David Brady is a financial advisor with Gradient Securities, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, working at Gradient Securities since 2016 and running Brady Associates Inc. since 1979. Outside of his advisory work, he owns and manages a consulting and accounting entity focused on rental property management and related services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management primarily to individuals, pension plans, trusts, estates, and business entities. The firm uses a non-discretionary model and blends fundamental, technical, and cyclical analysis, often working with third-party managers for portfolio implementation and ongoing oversight.

Mark Zacek is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lincoln Investment and Raymond James Financial. In addition to his advisory role, he conducts life, health, disability, long-term care, and fixed annuity sales as a contractor with Nathan Agencies. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-managed solutions.

John Hirst II is a financial advisor with Money Concepts Capital Corp in Turners Falls, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Money Concepts since 2001 and also owns J Lincoln Hirst II, CPA, where he provides tax return preparation, bookkeeping, and business consulting services. Outside of his advisory work, he is active in community organizations, serving as an officer of the Deerfield Lions Club and a trustee of All Souls Church UU of Greenfield and its associated charity fund. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis along with modern portfolio theory to manage assets across discretionary and non-discretionary account structures.

Christian Sulmasy is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment, Love, Jarominski And Raymond LLP, and The Nathan Agencies. Outside of his advisory role, he is the owner, president, and secretary of The Nathan Agencies, an S-Corp involved in insurance and tax-related activities. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Michael Doyle is a financial advisor with Capital Analysts in Amherst, MA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has prior experience with Lincoln Investment and The Nathan Agencies. Outside of his advisory role, Doyle serves on the board of directors for Amherst Cinema and is involved with the Northampton Community Music Center as second vice president and board member, focusing on community outreach and governance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment management approaches.

Edward Sabelawski is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 1996. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—as well as pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Donald Graves is a financial advisor with Money Concepts Capital Corp in Greenfield, MA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Money Concepts since 1999 and has operated as a self-employed Certified Public Accountant since 1976. Outside of his advisory work, he serves as a director of the Conway Sportsmen's Club, a charitable organization in Massachusetts. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven, asset-allocation strategies and collaborates with third-party managers and service providers to offer both discretionary and non-discretionary portfolio programs.

Amy Watts is a Series 66-credentialed financial advisor with six years of industry experience. She is currently with OSAIC Institutions, Inc. and previously worked at Greenfield Savings Bank, Curran and Keegan Financial, Commonwealth Financial Network, and Edward Jones. Outside of advisory work, she has experience in fixed insurance sales. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Harriett Barnes is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has operated H B Financial Group, LLC since 2005, where she serves as sole member and manager. Barnes is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, allowing advisors discretion in portfolio construction and access to multiple program structures.

Robert Pryor Jr. is a CFP®-credentialed financial advisor with nine years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Money Concepts Capital Corp and Total Business Care, LLC. Outside of his advisory role, Pryor owns a tax preparation and planning business. Capital Analysts serves a diverse clientele including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice, utilizing both discretionary and non-discretionary investment management supported by an in-house research team and third-party managers.

Christina Couzelis is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has worked at Commonwealth since 2018, with prior experience at HB Financial Group, LLC. Christina is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custody services.

Glenn Allan is a financial advisor with Capital Analysts, holding the ChFC® and Series 63 designations, and has 33 years of industry experience. He has worked with Lincoln Investment since 2012 and has been associated with Capital Analysts since 1995. Outside of advising, he is an at-large board member of the Amherst Golf Club. Capital Analysts serves a diverse client base including retail and institutional investors, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs a proprietary mutual-fund screening process and supports both discretionary and non-discretionary investment management through a nationwide network of independent advisors and in-house teams.

Victoria Maraia is a financial advisor with Lincoln Investment in Amherst, MA, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Lincoln Investment in 2026, she worked at NYLIFE Securities LLC and New York Life Insurance Company from 2024 to 2026. She also has experience in the restaurant industry, having been involved with Margaritas Mexican Restaurant and Capital Burger Company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team to build strategic model portfolios and employs a layered delivery model combining independent advisors, third-party managers, and a platform with multiple service options.

Jonathan George is a CFP® with 26 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2000. He is also employed at George & Goodnow LLC as a certified public accountant. Outside of his advisory and accounting roles, he holds an officer position with the Springfield Court 144 Royal Order of Jesters, a charitable organization. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment approaches including proprietary retirement model portfolios and third-party sub-advisers.

Jared Walsh is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and has held roles at Dale Frank Financial Group LLC and GOGO Magnolia. Outside of his advisory work, he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, financial planning, and other services.

Matthew Hart is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2005. He specializes in helping clients achieve sustainable financial independence by developing personalized financial strategies that adapt to their evolving life circumstances, needs, and resources. Matthew works with private clients, families, entrepreneurs, founders, and key associates at both public and private companies. He aims to help these individuals understand the challenges associated with equity ownership and integrate it into their overall financial strategies. He collaborates with his clients' professional advisors, including CPAs and estate attorneys, to develop integrated strategies focused on mitigating tax liabilities and preserving legacies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®) designations and earned a bachelor's degree in Management from Johnson & Wales University in Rhode Island. Matthew resides in Boston and enjoys cooking, hiking, photography, and traveling.

Christopher Baker is a CFP® and Series 66-licensed financial advisor with Equitable Advisors, where he has worked for four years. His background includes roles at Patrick Belniak/FCG, LLC and experience in construction management with Baker Mason Contractors, Inc. He also has experience from his time at Syracuse University and Southwick Regional High School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm offers various advisory programs through a network of representatives and emphasizes the use of third-party asset managers and model programs.

Thomas Schreiber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor firm AXA Advisors, LLC. Outside of his advisory work, he is involved in operating Wauban Farm with his family and serves as an assistant girls’ track coach at Frontier Regional School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory models and investment options, utilizing both proprietary and third-party programs to serve a diverse client base.

Nicole Gorman is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she serves as a board member for Greenfield Community College, contributing her financial expertise to the institution's investment and finance committee. Additionally, she is involved as a trainer and coach at Westminster Fit Body Bootcamp. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Sarah Burnap is a Series 66-registered financial advisor with Equitable Advisors in Hatfield, MA, with 11 years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Cambridge Investment Research, and Hart & Patterson Financial Group. Outside of her advisory work, she serves as PTO President for Bernardston Elementary School and volunteers as a coach for a local summer league softball team. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate program strategies.