Frederik Otte is a Planning Consultant dedicated to partnering with clients to understand their short- and long-term goals and to help build customized financial plans that meet their unique needs. He prioritizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to his current role, Frederik worked as a Customer Relationship Associate at Fidelity Investments from 2023 to 2024. His experience includes client interactions and support within the investment services sector. Outside of his professional responsibilities, Frederik has interests in football, golf, music, and skiing.

Alexander Mlodzinski is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2014 and Bank of America since 2019. He also has prior experience teaching at Quinsigamond Community College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Hughes is a financial advisor with Primerica Advisors in Millbury, MA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2013 and previously spent over two decades at Picor. Outside of his advisory role, Hughes is active as a guitar player. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Emily Domash is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and eight years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, she spent one year at the Insurance Center of New England. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Matthew Lemire is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has two years of industry experience. He has previously worked at the Town of Millbury, the International Baccalaureate Organization, and Abby Kelley Foster Charter Public School. 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. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Connor Bacon is a Financial Consultant at Fidelity Investments, where he currently supports local families in building financial plans tailored to their goals. He collaborates with clients to understand their priorities and identify strategies that meet their unique needs. Connor has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management.

Steven Santucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Commonwealth Financial Network for 23 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Gary Holland is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Cetera and has previously worked at Voya Financial Advisors. Outside of his advisory role, he serves as a trustee for a condominium association in Boston. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a wide range of portfolio management and financial planning services. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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.

Laura Wiedeman is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2016 and leads The Freeman Wiedeman Group, providing comprehensive financial strategies that address clients' diverse financial needs. Laura combines her experience as a former Bank of America Assistant Manager with the investment resources of Merrill Lynch to serve a high-net-worth clientele including engineers, educators, business owners, and women seeking financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, tax minimization, retirement income, and socially responsible investing. Laura emphasizes a client-centric approach, focusing on understanding clients' personal passions, goals, and challenges. She believes in educating clients and offering straightforward recommendations, especially during market volatility and personal difficulties. Laura earned a bachelor's degree from Worcester State College and a high school diploma from Tahanto Regional High School. She holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Laura is involved in community organizations such as Big Brothers Big Sisters, Dress for Success Worcester, and United Way. She enjoys spending time with her family, playing soccer, and practicing yoga.

George Goulas is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cambridge Investment Research in various roles since 2014. In addition to his advisory work, he is an independent insurance agent for several insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and tailored investment strategies.

Mark Cote is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and modeling techniques to support its advisory services while clients remain responsible for plan implementation and updates.

Carlos Ortiz is a financial advisor with Cambridge Investment Research Advisors in Worcester, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at FSC Securities Corp, The Feingold Companies, and PFE Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers a range of investment solutions across multiple platforms, with both proprietary and third-party strategies tailored to client objectives.

Stacia Patton Bowe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and also has a longstanding role at WCVB-TV since 2003. In addition to her advisory work, she is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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.

James Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 certifications and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following 11 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

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.