Patricia Drabick is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2015. Outside of her advisory work, she is involved in administrative and executor roles with The Lemon Group and Lemon Estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and proprietary as well as third-party model strategies.

Karen Donnelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Wells Fargo-affiliated firms since 2009, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Gobel Sr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to develop financial plans without providing individual security recommendations as part of its standalone planning services.

Nicholas Manolakis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he serves as a sports official and is involved in individual life and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning relationships supported by firm-approved software and offers various investment and planning programs.

Kevin Boisselle is a financial advisor with LPL Financial in Springfield, MA, holding Series 63 and Series 66 designations and offering 25 years of industry experience. He was previously associated with Cadaret, Grant & Co., Inc. for over two decades and is a partner at Boisselle, Morton & Wolkowicz, LLP, an accounting and tax preparation firm. 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, and institutional platforms, supported by extensive resources and technology for its network of over 22,800 advisors.

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.

Jordan Chase is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Before joining Cetera, he worked at Avantax Investment Services Inc. and Avantax Advisory Services, and has backgrounds in other industries including automotive finance and waste management. Outside of his financial advisory role, he coaches boys basketball. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts across multiple program structures.

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 in Holyoke, MA, holding a Series 63 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.

Michael Orszulak is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and 66 licenses and has nine years of industry experience. Prior to his current role, he worked at Infinex Investments and United Bank. Orszulak serves as treasurer for the nonprofit Citizens Restoring Congamond. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public-finance services.

Patrick Sherman is a financial advisor with Edward Jones in Longmeadow, MA, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior work includes roles at Prudential Annuities Distributors and Pruco Securities, LLC. Edward Jones is a full-service wealth management firm that serves over four million clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.