James Campbell is a financial advisor at Edward Jones in Tariffville, CT, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked at Grossman Solutions and Credit Suisse, and he has operated a database consulting business since 2008. He serves as President of the Kiwanis Club of Glastonbury, where he assists in overseeing fundraising and the disbursement of funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Charles Beyer is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and six years of industry experience. His prior career includes 24 years of service in the U.S. Army. He is the principal and registered agent of B2G LLC, a company with no activity since its registration in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies and manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Timothy Reynolds is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Cambridge since 2010 and has also maintained a long-standing role at Viola Chrabaszc Reynolds and Co., LLC since 1977. Outside of his advisory work, Reynolds serves as a member of the board of directors for Peoples Bank and is an elected selectman for the town of Suffield, CT. He also holds a partnership role at a tax preparation and accounting firm. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, and charitable organizations—providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with tailored approaches to suit client objectives.

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.

Benjamin Emory is a CFP® with nine years of industry experience, currently affiliated with OSAIC since 2025. His prior experience includes roles at Ameriprise, Fidelity Investments, Lincoln Financial Advisors, Bank of America, Merrill, and the University of Connecticut. He also serves as Lead Advisor at IronBridge Wealth Counsel, LLC, where he provides client service and advice under the firm’s marketing name. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable investors, through a broad network of advisors and multiple advisory platforms. The firm offers integrated financial planning, managed accounts, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

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 holding Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Monson Savings Bank, Western New England University, and LaCasa Inc. He is located in Holyoke, MA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved tools and collaborative planning processes.

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.

Thomas Vinson is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing six years of industry experience. He has worked with Cambridge Investment Research since 2019 and has held roles at Noble Capital Markets and Clemson University. Outside of his advisory work, he has operated Sunshine Kleen Coin Laundry since 2018. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

Derek Meade is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Avantax Advisory Services and Ohio National Insurance. Meade has also been active in his community, serving as president of the North Central CT Chamber of Commerce and as a member of the Rotary Club of Enfield, CT. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.

Kimberly Choiniere is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, alongside being self-employed since 2020. Outside of her advisory role, she is involved in paper crafting education, creating content and teaching card making, scrapbooking, and mixed media arts. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brian Costello is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory work, he is involved in business ownership and consulting through his entities BFC Group LLC and Traverse Advisory Group. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jamie Hensch is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, Jamie worked with Ameriprise Financial Services, Inc. for six years. Jamie serves on the Board of Directors for Longmeadow Public Schools and is a member of the Longmeadow School Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Tina Chandler is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, National Planning Corporation, and Viscito Financial Services. In addition to her advisory role, she owns and operates a tax services firm, Tina M Chandler EA Inc, and is a licensed notary. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment solutions through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Peter Alexopoulos is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. He is a passive investor in a real estate lending fund but has no active role or responsibilities in that business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.