Christopher Silipigno is a financial advisor at Renaissance Investment Group, LLC with seven years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior work includes roles at Home America Lending, City Mission of Schenectady, and CAS Management Consulting. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals with at least $1 million in investable assets, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and a long-term, purchase-and-hold approach tailored to client-specific investment policies.

A. Mackenzie Waggaman is a financial advisor with American Investment Services Inc, holding a Series 66 credential and bringing 20 years of industry experience. Waggaman has been with American Investment Services since 2004. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers discretionary portfolio management through programs such as its Professional Asset Management and High-Yield Dow strategies.

Scott Little is a financial advisor at Berkshire Money Management, Inc. with 24 years at the firm and 17 years of industry experience. He holds a Series 65 designation and is based in Dalton, Massachusetts. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes personalized investment management driven by macroeconomic indicators and regularly reviews client portfolios, utilizing primarily no-load mutual funds, ETFs, bonds, and equities.

Charles Murphy is a financial advisor with American Investment Services Inc, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with American Investment Services since 2007. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Svirida is a financial advisor at American Investment Services Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Investment Services since 2005. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers discretionary portfolio management alongside financial planning.

Michael O'Brien is a financial advisor at Berkshire Money Management, Inc. with one year of industry experience. He holds a Series 65 credential and has prior work experience including roles at Berkshire Fairfield Insurance Agency, Massachusetts College of Liberal Arts, and Westfield State University. Berkshire Money Management, Inc. provides portfolio management, financial planning, and trust-and-estate planning services to individual and high-net-worth clients, as well as to pension plans, trusts, charitable organizations, and businesses. The firm employs a personalized investment approach guided by macroeconomic indicators and offers coordinated tax preparation through an affiliated accounting provider.

Holly Simeone is a financial advisor at Berkshire Money Management, Inc. with five years of industry experience. She holds a Series 65 designation and has previously worked at St Germain Securities Inc and Lee Bank. Berkshire Money Management, Inc. provides portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses macroeconomic indicators to guide asset allocation and primarily invests in no-load mutual funds, ETFs, individual bonds, and equities, typically under written discretionary authority with regular reviews.

Thomas Giardina is a financial advisor at Financial Transparency with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Envision Financial Transparency and CSSC Brokerage Services. Giardina is also president of Giardina & Bressett, a CPA firm providing financial statement and income tax preparation services. Financial Transparency offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans through a team of independent advisory representatives. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, using both passive and active models tailored to client needs.

John Bielski Jr. is a Series 65-registered financial advisor with 22 years of industry experience. He has worked at Berkshire Money Management, Inc. since 2018 and previously spent over a decade at Atlas Private Wealth Management, LLC, as well as several years at DION Money Management Inc. Berkshire Money Management, Inc. offers portfolio management, financial and college planning, consulting, and trust-and-estate services to individual and high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm uses macroeconomic indicators to guide asset allocation and primarily invests through no-load mutual funds, ETFs, individual bonds, and equities, with continuous, personalized management under discretionary authority.

Peter Coughlin is a financial advisor with Berkshire Money Management, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Prior to joining Berkshire Money Management in 2016, he worked at Wells Fargo Advisors LLC for one year. He is also a limited partner in a family investment partnership. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services. The firm serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities, using a personalized investment approach guided by macroeconomic indicators and primarily investing in no-load mutual funds, ETFs, individual bonds, and equities.

Matthew Chester is a CFP® and Series 66 licensed financial advisor with 13 years of industry experience. He currently serves at Tableaux Wealth, where he has worked since 2022, following roles at Tcwp LLC and RBC Capital Markets, LLC. Outside of his advisory work, Mr. Chester is a volunteer board member of Riverbrook Residence, Inc., supporting women with intellectual and developmental disabilities, and participates on the finance committee of The Stockbridge Library Museum and Archives. Tableaux Wealth is an SEC-registered advisory firm managing approximately $230 million for around 209 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamentally driven investment approach utilizing low-cost mutual funds and ETFs, individual securities, and derivative strategies, supported by AI tools for portfolio analysis and risk monitoring.

Thomas Malinowski is a financial advisor with Renaissance Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He 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 combines 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 policy statements.

Allen Harris is a financial advisor at Berkshire Money Management, Inc. with 22 years of industry experience. He holds the Series 65 credential and has been with Berkshire Money Management since 2001. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm uses macroeconomic indicators to guide asset allocation and primarily employs no-load mutual funds and ETFs alongside individual bonds and equities, typically managing accounts under discretionary authority with regular reviews.

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 holds a Series 65 designation and previously worked at Berkshire County ARC and UMASS Amherst. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services. The firm serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses, employing a personalized investment approach guided by macroeconomic indicators and a mix of mutual funds, ETFs, bonds, and equities.

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.

Melissa Mae is a Series 66-licensed financial advisor with 14 years of industry experience. She is affiliated with Integrated Advisors Network LLC and also serves as CEO of Evoque Investments. Her prior experience includes roles at Arista Advisory Group, LLC and Arista Investment Advisors, Ltd. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.

Jessica Bartle is a financial advisor with Integrated Advisors Network LLC in Great Barrington, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Integrated Advisors Network since 2019 and serves as Chief Operating Officer of Evoque Investments. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and uses various investment strategies, including third-party sub-advisers and managed account platforms.

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.