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.

Joan Donahue is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. She holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Sam Forrest is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their financial goals, identify challenges, and develop plans to achieve success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and currently serving as an Investment Consultant since 2024. Throughout his tenure at Fidelity Investments, Sam has gained experience in client relationship management and investment solutions. His career path reflects a consistent focus on supporting clients in navigating their financial journeys. Outside of his professional work, Sam has interests in food, football, golf, music, and pets.

William Dittrich is a CFP® certificant with five years of industry experience, currently affiliated with Raymond James Financial in Franklin, MA. His work history includes roles at 1776 Financial and Merrill Lynch. He is involved with 1776 Financial as an independent contractor providing financial advice and administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals.

David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

Patrick Hogan Jr. is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at ENE Systems Inc. from 2015 to 2023. 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 through a network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

Deidre Piers is an International Wealth Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001, bringing over two decades of experience in guiding a select group of wealthy families through goals-based wealth management. Deidre emphasizes building personal relationships with her clients to better understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Deidre holds a Bachelor's degree in Economics from Boston University and earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2010. Fluent in English and Spanish, she utilizes Merrill's investment resources and the banking strength of Bank of America to deliver bespoke strategies aligned with her clients’ aspirations and risk profiles. Her approach focuses on helping clients navigate complex market environments while maintaining financial health and achieving long-term goals. Deidre values relationships grounded in integrity, respect, and understanding, and is committed to supporting her clients through both prosperous and challenging times.

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.

Michael Boragine is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2015. Outside of Ameriprise, he manages an advisory business with Eight Feet Wealth Advisors Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Mengni Liu is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, Liu worked at Bank of America and had roles at Tory Burch, Find Aesthetic Living Museum, and JingKing Tech Holdings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.