Michael Doyle is a financial advisor with Capital Analysts in Amherst, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Lincoln Investment and The Nathan Agencies. Doyle serves on the Board of Directors for Amherst Cinema and Northampton Community Music Center, where he holds leadership roles involving strategic planning and community outreach. He is also involved in music production as a project manager and recording artist with Galaktik Audio. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm utilizes an in-house Investment Management & Research team to drive investment decisions and maintains affiliations with Lincoln Investment and custodial partners such as Pershing/BNY.

Douglas Wheat is a CFP® professional with 19 years of industry experience. He is currently with Perigon Wealth Management, LLC and previously worked for nine years at United Capital Financial Advisers, LLC. He serves on the Audit Committee of the United Way of Franklin Hampshire Region. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while maintaining oversight and conducting formal annual reviews.

Kathleen Murphy is a financial advisor with Capital Analysts and holds a Series 66 designation. She has 14 years of industry experience, including roles at VALIC Financial Advisors, GWN Securities, and Lincoln Investment. Outside of her advisory work, she teaches woodworking part-time at a high school and manages a wellness and education business focused on women's programs. Capital Analysts serves a diverse client base, offering discretionary and non-discretionary portfolio management through various programs and custom portfolios. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, and it accommodates advisors who engage in outside business activities alongside advisory services.

Daniel Kates is a financial advisor with United Capital Financial Advisors in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Goldman Sachs, Cetera Advisor Networks, Mid Atlantic Financial Management, and Gaudreau Wealth New England. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory, consulting, and technology services through its FinLife Partners platform, supporting customized investment strategies and a broad affiliate network.

Michael Diotalevi is a financial advisor at United Capital Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company L.P./Mercer Allied and Secure Energy Solutions. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers a technology platform supporting independent advisors, customizable portfolios including ESG and faith-based options, and operates affiliated legal and trust entities along with lending and referral services.

Suzan Luna Jaffe is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. She has worked with Vanderbilt Advisory Services since 2020 and previously spent a decade at Kms Financial Services, Inc. Outside of her advisory role, she provides grief coaching through one-on-one and group sessions and is an author with a Substack newsletter, planning to launch a new book. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christopher Milne is a financial advisor with St. Germain Investment Management in Northampton, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with St. Germain Investment Management since 1983 and was also associated with St. Germain Securities, Inc. for 41 years. Milne is an owner of Gage-Wiley & Co, Inc., an investment-related entity no longer registered but still involved in non-commission activities. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis with a focus on long-term investment horizons and continuous portfolio monitoring.

Robert Pryor Jr. is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, where he has worked since 2020. His prior experience includes roles at Money Concepts Capital Corp and Total Business Care, LLC. Outside of advisory work, he owns a tax planning and preparation business and works as a contractor for life, health, disability, and LTC annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers a range of advisory services including custom portfolios and access to third-party managers.

Ronald Nathan is a financial advisor with Capital Analysts in Amherst, MA, holding the ChFC® designation and Series 63 license. He has 57 years of industry experience, including roles at Lincoln Investment since 2012 and Columbus Life Insurance Company since 1995. Nathan also operates The Nathan Agencies/Amherst Financial Services, where he provides life, health, long-term care, and disability insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house investment management team and offers discretionary and non-discretionary portfolio management through various program structures, along with advisory services that integrate insurance and other outside business activities.

Sylvia Callan is a CFA® charterholder with 25 years of industry experience. She has been with St. Germain Investment Management since 2002. Outside of her advisory role, she works part-time as a Mary Kay cosmetics representative and serves as a member of the investment committee and trustee for the Community Foundation of Western Massachusetts. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm uses a model-based asset allocation approach combining quantitative and qualitative analysis, offering tailored investment strategies and integrating personalized financial planning into its advisory services.

Joshua Bedell is a financial advisor with St. Germain Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with St. Germain Investment Management since 2010. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, charitable organizations, and businesses. The firm uses model-based asset allocation with both quantitative and qualitative analysis, focusing on a long-term investment horizon and ongoing portfolio monitoring.

Richard Capannola is a financial advisor with Northeast Planning Associates, Inc., holding a Series 66 designation and 20 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2012. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans with modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets through a team of about 70 advisors and emphasizes tailored financial planning and fiduciary portfolio management.

Glenn Allan is a financial advisor with Capital Analysts and holds the ChFC® designation and Series 63 license. He has 32 years of industry experience, including roles at Lincoln Investment and Fidelity Equity Services. Outside of his advisory work, he is a board member of the Amherst Golf Club. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team and offers a variety of advisory models and third-party manager access.

Dennis Morin Jr. is a financial advisor at St. Germain Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at St. Germain Investments since 2017, with prior experience at Mass Mutual Investors Services and MetLife Securities. Outside of advising, he is an independent insurance agent specializing in disability and long-term care insurance. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis and offers a range of investment products and advisory services.

Jeffery Still is a financial advisor with Eagle Strategies (NY Life) based in Granby, MA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life and NYLife Securities since 2012. Outside of his advisory role, he is an investor in cryptocurrency and participates in technology-enabled online investment platforms focused on private companies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Molly Keegan is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Shorepoint Advisory Group, Bolton Global Asset Management, and Curran and Keegan Financial. Outside of her advisory role, she serves as a Select Board Member for the Town of Hadley. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Michael Fioroni is a financial advisor at J. W. Cole Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J. W. Cole Advisors and its affiliated entities since 2013. Outside of advising, he serves as a notary public. J. W. Cole Advisors operates through a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm utilizes both fundamental and technical analysis and supports discretionary and non-discretionary account management.

Stephen Lanzit is a financial advisor with Commonwealth Financial Network based in Northampton, MA. He holds a Series 63 designation and has five years of industry experience. His work history includes roles at Fic since 2009 and M Blast since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Mary Glaser is a financial advisor at Kestra Advisory with Series 66 credentials and two years of industry experience. Her prior experience includes roles at Stern Financial, Commonwealth Financial Network, Stern Financial Services, and Trinity Investment Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Mark Zraunig is a financial advisor with Commonwealth Financial Network and has 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Commonwealth, he worked at Kestra Advisory Services and Kestra Investment Services between 2013 and 2025. He is also the owner of Parkview Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.