Allen Harris is a financial advisor at Berkshire Money Management, Inc. with 21 years of industry experience. He holds the Series 65 designation and has been with Berkshire Money Management since 2001. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management, financial planning, and consulting services, employing client-specific strategies that emphasize no-load or load-waived mutual funds and ETFs across diversified asset classes.

Christopher King is a financial advisor at Renaissance Investment Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Renaissance Investment Group (formerly Lig Group, LLC) since 2010. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm uses a combination of top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and maintains a long-term purchase-and-hold investment approach tailored to client-specific policies and ESG considerations.

Lauren Beckett is a financial advisor at Berkshire Money Management, Inc. with eight years of industry experience. She has been with Berkshire Money Management since 2018 and previously worked at Berkshire County ARC and UMASS Amherst. Lauren holds a Series 65 license. Berkshire Money Management is an SEC-registered advisory firm with a team of 10 advisors serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and financial planning services, using a discretionary investment approach guided by macroeconomic indicators and tailored to clients’ goals and risk profiles.

Tony Sonsini is a financial advisor with Prosperity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Foresters Equity Services, Inc. and Fortune Financial Services, Inc. Outside of advisory work, he is involved in insurance sales. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million with a focus on tailored portfolio supervision, employing multiple analytical methods and oversight of third-party managers.

Marianne Fresia is a CFP® professional with nine years of experience in financial advisory roles. She has worked at St. Germain Investment Management since 2016 and concurrently serves as AVP of Private Banking and Trust Services at Lee Bank. Outside of her advisory work, she is treasurer for the Non-Profit Center of the Berkshires, a volunteer role supporting nonprofit collaboration and education. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven approach using model portfolios across separately managed accounts and mutual funds/ETFs.

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.

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.

Russell Gorman is a CFP® and CFA® with 19 years of experience in financial advising. He has worked at Integrated Wealth Concepts LLC since 2021, following prior roles at LPL Financial, LLC and Lincoln Financial Advisors. In addition to his advisory work, he is involved in tax preparation and accounting activities on a part-time basis. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, emphasizing customized portfolios and a primarily long-term investment approach.

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.

Susan Kelley is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 66 license and has worked at Commonwealth Financial Network since 2019, including its affiliated entity, Bartholomew & Company Wealth Management, LLC. Prior to that, she was employed at Adams Community Bank and UniBank for Savings. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.