Jennifer Cooke is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including Commonwealth Financial Network, Ernst Financial Group, and The Wealth Transition Collective. Outside of advisory work, she is the owner of Cooke Consulting, Inc., a private consulting entity related to securities, advisory, and insurance business, and serves as a bank corporator for Country Bank for Savings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting its recommendations with due diligence and managing approximately $79.8 billion in assets.

Michael Flaherty is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, and Wells Fargo. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a focus on municipal and public finance through a unique municipal advisor affiliation.

James Dowd is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 13 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Christine Jones is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved as a landlord in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Ty Martinelli is a CFP® with 21 years of experience in financial advising, currently with LPL Financial since 2011. He previously worked at Mariner Financial Group, LLC and The Westerman Group, LLC. Martinelli also acts as an independent insurance agent selling life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports client strategies with both proprietary and third-party resources.

Arnold Magid is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Jack Anderson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Grenier Financial Advisors and has academic experience at the University of Massachusetts Amherst and Syracuse University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and integrated financial services.

Sean Parent is a Series 66 licensed financial advisor with Edward Jones in East Longmeadow, MA, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at SABIS International Charter School for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Tomczak is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Tomczak is also involved in the sales and service of insurance and investments through a related business entity. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Christopher Casale is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at CUSO Financial Services and Westfield Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Duane Blische III is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Northwestern Mutual and has held roles outside finance, including positions at John Brewers Tavern and Pizzeria Marzano. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Nithin Eranezhath is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Nithin has been serving a global clientele since 2008, including affluent individuals, families, and business owners. He employs a goals-based approach to wealth management that begins with understanding each client’s specific objectives and developing tailored strategies to build, manage, and preserve their wealth. His expertise encompasses areas such as retirement planning, family wealth management, legacy planning, philanthropic giving, and socially responsible investing. Prior to joining Merrill Lynch, Nithin was a financial center manager with Bank of America and has management experience across hospitality, retail, and financial services. He has lived and worked in four countries, broadening his global perspective. Currently, he is part of a three-advisor wealth management team with a combined experience exceeding 60 years. Nithin is committed to building long-term relationships that foster open communication and provide clients with tailored financial guidance beyond traditional portfolio management. Nithin earned his bachelor’s degree from the Institute of Hotel Management. Outside of his professional role, he and his wife, Nancy, actively engage in volunteer efforts through their church, supporting local and international communities. His personal interests include cooking, fishing, traveling, spending time with family, and watching movies.

David Petruzzelli is a financial advisor with LPL Financial in Longmeadow, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at MassMutual, MML Investors Services, Inc., and Quick & Reilly. Petruzzelli operates Petruzzelli Financial Services, an investment-related business affiliated with his LPL practice. 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.

Susan Alvanos is a CFP® and ChFC® with 27 years of industry experience. She is currently with Morgan Stanley in Springfield, MA, where she has worked since 2025 following a 20-year tenure at Ameriprise. Outside of her advisory role, she is a sole proprietor and joint owner of a rental property business. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support client outcomes.

Dominic Maloni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, Maloni is involved in several business ventures, including real estate brokerage, restaurant ownership, and managing family farms. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning using firm-approved analytical tools, offering a range of programs including divorce planning and employer-sponsored services.

Danielle Accardi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at LPL Financial since 2018 through affiliated entities and previously held roles at First Allied Advisory Services and First Allied Securities. Outside of her advisory work, she is a commissioned notary in Massachusetts and is involved with Bonfire Productions in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tanya Ferrero is a financial advisor at Mass Mutual Investors Services with 1 year of industry experience. She holds the Series 66 designation and has held roles at Charter Oak Financial/Post Game Financial since 2011 and MassMutual Life Insurance Company since 2009. MassMutual Investors Services, LLC 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, using firm-approved tools to provide written recommendations as part of collaborative planning relationships.

Mary Couture is a financial advisor with LPL Financial based in West Springfield, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at LPL Financial since 2022 and previously at People's United Advisors and People's Securities, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting diverse investment strategies with both discretionary and non-discretionary management.

Jack Yvon is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 license and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005 and worked at MSI Financial Services, Inc. from 2016 to 2017. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products, and manages a rental property in Chicopee, MA. MassMutual 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 provides ongoing financial planning and offers asset management, wrap accounts, money-manager programs, and educational seminars.

Cary Rubman is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. His career includes extensive work as an independent insurance agent, serving clients in various capacities related to life, health, and long-term care insurance. He is also a partner and CFO of Innosure Insurance LLC, a property and casualty agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform featuring both affiliated and third-party investment options.