Matthew Lemire is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has two years of industry experience. He has previously worked at the Town of Millbury, the International Baccalaureate Organization, and Abby Kelley Foster Charter Public School. 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. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Connor Bacon is a Financial Consultant at Fidelity Investments, where he currently supports local families in building financial plans tailored to their goals. He collaborates with clients to understand their priorities and identify strategies that meet their unique needs. Connor has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management.

Jason Tautel is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm in 2025. Before entering the financial sector, he worked at Syska Hennessy Group and has experience in education from Clark University and Greenwich High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.

Steven Santucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Commonwealth Financial Network for 23 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Kashian is a Market Leader at Fidelity Investments, where he leads, manages, and coaches teams of financial professionals and leaders in the Boston Investor Centers. His focus is on delivering a world-class financial planning experience to clients. He has been with Fidelity Investments since 1993, holding various positions of increasing responsibility including Vice President, Market Leader since 2023, Vice President and Branch Leader from 2017 to 2022, and Vice President, Senior Branch Office Manager from 2011 to 2017. Prior to these roles, he served as Vice President, Branch Office Manager, Assistant Branch Manager, Premium Services Manager, and Premium Services Sales Associate. Outside of his professional responsibilities, Steven has personal interests that include baseball, beach activities, fitness, gardening, golf, and volunteering.

Demetra Moore is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, LPL Financial, and Central One Federal Credit Union. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client information and firm-approved analytical tools to deliver written financial recommendations in collaborative annual planning engagements.

Sean McCann is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive wealth plans aimed at achieving their financial goals. He focuses on understanding the priorities of his clients and their families to serve as their advocate and provide peace of mind regarding their financial matters. Sean assists clients throughout all phases of their financial lives, including growing, preserving, and distributing their wealth. Sean's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, he served as a Senior Retirement Consultant and Senior Sales Coordinator at John Hancock from 2017 to 2023, and as an Investor Service Representative at Putnam Investments from 2015 to 2017. Outside of his professional work, Sean's personal interests include cooking and baking, football, gardening, golf, outdoor adventures, and traveling.

Michael Fontaine is a financial advisor with Ameriprise in North Andover, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory work, Fontaine serves as a part-time ski coach for his children's race program at the Franconia Ski Club. Ameriprise offers retirement-income planning services focused on individuals near or in retirement, using research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations primarily for clients with substantial investable assets.

Judith Henry is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. She also has experience with First Technology Federal Credit Union beginning in 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Mark Rosen is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has a background in accounting and dental practice consulting, serving as a partner and trustee in various related businesses and nonprofit activities. Rosen is also president of the Larry S. Rosen Memorial Foundation, which awards scholarships. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Robert Host is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked with LPL Financial since 2021 and previously held roles at Barbara Sekely and Waddell & Reed, Inc. He also has a background in tax preparation and accounting, operating a home-based CPA business since 1987. Host has been involved with community organizations such as the Rotary Club of East Lake Sunrise. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, combining in-house and third-party research with discretionary and non-discretionary management options.

Laura Wiedeman is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2016 and leads The Freeman Wiedeman Group, providing comprehensive financial strategies that address clients' diverse financial needs. Laura combines her experience as a former Bank of America Assistant Manager with the investment resources of Merrill Lynch to serve a high-net-worth clientele including engineers, educators, business owners, and women seeking financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, tax minimization, retirement income, and socially responsible investing. Laura emphasizes a client-centric approach, focusing on understanding clients' personal passions, goals, and challenges. She believes in educating clients and offering straightforward recommendations, especially during market volatility and personal difficulties. Laura earned a bachelor's degree from Worcester State College and a high school diploma from Tahanto Regional High School. She holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Laura is involved in community organizations such as Big Brothers Big Sisters, Dress for Success Worcester, and United Way. She enjoys spending time with her family, playing soccer, and practicing yoga.

Aaron Buczek is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Raymond James Financial. He has six years of industry experience, including prior roles at Edward Jones and Moody’s Analytics. He is president of a nonprofit organization where he runs meetings and helps manage the group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Bill Philpott is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity Investments in 2021, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant. Bill focuses on developing financial plans tailored to the unique goals of individuals and families. His approach involves understanding clients on both personal and financial levels to help them build confidence in their financial strategies. Outside of his professional work, Bill has interests in fitness and golf.

Yuli Zhang is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America and Wells Fargo in addition to her current role. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Noone Jr. is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior work includes roles at Hanscom Federal Credit Union, Citizens Securities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, brokerage services, and utilizes both discretionary and non-discretionary management approaches supported by model portfolios and research.

Lisa Hirschfeld is a financial advisor at Fidelity with 16 years of industry experience. She holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe, and it holds registrations and roles that distinguish it in the institutional advisory space.

Joseph Luiso is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he and his team focus on understanding the priorities of clients and their families to develop personalized wealth strategies. Utilizing the expertise of his team of credentialed specialists, he works to assist clients in achieving their financial goals. Joseph has been with Fidelity Investments since 1998. He served as a VP Financial Consultant from 1998 to 2015, after which he has been a Wealth Management Advisor. This extensive experience has provided him with a deep understanding of wealth management practices. Additional details about his education, credentials, and personal interests were not provided.

George Goulas is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cambridge Investment Research in various roles since 2014. In addition to his advisory work, he is an independent insurance agent for several insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and tailored investment strategies.