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.

Mark Sladkus is the sole advisor at Red Lighthouse Investment Management, LLC, holding a Series 65 designation with 19 years at the firm and 4 years of industry experience. Based in Hillsdale, NY, he has led the firm since its founding in 2007. Red Lighthouse Investment Management provides discretionary portfolio management and advisory services to individuals, corporations, foundations, endowments, pension and profit-sharing plans, and trusts. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, using low-cost, tax-efficient index funds and Dimensional Fund Advisors products with disciplined rebalancing and a focus on global diversification and tax considerations.

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.

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.

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.

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.

Tyler Wilmot is a Series 66 licensed advisor with Primerica Advisors who has four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third‑party investment strategies and supports a range of account types, including discretionary and non‑discretionary management options.

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.

Mark Ferrer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Commonwealth in 2023, he worked for Raymond James Financial for 14 years. He also serves as a trustee for a charitable remainder unitrust. Commonwealth Financial Network supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing both discretionary and nondiscretionary investment solutions.

Zhivago Velasco is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Lincoln Financial Group, MMl Distributors, LLC, and MassMutual Financial Group. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its extensive client base.

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®-designated financial advisor with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Beacon Investment Services. His prior work includes tenures at UBS Financial Services, Merrill, Quick & Reilly, Banc of America Investment Services, and Berkshirebanc Investment Services. He is also involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with a variety of managed-account programs, access to third-party asset managers, and custody and clearing 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.

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.