Henry Greenberg is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked for Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 with both discretionary and non-discretionary management options supported by internal and third-party research.

Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves 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 using firm-approved tools and economic modeling to support financial plans.

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.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. His background includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Elaine Mc Laughlin is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Wells Fargo Clearing. 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 with a large network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Shapiro is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at The Patriot Financial Group, Securities America Advisors, and Securities America Inc. Outside of her advisory work, she has also been involved with Green Future Wealth Management as an employee and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides both discretionary and non-discretionary investment solutions through a large network of independent financial professionals and maintains proprietary and third-party 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.

Stephen Zahka is a financial advisor at Edward Jones in Marlborough, MA, holding CFP®, Series 63, and Series 65 designations with 42 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he performs as a musician, singing and playing guitar approximately once per month at local venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Rohan Mehta is a financial advisor with Ameriprise in Marlborough, MA, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in business ownership through DPT Management Corp. and consulting with RHM Holdings LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

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 previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2016. Outside of his advisory work, he is the owner and manager of Commonwealth Consulting Group. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Mcintire is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial industry, he spent several years in education and hospitality roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance products.

Matthew Palmer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at The Investment Center, Inc. and Bio-Techne, among other positions. He is also vice president of Palmer Hammond Inc DBA Palmer Hammond Tax Services, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Shepard Allen is a CFP® with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2024. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2020 to 2023. Outside of his advisory role, Allen is an author and presenter for the National Strength and Conditioning Association and serves as a board member of the Worcester Trust Fund Commission. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple portfolio management solutions through a network of independent Financial Professionals, utilizing a range of custody platforms and discretionary or non-discretionary strategies.

Meaghan Liposky is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Michael Micciche is a financial advisor with Ameriprise in Sudbury, MA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise since 2015 and also serves as an Associate Financial Advisor and Operations Manager at Net Flows, LLC, working with advisors and their clients. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning through written recommendations and ongoing advice focused on income reliability and tax-aware strategies.

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.

Isabel Lopes is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

John Mazzone is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at multiple firms, including SagePoint Financial, Citizens Securities, Wells Fargo Clearing Services, and Santander Securities. Outside of his advisory role, he owns a sole proprietorship called John’s Cord Wood, which provides tree removal and arborist services. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.