Joseph Bourque is an advisor at Worcester Advisors with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Worcester County Fiduciary Advisors Inc. since 2011 as well as Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. since 2008 and 1999, respectively. Worcester Advisors provides investment advisory and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and municipalities. The firm uses a fundamental, value-oriented equity approach with an emphasis on risk control and fixed-income management tailored to interest-rate outlooks, and it serves a range of clients including municipal entities and fiduciary roles.

Jacob Wharton is a financial advisor at Worcester Advisors with a Series 65 designation and one year of industry experience. Prior to his current role, he has held various positions including a consultant for small businesses at the Small Business Development Center in Worcester, MA, where he assists business owners in organizing and assembling financial statements. Worcester Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, business entities, and municipal clients. The firm employs a fundamentally driven, value-oriented equity approach and maintains trust-style capabilities, including managing trust accounts and serving municipal clients.

Marcus Green is a financial advisor at GreenPort Capital Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked at Vodia Capital, LLC since 2007. GreenPort Capital Advisors provides personalized investment and financial management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm employs a long-term, diversified investment approach combining fundamental and technical analysis, with attention to tax and liquidity considerations.

Nancy Scott is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. She is currently with Bartholomew & Company Wealth Management, LLC and has worked with Commonwealth Financial Network and Bartholomew and Company, Inc. since 2006. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm uses a combination of active, passive, and core-satellite investment strategies supported by institutional research and emphasizes short-term, high-grade fixed income and municipal bond strategies.

Geoffrey Dancey is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Cutler Capital Management LLC since 2003, working in Worcester, MA as part of a six-person advisory team. Cutler Capital Management is a SEC-registered investment adviser serving individuals, trusts, retirement plans, and pooled private investment funds. The firm specializes in convertible securities, financial-sector equities with a focus on community banks, and publicly traded REITs, using both fundamental and technical analysis to construct portfolios aimed at current income with upside potential and managed downside risk.

Richard Shrier is a ChFC® and Series 63 designated advisor with 22 years of industry experience. He has been self-employed since 2002 and has been with Shrier Associates, LLC since 1988. He serves as vice-chair of the Investment Committee and is a board member for the Union for Reform Judaism, as well as a board director and investment committee member for the Reform Pension Board. Shrier Associates provides investment management, financial planning, and pension consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm manages approximately $85.9 million in client assets, offering customized, long-term investment strategies across individual and institutional clients through discretionary and non-discretionary engagements.

Kyle Cornell is a financial advisor at Bartholomew & Company Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Bartholomew & Company, Commonwealth Financial Network, and Merrill Lynch. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and institutional clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting, utilizing a combination of active, passive, and core-satellite strategies supported by institutional research.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

Sangam Dahal is a financial advisor at Worcester Advisors with three years of industry experience and holds a Series 65 designation. Prior to joining Worcester Advisors, he worked at Clark University, Swopna Events Pvt Ltd, Nabil Investment Banking Limited, and WaterForEveryone-Nepal. Worcester Advisors provides investment advisory and portfolio management services to a diverse client base including individuals, trusts, charitable organizations, pension plans, and municipal clients. The firm employs a fundamentally driven, value-oriented equity investment approach and offers specialized fiduciary and institutional administrative support.

Charles Patterson is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA, holding a Series 66 designation and 24 years of industry experience. He has been with Bartholomew & Company, Inc. and Commonwealth Financial Network since 2002. Outside of his advisory role, Patterson is involved in antique sales and serves as secretary for Bartholomew & Company, Inc. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional clients. The firm employs a mix of active, passive, and core-satellite investment strategies, with a focus on fixed income and municipal bonds, and offers both standalone financial planning and consulting options.

Jonathan Mack is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services Inc for 13 years. His other business activities include fixed insurance sales conducted at his branch location. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement plan consulting. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients, using a combination of active, passive, and core-satellite investment strategies supported by an institutional research process.

Thomas Jacobsen is a financial advisor with Assabet Advisors, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at BNY Mellon and West Texas A&M University. Outside of his advisory work, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting duties. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific investment approach based on modern portfolio theory, emphasizing strategic asset allocation and individualized investment policy statements.

Jennifer Moran is a financial advisor at Bartholomew & Company Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. She spends a portion of her time involved in fixed insurance sales conducted at her branch location. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients, utilizing a combination of active, passive, and core-satellite strategies supported by institutional research.

Kathleen Cyganiewicz is a financial advisor at Bartholomew & Company Wealth Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked with Commonwealth Financial Network and Bartholomew and Company, Inc. during her career. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, institutional clients, and nonprofits. The firm employs a combination of active, passive, and core-satellite investment strategies alongside firm-developed model portfolios, with a focus on short-term, high-grade fixed income and municipal bonds.

Allen Dillaire is a CFP® with 27 years of industry experience, currently serving as an advisor at Bartholomew & Company Wealth Management, LLC. His prior roles include positions at Commonwealth Financial Network and H.D. Vest, among others. In addition to advisory work, he provides tax preparation and general accounting services in Worcester, MA. Bartholomew & Company Wealth Management, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients. The firm uses a combination of model portfolios and customized allocations, emphasizing short-term, high-grade fixed income and municipal bond strategies.

Jacob Girard is the founder of Girard Capital Management and holds a Series 65 designation. He has experience working at KPMG and in education prior to establishing his advisory firm in 2024. Girard Capital Management is a registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach within a Modern Portfolio Theory framework and offers access to a range of asset classes including private and alternative investments.

Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.

Jeffrey Prunier is a CFP® with 10 years of industry experience and is currently a principal at J.R. Prunier Capital Management LLC, where he has worked since 2022. His prior experience includes positions at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients, including high-net-worth individuals, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental analysis and modern portfolio theory, and operates primarily under discretionary authority.

Brian Jamros is a financial advisor at Bartholomew & Company Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with Bartholomew & Company and Commonwealth Financial Network since 2016. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional investors. The firm employs a combination of active, passive, and core-satellite strategies supported by institutional research, with a focus on fixed income and municipal bonds, and offers both standalone financial planning and portfolio management services.

Emily Sricharoenchaikit is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Zen Wealth Advisors, LLC since 2023. She previously worked for Grimes and Company and NewEdge Securities, Inc. for a decade. Emily is an independent licensed insurance agent and serves as a board member and investment committee member of the Worcester Business Development Corporation. Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, including pension and profit-sharing plans. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management with regular client reviews and reporting.