Adam Conway is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and is also associated with NRP Advisors, Inc. and NRP Financial, Inc. Outside of his advisory role, he operates Harbor Retirement Planning and has involvement with Triton Mutual, a non-variable insurance business. 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, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

David Mack is a financial advisor with Equitable Advisors in Worcester, MA, holding Series 63 and Series 65 credentials and with 11 years of industry experience. He has been with Equitable Advisors since 2015, including during the firm's prior affiliation as Axa Advisors. Outside of his work at Equitable, he is approved to conduct business outside of the Equitable network through CRUMP. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Robert Cotter is a financial advisor with Wells Fargo Advisors in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory work, he serves on the Town of Boylston Zoning Board of Appeals. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering complex planning needs such as business-owner transition and special-needs analysis.

Brian Hash is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. Throughout his career at Fidelity, he has held various roles including Branch Leader, Branch Service Manager, Senior Manager of the Private Client Group, Manager of Retirement Investment Services, Retirement Services Team Lead, and Retirement Services Representative. Brian's professional experience encompasses a range of responsibilities within financial consulting, branch leadership, retirement investment services, and private client management. His work focuses on educating and empowering clients to make informed financial decisions and developing customized financial plans tailored to individual needs.

Tom Boardman serves as Vice President, Wealth Planner at Fidelity Investments, where he partners with clients to develop and implement family wealth plans aimed at achieving their short, intermediate, and long-term goals. He has been with Fidelity Investments since 2005, holding various roles including Wealth Planner since 2018, Financial Consultant from 2013 to 2018, and Investment Representative from 2012 to 2013. Prior to his current role, Tom gained experience as a Private Client Specialist and Financial Representative at Fidelity Investments, along with positions focused on retirement and customer service. His extensive tenure at Fidelity reflects a commitment to client service and wealth management. Outside of his professional career, Tom's personal interests include comedy, fitness, music, skiing, and snowboarding.

Christine Pelletier is a financial advisor at Edward Jones in Leominster, MA, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

Henry Greenberg is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021, previously spending five years at Voya Financial Advisors. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support financial plans.

Sam Medley is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Sam works closely with clients to understand their financial priorities and collaborates with them to develop personalized financial plans aimed at supporting their current needs and future goals. Sam has held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. This progression reflects a consistent focus on client service and financial planning. Outside of work, Sam has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.

Satya Mitra is a CFP® professional with 33 years of industry experience, currently advising at Cetera in Worcester, MA. His career includes long-term roles with Avantax Advisory Services and The Guru Tax & Financial Services, and he has been involved in various entrepreneurial and speaking engagements under his own business names. Mitra also holds multiple community leadership roles, including serving on boards and acting as treasurer for local organizations, and participates regularly in public speaking and tax-related radio programming. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. His background includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Elaine Mc Laughlin is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Wells Fargo Clearing. 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 with a large network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Karen Shapiro is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at The Patriot Financial Group, Securities America Advisors, and Securities America Inc. Outside of her advisory work, she has also been involved with Green Future Wealth Management as an employee and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides both discretionary and non-discretionary investment solutions through a large network of independent financial professionals and maintains proprietary and third-party model strategies.

Christopher Laucks is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop customized financial plans tailored to their unique needs and goals. He focuses on helping clients efficiently grow, preserve, and distribute their wealth through a collaborative planning process. Christopher has held various roles in the financial services industry since 2013, including Relationship Manager at Fidelity Investments, 401k Regional Sales Consultant at Ameritas, Internal Sales Consultant at Invesco, Vice President - Philanthropic Sales Associate at Bank of America - U.S. Trust, Regional Sales Director and National Sales Consultant at Columbia Threadneedle Investments, and 401(k) Sales Associate at Putnam Investments. Outside of his professional work, Christopher enjoys board games, boating, bowling, family activities, skiing, and volunteering.

Joelle Spear is a Certified Financial Planner™ with 21 years of industry experience. She is currently a financial advisor at Osaic Wealth and previously spent 11 years at Canby Financial Advisors and Commonwealth Financial Network. She is also CEO of Spear Wealth Management, an LLC involved in the sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Ronald Bell is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise Financial Services since 2009. 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 employs a non-discretionary implementation process and uses proprietary research and third-party data for its recommendations within a defined investment universe.

Stephen Zahka is a financial advisor at Edward Jones in Marlborough, MA, holding CFP®, Series 63, and Series 65 designations with 42 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he performs as a musician, singing and playing guitar approximately once per month at local venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Rohan Mehta is a financial advisor with Ameriprise in Marlborough, MA, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in business ownership through DPT Management Corp. and consulting with RHM Holdings LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.