Mack Hicklen is a financial advisor at Edward Jones in Longmeadow, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked briefly at Innovative Wealth Management and has experience in healthcare research and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Lori Vengruskas is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets resources.

Patrick Donnelly is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services Inc. from 2008 to 2018 and has been a member of the U.S. Army National Guard since 2018. Outside of his advisory role, he occasionally works as a background actor in motion pictures and television. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Mc Namara is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and previously held positions at Capstone Planning Group, Cornerstone Bank, Assumption University, and Westford Academy. 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 wide range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Kenneth Talentino is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with firms including Voya Financial Advisors, Inc. and Signator Investors, Inc. prior to joining LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of advisory and non-advisory financial products.

Hunter Boody is a ChFC®-designated financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in firms including Idaptive, Centrify, A+ Staffing, NuSkin, and Brigham Young University. Outside of his advisory role, he manages vacation rentals in Salt Lake City, UT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors.

Brandon Affeldt is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018, following roles at Columbia Management Investment Distributors and Putnam Retail Management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Robert Cormier is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Treasurer and board member for the Amos Fleisher Memorial Foundation, a scholarship foundation based in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary modeling tools and a broad range of retail and institutional offerings.

C D Kaye II is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. since 2011 and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Brown is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Kevin Grant is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at TD Private Client Wealth LLC and TD Bank N.A. Grant has served in the United States Navy Reserve since 2016 as a Petty Officer First Class specializing in weaponry and ammunition. He also acts as an arbitrator for FINRA, handling dispute resolution between investors and brokerage firms. MML 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 comprehensive financial planning and asset management services using firm-approved software and collaborative annual planning engagements.

Douglas Reed is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations as part of its financial planning process.

Courtney Boudreau is a financial advisor with Ameriprise in Holland, MA. She holds a Series 66 designation and has experience spanning positions at Ameriprise and Fidelity Co-Operative Bank. Outside of finance, she has worked in community television and photography. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team collaborating with advisors.

Jeffrey Whyte is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles at firms including Investors Capital Corp., Banc of America Investment Services, and Quick & Reilly, Inc. In addition to his advisory work, he manages commercial real estate properties through the S. William Whyte Trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a comprehensive multi-manager platform.

Justin Osowiecki is a Certified Financial Planner® with 25 years of industry experience. He has been with Ameriprise since 2005, serving in various roles within the firm. His additional activities include providing client service and administrative support as an Associate Financial Advisor outside of investment-related duties. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Justin Carter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at multiple firms, including MSI Financial Services, Massachusetts Mutual Life Insurance Company, and Cantella & Co. He has been with Raymond James and its affiliates since 2018. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and municipal entities, offering tailored financial planning and advisory services supported by a wide range of portfolio management styles and research resources.

Wesley Warren III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 10 years of industry experience. He has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Wesley is involved in wedding and event planning as a partner at Everlasting Affairs, LLC, and provides bookkeeping, accounting, and business strategy services through his own firm, Warren Advisors. 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, with a structured approach that uses firm-approved tools and emphasizes collaborative annual planning relationships.

Kyong Cruz is a financial advisor with Ameriprise in Wilbraham, MA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, Cruz serves on the board of directors for a local organization and is involved with Brannigan & Associates LLC in a non-investment-related capacity. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on tax-aware withdrawal strategies and dependable income sources.

Nicholas Alvanos is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley, he worked at Ameriprise from 2014 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

John Carty Jr. is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Carty serves as a board member and finance committee member for the Boys and Girls Club of Springfield. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a broad range of investment products and services.