Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors. He is also involved with Workers Investments & Planning Solutions, a DBA entity related to his LPL business. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-supported investment solutions.

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.

Elaine Mc Laughlin is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Wells Fargo Clearing. 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 with a large network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Zahka is a financial advisor at Edward Jones in Marlborough, MA, holding CFP®, Series 63, and Series 65 designations with 42 years of industry experience. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he performs as a musician, singing and playing guitar approximately once per month at local venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

Rohan Mehta is a financial advisor with Ameriprise in Marlborough, MA, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in business ownership through DPT Management Corp. and consulting with RHM Holdings LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

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.

Michael Christy is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2013. Outside of his advisory role, he serves as chairman of the board of trustees for Venerini Academy, a private educational institution for grades pre K-8. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

Denise Cataldo is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and operated her own firm, Cataldo Financial Services, LLC. She is also the owner of Denise Cataldo CPA PC, where she provides forensic accounting services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Thomas Fisher is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Sagepoint Financial, Inc. and LEGACY FINANCIAL Advisors, INC. Since 1991, he has also worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors.

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.

Mark Freeman is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Ansys for nine years. Outside of his advisory role, Freeman serves as a trustee for Highland at Holliston Trust II and volunteers as a teacher and advisor for DECA at Holliston Public Schools, assisting students with public speaking and competition preparation. 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 strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

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.