Jason Jakubasz is a financial advisor with LPL Financial in Westfield, MA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Westfield Bank and Cold Spring Country Club. 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 financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anne Faunce is a financial advisor with LPL Financial based in Westfield, MA. She holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining LPL Financial in 2017, she worked at Key Bank and Key Investment Services LLC. Outside of her advisory role, she serves as a VP and Digital Banking Product Manager at Westfield Bank and performs notary services in Massachusetts and Connecticut. 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 consulting, utilizing both discretionary and non-discretionary management alongside research from LPL and third-party providers.

Joshua Stebbins is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017 and has been with Westfield Bank since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Gregory Gagnon is a financial advisor with LPL Financial in Westfield, MA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Westfield Bank since 2017, with earlier experience at ARS Restoration Specialists. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various management strategies.

David Ricci is a financial advisor with LPL Financial in Westfield, Massachusetts, holding Series 63, 65, and 66 licenses and possessing 33 years of industry experience. His prior work includes roles at Westfield Bank and Santander Securities LLC. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from both internal and third-party sources.