James Kelleher is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals, families, and business owners to help align their financial decisions with their long-term goals. He collaborates directly with clients to develop personalized strategies that address their short-, mid-, and long-term financial objectives. Kelleher has expertise in various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Fairfield University. Outside of his professional activities, Kelleher is involved with the Torrington Fish and Game community.

Brian Caine is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he works as a broker providing life, disability, long-term care, health insurance, and fixed annuities through various carriers. MML 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, using firm-approved software to analyze client goals and provide written recommendations.

Robert Desnoyers is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds Series 63 and Series 66 licenses and is based in South Hadley, MA. 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 and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

William Breault is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Commonwealth Financial Network for 11 years. He serves as a volunteer committee member for the Town of Millbury. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment strategies through multiple custody and platform arrangements and maintains proprietary and third-party model strategies.

Ronald Loftus is a Wealth Management Advisor at Merrill Lynch Wealth Management in Springfield, Massachusetts. He has been serving clients since 1981, bringing over four decades of experience in financial planning and portfolio management. Ronald holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), the Chartered Retirement Plan Specialist™ (CRPS), and the Personal Investment Advisor (PIA) credentials. He earned a bachelor's degree from Western New England University. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Ronald is recognized for his commitment to exceptional customer service and building enduring relationships with clients. He resides near Belchertown, Massachusetts, on part of his family's farm with his wife and their two dogs. Outside of work, he enjoys hiking the Holyoke Range and is actively involved in community volunteering, including land conservation efforts with organizations such as the Kestrel Land Trust, as well as aviation projects alongside his son.

Charles Bonatakis is a financial advisor with Raymond James & Associates in Springfield, MA, holding a Series 63 designation and 45 years of industry experience. He has served at Raymond James since 2009. Outside of his advisory role, he is on the Endowment Committee for St Luke Church in East Longmeadow, where he oversees the church’s investment funds. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Norman Cotteleer is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2022, following seven years at Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Geoffrey Moore is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Damon Accardi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at First Allied Advisory Services and First Allied Securities. Accardi also operates Accardi Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from various sources.

Steven Lanier is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at LPL Financial, People's United Bank, and Global Atlantic Financial Company. He also provides financial planning and investment advice to PeoplesBank customers through his involvement with PeoplesWealth Advisory Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual investors, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and institutional consulting across an extensive advisor network.

David Samuelsen is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2017 before joining MML Investors Services LLC and Massachusetts Mutual Life Insurance Company in 2017. 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 provides financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

Heather Le Compte is a financial advisor at Mass Mutual Investors Services with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at MassMutual and Northwestern Mutual, and she was involved with Big Green Clean from 2012 to 2018. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a variety of investment and planning programs.

Siobhan Passmore is a Financial Advisor at Merrill Lynch Wealth Management. She works with clients to uncover their priorities and develop strategies to pursue their financial goals. She holds the Professional Investment Advisor (PIA) designation and has a Master's Degree from the University of the Witwatersrand.

Richard Friese Jr. is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2006, totaling 19 years of industry experience. He is based in Amherst, MA. Outside of his advisory role, he coaches boys and girls soccer for the Western United Pioneers in Ludlow, MA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Daniel Goggins is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Chelsea Financial Services, Davinci Capital Management, and MetLife. Outside of his advisory role, he is involved in an educational seminar business focused on insurance product sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with retirement plan consulting and brokerage services, supporting both discretionary and non-discretionary management with diversified and alternative investment strategies.

Austin Shuttleworth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent and its affiliated entities since 2018 and previously worked at American International College and Set-In-Concrete. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Christopher Alvanos is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Ameriprise and Bha Select Network, LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kyle Jarvis is a financial advisor with Mass Mutual Investors Services based in Springfield, MA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has previously worked at Merrill and held multiple roles at Voya Financial, joining Mass Mutual Investors Services in 2019. 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 ongoing financial planning, asset management, and educational seminars, utilizing a structured, collaborative process that employs firm-approved analytical tools to develop written recommendations.

Raymond Lukas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at Investacorp, Inc., Securities America, Inc., and OSAIC before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified and alternative investment strategies.

Heather Kane is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her career includes roles at USI Securities, USI Advisors, USI Consulting Group, Hooker & Holcombe Investment Advisors, Pensionmark Securities, and GWFS Equities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment strategies.