Wayne Carney Jr. is a financial advisor with LPL Financial in Leominster, MA, holding Series 63, 65, and 66 credentials and 30 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Chittenden Securities, LLC. In addition to his advisory role, he serves as a trust officer for Rollstone Bank and Trust, focusing on business development and investment reviews. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Hartwell is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of finance, he writes freelance blogs for Worcester Interactive and serves on the finance committee at First Parish Church of Fitchburg. He has also delivered a guest sermon at the First Church of Christ, Unitarian. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers and model portfolios developed by LPL’s Research Department and other strategists.

Cailte Kelley is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Winchendon, MA. She has also been self-employed as a musician since 1997, performing piano and vocals for various bands and events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

Jacob Van Hillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Emergency Signal Systems and Mount Wachusett Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

John English is a financial advisor with LPL Financial in Leominster, MA, holding the ChFC® designation and Series 63 license. He has five years of industry experience and has held roles at firms including Voya Financial Advisors and Green Bridge Innovative Advisors. His background also includes work outside finance, such as positions at Whole Foods Market and Bryant University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Mark Montaquila is a financial advisor with Edward Jones in Leominster, MA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at EXIT Realty Massachusetts and Catchpoint Systems. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Rick Robichaud is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he focuses on understanding the priorities of clients and their families to tailor investment and retirement plans that align with their unique goals and motivations. Rick leverages both his experience and the resources of Fidelity to assist clients in optimizing their financial strategies. Rick holds a California Insurance License, which supports his expertise in advising clients on insurance-related financial matters. Outside of his professional responsibilities, he engages in family activities and enjoys playing golf.

Ryan Laliberte is a Series 66-credentialed financial advisor at Edward Jones in Gardner, MA, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director for Gardner Square, helping to connect local businesses with the community through board involvement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Kerri Nadeau is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010. She has five years of industry experience and is based in Fitchburg, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices nationwide.

William Holder is the sole advisor at Holder & Company, Inc. in Princeton, Massachusetts, where he has worked since 1984. He holds the CFA® designation and Series 63 license, with 32 years of industry experience. Mr. Holder serves as a Trustee of Trust Funds for the Town of Princeton, an unpaid volunteer position involving investment oversight and financial review. Holder & Company, Inc. is an independent registered investment adviser managing approximately $35.3 million for about 49 primarily individual clients. The firm provides portfolio management services mostly on a non-discretionary basis, offering recommendations while clients retain trading authority.