Shane Walsh is a Series 66-licensed financial advisor with LPL Enterprise, based in Southborough, MA, and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Walsh volunteers as an assistant lacrosse coach at Saint John's High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products.

Nicholas D'angelo is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he held roles in various fields including hospitality and event services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Derek Happy is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 17 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. In addition to his advisory practice, he manages and operates a financial planning business entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and models to provide comprehensive planning recommendations.

David Monroe is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes positions at Merrill and roles outside finance such as at Enterprise Rent-a-Car and Worcester State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI in research.

Jordan Cellucci is a financial advisor at Morgan Stanley in Worcester, MA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Worcester Credit Union and has held various roles including community and public sector positions. Outside of his advisory work, he sells collectibles through the Mercari online marketplace. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer that serves both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling to support its financial advisory services.

Blake Ellison is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside its financial planning solutions.

Daniel Precourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, alongside prior work at Charles J. Precourt & Son, Inc. He is also a partner in a family real estate management LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm typically implements investments through model-driven portfolios developed by internal and third-party strategists and offers access to various financial planning, asset management, and insurance products.

Peter Mina is a financial advisor at Ameriprise with 45 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a managing member of 324 Grove Advisors LLC, an entity used solely to collect rent and pay expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Andrew Bermani Mc Cann is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Enterprise Holdings Inc. Outside of his advisory role, he is involved with Streetlight Financial in insurance and benefits. 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 financial planning and investment management services through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

James Billman Golemme is a financial advisor with LPL Financial in Westborough, MA, holding a Series 66 credential and 25 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for six years and has operated his own CPA practice since 1986. Outside of his advisory role, he owns and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Indu Sharma is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Bank of America, Merrill, United Bank, Infinex Investments, and Peoples United Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates centralized due diligence with both quantitative and qualitative research, supporting a range of eligible investment strategies.

Paul Couture is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. His career includes prior roles at Grove Point Investments, H. Beck, Inc., Osaic FS, Inc., and New England Securities. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolio programs, and institutional solutions.

Joshua Farmer is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial and Brookstone Wealth Management in Oxford, MA. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2010. Outside of advisory services, he spends a portion of his time providing health insurance plans for small groups in 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Julie Cormier is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011 and holds a Series 63 designation. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized retirement-income consulting team to deliver non-discretionary, research-driven recommendations.

Margaret Green is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Sagepoint Financial and SII Investments. She is also the owner of True Wealth Advisor Group, a marketing DBA through which she operates alongside her advisory role. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Nathan Lucier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2001, progressing through various roles including Financial Consultant, Investment Consultant, Manager of Retirement Investment Services, and Retirement Investment Representative. Prior to joining Fidelity, he worked as a Financial Planner at Prudential from 2000 to 2001. With 25 years of experience in financial services, Nathan collaborates with clients to understand their needs and aspirations, focusing on building tailored financial plans that protect and grow their wealth. He aims to be a primary financial partner to his clients and their families, working closely with them to develop appropriate strategies. No information regarding Nathan's education, credentials, personal interests, or community involvement was provided.

John Cooney is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 22 years of industry experience and operates in Worcester, Massachusetts. Outside of his advisory role, he is an independent insurance agent and serves as treasurer for Cooney Capital Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, supporting both discretionary and non-discretionary management across multiple platforms.

Ellen Peloquin is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various firms including New York Life Investment Management LLC and Investors Capital Corp. She has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad universe of mutual funds, ETFs, and ETPs while maintaining oversight and addressing conflicts of interest.

Karen Maloney Hagel is a financial advisor at Ameriprise with 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she is president of Fantabulous LLC, a leadership and management consulting business, and serves on the finance committee of the Pakachoag Music School Board. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Martin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved with the Seven Hills Foundation for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.