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 at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. His prior work history includes roles at Catchpoint Systems and EXIT Realty Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices.

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.

Lisa Casillo is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. Casillo is also an author of the industry-related book "How to Not Die Broke." Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Madison White is a Series 66-licensed financial advisor with two years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and previously worked at Pruco Securities LLC and IA Financial Advisors. Outside of finance, she has experience in education and retail, including roles at University of Massachusetts Amherst, Shepherd Hill Regional High School, and WOW Dancewear. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent advisors using a variety of portfolio management approaches and custody arrangements.

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.