Angela Collins is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has held prior roles at Bank of America and educational institutions including Northern Essex Community College and Quinsigamond Community College. Outside of her advisory work, she operated Miss Angies Child Care for a year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hannah Goode is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at The Baupost Group from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client goals.

Jessica Cole is a financial advisor at Osaic with 20 years of industry experience. She holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Osaic in 2023, she worked at Sagepoint Financial, Inc. for six years and SII Investments for five years. She is president of Synergy Wealth Partners LLC, which offers fixed insurance products. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides brokerage and advisory services, financial planning, retirement plan consulting, and access to managed portfolios and third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Patrick Power is a financial advisor at Morgan Stanley in Worcester, MA, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked in the restaurant and service industry and was involved with UMass Football. Power is also a proprietor of Vintage Grille, a restaurant and bar in Worcester. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Christopher Lindon is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Morgan Stanley since 2009, with a brief one-year break in 2016-2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Kenneth Mongeon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works with local individuals and families to support their financial goals related to building, preserving, and passing along wealth through informed financial decisions. Kenneth has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1996. His career includes positions such as Investment Consultant, Regional Retirement Consultant III, Retirement Product and Service Specialist, and Manager of Inside Sales, among others. He holds a California Insurance License. Outside of his professional work, Kenneth enjoys baseball, golf, and skiing.

Michael Tivnan is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Rockland Trust, Cetera, and Wells Fargo Advisors. In addition to his advisory work, he is involved with the Fellowship of Christian Athletes Central & Western Massachusetts. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alex Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2009 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Matthew Shiely serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He leads The Shiely Group along with 18 other financial advisors and support staff, focusing on meeting the distinct wealth management needs of affluent client families. He specializes in comprehensive wealth management including concentration-risk mitigation, succession and exit planning, multi-generational wealth transfer, tax-efficient investment planning, portfolio management, and private banking solutions. Matthew holds a Bachelor’s degree from the University of Notre Dame and a Master’s degree from Babson College, where he graduated Magna Cum Laude. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Investments & Wealth Institute. Outside of his professional role, Matthew lives in Groton with his wife and two children. He is involved with Junior Achievement of Central MA and values spending time with his family, caring for the environment, and sharing responsibilities and benefits of farm life with his children.

Aaron Kohl is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 11 years of industry experience. He has previously worked at Voya Financial Advisors and currently serves as an adjunct professor at Worcester State University. Kohl is also the treasurer and director of a nonprofit organization, Emmaus City Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jeffrey Jeznach is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various capacities within Fidelity since 1990. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies and fund-of-funds.

Henri Rocheleau III is a financial advisor with LPL Financial in Worcester, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including five years at LPL Financial and five years at Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Karen Norrman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Citizens Securities, and Cambridge Investment Research. She is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Brent Braswell is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity, including roles at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, oversight controls, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Caitlin Dumas is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Stephen Dilanian is a financial advisor with LPL Financial in Worcester, MA. He holds a Series 66 designation and has 11 years of industry experience, all with LPL Financial since 2015. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Patrick Canney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. His professional journey at Fidelity began in 2021, during which he has held several positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and Investment Consultant. Patrick focuses on working with local clients and their families to provide financial clarity and support. He emphasizes understanding each client's unique story to develop financial plans and strategies tailored to their individual goals.

Joshua Honig is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015, following six years at Mapfre Insurance. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

James Kenary IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jeffrey Singer is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves clients through CUNA Brokerage Services, Inc. and Central One Federal Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.