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.

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.

Jason Mackey is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Primerica Advisors since 2017 and has a long-term association with Primerica Financial Services dating back to 1999. Outside of advising, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

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.

Gene Barton III is a Series 66–licensed financial advisor with OSAIC, bringing three years of industry experience. His prior roles include positions at F.L. Putnam Investment Management Company and Bosse Sports, LLC. Barton also serves as a paraplanner assisting other advisors and is involved in the sales and marketing of fixed annuities and investment products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by various asset-allocation tools and third-party 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.

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.

Jeffrey Lerner is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 50 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is also an agent with Creative Financial Network, selling fixed, life, disability, and long-term care insurance directly with carriers. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Kimberly Boucher is Vice President and Wealth Planner at Fidelity Investments, where she partners with clients to build, implement, and monitor personalized financial plans. In her role, she collaborates with high net-worth clients and their families to identify and execute strategies tailored to their goals and needs, focusing on understanding each unique Family Wealth System. She has been with Fidelity Investments since 2015, initially serving as a Financial Consultant before her current position beginning in 2022. Prior to Fidelity, Kimberly held roles including Key Account Manager and Regional Sales Specialist at Pioneer Investments from 2005 to 2015, and Financial Advisor at Ameriprise Financial Advisors from 2002 to 2005. Outside of her professional work, Kimberly enjoys spending time at the beach, engaging in family activities, parenthood, caring for pets, reading, and traveling.

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.

Alexis Hamada is a financial advisor at Merrill with one year of industry experience. Holding a Series 66 designation, Alexis has also worked at Bank of America and has prior experience in various roles including positions at DoorDash, Instacart, and Bernie and Phyl's Furniture. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Clinton Mchoul is a CFP® professional with 19 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Bank of America and Merrill. Outside of advisory work, he holds leadership roles at Charles River Bank, including serving as Vice President and Board Member. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options across multiple platforms, utilizing both proprietary and third-party strategies.

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.