital Corp. Outside of his advisory work, he operates a DBA called North Pointe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a broad range of financial planning and investment management services supported by both proprietary and third-party solutions.

Sam Medley is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Sam works closely with clients to understand their financial priorities and collaborates with them to develop personalized financial plans aimed at supporting their current needs and future goals. Sam has held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. This progression reflects a consistent focus on client service and financial planning. Outside of work, Sam has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Satya Mitra is a CFP® professional with 33 years of industry experience, currently advising at Cetera in Worcester, MA. His career includes long-term roles with Avantax Advisory Services and The Guru Tax & Financial Services, and he has been involved in various entrepreneurial and speaking engagements under his own business names. Mitra also holds multiple community leadership roles, including serving on boards and acting as treasurer for local organizations, and participates regularly in public speaking and tax-related radio programming. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Karen Shapiro is a financial advisor with Cambridge Investment Research Advisors in Worcester, MA. She holds the ChFC® designation and a Series 66 license, with 10 years of industry experience. Prior to her current role at Cambridge, she worked at The Patriot Financial Group and Securities America. Outside of her advisory work, she is employed at Green Future Wealth Management. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers multiple platform options and proprietary model strategies.

Ronald Bell is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise Financial Services since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm employs a non-discretionary implementation process and uses proprietary research and third-party data for its recommendations within a defined investment universe.

Joshua Kane is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm’s approach combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations that support retirement income planning.

Keith Reardon is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2021, following five years at Voya Financial Advisors and seven years at Investors Capital Corp. Outside of his advisory role, he is the owner and manager of Commonwealth Consulting Group, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Matthew Palmer is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes positions at Bio-Techne and The Investment Center, Inc., and he is also vice president of Palmer Hammond Inc, a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools for research and operations.

Shepard Allen is a CFP® with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for three years. Allen serves as a board member of the Worcester Trust Fund Commission and is an author and presenter for the National Strength and Conditioning Association. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers both discretionary and non-discretionary management across multiple platforms.

Arushee Divyakirti is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with individuals and families to identify and develop tailored financial strategies that span short-, mid-, and long-term goals. Her client focus areas include college education planning, liquidity management, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. With over a decade of experience, Arushee provides comprehensive guidance ranging from general investing to retirement planning and savings strategies. She partners with Bank of America specialists to offer clients additional banking, credit, home financing, and small business solutions. Arushee holds a Bachelor's Degree from the University of Delhi, a Master's Degree from Western Michigan University, and has completed an Accredited Certificate Program from the Hindu Institute of Management. She also holds the Personal Investment Advisor (PIA) professional designation and is licensed under NMLS#2430426. Fluent in English and Hindi, Arushee is involved with the community organization Ekal Vidyalaya USA. Outside of her professional responsibilities, she enjoys camping, cooking, hiking, spending time with her family, and watching movies.

John Mazzone is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including SagePoint Financial, Citizens Securities, Wells Fargo Clearing Services, and Santander Securities. Outside of his advisory work, he owns a sole proprietorship called John's Cord Wood, which provides tree removal and arborist services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a large multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and the use of discretionary and third-party strategies.

Brent Fisk is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC, Edward Jones, and Sammons Financial Network. Fisk is also involved in a real estate rental business in Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Michael Mccarthy is a financial advisor at LPL Financial with 27 years of industry experience. He has held roles at LPL Financial since 2013 and previously worked at UBS Financial Services from 2009 to 2013. He holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.