Worcester, MA Mercantile St. Office

Mark Quercio is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years with Voya Financial Advisors, Inc. Quercio has also been involved with North Point Investment Partners for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and a range of investment management solutions.

Henry Greenberg is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021, previously spending five years at Voya Financial Advisors. 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 advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Keith Reardon is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2016. Outside of his advisory work, he is the owner and manager of Commonwealth Consulting Group. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kathryn Cataldo is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, she was affiliated with North Pointe Wealth Management and Voya Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions supported by both discretionary and non-discretionary management options.

David Brunelle is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including Voya Financial Advisors and Berkshire Hills Bancorp. Brunelle serves as chairman of the board at Berkshire Hills Bancorp and is also a board member of Beacon Bank and Trust. 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Henri Rocheleau III is a financial advisor with LPL Financial in Worcester, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including five years at LPL Financial and five years at Voya Financial Advisors. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Michael Mac Lean is a CFP®-certified financial advisor with 18 years of industry experience. He is currently affiliated with LPL Financial and has held prior positions at Mercantile Private Wealth Management, Grove Point Advisors LLC, and Morgan Stanley. He serves as a board member for the Paxton Little League, a nonprofit organization. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Zachary Bombard is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with LPL Financial since 2019, following prior roles at Voya Financial Advisors and Voya Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Andrew Bermani Mc Cann is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Cambridge Investment Research Advisors and Enterprise Holdings Inc. Outside of his advisory role, he has interests in insurance and benefits through employment at Streetlight Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

Kenneth Wood is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 designations and 39 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Voya Financial Advisors for five years. Outside of his advisory work, he is involved with East Coast Turf Products, Inc., a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

Brian Pelczarski is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Voya Financial Advisors. Outside of his advisory role, he is the owner of Commonwealth Consulting Group LLC, a non-investment-related business. 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 provides a range of advisory programs, financial planning, and retirement consulting, supported by research and diverse investment strategies.