Danielle Gaudette is a financial advisor with LPL Financial based in Hudson, MA, holding a Series 66 designation and six years of industry experience. She has worked at Avidia Bank and Avidia Investment Services since 2010 and has been associated with LPL Financial since 2019. Outside of her advisory role, she has a long-term involvement with Ski Ward Ski Area. 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 portfolios, and institutional platforms, supported by a large network of advisors and integrated technology tools.

Christina Lashua is a financial advisor at Edward Jones with 25 years of industry experience. She has held her current role at Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that consider their full financial picture and what matters most to them. Connor provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Connor focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. His approach begins with understanding each client's unique financial situation and goals, allowing him to create flexible strategies responsive to changing market conditions and client needs. He holds a degree in finance from the University of Massachusetts, Amherst, and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Connor enjoys basketball, fishing, football, golfing, music, spending time with his family, and watching movies.

Michael Hodge is a CFP® with 31 years of industry experience, currently affiliated with Cetera since 2026. He previously worked at Commonwealth Financial Network for 27 years and has operated Hodge Associates, Inc. since 1998, where he is president and co-owner. Outside of financial advising, he is involved in tax preparation and accounting services through Hodge Associates, Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Christopher Griffin is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015. Outside of his advisory role, Griffin is an author of science fiction works, including a published novel and ongoing writing projects. Merrill, along 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 supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Pomeroy is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Bank of New York Mellon and work within the Isenberg School of Management at the University of Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.

Emily Kenary is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and proprietary planning tools in its services.

Jason Batista is a financial advisor with LPL Financial based in Westborough, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Sagepoint Financial, Inc., SII Investments, Inc., and Legacy Advisory Services, Inc. Batista is involved with Legacy Financial Advisors, a DBA for his LPL business activities. 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 portfolios, third-party asset management, and institutional platforms.

Daniel Grammel is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he is certified as an EMT and volunteers in that capacity one day a week. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Dennis Arnone is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored financial guidance. Dennis earned a Bachelor's Degree from Saint Michaels College. His expertise includes investment advisory services and wealth management, supporting clients in achieving their financial goals through strategic planning and personalized advice.

Julie Sullivan is a financial advisor with Cetera and holds a Series 66 designation. She has two years of industry experience and is based in Worcester, MA. Prior to her current role, she has been involved with Archstone Financial since 2021, where she serves as Client Services Manager. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary authorities, and various program structures.

Graham Merk is a CFP® and ChFC® with 49 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at firms including Cetera Advisors and Securities America. Outside of his advisory role, he serves as treasurer and board member at the First Baptist Church of Holden and volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals.

George Joseph is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory work, he is involved in music as a bass guitar player and sole proprietor. 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 customized financial planning, and manages approximately $2.74 trillion in client assets.

Terence O'Brien is a financial advisor at Merrill with 47 years of industry experience. He has held Series 63, Series 65, and Series 66 designations and has been with Merrill since 1978. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

William Harmer is a financial professional with LPL Enterprise, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in various roles from 2023 to 2025. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s research team and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Suraj Kapur is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized wealth management strategies tailored to clients' individual financial situations and goals. He focuses on areas such as tax minimization, generational wealth transfer, college education planning, legacy planning, retirement income, and socially responsible investing. Suraj leverages the investment insights of Merrill and the banking solutions of Bank of America to provide comprehensive financial guidance that adapts to evolving market conditions and client needs. Suraj holds the Personal Investment Advisor (PIA) designation and completed an accredited certificate program at Worcester Polytechnic Institute. He is multilingual, speaking English, Hindi, and Punjabi, and is active in community engagement through his involvement with the New England Hindi Manch organization. Outside of his professional role, Suraj enjoys basketball, football, hiking, cooking, music, table tennis, traveling, watching movies, yoga, and spending time with his family.

Zainab Karim is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Karim provides integrated wealth management solutions by leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification from the Certified Financial Planner Board of Standards, Inc., and is a qualified Portfolio Manager. In her role, she offers traditional financial advice as well as personalized portfolio management that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, including discretionary management under the firm's Investment Advisory Program. Karim earned a bachelor’s degree from the University of Florida. She values community involvement and participates in volunteer activities within the communities she serves. Outside of work, she enjoys cooking, golfing, spending time with her family, and watching movies.

Darren Parent is a financial advisor at Edward Jones in Worcester, MA, with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Edward Jones since 2019, following prior roles at Voya America Equities, Inc. from 2016 to 2018. Outside of his advisory work, he is a part-time ski instructor at Mount Snow Resorts in Vermont. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Bryan Mcdavitt is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including prior roles at Commonwealth Financial Network and operating McDavitt Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, investment management, and institutional platform services.

Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.