Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors, LLC. He is also involved with Workers Investments & Planning Solutions, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad network of over 22,800 advisors.

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 Series 66 licensed financial advisor with 23 years of industry experience. She has worked at Edward Jones since 2025, following roles at Ameriprise Financial Services LLC, Wells Fargo Clearing, and Merrill. 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, supported by a nationwide network of more than 23,000 financial advisors.

Stephen Zahka is a CFP® with 42 years of industry experience. He is currently with Edward Jones and has previously worked at Ameriprise, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he performs as a musician about once per month at local venues in Marlborough, MA. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

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, Series 65, and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, LPL Financial, and Putnam Investment Management. OSAIC serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a range of investment types on both discretionary and non-discretionary bases.

Brent Fisk is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC, Edward Jones, and Sammons Financial Network. Fisk is also involved in a real estate rental business in Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Michael Christy is a Series 66-credentialed advisor with Fidelity, bringing 12 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors before joining Fidelity Investments. Outside of his advisory role, he serves as chairman of the board of trustees for Venerini Academy, a private school in Worcester, MA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a wide range of investment solutions.

Michael Sadowski is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked in various roles, including positions at Pyrotecnico LLC and Solmetex LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Cataldo is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Her career includes 14 years at SagePoint Financial and over two decades with her own firm, Cataldo Financial Services LLC. She also owns Denise Cataldo CPA PC, where she provides forensic accounting services to the general public. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and a variety of managed account solutions.

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.

Mark Freeman is a financial advisor with Edward Jones in Hudson, MA, holding a Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, Freeman serves as a trustee for Highland at Holliston Trust II and volunteers as a DECA advisor, assisting students with competition preparation and public speaking. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

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 in Lunenburg, MA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2025 and previously at Workers Credit Union and Cuso Financial Services. 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 portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Workers Credit Union since 2001 and previously at CUSO Financial Services, L.P. for 24 years. Outside of his advisory work, he is also involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.