Christina Lashua is a financial advisor at Edward Jones with 25 years of industry experience. She has held her current role at Edward Jones since 2005 and holds Series 63 and Series 66 credentials. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Jessica Guo is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Guo serves as a member of the board of directors for the Winsor School and is a trustee at the Boston Children’s Museum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Amir Hossein Tajiki is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Uber, Lyft, and Merrill. Tajiki also operated a food market and deli business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Simpson is a financial advisor with LPL Financial in Fitchburg, MA, holding a Series 66 designation and 18 years of industry experience. He previously worked at CUSO Financial Services and CUNA Mutual Group, including roles at Cuna Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Patrick English is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Mark Collier is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Aube is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, as well as a Series 66 license. She has 13 years of experience in the industry, previously working nine years at Edward Jones before joining LPL Financial in 2021. Outside of her advisory work, she hosts the Naked Wealth Podcast, is an author of "The Naked Wealth," and teaches a non-credit community college course at Mount Wachusett Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services with access to model portfolios, research, and various investment strategies.

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.

Keith Najjar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Workers Credit Union and several Citizens Bank-related entities. He is involved with Workers Investments & Planning Solutions alongside his advisory work. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by research and model portfolios.

Shelly Gillis is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. She holds Series 63 and Series 66 licenses and is based in Hollis, NH. 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, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Corey Lefavor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the United States Navy for 21 years and worked with Veterans Upward Bound for three years. Outside of his advisory role, he manages a rental property in Jacksonville, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jordyn Lynds is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to Edward Jones, Jordyn worked at HUB International and ICNE. Outside of financial advising, Jordyn is involved with the Henry Heywood Memorial Hospital as a resident leader focused on healthy food access, social inclusion, and economic empowerment, and is the owner of Winchendon Woods Farm, where they manage animal care and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports these services with a large network of financial advisors and branch offices nationwide.

Christopher Williams is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC, Clinton Savings Bank, Investors Capital, and his own Williams Financial Group. He is a member of the Rotary Club of Clinton and serves on the board of directors for Clinton Savings Bank. Cetera is an SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and manager options.

Matthew Smith is a financial advisor with LPL Financial in Leominster, MA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Rollstone Bank & Trust since 2011, where he also serves as a Trust Investment Advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research and model portfolios.

John Maliska is a financial advisor with Edward Jones in Westminster, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Keller Williams and GSF Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Lee Nault is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cambridge, she operated her own CPA practice since 2013 and worked in the technology sector at Computersupport.com. She is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody platforms.

Kelly Davies is a financial advisor at Fidelity with nine years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and previously worked for the State of New Hampshire Department of Administrative Services in the Office of Cost Containment for three years. Davies holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Croteau is a financial advisor with Raymond James Financial in Fitchburg, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Commonwealth Financial Network for six years, as well as Technical Products Inc. and SMC Ltd. Outside of his advisory role, he is associated with Croteau Financial, where he serves as a financial advisor, planner, and wealth manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Elizabeth Hagan is a financial advisor with LPL Financial in Leominster, MA, holding Series 63 and Series 66 credentials and possessing five years of industry experience. Her prior roles include positions at Rollstone Bank & Trust, Bank of America, Merrill, Sagepoint Financial Inc., and Citizens Bank. Outside of her advisory work, she has authored children's books since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.