Andrew Bellak is a financial advisor with Perigon Wealth Management, LLC in Amherst, MA. He holds a Series 65 designation and has 17 years of industry experience. Prior to joining Perigon in 2023, he spent 15 years at Stakeholders Capital, Inc. Bellak serves as an advisory board member and investor at Elateq, LLC and is involved in multiple nonprofit organizations, including serving on investment committees and boards for charitable and community groups. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops client portfolios based on individual objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.

Mary Kate Frodema is a CFP® professional with 15 years of industry experience, currently with St. Germain Investment Management since 2022. Her prior work includes roles at Hart & Patterson Financial Group and MassMutual entities spanning from 2011 to 2021. She serves as a board member for Springfield Prep Charter School, a non-investment role involving governance and oversight. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven investment approach utilizing both quantitative and qualitative analysis.

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.

Douglas Wheat is a CFP® professional with 19 years of industry experience. He is currently with Perigon Wealth Management, LLC and previously worked for nine years at United Capital Financial Advisers, LLC. He serves on the Audit Committee of the United Way of Franklin Hampshire Region. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while maintaining oversight and conducting formal annual reviews.

Daniel Kates is a financial advisor with United Capital Financial Advisors in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Goldman Sachs, Cetera Advisor Networks, Mid Atlantic Financial Management, and Gaudreau Wealth New England. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory, consulting, and technology services through its FinLife Partners platform, supporting customized investment strategies and a broad affiliate network.

Michael Diotalevi is a financial advisor at United Capital Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company L.P./Mercer Allied and Secure Energy Solutions. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers a technology platform supporting independent advisors, customizable portfolios including ESG and faith-based options, and operates affiliated legal and trust entities along with lending and referral services.

Suzan Luna Jaffe is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. She has worked with Vanderbilt Advisory Services since 2020 and previously spent a decade at Kms Financial Services, Inc. Outside of her advisory role, she provides grief coaching through one-on-one and group sessions and is an author with a Substack newsletter, planning to launch a new book. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christopher Milne is a financial advisor with St. Germain Investment Management in Northampton, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with St. Germain Investment Management since 1983 and was also associated with St. Germain Securities, Inc. for 41 years. Milne is an owner of Gage-Wiley & Co, Inc., an investment-related entity no longer registered but still involved in non-commission activities. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis with a focus on long-term investment horizons and continuous portfolio monitoring.

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.

Sylvia Callan is a CFA® charterholder with 25 years of industry experience. She has been with St. Germain Investment Management since 2002. Outside of her advisory role, she works part-time as a Mary Kay cosmetics representative and serves as a member of the investment committee and trustee for the Community Foundation of Western Massachusetts. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm uses a model-based asset allocation approach combining quantitative and qualitative analysis, offering tailored investment strategies and integrating personalized financial planning into its advisory services.

Joshua Bedell is a financial advisor at St. Germain Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with the firm since 2010. Prior to that, he worked at ST. Germain Securities, Inc. for 14 years. St. Germain Investment Management provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and utilizes a long-term, asset-allocation-driven investment approach with model portfolios implemented across separately managed accounts and mutual fund/ETF strategies.

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.

Dennis Morin Jr. is a financial advisor at St. Germain Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at St. Germain Investments since 2017, with prior experience at Mass Mutual Investors Services and MetLife Securities. Outside of advising, he is an independent insurance agent specializing in disability and long-term care insurance. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis and offers a range of investment products and advisory services.

Jeffery Still is a financial advisor with Eagle Strategies (NY Life) based in Granby, MA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life and NYLife Securities since 2012. Outside of his advisory role, he is an investor in cryptocurrency and participates in technology-enabled online investment platforms focused on private companies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Molly Keegan is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Shorepoint Advisory Group, Bolton Global Asset Management, and Curran and Keegan Financial. Outside of her advisory role, she serves as a Select Board Member for the Town of Hadley. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Stephen Lanzit is a financial advisor with Commonwealth Financial Network based in Northampton, MA. He holds a Series 63 designation and has five years of industry experience. His work history includes roles at Fic since 2009 and M Blast since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Deanna Liritzis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Gwfs Equities, Inc., MML Distributors, LLC, and Beachbody, LLC. Outside of her advisory work, she founded Home & Hound Home Decor, creating and selling home decor items online and at local flea markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and managed account options.

Mary Glaser is a financial advisor at Kestra Advisory with Series 66 credentials and two years of industry experience. Her prior experience includes roles at Stern Financial, Commonwealth Financial Network, Stern Financial Services, and Trinity Investment Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Mark Zraunig is a financial advisor with Commonwealth Financial Network and has 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Commonwealth, he worked at Kestra Advisory Services and Kestra Investment Services between 2013 and 2025. He is also the owner of Parkview Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.