David Brunelle is a financial advisor with LPL Financial in Worcester, MA, holding Series 63, 65, and 66 licenses and over 32 years of industry experience. He has held roles at LPL Financial since 2021, Berkshire Hills Bancorp since 2017, Voya Financial Advisors from 2016 to 2021, and North Point Investment Partners since 2001. Brunelle serves as chairman of the board at Berkshire Hills Bancorp and is a board member of Beacon Bank and Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, asset management programs, and institutional platforms.

William Winkelmann is a financial advisor at Edward Jones in Marlborough, MA, holding a Series 66 designation with nine years of industry experience. He previously worked at Mass Mutual Financial Group and Saint Michael's College. Outside of his advisory role, he has been associated with Brigade Baseball in Lancaster, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, complemented by affiliated mutual funds and other financial services.

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 Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 21 years of experience in the financial services industry. She currently works at Osaic and previously held positions at Sagepoint Financial, Inc., Sii Investments, and OneAmerica Securities, Inc. Outside of her advisory role, she serves as president of Synergy Wealth Partners LLC and Synergy Wealth LLC, entities through which she engages in fixed insurance product offerings and manages staff and benefits. Osaic Wealth serves a diverse client base including retail, institutional, high-net-worth, and non-high-net-worth investors, as well as retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by multiple custodial and legacy program arrangements.

Patrick Power is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley, he worked in the restaurant industry and has been involved with UMass football and other local organizations. Outside of his advisory role, he is a proprietor and partner at Vintage Grille, a restaurant and bar in Worcester. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee insights in its advisory process.

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 with LPL Financial in Worcester, MA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His career includes roles at Rockland Trust, Cetera, and Wells Fargo Clearing. He is also involved with the Fellowship of Christian Athletes Central & Western Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Andrew Nawrocki is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Avidia Bank and Banc Of America Investment Services, Inc. in roles spanning 2006 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 with Fidelity, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at various Fidelity affiliates since 1990, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, alongside oversight of sub-advisers and conflict-of-interest evaluations.

Henri Rocheleau III is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has worked at multiple firms, including Voya Financial Advisors and Investors Capital Corp. based in Worcester, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and technology tools.

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 at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for one year before joining LPL Financial in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary research and third-party subadvisors.

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 20 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 individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.