Tom Boardman serves as Vice President, Wealth Planner at Fidelity Investments, where he partners with clients to develop and implement family wealth plans aimed at achieving their short, intermediate, and long-term goals. He has been with Fidelity Investments since 2005, holding various roles including Wealth Planner since 2018, Financial Consultant from 2013 to 2018, and Investment Representative from 2012 to 2013. Prior to his current role, Tom gained experience as a Private Client Specialist and Financial Representative at Fidelity Investments, along with positions focused on retirement and customer service. His extensive tenure at Fidelity reflects a commitment to client service and wealth management. Outside of his professional career, Tom's personal interests include comedy, fitness, music, skiing, and snowboarding.

Christine Pelletier is a financial advisor at Edward Jones in Leominster, MA, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

Henry Greenberg is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked for Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by internal and third-party research.

Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support financial plans.

Sam Medley is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Sam works closely with clients to understand their financial priorities and collaborates with them to develop personalized financial plans aimed at supporting their current needs and future goals. Sam has held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. This progression reflects a consistent focus on client service and financial planning. Outside of work, Sam has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.

Raymond Croteau is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously operated Croteau Financial and worked with Commonwealth Financial Network for 15 years. He serves as president of Croteau Financial, a support company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a substantial non-discretionary advisory business.

Satya Mitra is a CFP®-credentialed financial advisor with over 30 years of experience, currently affiliated with Cetera. He has held multiple roles in financial services and tax consulting since 1990 and also manages a speaking and presentation business under the name Inspiration. Mitra is actively involved in community organizations and nonprofit boards, including serving as treasurer for the Worcester Regional Chamber of Commerce and holding trustee and board positions at local educational and charitable institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services delivered through a nationwide network of independent advisors.

Joseph Languirand is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Evolution Solutions Group, LLC, a talent and recruitment consulting firm, where he provided consulting services for small or startup businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Elaine Mc Laughlin is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Wells Fargo Clearing. 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 with a large network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Scott Thaxton is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at LPL Financial for 27 years. Thaxton is also president of Carrthaxton Financial Group, LLC, a financial services firm he has led since 2012, and is involved in real estate through ownership of Carrthaxton Realty Trust, LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Shelly Coville is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Empower Retirement, Morgan Stanley Private Bank, and Edward Jones. Coville is based in Westborough, MA. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm benefits from integration with Bank of America’s broader corporate platform, offering access to a wide range of products and services.

Karen Shapiro is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at The Patriot Financial Group, Securities America Advisors, and Securities America Inc. Outside of her advisory work, she has also been involved with Green Future Wealth Management as an employee and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides both discretionary and non-discretionary investment solutions through a large network of independent financial professionals and maintains proprietary and third-party model strategies.

Christopher Laucks is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop customized financial plans tailored to their unique needs and goals. He focuses on helping clients efficiently grow, preserve, and distribute their wealth through a collaborative planning process. Christopher has held various roles in the financial services industry since 2013, including Relationship Manager at Fidelity Investments, 401k Regional Sales Consultant at Ameritas, Internal Sales Consultant at Invesco, Vice President - Philanthropic Sales Associate at Bank of America - U.S. Trust, Regional Sales Director and National Sales Consultant at Columbia Threadneedle Investments, and 401(k) Sales Associate at Putnam Investments. Outside of his professional work, Christopher enjoys board games, boating, bowling, family activities, skiing, and volunteering.

Joelle Spear is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Osaic Wealth. She has worked at Canby Financial Advisors and Commonwealth Financial Network, with tenures of 12 and 11 years respectively. Spear is also CEO of Spear Wealth Management, an LLC involved in investment advisory and insurance services. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Ronald Bell is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise Financial Services since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm employs a non-discretionary implementation process and uses proprietary research and third-party data for its recommendations within a defined investment universe.

Stephen Zahka is a financial advisor at Edward Jones in Marlborough, MA, holding CFP®, Series 63, and Series 65 designations with 42 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he performs as a musician, singing and playing guitar approximately once per month at local venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Rohan Mehta is a financial advisor with Ameriprise in Marlborough, MA, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in business ownership through DPT Management Corp. and consulting with RHM Holdings LLC. 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 advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Jeffrey Casale is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Woodbury Financial Services, LPL Financial, and Digital Federal Credit Union. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses asset-allocation tools and risk-tolerance assessments to build diversified portfolios, supporting both discretionary and non-discretionary management.