John Verducci is the sole advisor at Verducci Asset Management, Inc. in Agawam, MA, holding a Series 65 designation and bringing 11 years of industry experience. Prior to founding his advisory firm in 2014, he operated Verducci's Vending for over three decades. Verducci Asset Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, families, and various professional groups. The firm emphasizes customized, long-term portfolios based on fundamental analysis, utilizing primarily low-cost mutual funds and ETFs, and maintains a substantial retirement-plan consulting practice with ERISA-focused services.

Charles Beresford is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Long Game Financial, LLC since 2017 and previously worked at Ocean Road Advisors and as a self-employed investor. Long Game Financial provides discretionary investment management and consulting services to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic and industry analysis with bottom-up fundamental research to build concentrated portfolios, utilizing a CAM framework and incorporating selective use of leverage and covered options.

Danielle Barbato is a CFP® and Series 66 license holder with five years of experience in financial advising. She is currently with Milestone Asset Management Group, LLC and previously worked at New England Private Wealth Advisors, Amon & Associates, Charles Schwab, and other firms. Outside of advising, she is a commissioned notary public. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, offering discretionary investment management and 401(k) advisory services, with integration of Betterment’s platform for portfolio management.

Dylan Bond is a financial advisor at Bond Financial Group, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Global Financial Private Capital, LLC from 2014 to 2018. Outside of advisory services, he is involved in the sales and servicing of fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individual and high-net-worth clients, utilizing third-party sub-advisers for portfolio implementation and offering educational seminars on investments and personal finance.

Timothy Giguere is a financial advisor with Richard P. Doleva & Associates, holding a Series 66 designation and 12 years of industry experience. He also owns a tax preparation and accounting firm, Timothy M Giguere, CPA, where he provides tax planning and accounting services. His background includes work with Richard P. Doleva, CPA, and Osaic Wealth, Inc. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, as well as trusts, non-profit endowments, and small business owners. The firm’s approach centers on strategic asset allocation through a mutual-fund program administered by SEI, with an emphasis on long-term holdings and integrated tax and brokerage services.

Richard Lo Presti is a CFP® professional with 21 years of industry experience. He has been with Milestone Asset Management Group, LLC since 2018 and briefly worked at Edward Jones the same year. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, complemented by individualized investment planning and regular account reviews.

Lois Heaphy is a Series 65-licensed advisor with 17 years of experience at Heaphy Investments, LLC in Springfield, MA. She serves as president of Executive Administrative Services, Inc., a company that provides bill paying and tax return preparation for clients, though she does not perform the preparation herself. She also acts as trustee or co-trustee for several clients in a limited capacity. Heaphy Investments offers discretionary investment management and portfolio supervision to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm develops individualized investment policies using both fundamental and technical analysis and provides supplemental administrative and trust-related services through affiliated companies.

Timothy Baker is a CFA® charterholder with 28 years of industry experience. He has been with Metric Financial, LLC since 2018 and previously worked at Northern Lights Distributors, LLC and Symmetry Partners, LLC. Metric Financial serves individual and high-net-worth clients, as well as charitable organizations, family offices, foundations, and endowments, providing investment management, financial planning, and educational seminars. The firm emphasizes passive investment management through diversified portfolios of index mutual funds and ETFs, offering discretionary portfolio management and ongoing plan monitoring tailored to clients’ objectives and risk tolerance.

Robert Ignagni is a financial advisor at Strategic Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-owner of Walston & Ignagni, a CPA firm providing tax and accounting services, since 1985. His prior experience includes roles at FFP Advisory Services, Inc. and FFP Securities, Inc. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as various institutional entities. The firm uses a combination of fundamental and technical analysis along with a proprietary market assessment model to guide portfolio management tailored to clients’ risk tolerance and time horizon.

Richard Doleva is the principal of Richard P. Doleva & Associates, an independent registered investment adviser based in East Longmeadow, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to founding his firm, Richard has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and he also operates a CPA practice providing tax preparation and planning services. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, trusts, non-profit endowments, and small business owners. The firm emphasizes strategic asset allocation through a mutual-fund asset-allocation program administered by SEI, focusing on long-term mutual fund holdings with monthly account reviews and annual consultations.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and prior to joining Bond Financial Group, he worked at Kohl’s and Bob’s Stores. In addition to his advisory role, he is licensed as an insurance agent, selling and servicing fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individuals and high-net-worth clients, utilizing institutional sub-advisers for portfolio management. The firm also offers educational seminars on investments and personal finance and prepares comprehensive client-specific financial plans.

Michael Trombley is a financial advisor with Trombley Wealth Management in Wilbraham, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at LPL Financial since 2016 and has been involved with Ray Trombley Associates since 2009. Trombley is also co-owner of A&C Business Services. Trombley Wealth Management serves individual clients across various wealth levels, as well as retirement plans, trusts, estates, and institutional and charitable clients. The firm provides tailored portfolio management and comprehensive financial planning, utilizing multiple methods of analysis and implementing strategies through third-party managers and model platforms.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity, LPL Financial, and Visionary Private Wealth Management Group. He hosts and writes the podcast "Fresh Perspective Planning," which covers general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index mutual funds and ETFs, tailoring investment plans to clients’ objectives, time horizon, tax considerations, and risk tolerance.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Pasco Advisors since 2016. In addition to his advisory role, he is an insurance broker selling fixed annuities, life, Medicare, health, and long-term care insurance, and he owns Pasco Tax Advisory Group LLC, which prepares and files personal and business income tax returns. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm uses a conservative, low-turnover investment approach focused on general securities, mutual funds, and government securities, and assists clients with alternative strategies through third-party money managers.

Christopher Stevenson is a CFA® charterholder at Telos Partners LLC with three years of industry experience. He previously worked at Evolve Investing LLC and Forrest Financial Partners LLC and has been involved in start-up consulting through Mad Forrest LLC. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, and family office consulting. The firm uses a long-term, growth-oriented investment approach incorporating active and passive strategies and emphasizes bespoke family office services and coordination with affiliated tax and accounting professionals.

Edward Heaphy is the principal advisor at Heaphy Investments, LLC, with 16 years of industry experience and a total of 38 years working at the firm. He has served as a private trustee since 1989. Heaphy Investments provides discretionary investment management and portfolio supervision to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm develops individualized investment policies using both fundamental and technical analysis and manages accounts on a discretionary basis with regular reviews and direct custodian statements.

Jay Spivak is the sole advisor and managing owner of Spivak Asset Management, LLC, with 29 years of industry experience. He has led the firm since its founding in 1996 and holds a Series 65 designation. Spivak Asset Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm employs a diversified, asset-allocation approach focused on passive, low-expense mutual funds and ETFs, operating on a strict fee-only basis without accepting commissions or voting client proxies.

David Fernandes is a financial advisor at Zenith Investment Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Scottrade. Zenith Investment Management is a boutique firm serving individual and institutional clients with comprehensive financial planning, discretionary portfolio management, and advisory services. The firm employs customized, goals-based planning and combines fundamental and technical analysis with strategic asset allocation, also managing a private investment fund using a proprietary quantitative algorithm.

Brian Benson is a CFP® and PFS™ credentialed advisor at Hoskin Capital with five years of industry experience. He previously worked at St Germain Investment Management and Myers Brothers Kalicka, PC. In addition to his advisory role, Benson serves as an adjunct professor at Elms College, teaching courses related to his CFP certification. Hoskin Capital serves individual clients, trusts, estates, and business entities, offering discretionary portfolio management alongside financial planning, tax preparation, bookkeeping, and estate-planning guidance. The firm employs a tactical allocation strategy combined with a predominantly passive asset allocation and offers flexible fee arrangements including fixed, subscription, and hourly options.

Barbara Trombley is a financial advisor with Trombley Wealth Management in Wilbraham, MA, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has worked at LPL Financial and operates Trombley Associates, an independent investment advisor firm. Trombley is also a board member of the Minnechauq Scholarship Foundation and owns a small business, A&C Business Services. Trombley Wealth Management serves individual clients across various wealth levels as well as retirement plans, trusts, estates, and other institutional and charitable clients. The firm offers tailored portfolio management and comprehensive financial planning, using multiple methods of analysis and typically holding positions for longer-term objectives with necessary shorter-term adjustments.