John Carty Jr. is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Carty serves as a board member and finance committee member for the Boys and Girls Club of Springfield. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a broad range of investment products and services.

Daniel Lawson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His focus areas include college education planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Siena College and carries the Personal Investment Advisor (PIA) designation. He is involved in professional organizations such as 2Way North Lacrosse Club and Glastonbury High School Mens Lacrosse, and he volunteers with the Hillcrest Area Neighborhood Outreach Center. Outside of work, Daniel enjoys cooking, football, golfing, ice hockey, skiing, spending time with his family, and watching movies.

Barbara Turcotte is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Alexandra Chapman is a financial advisor with LPL Financial in Easthampton, MA, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2022 and previously held multiple roles at bankESB. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Aurigemma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1987 and joined Merrill Lynch in 1997. Thomas uses a disciplined investment process to deliver a consistent yet customized wealth management experience. He takes the time to understand clients’ individual and professional priorities before making financial recommendations. Drawing upon the resources of Total Merrill™, he helps clients establish objectives and develop strategies based on risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. He also conducts regular reviews to monitor progress and adjust strategies as life circumstances change. His client focus areas include education planning, family wealth management, legacy planning, liquidity management, retirement planning, tax minimization, and special needs planning strategies. Thomas holds a Bachelor’s degree from the New York Institute of Technology and is a Personal Investment Advisor (PIA). He has resided in Ashfield, Massachusetts since 1999. Outside of work, he enjoys fishing, ice hockey, baseball, football, and golf.

David Ricci is a financial advisor with LPL Financial in Westfield, Massachusetts, holding Series 63, 65, and 66 licenses and possessing 33 years of industry experience. His prior work includes roles at Westfield Bank and Santander Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from both internal and third-party sources.

Joseph Accardi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 44 years of industry experience. His prior roles include over 18 years at First Financial Planners of the Palm Beaches and extensive experience with First Allied Advisory Services and First Allied Securities. He also serves as a board member for the Taylor's Point Improvement Association, a nonprofit organization in Bourne, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Brendan Burke is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Fred Alger & Company, LLC, IFS Financial Services, and Touchstone Advisors Inc. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jedediah Liebert is a CFP® with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2025 and previously spent 14 years at Commonwealth Financial Network combined with managing Liebert Investment Management since 2011. 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 offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple custody platforms.

Todd Walker is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a wide 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 firm-approved planning tools and models, with an advisory approach that emphasizes client responsibility for plan implementation and updates.

Jeffrey Carlson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Robert Morin is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial planning and portfolio management to clients’ goals and risk tolerances.

Steven Bradway is a CFP® professional with 35 years of experience in the financial services industry, currently affiliated with LPL Financial since 2003. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with BFP Associates, Inc., a firm providing retirement plan administration, employee benefits, and group insurance brokerage services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Francis Petrangelo is a financial advisor at Edelman Financial Engines with 29 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Fidelity Investments and Citizens Securities. Outside of his advisory work, he is involved in managing real estate development projects. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.

Jennifer De Leon is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 10 years of industry experience. She has worked at MML Investors Services, MassMutual, Northwestern Mutual Wealth Management Company, and Designer Shoe Warehouse. 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 provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structures planning as annual collaborative engagements.

Jason Cutler is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also provides financial planning services through The Jamrog Group LLC, a business he operates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs detailed client information and firm-approved analytical tools to develop collaborative, goal-focused planning relationships.

Robin Marble is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial and Lamothe & Associates Financial Associates Inc. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizes various asset-allocation tools, and offers access to third-party money managers and managed-account solutions.

Patricia Metcalf Shermeta is a CFP®-designated financial advisor at OSAIC with 11 years of industry experience. She previously worked at FSC Securities Corp and has been self-employed since 2007. Outside of her advisory role, she provides tax preparation and business consulting services through Mindful Financials, LLC. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and third-party managers to construct diversified portfolios across multiple asset classes.

Kevin Murray is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at TD Bank N.A., Money Concepts Capital Corp, and work with the Department of the Treasury. He has also operated Murray Tax Services, a tax-related business, for 15 years. 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 and emphasizes collaborative, goal-focused planning without discretionary investment authority.

Claire Kelly is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and previously worked at MassMutual Life Insurance Company and Educational Experiences Abroad LLC. She was also involved with the Greater Northampton Chamber of Commerce. 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, wrap and money-manager programs, and educational seminars.