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Elizabeth A

Series 63, Series 65

Pittsfield, MA

Eagle Strategies (NY Life)

Elizabeth Ariazi is a financial advisor with Eagle Strategies (NY Life) based in Pittsfield, MA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2008, and joined Eagle Strategies LLC in 2021. Outside of advising, she manages short-term rentals of her primary residence through Airbnb. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Thomas P

Series 63

Pittsfield, MA

Commonwealth Financial Network

Thomas Perrea is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth Financial Network since 2005, with a brief period at Berkshire Bank from 2002 to 2017. Outside of finance, he is involved in a floral business, Jodi's Seasonal. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including wealth management and retirement plan consulting, while enabling advisors to construct client portfolios with access to discretionary model portfolios and various program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Seth S

Series 66

Williamstown, MA

Kestra Advisory

Seth Shepard is a financial advisor with Kestra Advisory and holds the Series 66 designation. He has four years of industry experience with prior roles at Commonwealth Financial Network and Girardi Distributors. Based in Williamstown, MA, he provides investment advisory services and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm supports its recommendations with due diligence and serves large investors, including sovereign wealth funds, under a comprehensive supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Doris K

CFP®, Series 63, Series 65

Williamstown, MA

Commonwealth Financial Network

Doris Karampatsos is a CFP® professional with 25 years of experience in financial advising, currently affiliated with Commonwealth Financial Network. She is co-owner of Karampatsos & Associates, LLC, and also provides tax preparation and accounting services through Karampatsos Tax Service. Her prior experience includes a 12-year tenure at MountainOne Bank's investment group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services including model portfolio management, retirement plan consulting, and access to third-party asset managers. The firm functions as a platform provider, delivering operations, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kollin A

CFP®, Series 65

Lanesborough, MA

Focus Partners Wealth, LLC

Kollin Allard is a CFP® with 11 years of industry experience, currently serving at The Colony Group, LLC. He previously worked at Atlas Private Wealth Management, LLC, with tenure spanning from 2015 to 2024. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a range of investment strategies and offers both discretionary and nondiscretionary advice across managed and held-away assets.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jason D

Series 66

Williamstown, MA

Kestra Advisory

Jason Dohaney is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds a Series 66 designation and previously worked for MountainOne Bank and Commonwealth Financial Network for 15 years. He serves on the board of the Southwestern Vermont Health Care Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages a broad range of assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas M

Series 63, Series 66

Williamstown, MA

Commonwealth Financial Network

Thomas Mckeon is a financial advisor with Commonwealth Financial Network in Williamstown, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at infinex Investments, Inc. for five years before joining Commonwealth in 2018. Outside of his advisory role, he is involved as an insurance agent selling fixed insurance through Mountain One Investments. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering a range of advisory programs including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct portfolios using diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Richard G

CFP®, ChFC®, Series 63, Series 65

Pittsfield, MA

Commonwealth Financial Network

Richard Gingras is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 30 years of industry experience. He has operated Gingras Financial Services since 2001 alongside his role at Commonwealth. Outside of finance, he is a certified spinning instructor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, trading, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael M

Series 66

Pittsfield, MA

Empower Advisory Group

Michael Mancivalano is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital, J.P. Morgan Chase Bank, J.P. Morgan Securities, Edward Jones, and Strategic Financial Solutions. Outside of his advisory role, he owns Fam-All, a business focused on analyzing rental properties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kevin O

CFP®, Series 63, Series 65

Pittsfield, MA

Commonwealth Financial Network

Kevin O'Donnell Jr. is a CFP® professional with 28 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network and Berkshirebanc Investment Services since 2006. His activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christopher K

Series 66

Williamstown, MA

Commonwealth Financial Network

Christopher Karampatsos is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has worked previously at MountainOne Bank and operates Karampatsos Tax Service, where he provides tax preparation services. Outside of finance, he is involved in managing Berkshire Carpet, Inc. and co-owns Karampatsos & Associates, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by a comprehensive back-office platform.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jonathan C

Series 63, Series 65

Pittsfield, MA

J. W. Cole Advisors, Inc.

Jonathan Couper is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.W. Cole Advisors in 2023, he worked at Woodbury Financial Services. Outside of his advisory role, he serves as a firefighter for the City of Pittsfield and is involved in several nonprofit organizations focused on financial education and community support. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Brian M

Series 66

Lanesborough, MA

Hightower Advisors

Brian McGuinness is a financial advisor with Hightower Advisors, holding a Series 66 credential and over 21 years of industry experience. His prior roles include positions at Cmg Financial Planning Ltd., Equitable Advisors, and Axa Advisors, LLC. Outside of his advisory work, he is involved in music production through Coronado Records and operates a music technology company called Felix BPM, which focuses on registering tempo and sound levels in studio environments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities extending to international exposures and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Adam K

Series 63

Pittsfield, MA

Raymond James Financial

Adam Kirby is a financial advisor at Raymond James Financial with 25 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years before joining his current firm in 2026. Kirby holds a Series 63 designation and is a 50% owner of Kirby Investment Strategies, LLC, an investment-related business based in Pittsfield, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and specialized services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert C

Series 66

Pittsfield, MA

Edward Jones

Robert Chapman is a financial advisor with Edward Jones in Pittsfield, MA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Military & Veterans
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Shaun H

Series 63, Series 65, Series 66

Pittsfield, MA

LPL Financial

Shaun Heimann is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked for Wells Fargo Advisors Financial Network LLC for 17 years. Heimann is also involved with Heimann Wealth Management Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Kelly B

Series 66

Pittsfield, MA

LPL Financial

Kelly Baker is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, Kelly worked at Wells Fargo Advisors for six years. Outside of finance, Kelly has experience in the entertainment industry, including a role with Moscow Ballet/Talmi Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting supported by research and portfolio management tools.

College savings (529s, UTMA, etc.)
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Ellen B

Series 63

North Adams, MA

Mass Mutual Investors Services

Ellen Bauers is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds a Series 63 designation and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to her advisory role, she is also an insurance agent involved in the sales and servicing of individual life, equity fixed life, fixed annuities, long-term care, and disability insurance. 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, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software to analyze client goals and offers various investment and event-driven planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Alex K

Series 63, Series 65

Pittsfield, MA

LPL Financial

Alex Kastrinakis is a financial advisor at LPL Financial with 10 years of industry experience. He has held positions at Guardian Life Insurance Company, Park Avenue Securities, and United Planners Financial Services. Outside of his advisory work, he has served on the Hancock School Committee since 2016 and manages his own financial services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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Sean L

Series 63, Series 65

Cheshire, MA

LPL Financial

Sean Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked with LPL Financial since 2003 and has been affiliated with Adams Community Bank since 2009. 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, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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