Elisa Chan is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 16 years of industry experience. Her work history includes roles at Cambridge Investment Research, Dream Big Financial, Chan And Dahrooge Financial Group, Eagle Strategies, and New York Life Insurance Company. She is also a notary public. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm supports both discretionary and non-discretionary investment strategies through various platform arrangements and offers proprietary and third-party model strategies.

Kathleen Illinger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by structured discovery methods and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized financial planning services.

John Maliska is a financial advisor with Edward Jones in Westminster, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Keller Williams and GSF Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Jason Roy is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he acts as a planning resource for families, focusing on creating financial plans for retirement income and legacy planning considerations. Prior to this, he held positions at Fidelity Investments including Vice President, Financial Consultant from 2012 to 2018, Financial Consultant from 2011 to 2012, and Relationship Manager from 2008 to 2011. Throughout his career at Fidelity, Jason has developed experience in financial consulting and relationship management, supporting clients' financial planning needs.

Lee Nault is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cambridge, she operated her own CPA practice since 2013 and worked in the technology sector at Computersupport.com. She is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody platforms.

Akash Garg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a personal understanding of financial planning, having begun investing at a young age and developed a long-standing commitment to helping clients articulate and pursue their financial goals. Akash supports a range of client needs including executive and equity compensation, family wealth management, legacy and philanthropic planning, tax minimization, and socially responsible investing strategies. A second-generation financial advisor, Akash holds a Bachelor's Degree from Bentley University and carries several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is fluent in English, Spanish, and Hindi and participates in professional and community organizations such as Mechanics Hall. Outside of his professional role, Akash enjoys spending time with family and friends in the greater Worcester area. His personal interests include volleyball, baseball, basketball, cooking, gardening, music, painting, photography, and watching movies. He is also engaged in community volunteer activities focused on promoting financial literacy.

Anna Joyce is an Investment Consultant at Fidelity Investments, where she has been working since 2025. Prior to this role, she held positions as a Planning Consultant from 2024 to 2025, a Relationship Manager in 2024, and a Financial Representative from 2022 to 2023 at the same company. In her role, Anna helps clients identify and prioritize their financial goals by understanding what matters most to them and their families. She collaborates with clients to co-create and implement personalized financial plans that support their needs both now and in the future. Outside of her professional responsibilities, Anna has interests that include spending time at the beach, fitness activities, social events with friends, golf, and volunteering.

Jennifer Desimone is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors and World Financial Group. In addition to her advisory role, she is involved with LaMothe & DeSimone Financial Services, Inc., which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, various advisory programs, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

John Fronek is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he served in the U.S. Navy for 22 years and worked at ThermoFisher Scientific. He has also been involved with Spring Brook Farms and has a concurrent role with John P Fronek AFLAC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through its integrated platform.

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 designations. His prior experience includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing. 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’s approach integrates investment research, third-party data, and algorithmic tools, with implementation conducted by clients or their advisors under non-discretionary terms.

Amy Morin is a Series 66 credentialed financial advisor with Edward Jones, based in Marlborough, MA. She joined Edward Jones in 2026 and has prior experience at companies including Immuta, CSG, and Kitewheel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Daniel Girard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he serves as a board member for both the Society of Financial Service Professionals, Worcester Chapter, and the NAIFA Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers customizable investment solutions through a network of independent Financial Professionals, employing a range of portfolio management strategies across various platform arrangements.

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.

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.

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.

Elizabeth Hagan is a financial advisor with LPL Financial in Leominster, MA, holding Series 63 and Series 66 credentials and possessing five years of industry experience. Her prior roles include positions at Rollstone Bank & Trust, Bank of America, Merrill, Sagepoint Financial Inc., and Citizens Bank. Outside of her advisory work, she has authored children's books since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Stephen Dunne is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2016. Dunne serves as Treasurer and Investment Committee member for the University of Massachusetts Foundation, which supports higher education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and diverse capital markets solutions.

Todd Wetzel is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Wetzel serves on several nonprofit and community organization boards, including With You, Inc., Worcester Club, Francis Quimet Society Scholarship, Worcester County Mechanics Association, and the Worcester Business Development Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through tailored financial planning and estate strategies.