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.

Jordan Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Worcester Credit Union and held various roles in public and nonprofit sectors. Outside of his advisory role, he sells collectibles through the online marketplace Mercari. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to create tailored financial plans.

Peter Mina is a financial advisor at Ameriprise with 45 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a managing member of 324 Grove Advisors LLC, an entity used solely to collect rent and pay expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Andrew Bermani Mc Cann is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Cambridge Investment Research Advisors and Enterprise Holdings Inc. Outside of his advisory role, he has interests in insurance and benefits through employment at Streetlight Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

James Billman Golemme is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, following six years at Bay Financial Advisors, Inc. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Indu Sharma is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, United Bank, Infinex Investments, and Peoples United Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary advisory model and combines institutional advisory capabilities with broker-dealer and investment adviser registrations.

Paul Couture is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and at H. Beck, Inc. for ten years. He is also a notary. 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, providing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Joshua Farmer is a financial advisor with LPL Financial in Oxford, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including 16 years with LPL Financial. In addition to his advisory role, he is involved in health insurance plans for small groups licensed in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Nathan Lucier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2001, progressing through various roles including Financial Consultant, Investment Consultant, Manager of Retirement Investment Services, and Retirement Investment Representative. Prior to joining Fidelity, he worked as a Financial Planner at Prudential from 2000 to 2001. With 25 years of experience in financial services, Nathan collaborates with clients to understand their needs and aspirations, focusing on building tailored financial plans that protect and grow their wealth. He aims to be a primary financial partner to his clients and their families, working closely with them to develop appropriate strategies. No information regarding Nathan's education, credentials, personal interests, or community involvement was provided.

John Cooney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. Outside of advising, he is also an independent insurance agent and serves as treasurer for Cooney Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.