Samuel Kenary is a Series 66 licensed financial advisor with Morgan Stanley in Worcester, MA, with 16 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney, Inc. since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Jason Camuti is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Joshua Hyman is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Securities America Advisors and NATIONAL PLANNING CORPORATION. Outside of his advisory role, he serves as a board member for Wayland Dads, a for-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer providing a range of financial planning, advisory programs, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Dennis Antonopoulos is a financial advisor with Edward Jones in Auburn, MA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Raymond Beattie III is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at several Transamerica entities and Diversified Investors Securities Corp. Raymond is based in Worcester, MA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management strategies.

Chris Walkiewicz is currently a Branch Leader at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as ISR Leader at Fidelity Investments from 2022 to 2023, and before that, he was a Regional Sales Manager at Citizens Investment Services from 2019 to 2022. His professional experience reflects significant leadership roles within the financial services industry. Chris emphasizes building strong, lasting relationships in his work, focusing on accessibility, transparency, and proactive communication. He employs a thoughtful and personalized process aimed at simplifying complex financial matters and empowering clients to make confident, informed decisions. Outside of his professional responsibilities, Chris enjoys social events with friends and has interests in golf, running, and skiing.

Joseph Szela Jr. is a financial advisor with LPL Financial in Charlton, MA, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Paul E. Daoust & Company, P.C. from 1998 to 2019. Outside of his advisory role, he is involved in public accounting through his firm, Joseph J. Szela & Associates, P.C., and has experience in payroll processing with Your Pay Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning services, and portfolio management options that include model portfolios, third-party research, and various investment strategies.

Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Jennifer Sterlacci is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. She has experience with firms including BNY Mellon and Lafayette College Endowment and began her current advisory role in 2025. Outside of her financial career, she is a girls tennis coach. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing goal-based recommendations without discretionary investment authority.

Daniel Caissie is a financial advisor with LPL Financial based in Auburn, MA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior experience includes roles at The Investment Center, Inc., Palmer Hammond Financial, and Northwestern Mutual. Outside of advising, he is involved in tax preparation and accounting through Palmer Hammond Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

Kimberly Van Eron is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She specializes in working with high net worth families to create and implement comprehensive financial plans. Kimberly has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Premium Services Representative, High Net Worth Case Manager, Portfolio Advisory Services Relationship Manager, and Financial Consultant. Her extensive experience within the firm has provided her with a deep understanding of wealth planning and portfolio management. She holds a California Insurance License.

Elina Doszhan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she worked at Bank of America N.A. for three years and at H&R Block for two years. She serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise, LLC provides a broad range of financial services to individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products.

Thomas Hayes is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Global Capital for six years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Monique D'auteuil is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously at Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a trustee for a family trust established for her deceased brother’s children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mei Leung Dow is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Hendrickson is a Series 66-registered advisor with LPL Enterprise, LLC. He has held roles at firms including Eagle Strategies, New York Life Insurance Company, Park Avenue Securities, NYLIFE Securities, Fidelity Investments, Gen II Fund Services, Bain & Company, National Grid, BCG, IFAW, State Street, and Bain Capital. Hendrickson is based in Southborough, Massachusetts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Scott Kiernan is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2004. Outside of his advisory work, Kiernan is a share owner and performs general maintenance for a rental property LLC in Cape Cod. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Pescatore is a financial advisor with LPL Financial based in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including 14 years with Sagepoint Financial, Inc., and more recent roles at OSAIC and Legacy Financial Advisors, Inc. In addition to his advisory work, he is involved with Legacy Insurance Brokers LLC, a non-variable insurance 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing various investment strategies and technology-driven tools.

Veena Garg is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in the United States in the banking industry, initially working as a teller and then advancing to assistant branch manager. Following experience as an investment representative at Quick & Reilly, she became a financial advisor at Banc of America Investment Services and has been with Merrill Lynch since 2009. Ms. Garg serves a diverse client base that includes active and retired business owners and widows, primarily located in Worcester, Massachusetts, and other states. Her expertise encompasses investment portfolio construction tailored to clients' risk tolerance and liquidity needs. She also provides comprehensive financial planning services, including retirement and education planning, liability management, tax minimization, and estate planning strategies. Ms. Garg holds the Chartered Retirement Planning Counselor (CRPC®) designation and the Personal Investment Advisor (PIA) credential. She is fluent in English, Hindi, and Punjabi. In addition to her professional work, Ms. Garg volunteers in her community. Her personal interests include cooking, gardening, hiking, knitting and crocheting, reading, spending time with family, and practicing yoga.