Matthew Mitchell is a financial advisor with Ameriprise in South Hadley, MA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing and LPL Financial. 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 tailored planning focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Gregory Gagnon is a financial advisor with LPL Financial in Westfield, MA, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial and Westfield Bank since 2017 and previously was employed by ARS Restoration Specialists. 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 and third-party asset management, supported by a large network of investment adviser representatives and a variety of investment strategies.

Aimee Marden is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at UMassFive College Federal Credit Union and CUSO Financial Services, Lp. Marden is also involved in UMassFive Wealth Management, a business associated with her LPL practice. 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 various technology tools and multiple investment strategies.

Nicholas Zucco is currently a Branch Leader at Fidelity Investments, a role he has held since 2026. Prior to this, he served as Vice President and Financial Consultant at Fidelity Investments from 2025 to 2026. His progression at Fidelity includes positions as Financial Consultant from 2022 to 2025 and Investment Consultant from 2019 to 2022. Before joining Fidelity Investments, Nicholas worked as a Financial Advisor at MassMutual from 2017 to 2019. Nicholas's approach is centered on creating an environment where both clients and advisors can thrive. He emphasizes intentional coaching, authentic leadership, and a commitment to fostering each advisor's growth to ensure clients receive high-quality service.

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.

Meghan Monaghan is a financial advisor with Mass Mutual Investors Services in Springfield, MA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at NYLife Securities, Raymond James Financial Services, Commonwealth Financial Network, and Pioneer Valley Financial Group. 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 focus on collaborative, goal-based planning and multiple event-driven services.

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 11 years of industry experience. He previously worked at Commonwealth Financial Network from 2014 to 2025 before joining Cambridge Investment Research Advisors in 2025. He serves as a volunteer committee member for the Town of Millbury. 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 provides financial planning, investment management, and retirement advisory services through independent financial professionals utilizing a range of portfolio management approaches and 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 with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, with prior roles at Ameriprise Financial Services and LPL Financial. He is based in Holyoke, MA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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 at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021, following roles at First Allied Advisory Services and First Allied Securities. He also operates Accardi Financial Group, Inc., a registered investment advisory business. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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 with Merrill Lynch Wealth Management. She focuses on helping clients uncover what matters to them and their families in order to create strategies to pursue their financial goals. Siobhan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned 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 with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His career includes roles at firms such as Mass Mutual Investors Services, METLIFE, and Davinci Capital Management. Outside of his advisory work, he is involved in Alpine Wealth Partners, where he conducts educational seminars and sells insurance products. 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 advisors and operational technology.