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 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.

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.

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.

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.

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.

Edward Sokolowski is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Raymond James in 2025, he spent 23 years with Commonwealth Financial Network. Sokolowski is also president and treasurer of PV Financial Group, Inc., where he manages day-to-day operations and works directly with clients on financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and supports its advisory network with advanced analytical and risk-profiling tools.

Raymond Wellspeak is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 22 years with MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of advisory work, he owns a CPA/tax preparation business and is a non-practicing licensed attorney. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and asset management services, using firm-approved tools to develop goal-driven strategies.

Steven Gobel Jr. is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and five years of industry experience. His background includes roles at Morgan Stanley Private Bank, Coupa Software Incorporated, and Tipalti Solutions Ltd. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

John Lasek is a financial advisor with Equitable Advisors in West Springfield, MA, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of in-house and third-party advisory models to tailor investment solutions to client needs.