Jessica Hart is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at notable firms including Peoples Wealth Advisory Group, Peoples Bank, and TD Bank. Hart is also engaged as a registered representative with Peoples Wealth Advisory Group and Peoples Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Thomas Vinson is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing six years of industry experience. He has worked with Cambridge Investment Research since 2019 and has held roles at Noble Capital Markets and Clemson University. Outside of his advisory work, he has operated Sunshine Kleen Coin Laundry since 2018. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

Derek Meade is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 25 years of industry experience. His career includes longstanding roles at Avantax Advisory Services and Ohio National Insurance. Outside of his advisory work, he has served as president of the North Central Connecticut Chamber of Commerce and is a member of the Rotary Club of Enfield, both nonprofit organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Miles Fergus is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience with firms including MassMutual Life Insurance Co and Country Bank. Fergus also has experience working in recreational and hospitality settings, including positions at Longmeadow Country Club and Wilbraham Recreational Department. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers event-driven planning services such as divorce and estate-settlement planning.

Kimberly Choiniere is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, alongside being self-employed since 2020. Outside of her advisory role, she is involved in paper crafting education, creating content and teaching card making, scrapbooking, and mixed media arts. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brian Costello is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory work, he is involved in business ownership and consulting through his entities BFC Group LLC and Traverse Advisory Group. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jamie Hensch is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, Jamie worked with Ameriprise Financial Services, Inc. for six years. Jamie serves on the Board of Directors for Longmeadow Public Schools and is a member of the Longmeadow School Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Melanie Skroski is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 10 years of industry experience. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2015. Outside of her advisory role, she owns Sustain Home + Wares, a retail business focused on sustainable living through upcycled furniture and products from women- and minority-owned vendors. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative, annual planning engagements using firm-approved analytical tools, with implementation of recommendations handled separately.

Tina Chandler is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, National Planning Corporation, and Viscito Financial Services. In addition to her advisory role, she owns and operates a tax services firm, Tina M Chandler EA Inc, and is a licensed notary. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment solutions through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Peter Alexopoulos is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. He is a passive investor in a real estate lending fund but has no active role or responsibilities in that business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Goncalves is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2011 and at Webster Investment Services since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a combination of proprietary research and technology tools.

Edward Sokolowski is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Raymond James in 2025, he spent 23 years with Commonwealth Financial Network. Sokolowski is also president and treasurer of PV Financial Group, Inc., where he manages day-to-day operations and works directly with clients on financial planning. 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 investors. The firm emphasizes tailored, non-discretionary planning and supports its advisory network with advanced analytical and risk-profiling tools.

Raymond Wellspeak is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 22 years with MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of advisory work, he owns a CPA/tax preparation business and is a non-practicing licensed attorney. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and asset management services, using firm-approved tools to develop goal-driven strategies.

Steven Gobel Jr. is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and five years of industry experience. His background includes roles at Morgan Stanley Private Bank, Coupa Software Incorporated, and Tipalti Solutions Ltd. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

John Lasek is a financial advisor with Equitable Advisors in West Springfield, MA, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a variety of advisory programs and works extensively with third-party asset managers and advisory platforms to deliver customized investment solutions.

Timothy Carmon is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Moody's Corporation and MassMutual Life Insurance Company. Outside of finance, he serves as CFO of Carmon Funeral Homes and chairs the endowment committee at Trinity United Methodist Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Conor Moore is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with LPL Financial and has prior experience at Voya Financial Advisors and other firms. 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 services including financial planning, model portfolios, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.

Cody Burns is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Debbra Gorczycki is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise Financial Services in various capacities for over two decades prior to joining Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.