Joshua Fazzino is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Securities America, Inc. Outside of finance, he has worked in education and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research to tailor client portfolios.

Benjamin Minifie is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Aflac. Outside of his advisory role, he works as a server at The Hermitage Inn Vermont and is involved in outside insurance sales as a broker specializing in life, disability, long-term care, and fixed annuities. 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 various educational programs, emphasizing collaborative, goal-oriented client relationships.

Justin Levsky is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has worked at UBS since 2022 and previously held roles at Skyhawk Investment Group and Baystate Health. Levsky serves as a trustee of the William Sadowsky Family Trust, a charitable family foundation managing and distributing donations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and a range of capital markets activities.

Michael Orszulak is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and 66 licenses and has nine years of industry experience. Prior to his current role, he worked at Infinex Investments and United Bank. Orszulak serves as treasurer for the nonprofit Citizens Restoring Congamond. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public-finance services.

Patrick Sherman is a financial advisor with Edward Jones in Longmeadow, MA, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior work includes roles at Prudential Annuities Distributors and Pruco Securities, LLC. Edward Jones is a full-service wealth management firm that serves over four million clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Slawski is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® designation and has a background that includes long-term roles with Avantax entities from 2003 to 2025. Outside of his advisory work, he operates a CPA practice offering tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm provides a variety of portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and oversight structures.

Anne Faunce is a financial advisor with LPL Financial in Westfield, MA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has worked at LPL Financial since 2016 and serves as Vice President and Digital Banking Product Manager at Westfield Bank. Faunce is also a notary public in Massachusetts and Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Joseph Carollo is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has a diverse career background that includes roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is president of Carollo & Associates P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Lefemine is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Putnam Hill Partners DBA Everline Worcester/Providence and several companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and deliver model-based investment solutions.

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.

Kelly Haber is a financial advisor at Raymond James Financial with 19 years of industry experience. Before joining Raymond James in 2025, Haber spent nine years at Commonwealth Financial Network. Haber is a partner at Pioneer Valley Financial Group, where they manage daily operations, supervise advisors, and handle compliance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting.

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.