Andrew Bellak

David Martula is a CFP® professional with 21 years of industry experience. He has been the sole advisor at Fee-Only Financial Planning since 1991. Fee-Only Financial Planning serves individual clients, including high-net-worth households, by providing financial planning and discretionary portfolio management. The firm emphasizes a low-cost, buy-and-hold investment approach using no-load mutual funds, tailoring recommendations to clients’ goals and life stages.

Edward Wall is the owner and sole advisor at Pioneer Financial, Inc. in South Hadley, MA, with 20 years of industry experience. He holds the Series 66 designation and has been with Pioneer Financial since 2004. In addition to investment advisory services, he provides tax preparation and accounting through his firm. Pioneer Financial, Inc. offers discretionary portfolio management primarily for individual investors and non-profit organizations, combining investment advisory services with tax preparation and insurance activities. The firm employs a goal-oriented approach using fundamental analysis, ongoing monitoring, and monthly account reviews.

Senaida Bautista is a financial advisor with Clarity Wealth Management LLC in Montague, MA, holding Series 65 and Series 66 licenses and seven years of industry experience. She has worked at several firms including AE Wealth Management and Dale A. Frank Financial, and currently owns Steadfast Insurance LLC. Bautista also serves as a board advisor for the Beacon Hill Women’s Forum, a nonprofit organization. Clarity Wealth Management provides asset management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm offers tailored investment programs using various analytical methods and is notable for its pension consulting, service to charitable organizations, and participant education for plan sponsors.

Thomas Homan is a financial advisor with Momentum Investment Management, LLC in Holyoke, MA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Homan has led Momentum Investment Management since 2010. Outside of his advisory role, he owns and manages a rental property business. Momentum Investment Management is an independent, single-advisor firm providing discretionary portfolio management and hourly financial planning primarily to individual clients, including high-net-worth individuals. The firm employs a combination of charting, fundamental and technical analysis, and uses derivatives and margin strategies in client accounts, with all portfolio oversight conducted by Homan.

Megan Donnelly is a CFP®, ChFC®, and Series 63-registered financial advisor with 14 years of industry experience. She is the sole advisor at Quabbin Advisors, an independent firm she has been with since 2012. Quabbin Advisors provides fee-only financial planning and investment advisory services to individuals, families, nonprofit organizations, and businesses. The firm emphasizes a largely non-discretionary approach to client assets, focusing on long-term, fundamental buy-and-hold strategies with low-fee mutual funds and ETFs, and maintains regular portfolio reviews following planning engagements.

Pamela Desjardins is a financial advisor at Strategic Planning Associates in Granby, MA, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Elite Investment Team, LLC since 2018. In addition to her advisory role, she is involved in the sale of life and health insurance, long-term care insurance, and fixed annuities. Strategic Planning Associates provides financial planning and discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm offers tailored asset-allocation models implemented on a discretionary basis and emphasizes a small-scale, relationship-focused approach.