Andrew Beaudry is a CFP® with 37 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2011. He holds Series 63 and Series 65 licenses and is based in South Hadley, MA. Outside of his advisory role, he owns a media production company, Twohills Dood Productions. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, plans, and charitable organizations. The firm offers a range of investment strategies through independent Financial Professionals, including proprietary models, third-party solutions, and both discretionary and non-discretionary management options.

Douglas Morash is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MMA Securities LLC, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. He serves as an appointed commissioner on the City of Westfield Park and Recreation Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets across a broad range of portfolios.

James Healey is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, he is a sole proprietor involved in leasing a garage on his property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and analyses.

Christine Subotin Prentice is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Joshua Stebbins is a financial advisor with LPL Financial in Westfield, MA, holding the Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Westfield Bank since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Mark Brannigan is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in managing several real estate and property management entities. Ameriprise Financial Services serves both individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, using research and algorithmic tools to provide written recommendations and ongoing advice.

Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.

Alexa Morin is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to her current role, she has held positions in various sectors including recreation and public service. She has also worked with the Young Presidents' Organization and served in roles related to education and government. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans.

Michael Curran is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017, and has been affiliated with Massachusetts Mutual Life Insurance Company, METLIFE Investors Distribution Company, and Metlife Securities, Inc. since 2016 or earlier. Outside of his advisory roles, Curran serves as Vice President of Technology and golf event organizer for The Falcon's Nest, a nonprofit supporting individuals and families affected by Down syndrome. 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, using firm-approved software and collaborative annual planning engagements without investment discretion.

Samantha Krupczak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at LPL Financial, NYLIFE Securities LLC, and Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Patrick Oneil is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a board member on the Hampden County Regional Retirement Board and owns a business focused on college financial aid solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management and model-based strategies tailored to client objectives.

Allen Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Davis has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. 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, utilizing firm-approved software tools to deliver written recommendations in collaborative, annual planning engagements.

David Ferreira Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of experience with Mass Mutual firms and two additional years as an independent broker. Prior to his financial services career, he worked at IBM for 14 years. Outside of his advisory role, he is also active as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and structures planning as annual, collaborative relationships.

Simon Serra is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. He has two years of industry experience, including roles at MML Investors Services, MassMutual Life Insurance Company, Monson Savings Bank, and Western New England University. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved tools to analyze client goals and deliver recommendations.

Jessica Hart is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at notable firms including Peoples Wealth Advisory Group, Peoples Bank, and TD Bank. Hart is also engaged as a registered representative with Peoples Wealth Advisory Group and Peoples Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Daniel Rochon is a financial advisor with Edward Jones in Easthampton, MA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for the Daily Hampshire Gazette from 1998 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of advisors and branch offices nationwide.

Miles Fergus is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience with firms including MassMutual Life Insurance Co and Country Bank. Fergus also has experience working in recreational and hospitality settings, including positions at Longmeadow Country Club and Wilbraham Recreational Department. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers event-driven planning services such as divorce and estate-settlement planning.

Richard Gaudreau is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previous work experience at Boston Financial Investment Management and in education-related roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Melanie Skroski is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 10 years of industry experience. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2015. Outside of her advisory role, she owns Sustain Home + Wares, a retail business focused on sustainable living through upcycled furniture and products from women- and minority-owned vendors. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative, annual planning engagements using firm-approved analytical tools, with implementation of recommendations handled separately.

John Mc Andrew is a Series 66-registered financial advisor with Edward Jones in Holyoke, MA, with 18 years of industry experience, including 19 years at Edward Jones. He serves as a board member for Day Brook Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.