Steve Thurston is a Series 66-licensed financial advisor with Edward Jones, based in Leominster, MA. He has seven years of industry experience, including eight years at Edward Jones. Prior to joining Edward Jones, he worked at Toys "R" Us for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Adam Murphy is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at TIAA for ten years. 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 and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 certifications and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following 11 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Richard Testa Jr. is a CFP® professional with 27 years of industry experience. He currently works at Cambridge Investment Research Advisors, where he has been since 2021. Prior to this, he spent 11 years at Prosperafinancial Services, Inc. He also operates Testa Associates LLC, a registered investment advisory firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Janath Desilva is a financial advisor with Osaic Wealth, Inc. based in Westford, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Signator Investors, Inc. for 26 years before joining Osaic in 2018. Outside of her advisory role, she is involved with Innovative Financial Group, LLC, where she engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

David Borden is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked with Cetera and Cetera Advisors LLC since 2013 and has been involved with CCR Wealth Management since 2000. Outside of his advisory work, he serves as treasurer for the Larry S. Rosen Memorial Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers across a variety of program structures and investment strategies.

Catherine Harrington is a financial advisor at Edward Jones in Worcester, MA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2017, with a one-year career break prior to joining the firm. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Greg Abusheery is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he oversees branch operations and leads a team to deliver financial advisory services. Prior to this, he served as a Regional Coaching Consultant at Fidelity Investments from 2022 to 2025. Greg emphasizes leadership and planning rooted in understanding clients' goals, values, and concerns. He focuses on crafting personalized financial plans and building relationships based on empathy and integrity. Outside of his professional work, Greg enjoys activities such as comedy, family outings, fitness, movies, visiting museums, and traveling.

Rose Smart is a Series 65 licensed advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining the firm, she worked eight years with the Lincoln Public School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and custody platforms.

Poonam Walia is a financial advisor with Equitable Advisors in Worcester, MA, holding a Series 66 designation and 14 years of industry experience. She has worked with Equitable Advisors since 2011 and previously with AXA Advisors, LLC. In addition to her advisory role, she is involved in tax preparation and audit representation through Accounting Solutions, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, 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, utilizing a variety of sponsored programs and endorsed platforms to deliver advisory and brokerage solutions.

Matthew Poindexter is a financial advisor with J.P. Morgan Securities in Wellesley, MA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Keenan Financial and California Cryobank LLC. Outside of his advisory duties, he is a licensed insurance agent who occasionally offers insurance products to clients. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Vance Williams is a ChFC® credentialed financial advisor with 23 years of industry experience, currently working at Edward Jones since 2017. His prior roles include positions at Massachusetts Mutual Life Insurance Company and MML Distributors LLC. Outside of financial advising, he works as a swim instructor at Life Time Fitness. 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 solutions supported by a large national network of financial advisors and branch offices.

Dylan Presnal is a financial advisor with Ameriprise in Ludlow, MA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held positions at AlphaView Wealth Advisors, PeoplesBank, and Polish National Credit Union. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

Myky Tran is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Watertown, MA. His prior experience includes roles at Bank of America/Merrill Lynch and Charles Schwab Bank. Outside of his advisory work, he is a co-owner of a real estate LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates on a non-discretionary basis, combining large institutional advisory capabilities with brokerage and investment management functions.

Timothy Furbush is a CFA® charterholder with Series 66 and Series 63 licenses, currently serving as a financial advisor at Edward Jones in Worcester, MA. He has four years of industry experience, including 14 years at State Street Corp prior to joining Edward Jones. Furbush has reported coaching income related to activities with NextJump Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Tori Messina is a Branch Leader at Fidelity Investments, a role she has held since 2024. In this position, she partners with and coaches Wealth Management teams to assist clients in creating, implementing, and maintaining financial plans aligned with their retirement goals. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2021 to 2024, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020. This progression reflects her continued commitment to supporting clients in their financial planning needs. Outside of her professional responsibilities, Tori enjoys activities such as spending time at the beach, engaging in family activities, fitness, exploring food, and social events with friends.

Zachary Robins is a Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to enhancing clients' financial well-being. He emphasizes delivering an exceptional client experience by prioritizing financial planning before making recommendations, aiming to optimize clients' time and outcomes. Zachary has held various roles at Fidelity Investments since 2013, progressing through positions such as Defined Benefit Representative II, Workplace Guidance I, Workplace Planning & Guidance Consultant II, Investment Consultant, Financial Consultant, Vice President, Financial Consultant, and Vice President, Regional Planning Consultant. This extensive experience has contributed to his expertise in financial consulting and regional planning within the firm. Outside of his professional responsibilities, Zachary enjoys cooking and baking, engaging in family activities, fitness, exploring food cultures, parenthood, and traveling.

Samantha Welsh is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at New York Life Insurance Company and Eagle Strategies. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

John Brophy is a Series 66-licensed financial advisor with Cetera in Worcester, MA. He has been with Cetera and its affiliated entities since 2025 and has experience working at Archstone Financial and in education, including roles at Randolph Public Schools and the Xfinity Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Douglas Norberg is a financial advisor with Cambridge Investment Research Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at Commonwealth Financial Network and Summit Financial Corp. Outside of advisory work, he owns Aegis Retirement Partners LLC, a third-party pension administration services firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides customized investment solutions across various platforms and incorporates both proprietary and third-party model strategies.