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.

Daniel Polachek is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Avantax Advisory Services and related firms prior to joining Cetera in 2025. Outside of his advisory role, he serves as President of Northampton Wrestling Inc., an organization that provides youth wrestling opportunities in his community. He also operates a CPA practice focused on accounting and tax services and is a partner in a wealth management firm, Peak Advisor Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services across multiple program structures with access to both affiliated and third-party managers, supporting a broad range of investment strategies and client needs.

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.

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.

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.

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.

Christopher Baker is a CFP® and Series 66-licensed financial advisor with Equitable Advisors, where he has worked for four years. His background includes roles at Patrick Belniak/FCG, LLC and experience in construction management with Baker Mason Contractors, Inc. He also has experience from his time at Syracuse University and Southwick Regional High School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm offers various advisory programs through a network of representatives and emphasizes the use of third-party asset managers and model programs.

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.

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.