Benjamin Woolfrey is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Melanson is a financial advisor with Edward Jones in Gardner, MA, holding the ChFC® designation and Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

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.

Raymond Croteau is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 15 years at Commonwealth Financial Network and Croteau Financial, a firm he owns and operates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public finance advisory work.

Mark Vasapolli is a financial advisor with Primerica Advisors in Pepperell, MA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is a partner in Vasco Business Solutions, Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining a tiered wrap-fee structure and oversight of third-party model offerings.

Jeffrey Casale is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Woodbury Financial Services, LPL Financial, and Digital Federal Credit Union. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses asset-allocation tools and risk-tolerance assessments to build diversified portfolios, supporting both discretionary and non-discretionary management.

Robert Martin is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2016. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Michael Sadowski is a financial advisor at Edward Jones in Gardner, MA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Pyrotecnico LLC and Solmetex LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Andrew Gillis is a financial advisor at Edward Jones in Hollis, NH, holding a Series 66 designation with three years of industry experience. His work history includes multiple periods at Edward Jones since 2019, with additional roles outside finance including positions at ProScapes and the Tuscaloosa District Courthouse. 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, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Angelique Cavallero is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Marianne Zawacki is a financial advisor with LPL Financial in Groton, MA, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and also works with First Technology Federal Credit Union. 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, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management along with model portfolios and third-party research.

Nicole Groskreutz is a financial advisor with Edward Jones in Fitchburg, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked with Peak Behavioral Services LLC and held a position at the University of Saint Joseph. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, trust services, and a fiduciary standard in its advisory services.

Ryan Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2025 and concurrently serves Workers Credit Union, where he has been active since 2014. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, with a focus on both discretionary and non-discretionary management.

Christopher Bozicas is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at EssilorLuxottica from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

David Earls is a financial advisor with LPL Financial in Lunenburg, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Workers Credit Union since 2001 and was previously affiliated with CUSO Financial Services, L.P. from 2001 to 2025. Outside of his advisory role, Earls engages in tax preparation and accounting services and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Brian Saranovitz is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Cetera Advisors, and Your Retirement Advisor, Inc., where he remains active. Outside of advisory roles, he owns Tax Smart Network, which provides tax planning and preparation services. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple managed account platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a variety of legacy and third-party model programs.

Robert Curtis is a financial advisor with LPL Financial in Leominster, MA, holding a Series 66 credential and 26 years of industry experience. He has previously worked at VOYA Financial Advisors and operates Curtis Asset Management. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services with access to diverse investment strategies and research support.

Edward Fusco is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliated entities since 2013. Fusco is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across multiple program structures.

Marten Vandervelde is a financial advisor at LPL Enterprise with a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also served at Tufts University for eleven years. Vandervelde is a Notary Public in the State of New Hampshire. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s platform integrates advisory programs with brokerage and insurance products, leveraging co-investment and referral relationships for portfolio management.

Susan Dorsey is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. She has 22 years of industry experience, including nine years at Cambridge and nine years at Lincoln Financial Securities. Outside of advising, she serves on the board of the Fay Club, where she assists with social activities, and is also a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies.