Elisa Chan is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 16 years of industry experience. Her work history includes roles at Cambridge Investment Research, Dream Big Financial, Chan And Dahrooge Financial Group, Eagle Strategies, and New York Life Insurance Company. She is also a notary public. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm supports both discretionary and non-discretionary investment strategies through various platform arrangements and offers proprietary and third-party model strategies.

Jason Roy is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he acts as a planning resource for families, focusing on creating financial plans for retirement income and legacy planning considerations. Prior to this, he held positions at Fidelity Investments including Vice President, Financial Consultant from 2012 to 2018, Financial Consultant from 2011 to 2012, and Relationship Manager from 2008 to 2011. Throughout his career at Fidelity, Jason has developed experience in financial consulting and relationship management, supporting clients' financial planning needs.

Akash Garg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a personal understanding of financial planning, having begun investing at a young age and developed a long-standing commitment to helping clients articulate and pursue their financial goals. Akash supports a range of client needs including executive and equity compensation, family wealth management, legacy and philanthropic planning, tax minimization, and socially responsible investing strategies. A second-generation financial advisor, Akash holds a Bachelor's Degree from Bentley University and carries several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is fluent in English, Spanish, and Hindi and participates in professional and community organizations such as Mechanics Hall. Outside of his professional role, Akash enjoys spending time with family and friends in the greater Worcester area. His personal interests include volleyball, baseball, basketball, cooking, gardening, music, painting, photography, and watching movies. He is also engaged in community volunteer activities focused on promoting financial literacy.

Anna Joyce is an Investment Consultant at Fidelity Investments, where she has been working since 2025. Prior to this role, she held positions as a Planning Consultant from 2024 to 2025, a Relationship Manager in 2024, and a Financial Representative from 2022 to 2023 at the same company. In her role, Anna helps clients identify and prioritize their financial goals by understanding what matters most to them and their families. She collaborates with clients to co-create and implement personalized financial plans that support their needs both now and in the future. Outside of her professional responsibilities, Anna has interests that include spending time at the beach, fitness activities, social events with friends, golf, and volunteering.

Jennifer Desimone is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors and World Financial Group. In addition to her advisory role, she is involved with LaMothe & DeSimone Financial Services, Inc., which provides tax preparation and accounting services. 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 comprehensive financial planning, various advisory programs, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Michael Martin is a financial advisor with Raymond James & Associates in Worcester, MA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Girard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he serves as a board member for both the Society of Financial Service Professionals, Worcester Chapter, and the NAIFA Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers customizable investment solutions through a network of independent Financial Professionals, employing a range of portfolio management strategies across various platform arrangements.

Alexis Hamada is a financial advisor at Merrill with one year of industry experience. Holding a Series 66 designation, Alexis has also worked at Bank of America and has prior experience in various roles including positions at DoorDash, Instacart, and Bernie and Phyl's Furniture. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Robert Early is a financial advisor with Fidelity, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Wachusett Country Club and Thrifty Car Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

George Leasca is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a board member of the Alpha Omega Council, an organization involved in art, culture, education, and sports. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach.

Christopher Mallon is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior roles include positions at Nuveen Investments and Dynamic Wealth Advisors. Outside of his advisory work, he is the owner of Pouch Drops, a home-based non-investment business. 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 and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

Mark Vilensky is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and joined LPL Enterprise in 2024. He is also licensed to sell property and casualty insurance, though he is not currently active in that area. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management, and a platform integrating adviser programs with insurance sales and lending services.

Brian Ford is a financial advisor at Mass Mutual Investors Services with nine years of experience in the industry. He holds a Series 66 designation and has previously worked at MetLife Securities and Baystate Financial, among others. Outside of his advisory role, he is a minority owner of Worcester Financial Group, Inc., where he is involved in reviewing business operations and managing the financial services practice. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized services such as divorce planning and estate settlement.

Wahaj Sarwar is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Edward Jones in Worcester, MA, having previously worked at firms including Bank of America and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and supports clients through an extensive network of advisors and branch offices nationwide.

Christopher Lussier is a financial advisor at Raymond James & Associates in Worcester, MA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. His prior work includes roles at Next Level Properties, LLC and Fleur de Lis Properties, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad network of advisers and a range of portfolio management strategies.

Jamie De Caire is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Jamie was associated with Gaudette Insurance Agency, Inc. for 19 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Charles Riggin is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera and its affiliated entities. Outside of his advisory role, he is a partner at Archstone Financial and involved with Gatehouse Financial, providing consulting and financial services. Cetera Investment Advisers LLC operates as an SEC-registered firm serving both individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and investment strategies.

Mark Smith is a CFP® with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2019. He previously worked for Securities America Advisors, Inc. for 10 years. Smith serves as president and board member of local community organizations in Fiskdale, Massachusetts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and utilizes a variety of portfolio management platforms and strategies.

Derek Happy is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 17 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. In addition to his advisory practice, he manages and operates a financial planning business entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and models to provide comprehensive planning recommendations.

David Monroe is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes positions at Merrill and roles outside finance such as at Enterprise Rent-a-Car and Worcester State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI in research.