Ann Irons is a financial advisor with Ameriprise in Hopkinton, MA, holding Series 65 and Series 66 licenses and two years of industry experience. She has operated her own CPA firm, Ann M Irons, CPA LLC, since 2003. 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 retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Matthew Sanko is a financial advisor at Edward Jones in Northborough, MA, holding a Series 66 credential. He has one year of industry experience and has prior work history in public education and municipal service, including roles with Marlborough Public Schools, Benjamin Franklin Classical Charter Public School, and the Town of Hudson. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Hamilton Soriano is a financial advisor with Edward Jones in Worcester, MA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Leominster Credit Union, Santander Securities, and Morgan Stanley. Soriano serves on the board of Latino Liders Worcester, a local fundraising organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Cataldo is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2019, previously serving at North Pointe Wealth Management, VOYA Financial Advisors, and Investors Capital Corp. in various advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Alison Kennedy is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. In her role, she focuses on developing and implementing tailored financial plans, guiding clients through wealth planning decisions, and providing the tools and confidence necessary to work towards their financial goals. She collaborates closely with her Wealth Management Team to deliver these services. Prior to joining Fidelity, Alison founded and served as Managing Partner of First Line Advisors from 2013 to 2019. Her career also includes experience as Director of Investor Relations and Business Development at Fireman Capital Partners, Vice President roles at Adveq Management and JPMorgan, a Financial Advisor Associate position at Sanford C. Bernstein & Co., and a Statistical Analyst role at Moody’s Investor Services. Outside of her professional work, Alison engages in activities such as biking, fitness, golf, hiking, kayaking, and volunteering.

Sergio Saccoccio is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021 and was a Financial Advisor at Morgan Stanley from 2014 to 2020. Sergio partners with clients to understand both their short and long-term financial goals and develops customized financial plans to meet their unique needs. He emphasizes clear communication to ensure clients understand the strategies being employed and how they benefit from them. Building strong, trustworthy relationships with clients and their families is a key focus of his practice. Outside of his professional responsibilities, Sergio engages in family activities and enjoys sports such as football, golf, skiing, and soccer, as well as social events with friends.

Kevin Seabury is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Opus Investment Management and Symmetry Partners, LLC. He is also involved with the Vermont Captive Insurance Association, serving on the Member Engagement Committee of this nonprofit trade association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

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.

Angela Collins is a Series 66-licensed financial advisor with Merrill, where she has worked since 2021. She has eight years of industry experience, including roles at Bank of America and teaching positions at Northern Essex Community College and Quinsigamond Community College. She also operated a child care business for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, utilizing internal and third-party managers and supporting various account types with trading, administration, and custody services.

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.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2015 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Kevin Mc Carthy is a Series 66-licensed financial advisor with three years of industry experience. He is currently with J.P. Morgan Securities and has held prior roles at Fidelity Investments, Merrill, Bank of America, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its recommendations.