David Caruana is a Series 66 licensed financial advisor at Stifel with six years of experience, including five years at Landscape Capital. He has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Clara Asensio is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

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 previously worked at Cetera Advisor Networks LLC from 2013 to 2017 before joining LPL Financial. Mcqueeney is involved with FR Investment Group LLC in a capacity related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

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 industry experience, currently affiliated with LPL Financial since 2017. Prior to LPL, he worked at Cetera Advisor Networks LLC from 2013 to 2017. He is also an author of a financial guide titled "A Consumer's Guide to Finding a Financial Advisor." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His prior work includes positions at Wells Fargo Advisors, LLC and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

James Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent over two decades with Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his advisory work, Martin serves as an ordained minister and provides notary public services as well as coaching and consulting through a separate business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and retirement planning services with a broad selection of investment options and third-party managed account solutions.

Rob Tarantino is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1995 and is based in South Windsor, Connecticut. Rob graduated from Rensselaer Polytechnic Institute and brings nearly three decades of experience helping families manage their financial affairs, following in the footsteps of his father, Richard. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and working with women and wealth. He has particular experience assisting medical professionals and their families with their business and personal financial needs, offering services such as cash management, liability management, asset and risk management, retirement, and succession planning. Rob holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rob is active in professional and community organizations including the Rensselaer Polytechnic Institute Alumni Association, Habitat for Humanity, and youth lacrosse. Outside of work, he enjoys boating, fishing, skiing, and tennis.

Sophie Miller is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Equitable Advisors. Before entering the financial industry, she worked in education and community organizations such as Northampton Public Schools and the People's Institute. 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, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.

Christopher Scuderi is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, VP Distributors LLC, Virtus Investment Partners, and John Hancock. Scuderi is also involved with Charter Oak Financial, where he conducts non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment strategies.

Mack Hicklen is a financial advisor at Edward Jones in Longmeadow, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked briefly at Innovative Wealth Management and has experience in healthcare research and education. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Lori Vengruskas 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 since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets resources.

Patrick Donnelly is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services Inc. from 2008 to 2018 and has been a member of the U.S. Army National Guard since 2018. Outside of his advisory role, he occasionally works as a background actor in motion pictures and television. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dakota Johnson is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked across multiple Cetera entities since 2021, as well as at Voya Financial Advisors and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Hunter Boody is a ChFC®-designated financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in firms including Idaptive, Centrify, A+ Staffing, NuSkin, and Brigham Young University. Outside of his advisory role, he manages vacation rentals in Salt Lake City, UT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors.

Daniel Lupo is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Western New England University and has been involved in the food service industry as a cook at The Pizza Shoppe since 2018. He also engages in outside insurance sales, including life, disability, and fixed annuities products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software to analyze client goals and provides event-driven planning programs including estate and employer-sponsored planning.

Brandon Affeldt is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018, following roles at Columbia Management Investment Distributors and Putnam Retail Management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.