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.

Michael Hodge is a CFP® with 31 years of industry experience, currently affiliated with Cetera since 2026. He previously worked at Commonwealth Financial Network for 27 years and has operated Hodge Associates, Inc. since 1998, where he is president and co-owner. Outside of financial advising, he is involved in tax preparation and accounting services through Hodge Associates, Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Julie Sullivan is a financial advisor with Cetera and holds a Series 66 designation. She has two years of industry experience and is based in Worcester, MA. Prior to her current role, she has been involved with Archstone Financial since 2021, where she serves as Client Services Manager. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary authorities, and various program structures.

Graham Merk is a CFP® and ChFC® with 49 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at firms including Cetera Advisors and Securities America. Outside of his advisory role, he serves as treasurer and board member at the First Baptist Church of Holden and volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals.

Zainab Karim is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Karim provides integrated wealth management solutions by leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Karim’s expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification from the Certified Financial Planner Board of Standards, Inc., and is a qualified Portfolio Manager. In her role, she offers traditional financial advice as well as personalized portfolio management that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, including discretionary management under the firm's Investment Advisory Program. Karim earned a bachelor’s degree from the University of Florida. She values community involvement and participates in volunteer activities within the communities she serves. Outside of work, she enjoys cooking, golfing, spending time with her family, and watching movies.

Darren Parent is a financial advisor at Edward Jones in Worcester, MA, with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Edward Jones since 2019, following prior roles at Voya America Equities, Inc. from 2016 to 2018. Outside of his advisory work, he is a part-time ski instructor at Mount Snow Resorts in Vermont. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Bryan McDavitt is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Commonwealth Financial Network. McDavitt has also operated McDavitt Wealth Management since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research and third-party subadvisors.

Leah Coco is a Financial Consultant at Fidelity Investments, where she partners closely with clients to help them make confident, informed decisions about their financial futures. She collaborates with the Wealth Management Team to co-create holistic and personalized financial plans that reflect each client's goals, priorities, and values. Leah has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2013, including Branch Leader and Team Leader in multiple departments such as Investment Solutions, Stock Plan Services, and Client Services. Prior to Fidelity, she worked as an Associate Financial Advisor at Ameriprise Financial and as a Registered Representative at Northwestern Mutual. Her career also includes leadership experience as a Team Leader in Defined Contributions at Putnam Investments. Outside of her professional responsibilities, Leah enjoys spending time at the beach, engaging in fitness activities, and hiking.

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.

Drew Smith is a Vice President and Financial Consultant with over two decades of experience in the financial services industry. He has held roles at Fidelity Investments from 2022 to 2025 and was a Wealth Advisor at Charles Schwab from 2002 to 2022. Throughout his career, Drew has collaborated with families to develop comprehensive financial plans aimed at achieving their financial goals. He focuses on understanding the personal and professional priorities of his clients to build tailored strategies that provide financial peace of mind.

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.

Harrison McCann is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. In his current role since 2022, he works closely with clients to understand their financial situations and goals, collaborating to develop tailored financial plans. He began his career at Fidelity as an Investment Consultant in 2019, progressing to Financial Consultant in 2020 before assuming his current position. Harrison applies a comprehensive financial planning process to support his clients' objectives. Outside of his professional work, Harrison enjoys beach activities, biking, hiking, outdoor adventures, and spending time with family.

Mark Mccormack is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Cetera and has held roles at Archstone Financial Partners, Cetera Wealth Services, and Voya Financial Advisors. He is also the owner of Archstone Financial Partners, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program options and a large scale of assets under management.

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.

Frederik Otte is a Planning Consultant dedicated to partnering with clients to understand their short- and long-term goals and to help build customized financial plans that meet their unique needs. He prioritizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to his current role, Frederik worked as a Customer Relationship Associate at Fidelity Investments from 2023 to 2024. His experience includes client interactions and support within the investment services sector. Outside of his professional responsibilities, Frederik has interests in football, golf, music, and skiing.

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.

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.

Gary Holland is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Cetera and has previously worked at Voya Financial Advisors. Outside of his advisory role, he serves as a trustee for a condominium association in Boston. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a wide range of portfolio management and financial planning services. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Judith Henry is a CFP® with 27 years of industry experience, currently serving at Raymond James Financial in Marlborough, MA. Her prior roles include positions at LPL Financial, First Technology Federal Credit Union, Banc of America Investment Services, and Quick & Reilly. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a diverse advisory platform with specialized programs such as municipal and SIMPLE IRA employer consulting services.