David Huntley is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

Terrell Joyner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory work, he is involved in business coaching and owns a membership organization focused on building a network of consultants. Mass Mutual 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals.

Timothy Flynn is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as a director on the Springfield, MA board of Financial Executives International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Martin Cunningham is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at LPL Financial and previously worked at Lincoln Financial Securities Corporation for 13 years and at Wrp Investments, Inc. for one year. Outside of financial advising, he owns and manages a small pub in Springfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals and institutions. The firm supports a large network of advisors through advisory and brokerage services and provides access to various investment strategies and operational tools.

Ryan Cummings is a CFP® with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Ryan is also involved with Private Financial Design in South Hadley, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of customized investment solutions under various platform arrangements.

Christopher Distefano is a CFP®-certified financial advisor with 29 years of industry experience. He has been affiliated with MassMutual Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he serves as a committee member for Springfield Day Nursery. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Carole Bolduc is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 17 years of industry experience. She previously worked at Pioneer Valley Financial Group and Commonwealth Financial Network from 2014 to 2020. Outside of her advisory role, she is a notary public. 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 portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Jocelyn Mitchell is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Liberty Bank, LPL Financial, and Simsbury Bank and Trust. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Ravosa is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor strategies for clients.

Kurt Lippincott is a CFA® charterholder and holds a Series 66 license, with 26 years of experience in the financial industry. He has worked at Mass Mutual Investors Services and MassMutual since 2021 and was previously with City National Rochdale from 2014 to 2021. 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, using firm-approved tools to analyze client goals and deliver written recommendations.

Robert Houle Jr. is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services since 2015 and also works with Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is an agent for insurance brokerage services specializing in group life, health, accident, dental, and vision insurance. MassMutual 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 tools to provide collaborative, goal-oriented planning without investment discretion.

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 Leonard is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a large nationwide network of advisors and branch offices.

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.

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.