Edward Oakes is the principal of The Oakes Financial Group in Troy, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been involved with Oakes Financial Services, Inc. since 2011 and with Hancock Tax & Financial Services since 2005, where he provides income tax preparation services. The Oakes Financial Group offers fee-only financial planning, portfolio design, asset management, and investment consultation to individuals, trusts, estates, and businesses. The firm incorporates educational workshops and seminars into its client services and employs a diversified investment approach based on fundamental analysis and Modern Portfolio Theory.

Marina Muehlke is a financial advisor at Holistic Financial Planning LLC in Westminster, Massachusetts, with three years of industry experience. She holds a Series 65 designation and has worked previously at Ferris Capital LLC, Prudence Financial, Inc., and Wingate Wealth Advisors, LLC. Since 2021, she has also served as Investor Relations Director at Cahoon Capital Management, a firm focused on private lending for single-family fix and flip properties in the New England area. Holistic Financial Planning provides comprehensive, project-based financial planning and investment reviews for individual clients outside the high-net-worth category. The firm delivers strategic, non-discretionary investment recommendations and emphasizes client education through seminars and coaching, operating on an hourly, fee-only basis.

Kenneth Posco is a CFP® professional with 21 years of industry experience and over 40 years as a CPA. He operates Investment Management Trust, LLC as its sole advisor. In addition to his advisory work, he owns and runs a separate CPA practice providing accounting, tax, and investment advisory services in Fitchburg, MA. Investment Management Trust, LLC provides discretionary investment management, wealth management, and financial planning primarily to middle-income clients, high-net-worth individuals, trusts, estates, and small businesses. The firm focuses on long-term portfolio construction using ETFs, individual stocks, and other instruments, combining fundamental, technical, and cyclical analysis while avoiding commission-based products and speculative investments.

Cameron Feyrer is a CFP®-designated financial advisor with three years of industry experience, currently with Founders Financial Securities LLC. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and KPMG. He serves as a board member of the North Quabbin Chamber of Commerce in Athol, MA. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and sub-advisory relationships.

Paul Fitzpatrick is a financial advisor with LPL Financial in Gardner, MA, holding Series 63 and Series 66 credentials and having 40 years of industry experience. He has been with LPL Financial since 1996 and currently operates through Northeast Planning Associates, Inc. Prior to focusing on his advisory work, he served as Vice President of Financial Services at GFA Financial Group. Paul is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Ryan Mcguane is a financial advisor with On Investment Management Company, holding the CFP® designation and Series 63 and 65 licenses, and has 20 years of industry experience. He has worked at firms including THE O.N. Equity Sales Company, Ohio National Financial Services, MML Investors Services, Inc., and Massmutual Life Insurance Company. Outside of his advisory work, he is a partner in an agricultural venture that restored a commercial apple orchard and opened it to the public. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning, third-party investment programs, and managed accounts with both discretionary and non-discretionary options.

Cameron Mac Koul is a financial advisor at Prosperity - An EisnerAmper Company with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MassMutual Life Insurance Company and Commonwealth Financial Network. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a multi-team structure.

William Kessler is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Founders Financial Securities since 2006. Outside of his advisory role, he serves as a trustee for Athol Savings Bank and is District Deputy Grand Master for the Grand Lodge of Massachusetts, involving charitable activities. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and specialized retirement consulting, utilizing multiple advisory platforms and combining advisory, brokerage, and insurance services.

Krista Piazza is a financial advisor at AlphaStar Capital Management with five years of industry experience. She holds a Series 65 designation and has worked previously at Worcester Advisors and Quinsigamond Community College. Prior to her financial career, she was employed at Seven Hills Charter Public School for 15 years. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology tools.

Michael Caslin is a financial advisor at SPC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Blueprint Financial Advisors. Caslin is also involved in the sale of non-variable insurance products through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice through multiple account programs.

Casey Head is a financial advisor with Principal Financial Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, Casey serves as President and CEO of White Stag Martial Arts and writes a blog called The Country Gentleman focused on rural living, culture, and history. He is also a member of the Fitzwilliam Town Planning Board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

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.

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.

Michael Sadowski is a financial advisor at Edward Jones in Gardner, MA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Pyrotecnico LLC and Solmetex LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

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.

Edward Fusco is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliated entities since 2013. Fusco is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across multiple program structures.

Jason Nero is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a decade at Edward Jones prior to joining Raymond James in 2022. Outside of his advisory role, Nero is involved in several business ventures, including ownership interests in storage facilities, an HVAC company, and multiple short-term rental properties managed primarily by family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutional and charitable organizations. The firm emphasizes non-discretionary planning and risk profiling, offering tailored recommendations supported by analytical modeling and a broad array of advisory programs.

Alex Petit is a Series 66 licensed financial advisor with Raymond James Financial, where he has worked since 2025. His prior experience includes roles at Hyundai of Keene, William Raveis Mortgage, Cambridge College, and Fidelity Cooperative Bank. He is also associated with The Nero Wealth Group, providing services such as retirement, college savings, and tax planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses a variety of analytical tools to support client goals, with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Patrick Bullis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked for Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for 15 years. In addition to his advisory work, he operates a CPA practice providing tax preparation, accounting, and payroll services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a suite of program options and over $256 billion in assets under management.

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.

David Mason is a financial advisor with Edward Jones in Athol, MA, holding CFP®, ChFC®, and Series 66 credentials. He has nine years of industry experience, including prior roles at E.T. & L. Corp and a one-year employment gap before joining Edward Jones in 2017. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and maintains a large network of 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.

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.

Tina Leslie is a financial advisor at Edward Jones with five years of experience in the industry. She holds a Series 66 designation and has prior work history including roles in local school administrations and a small business operation. 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, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.

Jahan Manasseh is a CFP®-certified financial advisor with Edward Jones, based in Hubbardston, MA, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Manasseh is involved as an operations manager for the ABA basketball team Florida Tropics in Parkland, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Pouliot is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments in various roles since 2007, including positions such as Investment Solutions Consultant, Managed Accounts, Client Management Representative, Associate Relationship Manager, Retirement Solutions Representative, and Investment Solutions Representative. Prior to his tenure at Fidelity, Matthew held roles at Wells Fargo Advisors as a Client Associate, at Northwestern Mutual as an Investments Associate, and as a Loan Officer at Homeowners Assistance. Matthew holds insurance licenses for Arkansas and California. His professional approach involves understanding each client's unique financial situation to develop tailored strategies aligned with their long-term goals. He emphasizes collaborative planning to manage risk and adapt to changing market environments, aiming to provide transparent and objective, client-centric service. Outside of his professional work, Matthew has interests in the beach, cars, fitness, movies, traveling, and volunteering.

Cailte Kelley is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Winchendon, MA. She has also been self-employed as a musician since 1997, performing piano and vocals for various bands and events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

Jacob Van Hillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Emergency Signal Systems and Mount Wachusett Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Rick Robichaud is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he focuses on understanding the priorities of clients and their families to tailor investment and retirement plans that align with their unique goals and motivations. Rick leverages both his experience and the resources of Fidelity to assist clients in optimizing their financial strategies. Rick holds a California Insurance License, which supports his expertise in advising clients on insurance-related financial matters. Outside of his professional responsibilities, he engages in family activities and enjoys playing golf.

Ryan Laliberte is a Series 66-credentialed financial advisor at Edward Jones in Gardner, MA, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director for Gardner Square, helping to connect local businesses with the community through board involvement. 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 23,700 financial advisors and over $1 trillion in assets under management.

Kerri Nadeau is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010. She has five years of industry experience and is based in Fitchburg, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices nationwide.