William Dusett Jr. is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Enterprise since 2024. He previously spent over two decades at Pruco Securities and Prudential Insurance Company of America. Outside of his financial advisory work, he assists his son with selling a comic book collection online. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that combines advisory programs with sales of financial products such as insurance.

Stephen Bradley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2018. Prior to this, he worked at UBS Financial Services for 14 years. He is also the CEO of Bradley & Stayton Wealth Management Group, a wealth management support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and maintains specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.

Katie Lee Kallin is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Cetera and its affiliates since 2013 and is also involved with Illuminative Inc. Beyond her advisory work, she creates content on TikTok and YouTube focused on personal weight loss, health, fitness, and motherhood topics. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform that supports a variety of program structures and investment strategies.

Christina LaFortune serves as a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. She has been with the firm since 2011, providing financial guidance to a range of clients including executives, business owners, non-profit organizations, and families. She co-leads The Smith-LaFortune Group, focusing on personalized financial strategies that address investment management, retirement planning, insurance solutions, and banking services. Christina holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science in Cellular and Molecular Biology from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. She is a member of The National Association of Plan Advisors (NAPA) and supports the Worcester County Food Bank. Residing in Sturbridge, Massachusetts, Christina balances her professional career with personal interests such as boating, camping, cooking, gardening, hiking, pottery, traveling, yoga, and spending time with her family.

Bruce Munger Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1993 in the Westborough, Massachusetts office. He focuses on helping clients develop personalized financial strategies that align with their long-term goals, specializing in areas such as college education planning, family wealth management strategies, retirement income, and socially responsible investing. Bruce holds a Bachelor of Arts degree in Economics and Mathematics from Bowdoin College and a Master of Science degree in Accounting from Northeastern University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He applies his expertise to assist clients in managing both personal and business financial matters. In addition to his advisory role, Bruce is actively involved in community organizations such as the Boys and Girls Club of Worcester, Greater Boston Food Bank, Habitat for Humanity, Joy of Music Program, Rotary Club of Worcester, Skating Club of Boston, and United Way. Residing in Worcester with his wife, Amy, and their two children, he values spending time with family and enjoys activities like biking, golfing, skiing, tennis, and traveling.

Michael Lemay is a financial advisor at LPL Financial in Worcester, MA, with 18 years of industry experience and a Series 66 designation. His prior roles include positions at Private Wealth Management Group, LLC, and Couture Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Timothy Howard is a financial advisor with Edward Jones in Holden, MA. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at Bunzl Distribution, HT Berry, and WB Mason. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Stulpin is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Symmetry Financial Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform that also provides brokerage and insurance products.

Jordan Kotob is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at DoorDash and the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kelsey Saucier is a Financial Consultant at Fidelity Investments. She has held various roles within the company since 2018, progressing from Customer Service Advocate to Financial Consultant. Her experience includes positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™ professional, Kelsey focuses on helping individuals and families align their investments and retirement strategies with their financial goals. She leverages Fidelity's resources to provide clear and personalized financial guidance. Kelsey holds a California Insurance License.

Christopher Williams is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC, Clinton Savings Bank, Investors Capital, and his own Williams Financial Group. He is a member of the Rotary Club of Clinton and serves on the board of directors for Clinton Savings Bank. Cetera is an SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and manager options.

David Li is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated private bank from 2013 to 2024 before joining Wells Fargo Clearing. Outside of his advisory role, he owns an eight-unit residential rental property in St. Augustine, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Smith is a financial advisor with LPL Financial in Leominster, MA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Rollstone Bank & Trust since 2011, where he also serves as a Trust Investment Advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research and model portfolios.

Zachary Bombard is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with LPL Financial since 2019, following prior roles at Voya Financial Advisors and Voya Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Thomas Clinton is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is involved in Couture Financial Services, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Ashley Casucci is a financial advisor at Morgan Stanley with one year of industry experience. Before joining Morgan Stanley, she worked at MENTOR South Bay and previously spent six years with Braintree Public Schools. She is a Series 66 license holder and holds a minority partnership in a real estate investment firm. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through employer agreements.

Shazia Tariq is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Santander Securities and Santander Bank, as well as positions outside finance at DHL eCommerce and Autism Learning Partners. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Vincenzo Palmerino is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked previously at Bridgewater Associates and The Richman Group. He is also involved with CCR Wealth Management as a financial planning associate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Bramley is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2015 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, delivering investment advice primarily through its network of investment adviser representatives using a combination of proprietary and third-party resources.

Hope Dennis is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2022, Dennis worked at Central One FCU, CUNA Brokerage Services, and Mutual of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.