Jennifer Desimone is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and having four years of industry experience. She has previously worked at Transamerica Financial Advisors, World Financial Group, and has longstanding involvement with LaMothe & DeSimone Financial Services, Inc., where she also provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a network of over 22,800 advisors.

John Fronek is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and bringing one year of industry experience. His prior work includes roles at Cetera Advisors LLC, Spring Brook Farms, ThermoFischer Scientific, and a 22-year service tenure with the US Navy. He is also involved with John P Fronek AFLAC as part of his business activities. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trustee services.

Michael Martin is a financial advisor with Raymond James & Associates in Worcester, MA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Craig is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2018, following a prior role at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amy Morin is a financial advisor at Edward Jones in Marlborough, MA, holding the Series 66 designation. She joined Edward Jones in 2026 and has prior experience at Immuta, CSG, Kitewheel, LogicManager, and Bentley University Bookstore. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daniel Girard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cambridge Investment Research since 2013. Girard serves as a board member for the Society of Financial Service Professionals, Worcester Chapter, and the NAIFA Foundation. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse range of individual and institutional clients, including pension and charitable organizations. The firm operates through a large network of financial professionals and offers multiple account platforms and proprietary model strategies.

Timothy Harrington is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. In addition to his advisory work, he owns and supervises an accounting and tax preparation business serving small businesses and individuals. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Michelle Parretti is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Parretti serves on the finance committee of the Ecotarium museum of science and nature in Worcester, Massachusetts. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved planning tools to support client financial plans.

Alexis Hamada is a financial advisor at Merrill with one year of industry experience. Holding a Series 66 designation, Alexis has also worked at Bank of America and has prior experience in various roles including positions at DoorDash, Instacart, and Bernie and Phyl's Furniture. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Robert Early is a financial advisor with Fidelity, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Wachusett Country Club and Thrifty Car Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Abdelrahman Hamada is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. He has previously worked at Bank of America, Fidelity Investments, and other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party teams, with options designed for tax-sensitive investors and customized investment restrictions.

George Leasca is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a board member of the Alpha Omega Council, an organization involved in art, culture, education, and sports. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach.

Christopher Mallon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His prior roles include positions at Putnam Investment Management and Nuveen Investments. He is the owner of Pouch Drops, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Mark Vilensky is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and joined LPL Enterprise in 2024. Vilensky is licensed for property and casualty insurance but is not currently active in that area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, consulting, and access to outside asset managers through its network of investment adviser representatives.

Edward Kiernan IV is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and SII Investments, Inc. He is based in Westborough, MA. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Brian Ford is a financial advisor at Mass Mutual Investors Services with nine years of experience in the industry. He holds a Series 66 designation and has previously worked at MetLife Securities and Baystate Financial, among others. Outside of his advisory role, he is a minority owner of Worcester Financial Group, Inc., where he is involved in reviewing business operations and managing the financial services practice. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized services such as divorce planning and estate settlement.

Wahaj Sarwar is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Edward Jones in Worcester, MA, having previously worked at firms including Bank of America and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and supports clients through an extensive network of advisors and branch offices nationwide.

Christopher Lussier is a financial advisor at Raymond James & Associates in Worcester, MA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. His prior work includes roles at Next Level Properties, LLC and Fleur de Lis Properties, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad network of advisers and a range of portfolio management strategies.

Jamie De Caire is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Jamie was associated with Gaudette Insurance Agency, Inc. for 19 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Charles Riggin is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera and its affiliated entities. Outside of his advisory role, he is a partner at Archstone Financial and involved with Gatehouse Financial, providing consulting and financial services. Cetera Investment Advisers LLC operates as an SEC-registered firm serving both individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and investment strategies.