Alexander Macdonald is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and beginning his industry career in 2025. His prior work includes roles outside finance such as campus recreation at Southern Methodist University and municipal positions with the Town of Dennis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning and estate planning strategies, with approximately $2.74 trillion in client assets under management.

Laura Depergola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at both LPL Financial and 360 Federal Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Sokolowski is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Bank of America. His prior work includes roles outside traditional financial services, such as at The Elkridge Club and yacht and tennis clubs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting.

David Hannah is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s retirement income program emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment approach.

Tami Maurice is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jakob Boutet is a financial advisor with Ameriprise in Springfield, MA, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior roles include positions at CUNA Brokerage Services, TruStage, CUNA Mutual Group, and Summer House, in addition to six years in full-time education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Raissa D Danna is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

James Calabrese is a financial advisor at UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Enrique Alvarez is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Alvarez is a member of the Hartford Gun Club and a Freemason, and he operates a small business buying and selling firearms and other items on eBay. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides various portfolio management options and proprietary model strategies under Founders Gate Capital, supported by institutional features such as advisor support programs and compliance processes.

Erich Zielonka is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as ownership of a CPA practice focused on tax preparation and wealth management. Zielonka also manages an LLC for rental properties. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees assets exceeding $256 billion through a large network of independent advisors.

Brendon Hutchins is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at UBS Financial Services and St. Germain Investment Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nancy Miller is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including over two decades with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she performs as a musician with Meadow Flutes and Jazzy Flute Duo and has served on the board of permanent funds for Faith United Church. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, with additional services including financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Daryl Devillier is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates from 2006 to 2018 before joining Ameriprise Financial Services Inc. He also participates in mentoring activities, speaking with high school students about careers in finance. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers tailored, algorithm-supported retirement income recommendations.

Harry Miller is a financial advisor at Merrill Lynch Wealth Management in Springfield, Massachusetts. He leverages his background in engineering and business to assist clients in making informed financial decisions tailored to their personal goals. His expertise includes divorce transition planning, employee benefits planning, institutional and corporate benefit services, investment consulting for defined contribution plans, personal retirement planning, socially responsible and ESG investing, and tax minimization. Before transitioning to financial planning, Mr. Miller worked as an engineer leading teams on projects in the food manufacturing industry. He holds a Bachelor's degree and an MBA from the University of Massachusetts. He has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Western Massachusetts, Mr. Miller maintains a strong connection to his community and participates in local initiatives such as Revitalize CDC. Outside of his professional life, he enjoys cooking, football, golfing, hiking, and spending time with his family.

Lynn Sorel is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Douglas Neiman is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several Cetera entities since 2021, following six years at Voya Financial Advisors. Outside of his advisory role, Neiman operates a small online sales business focused on used tools and sporting goods. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Scott Vander Veen is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at MassMutual, MML Investors Services, The Prudential Insurance Company of America, PRUCO Securities, and OneAmerica Securities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Jason Jakubasz is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2022, with additional experience at Westfield Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sean Gilligan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services, USI Securities, and Patrick Capital Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Wayne Proulx is a CFP® professional with 31 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at SagePoint Financial for nine years and is a partner at Odyssey Wealth Management Group, LLC, where he is involved in insurance brokerage including life, fixed annuities, long-term care, and disability insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with financial planning and retirement consulting, utilizing a range of asset-allocation tools and third-party platforms to create tailored investment portfolios.