Aaron Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Baystate Health. Outside of his advisory work, he has been involved with Aaron and Ayesha Associates since 2020. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Patrick Silva is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual since 2018, and previously at Sii from 2014 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of asset management solutions and educational seminars, structuring financial planning engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations.

Alexander Duxbury is a Series 66-registered financial advisor with seven years of industry experience. He is currently affiliated with Raymond James Financial and Liberty Bank, where he provides comprehensive wealth management and investment planning services. His prior experience includes roles at Merrill Lynch and Nordstrom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary advice supported by analytical tools and has specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Peter Borrello is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kerriann Collins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Empower Financial Services, GWFS Equities, and Massachusetts Mutual Life Insurance Company. Outside of finance, she is the sole proprietor of Edge Floral Design, a florist business. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm offers collaborative, annual financial planning engagements using proprietary software and educational seminars.

Michael Gregory Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to support its financial plans.

Joshua Elterman is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Brian Bishop is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

Edward Debay is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Securities America Inc, LPL Financial, and National Planning Corporation. OSAIC serves a broad mix of retail and institutional clients, providing brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment types, managed on discretionary or non-discretionary bases.

Antonio Bastos is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has previously worked with firms including Commonwealth Financial Network and Raymond James Financial Services. Bastos is also involved as an agent in a community financial services business focused on fixed insurance products. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and analyses.

Damian Kusnierz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, M&T Bank, and several companies across different sectors. He has also worked in education and small business settings. 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, and institutional investors.

Paul Rizzio is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advanced Advisor Group and Cambridge Investment Research Advisors Inc. He is currently based in Simsbury, CT. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved software and offers additional programs such as estate-settlement and employer-sponsored planning.

Maria Robbins is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor strategies to client goals.

Brett Singer is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as treasurer for the Springfield Technical Community College Foundation and is the owner of a garage band based in Westfield, MA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling techniques.

Timothy Patterson is a CFP® with 37 years of experience in the financial industry. He has been with Edward Jones since 1991. Outside of his advisory role, he occasionally manages a vacation property listed on Airbnb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Ana Reid is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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, wrap and money-manager programs, and educational seminars.

Richard Ryall is a financial advisor with Merrill in Suffield, CT, holding Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with Merrill since 2006, as well as working at Bank of America since 2009. He serves as a committee member of the Springfield Library and Museums, a nonprofit organization in Massachusetts. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

John Pappas is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the board and finance committee of Helix Human Services, a Springfield-based children and youth nonprofit, and is a past president of its board of directors. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but typically does not include individual security recommendations in standalone plans.

Denise Koran Klisiewicz is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley, where she has worked since 2015. Outside of her advisory role, she owns a sole proprietorship creating and selling handmade jewelry and crafts, and she serves as a member of the Town of Monson Agriculture Commission. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment platforms.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at the University of Delaware for four years and held roles at Sweet Frog and South Windsor High School. 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 tax-aware retirement income planning, using a combination of proprietary research, third-party data, and algorithmic tools.