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.

Gavin Keane is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Aspen Square Management, Caribbean Clear, and Sodexo Operations LLC. Keane also has experience in the food service industry and has attended the University of Vermont. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets, supported by a nationwide network of advisors and branch offices.

Natalie Connelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been a team member since 2016. She contributes to business development and marketing efforts while assisting with relationship management and financial planning. Previously, Natalie worked at Voya Financial in roles focused on relationship management and financial planning. She holds several professional designations including Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Natalie earned her Bachelor's Degree from Westfield State College. Her areas of expertise include retirement planning, divorce transition planning, family wealth management strategies, college education planning, and managing new wealth. Natalie is committed to guiding clients through their unique financial situations and works alongside her team, the Foundation Management Group, which collectively has over a century of experience. Residing in West Springfield, Massachusetts, Natalie is involved in her community through the West Springfield Rotary Club and youth sports booster clubs. She spends her personal time engaging in activities such as cooking, gardening, ice hockey, interior decorating, reading, traveling, and supporting her two children in their sports activities.

Peter Leonczyk is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. He serves as a board member for the Ludlow Community Center/Randall Boys and Girls Club and the Ludlow Cares Coalition. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals and provides a range of portfolio management and model-based solutions tailored to client objectives.

Anthony Montemagni is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 1999. Montemagni has served on the investment committee for the Springfield Technical Community College foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Nico Santaniello is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2012 to 2024. Outside of his advisory work, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing annual planning advice focused on dependable income sources and tax‑aware withdrawal strategies.

Shawn Torres is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and MML Investors Services, Inc. He is also the owner of Vitae Wealth Management, focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management options and proprietary model strategies.

David Huntley is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

Terrell Joyner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory work, he is involved in business coaching and owns a membership organization focused on building a network of consultants. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals.

Timothy Flynn is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as a director on the Springfield, MA board of Financial Executives International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Colleen Bianco is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2019 and with LePage Financial Group since 2013. In addition to her advisory work, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms tailored to client objectives.

Martin Cunningham is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at LPL Financial and previously worked at Lincoln Financial Securities Corporation for 13 years and at Wrp Investments, Inc. for one year. Outside of financial advising, he owns and manages a small pub in Springfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals and institutions. The firm supports a large network of advisors through advisory and brokerage services and provides access to various investment strategies and operational tools.

Ryan Cummings is a CFP® with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Ryan is also involved with Private Financial Design in South Hadley, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of customized investment solutions under various platform arrangements.