Jeffrey Wexler is a financial advisor with Wexler Enterprises in Brookfield, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to founding Wexler Enterprises, he worked at Transamerica Financial Advisors and World Financial Group. He previously operated translation businesses under Wexler Enterprises, which provided document translation services until 2022. Wexler Enterprises serves a diverse client base including individuals, high-net-worth families, trusts, corporations, and retirement plans, offering investment management, financial planning, wealth management, and insurance producer services. The firm’s approach centers on a documented Investment Policy Statement and asset-allocation driven portfolios that include both traditional and alternative investments, alongside retirement-plan consulting and educational seminars.

Jeffrey Forsman is the principal of Forsman Financial Services and holds a Series 65 designation. He has experience in accounting and tax planning through his separate CPA practice, Jeffrey Forsman CPA Inc, which provides tax compliance and planning services for individuals and small businesses. Prior to founding his advisory firm, he worked at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a combination of fundamental company analysis and modern portfolio theory, utilizing both passive and active investment vehicles, and offers discretionary and non-discretionary investment management.

John Estrella is a CFP® professional with 14 years of industry experience, operating as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has been with Able Financial Planning since 2016 and also serves as President of Able Mortgage Inc., supervising mortgage brokerage activities. In addition to financial advising, he is involved in mortgage origination and tax preparation through affiliated businesses. Able Financial Planning provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, foundations, and trusts. The firm manages portfolios using fundamental, technical, and cyclical analyses and offers a range of products and services, including insurance placement, mortgage origination, and tax preparation through affiliated entities.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.

Chester Mccord is a financial advisor at Founders Financial Securities LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is involved in insurance sales and tax preparation through his own firm, McCord LLC, and owns mineral rights leased for oil production. 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 multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Matthew Smith is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. He has worked at Santander Securities since 2014 and is also affiliated with Santander Bank, NA. In addition to his advisory role, Smith is an adjunct faculty member for the MBA program at Elms College. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and integrates third-party investment managers through its FMAX managed-account platform, delivering discretionary portfolio management supported by ongoing compliance and suitability oversight.

Mitchell Mccord is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Founders Financial Securities LLC since 2023. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a voting board member for a family-owned property entity in Colorado. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through various platforms and combines advisory, broker-dealer, and insurance services within its enterprise structure.

Patrick Fortunato is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Sequent Planning, Primerica Financial Services, Legal Shield, and Global Financial NetworX. Outside of advisory work, he is active as an insurance agent and sales representative for Legal Shield, spending time each month selling insurance products and legal and identity theft services. Portfolio Medics primarily serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management and financial planning services that incorporate diversified investments and multiple analytical strategies, with a client focus on retail and small-business relationships.

Kevin Manghan is a Certified Financial Planner® with 38 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has worked at Infinex Investments, Inc. since 2017, with prior roles at Peoples Bank and Key Investment Services LLC. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts and utilizes third-party promoters and affiliations to support its service and distribution approach.

Lu Ellen Guenther Smith is a financial advisor with Commonwealth Financial Network in Sturbridge, MA. She holds the ChFC® designation and Series 63 and 66 licenses, with 36 years of industry experience, including over three decades at Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, compliance, and investment management, offering diverse portfolio construction options and proprietary model portfolios.

Ashley Kriner is a financial advisor with Commonwealth Financial Network in Auburn, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Commonwealth since 2016. Outside of advisory work, she is an assistant at Sparhawk Realty, LLC, a real estate management entity in Florida. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Kathlene Donahue is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Veterans Inc. among other employers. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail clients, using a combination of affiliated and third-party sub-managers and offering portfolio management, financial planning support, and custody services.

Kevin Lewis is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and one year of industry experience. Prior to joining Commonwealth, he worked at PricewaterhouseCoopers (PwC) Advisory Services LLC from 2011 to 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to offer customized advice under Commonwealth’s supervision.

Brady Dow is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior experience at Midstate Wealth Management and in residence life at Worcester State University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Bernier is a CFP® professional with 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and concurrently affiliated with Ing Financial Partners, Inc. and Cambridge Investment Research, Inc. since 2004. In addition to his advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering customizable portfolio solutions and proprietary as well as third-party investment strategies.

Matthew Palmer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at The Investment Center, Inc. and Bio-Techne, among other positions. He is also vice president of Palmer Hammond Inc DBA Palmer Hammond Tax Services, a tax preparation and accounting firm. 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, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Michael Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kartik Trivedi is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Amazon, and New York Life Insurance. 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 programs and affiliated investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Michael Halloran is a financial professional with seven years of industry experience. He holds Series 63 and Series 66 designations and is currently affiliated with Cetera. His prior experience includes roles at Mercer Global Advisors, John Hancock Advisers, and Instawork. He also operates Joyful Wealth Planning, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and supports multiple program structures with both discretionary and non-discretionary authority.

John Jawor is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with LPL Financial and Cornerstone Bank since 2005. Outside of his advisory role, he has engaged in building and selling furniture on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Cory Bradley is a financial advisor with Ameriprise based in Stafford Springs, CT. He holds a Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he has worked at FedEx and attended Bryant University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored financial advice through a centralized consulting team.

Kevin Outland is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Capstone Planning Group and Citizens Securities, Inc. prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Kansas Sienna is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, Kansas held positions at the University of Connecticut and Ross Haven Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers the Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Gerald Johnson Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Vista Financial Group since 1997. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Trevor Nielsen is a financial advisor at Edward Jones in Sturbridge, MA, holding the ChFC® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Fastenal, R&J Lawncare, and Solutionreach. Edward Jones is a full-service wealth management firm serving over four million 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 manages approximately $1.01 trillion in assets under management and supports its clients through a large nationwide network of financial advisors and branch offices.

Matthew Toedt is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with various Fidelity entities since 2006, 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, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and use of algorithmic and AI-driven research methods.

Drew Mazzeo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work experience includes positions at OneDigital, UKG, Paycor, Connection, and Fitchburg State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

John Olson is a financial advisor with LPL Financial in Charlton, MA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with LPL Financial since 1993 and previously worked at CIPC Systems, Inc. from 1985 to 2019. Olson is also an author of a basic financial planning book titled "Square One - Financial Planning a few Minutes at a time," published in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various investment strategies.

Amy Kiley is a CFP® and ChFC® with 27 years of experience in the financial services industry. She has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors and True North Financial Services. Kiley is also the owner of Joyful Wealth Planning, LLC, a firm involved in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers within a multi-manager platform.

Carl Kaliszewski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior firms include Ic Advisory Services Inc, The Investment Center Inc, Mass Mutual Investors Services, and MetLife Securities Inc. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jennifer Desimone is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors and World Financial Group. In addition to her advisory role, she is involved with LaMothe & DeSimone Financial Services, Inc., which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, various advisory programs, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Christopher Mallon is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior roles include positions at Nuveen Investments and Dynamic Wealth Advisors. Outside of his advisory work, he is the owner of Pouch Drops, a home-based non-investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

Jamie De Caire is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Jamie was associated with Gaudette Insurance Agency, Inc. for 19 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Mark Smith is a CFP® with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2019. He previously worked for Securities America Advisors, Inc. for 10 years. Smith serves as president and board member of local community organizations in Fiskdale, Massachusetts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and utilizes a variety of portfolio management platforms and strategies.

Joshua Farmer is a financial advisor with LPL Financial in Oxford, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including 16 years with LPL Financial. In addition to his advisory role, he is involved in health insurance plans for small groups licensed in Massachusetts. 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 and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

James Mc Namara is a Series 66-credentialed financial advisor with four years of industry experience. He currently works at LPL Financial and has previously been affiliated with Capstone Planning Group, Cornerstone Bank, and held roles in educational institutions including Assumption University and Westford Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Kenneth Talentino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Signator Investors, Inc., and NRT LLC. Kenneth is based in Sturbridge, Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Hunter Boody is a ChFC®-designated financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in firms including Idaptive, Centrify, A+ Staffing, NuSkin, and Brigham Young University. Outside of his advisory role, he manages vacation rentals in Salt Lake City, UT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors.

Dennis Antonopoulos is a financial advisor with Edward Jones in Auburn, MA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Szela Jr. is a financial advisor with LPL Financial in Charlton, MA, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Paul E. Daoust & Company, P.C. from 1998 to 2019. Outside of his advisory role, he is involved in public accounting through his firm, Joseph J. Szela & Associates, P.C., and has experience in payroll processing with Your Pay Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning services, and portfolio management options that include model portfolios, third-party research, and various investment strategies.

Courtney Boudreau is a financial advisor with Ameriprise in Holland, MA. She holds a Series 66 designation and has experience spanning positions at Ameriprise and Fidelity Co-Operative Bank. Outside of finance, she has worked in community television and photography. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team collaborating with advisors.

Daniel Caissie is a financial advisor with LPL Financial based in Auburn, MA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior experience includes roles at The Investment Center, Inc., Palmer Hammond Financial, and Northwestern Mutual. Outside of advising, he is involved in tax preparation and accounting through Palmer Hammond Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

Justin Carter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at multiple firms, including MSI Financial Services, Massachusetts Mutual Life Insurance Company, and Cantella & Co. He has been with Raymond James and its affiliates since 2018. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and municipal entities, offering tailored financial planning and advisory services supported by a wide range of portfolio management styles and research resources.

Thomas Valentine Jr. is a financial advisor with Mass Mutual Investors Services in Worcester, MA, holding a Series 63 designation and 17 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., Mass Mutual Life Insurance Company, and MML Investors Services. He is also involved in life insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Bryan Greenleaf is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has eight years of industry experience, having worked previously with UBS Financial Services and St. Germain Securities. His current tenure at Mass Mutual Investors Services began in 2018, with a brief interval before returning in 2024. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused engagements supported by firm-approved software tools.

Cara Holland is a financial advisor with Edward Jones in Charlton, MA, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2022. Outside of her advisory role, she serves as Vice President of the Charlton Business Alliance, where she helps organize community events and manage communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and operates under a fiduciary standard.