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.

Michael Gregory Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to support its financial plans.

Joshua Elterman is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Nicholas Paine is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Florence, MA. He has prior experience at Streetlight Financial and UMassFive College Credit Union. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 professionals using a variety of portfolio management approaches and platform arrangements.

John Rhoades is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior experience includes 20 years at Ameriprise and Ameriprise Financial Services, Inc. He is also the business owner of Notch 8, Inc., a steak and seafood restaurant and banquet facility in Northampton, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Antonio Bastos is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has previously worked with firms including Commonwealth Financial Network and Raymond James Financial Services. Bastos is also involved as an agent in a community financial services business focused on fixed insurance products. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and analyses.

Maria Robbins is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor strategies to client goals.

Brett Singer is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as treasurer for the Springfield Technical Community College Foundation and is the owner of a garage band based in Westfield, MA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling techniques.

Ana Reid is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

John Pappas is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the board and finance committee of Helix Human Services, a Springfield-based children and youth nonprofit, and is a past president of its board of directors. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but typically does not include individual security recommendations in standalone plans.

Denise Koran Klisiewicz is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley, where she has worked since 2015. Outside of her advisory role, she owns a sole proprietorship creating and selling handmade jewelry and crafts, and she serves as a member of the Town of Monson Agriculture Commission. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment platforms.