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 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.

Welson Cesar is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with a select group of clients, including individuals, families, and business owners, to build, manage, protect, and transition their wealth in a holistic manner. Welson holds the CERTIFIED FINANCIAL PLANNER™ designation, which underscores his commitment to providing sound financial guidance. Welson's professional experience spans several roles within the financial industry. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2022 to 2025. He also gained experience at J.P. Morgan Chase Bank, N.A., where he was a Private Client Advisor from 2019 to 2022, a Licensed Banker from 2017 to 2019, and a Personal Banker from 2016 to 2017. He holds a California Insurance License. Outside of his professional life, Welson engages in activities such as family time, social events with friends, gardening, hiking, kayaking, and parenthood.

Robert Curtis is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc., and he has operated Curtis Asset Management since 2012. Curtis is also involved in a non-variable insurance business related to his investment activities. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

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 prior roles include positions at Rockland Trust, Cetera, Wells Fargo Advisors, and Wells Fargo Clearing. He is 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

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.

Edward Fusco is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliated entities since 2013. Fusco is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across multiple program structures.

Jay Boothroyd is the Vice President and Branch Leader at Fidelity Investments, where he leads a team dedicated to becoming primary financial partners to their clients. He focuses on inspiring, engaging, and motivating his team to assist clients in creating and implementing plans to achieve their financial goals. Jay has held various roles at Fidelity Investments since 2006, progressing from Financial Representative to his current leadership position. His experience also includes positions as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Incorporated, and Morgan Stanley Smith Barney, reflecting a broad background in financial consulting and advisory services. Throughout his career, Jay has developed expertise in financial planning and investment management, supporting clients through different stages of their financial journeys.

Scott Holden is a financial advisor with OSAIC in Concord, MA, holding Series 63 and Series 65 designations and 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 33 years with Signator Investors, Inc. In addition to his advisory role, he is involved in insurance brokerage activities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Alan Bell is a financial advisor with Edward Jones in Littleton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he works as an announcer and host for entertainment events and is a Reiki Master Teacher who co-instructs energy healing workshops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

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.

Lea Mezzanotte is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within the company, including Relationship Manager and Financial Representative, illustrating her comprehensive understanding of financial services and client relationship management. Her approach involves working closely with clients to understand their personal preferences and financial situations. She utilizes Fidelity's tools to help clients build customized financial plans aimed at achieving their goals. Lea's experience across various roles at Fidelity has equipped her with practical knowledge in planning and financial representation. Outside of her professional work, Lea has personal interests in boating, lake activities, surfing, and volunteering. She also has a fondness for pets.

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 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.