Rory Brown is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Income Research + Management for eight years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He serves on the investment committee for the Richard Salter Storrs Library Trustees in Longmeadow, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee guidance.

Christine Santos is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer and Officer for the School Centered Decision Making Team at Mary A Dryden Veterans Memorial Elementary. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Jonathan Williamson is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides access to a broad range of investment products and capital markets services.

Kyle Schmutte is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Mass Mutual, he worked at Citizens Bank and Citizens Securities in various roles between 2017 and 2024. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Robert Mackey is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked previously at Invest Financial Corp. for 12 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved as an agent with Dowd Financial Services, an insurance agency. 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 institutional platforms, supported by a large network of investment adviser representatives.

Richard Sylvester Jr. is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Pioneer Valley Financial Group, Commonwealth Financial Network, and Edward Jones. In addition to his advisory work, he advises clients and other firm advisors on fixed insurance products. 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 clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical modeling to support client goals.

Timothy Corwin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Smith Barney. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Cindy Belmore is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been associated with MassMutual and its affiliated entities since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools and also delivers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning services.

Matthew Mitchell is a financial advisor with Ameriprise in Chicopee, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined eight years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver its retirement planning solutions.

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.

Steven Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cambridge in 2018, he worked at Morgan Stanley Distribution, Inc. from 2015 to 2018. Howard is involved in multiple other business activities, serving as president and owner of several advisory firms and financial enterprises. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, providing a range of portfolio management options and proprietary and third-party 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.

Jason Hicklen is a CFP® professional with 30 years of industry experience, currently affiliated with Edward Jones since 2012. He holds Series 63 and Series 66 licenses and practices in Longmeadow, MA. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Michael Poggi is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Private Portfolio Partners, LLC, and Wells Fargo Advisors. In addition to his advisory work, Poggi serves as an adjunct professor at Western New England University and is CEO/CFO and a 50% owner of Innovative Capital Partners, a patent licensing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various portfolio strategies supported by proprietary research and technology tools.

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.