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.

Michael Mc Geoghan is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and CFA® designations and over 13 years of industry experience. His career includes roles at MassMutual, Origin Financial, McGeoghan Wealth Management and Financial Planning, and Northwestern Mutual Investment Services LLC. Outside of finance, he works as a package handler at FedEx. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved analytical tools, with additional services including estate-settlement and employer-sponsored planning programs.

Brennan Collins is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. He previously worked at Bank of America and Merrill. He serves on the investment committee of Springfield Schools Volunteers, a nonprofit supporting academic resources for Springfield public school students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Vincent Diana is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Pacific Life and AIG Capital Services. 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, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Jeffrey Sajdak is a financial advisor with MassMutual Investors Services holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has worked with firms including Voya Financial Partners and Flourish Financial LLC. He also serves as an adjunct professor at Elms College, where he teaches various undergraduate and graduate business courses such as managing risk and insurance and economics. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and delivers written recommendations within ongoing, collaborative planning relationships.

Ellen Giampaolo is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes incorporating firm-approved tools and market simulations.

Timothy Wright is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having eight years of industry experience. He previously worked at MetLife Securities Inc. for eleven years and has been with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Wright is active as an insurance agent, licensed to sell individual life, property/casualty, health, group life and health insurance, fixed annuities, and SP indexed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, using firm-approved software to analyze client goals and offering event-driven planning programs including divorce, estate-settlement, and employer-sponsored planning.

John Harten III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2012. 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 range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, with a combination of proprietary research tools and third-party strategies.

Mark Teed is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Colony Club for seven years. Outside of his advisory role, he serves as chair of the Investment Committee at Glenmeadow and is a bookkeeper for The Club, a social organization for men. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Miguel Acevedo Jr. is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 designation and over 26 years of industry experience. His career includes positions at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc. from 2004 to 2017. 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 to provide written recommendations through collaborative annual planning engagements.

Orlando Zayas is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at LeaderOne Financial, Polaris Home Loans, and Golden Years Home Care Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial product offerings than many large institutional advisers.

Jack Vadnais is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 27 years of industry experience. His career includes roles at Freedom Credit Union and Cuso Financial Services, with a current tenure at LPL Financial since 2018. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Brian Mcqueeney is a financial advisor with LPL Financial in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously at Cetera Advisor Networks and Tower Square Securities. Mcqueeney is involved part-time as a non-variable insurance agent with FR Investment Group LLC. 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 portfolios, and institutional platforms, employing various investment strategies supported by research and technology tools.

Brendan Mcmahon is a financial advisor with Merrill in Springfield, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Mcmahon serves on the Finance & Investment Committee of the University of Massachusetts Alumni Association, helping manage fiscal and investment policies for the organization. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Briggs is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and has prior experience with MassMutual Life Insurance Company and Next Financial Group, Inc. Outside of advising, he owns an interior design business. MassMutual 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 planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Robert Oliver III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Peter Cote is a CFP® professional with 36 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held positions at Cetera Advisor Networks, Tower Square Securities, and Veravest Investment Advisors. He is also the author of *A Consumer's Guide to Finding a Financial Advisor*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of solutions including financial planning, third-party asset management, and institutional platforms.

Adrian Levsky is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Joseph Miller is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Miller is based in Springfield, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Michael Markiewicz is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. He is also a limited partner in Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.