William Ward is a financial advisor with Mass Mutual Investors Services in Springfield, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior work at Stop & Shop LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a structured approach that emphasizes collaborative goal analysis and written recommendations.

Edward Boscher is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services Inc and Anthem Securities. Outside of his advisory role, he is Chief Operations Officer of SRD Operations, LLC, where he manages financial planning practice operations and staff development. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Robert Lowney is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 36 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services from 2012 to 2025. Outside of his advisory role, he owns and manages Hadley Tax & Financial, where he supervises tax preparation and financial services operations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment programs and third-party managers.

Christopher Tarantino is a Senior Financial Advisor with The Tarantino Group at Merrill Lynch Wealth Management. He focuses on developing wealth management plans and building strategies for individuals, families, and businesses by understanding their short- and long-term financial objectives. Leveraging the resources of Merrill Lynch, he works with clients across the nation and has a longstanding history of serving the Massachusetts and Connecticut communities since 1974. Chris entered the financial services industry in 2004 and joined Merrill Lynch Wealth Management in 2017. Throughout his career, he has worked in several cities including New York City, London, Phoenix, and San Francisco, before returning to his community in Simsbury, Connecticut. His expertise areas include family wealth management strategies, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds a bachelor's degree in Economics from Trinity College in Hartford, Connecticut, and carries the Personal Investment Advisor (PIA) designation. Chris and his family are active in their local community and participate in organizations such as Habitat for Humanity. He resides in Simsbury, CT with his wife, two children, and dog.

Yevgeniy Maltsev is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation. He has approximately 13 years of industry experience, including 12 years at Ameriprise Financial Services and one year at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing around $2.74 trillion in client assets.

Susan Grimaldi is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 through a large network of advisors.

Nicholas Hopley is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since joining the firm in 2009. He has been working in the financial services industry since 1994, focusing on developing strategies and recommendations for individuals, their families, and their businesses to help meet short- and long-term financial goals. His approach to wealth management is consultative, objective, and tailored to individual clients. Nicholas takes time to understand clients' financial situations, preferences, and goals before offering recommendations for asset allocations that align with their income and growth expectations. He continues to engage in discussions covering investments, retirement, estate planning services, and philanthropy. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas graduated in 1989 from Grinnell College with a B.A. in Political Science and earned an M.B.A. in 1994 from the School of Management at the University of Massachusetts Amherst. He obtained the Certified Investment Management Analyst (CIMA) designation in 2016 and holds the Personal Investment Advisor (PIA) designation. Outside of work, he is an avid runner who has competed in the Boston Marathon 29 times over 31 years. He lives in Amherst, Massachusetts, with his wife Jennifer; they have two children.

Joshua Fazzino is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Securities America, Inc. Outside of finance, he has worked in education and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research to tailor client portfolios.

Sarah Burnap is a Series 66-registered financial advisor with Equitable Advisors in Hatfield, MA, with 11 years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Cambridge Investment Research, and Hart & Patterson Financial Group. Outside of her advisory work, she serves as PTO President for Bernardston Elementary School and volunteers as a coach for a local summer league softball team. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate program strategies.

Eric Markiewicz is a financial advisor with Edward Jones in Easthampton, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Collins Aerospace from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Benjamin Minifie is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Aflac. Outside of his advisory role, he works as a server at The Hermitage Inn Vermont and is involved in outside insurance sales as a broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs, emphasizing collaborative, goal-oriented client relationships.

Justin Levsky is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has worked at UBS since 2022 and previously held roles at Skyhawk Investment Group and Baystate Health. Levsky serves as a trustee of the William Sadowsky Family Trust, a charitable family foundation managing and distributing donations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and a range of capital markets activities.

James Slawski is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® designation and has a background that includes long-term roles with Avantax entities from 2003 to 2025. Outside of his advisory work, he operates a CPA practice offering tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm provides a variety of portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and oversight structures.

Anne Faunce is a financial advisor with LPL Financial in Westfield, MA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has worked at LPL Financial since 2016 and serves as Vice President and Digital Banking Product Manager at Westfield Bank. Faunce is also a notary public in Massachusetts and Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Brigid Mc Kenna is a Series 66 licensed financial advisor with Edward Jones in Holyoke, MA, with eight years at the firm and a total of two years of industry experience. Prior to joining Edward Jones in 2018, she worked at Tailgate Picnic for sixteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Anthony Lefemine is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Putnam Hill Partners DBA Everline Worcester/Providence and several companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and deliver model-based investment solutions.

Louis Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA, holding a Series 66 designation and with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2012. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and providing a range of event-driven planning services.

Patrick Silva is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual since 2018, and previously at Sii from 2014 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of asset management solutions and educational seminars, structuring financial planning engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations.

Kelly Haber is a financial advisor at Raymond James Financial with 19 years of industry experience. Before joining Raymond James in 2025, Haber spent nine years at Commonwealth Financial Network. Haber is a partner at Pioneer Valley Financial Group, where they manage daily operations, supervise advisors, and handle compliance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting.

Kerriann Collins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Empower Financial Services, GWFS Equities, and Massachusetts Mutual Life Insurance Company. Outside of finance, she is the sole proprietor of Edge Floral Design, a florist business. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm offers collaborative, annual financial planning engagements using proprietary software and educational seminars.