Lisa Comeau is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC for 11 years. Outside of Ameriprise, she provides compliance support through an outside employment role at Detroit Compliance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Mark Quercio is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 designations and 39 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years with Voya Financial Advisors, Inc. He has also been affiliated with North Point Investment Partners for over 25 years. 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.

Andrew Catalfamo is a financial advisor with Ameriprise in Worcester, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary investment research, algorithmic tools, and collaboration between a centralized service team and financial advisors.

Michael Lafata is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Archstone Financial Partners, where he is also an owner. His background includes roles outside finance in the restaurant industry and limited academic positions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and retirement services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

David Mack is a financial advisor with Equitable Advisors in Worcester, MA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Equitable Advisors since 2015, previously associated with Axa Advisors, LLC. Mack is approved to conduct business outside of the Equitable network through Crump. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, delivering services through a network of Investment Adviser Representatives without sponsoring its own wrap fee program.

Robert Cotter is a financial advisor with Wells Fargo Advisors in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory work, he serves on the Town of Boylston Zoning Board of Appeals. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering complex planning needs such as business-owner transition and special-needs analysis.

Henry Greenberg is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Investors Capital Corp. Outside of his advisory work, he operates a DBA called North Pointe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a broad range of financial planning and investment management services supported by both proprietary and third-party solutions.

Sam Medley is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Sam works closely with clients to understand their financial priorities and collaborates with them to develop personalized financial plans aimed at supporting their current needs and future goals. Sam has held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. This progression reflects a consistent focus on client service and financial planning. Outside of work, Sam has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Satya Mitra is a CFP® professional with 33 years of industry experience, currently advising at Cetera in Worcester, MA. His career includes long-term roles with Avantax Advisory Services and The Guru Tax & Financial Services, and he has been involved in various entrepreneurial and speaking engagements under his own business names. Mitra also holds multiple community leadership roles, including serving on boards and acting as treasurer for local organizations, and participates regularly in public speaking and tax-related radio programming. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Karen Shapiro is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at The Patriot Financial Group, Securities America Advisors, and Securities America Inc. Outside of her advisory work, she has also been involved with Green Future Wealth Management as an employee and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides both discretionary and non-discretionary investment solutions through a large network of independent financial professionals and maintains proprietary and third-party model strategies.

Joshua Kane is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm’s approach combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations that support retirement income planning.

Keith Reardon is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2021, following five years at Voya Financial Advisors and seven years at Investors Capital Corp. Outside of his advisory role, he is the owner and manager of Commonwealth Consulting Group, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Matthew Palmer is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes positions at Bio-Techne and The Investment Center, Inc., and he is also vice president of Palmer Hammond Inc, a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools for research and operations.

Shepard Allen is a CFP® with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2024. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2020 to 2023. Outside of his advisory role, Allen is an author and presenter for the National Strength and Conditioning Association and serves as a board member of the Worcester Trust Fund Commission. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple portfolio management solutions through a network of independent Financial Professionals, utilizing a range of custody platforms and discretionary or non-discretionary strategies.

John Mazzone is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at multiple firms, including SagePoint Financial, Citizens Securities, Wells Fargo Clearing Services, and Santander Securities. Outside of his advisory role, he owns a sole proprietorship called John’s Cord Wood, which provides tree removal and arborist services. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Mccarthy is a financial advisor at LPL Financial with 27 years of industry experience. He has held roles at LPL Financial since 2013 and previously worked at UBS Financial Services from 2009 to 2013. He holds Series 63 and Series 66 licenses. 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, third-party asset management, and institutional platforms.

Michael Crotty is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2016. Crotty serves as an independent insurance agent and is a board member and treasurer of a nonprofit organization that provides grants for schools. He also holds a board position with the Massachusetts chapter of the National Association of Insurance and Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management approaches and custody platforms tailored to client objectives.

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 Mazeika is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Mazeika manages multifamily rental properties as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning tools and market modeling techniques.

Brian Waters is a financial advisor with Wells Fargo Clearing in Worcester, MA, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Waters also serves as a trustee and co-executor for family trusts and estates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.