William Purinton is associated with Wellington Shields & Co., LLC and holds the Series 66 designation. He has no prior industry experience in financial advising and has a varied work history including positions outside finance, such as at Portland Public Schools and other organizations. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, mutual fund and ETF investments, and both long- and short-term strategies in managing client portfolios.

Timothy Gaulin is a CFP® and holds a Series 66 license, currently advising with Wellington Shields & Co., LLC. He has four years of industry experience and also operates Riverside Fitness in Shelburne Falls, MA, where he serves as owner and lead coach. Prior to his advisory role, he worked with West County Cider for two years. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, and a range of investment strategies, offering multiple execution and servicing options including a wrap-fee program and commission-based advisory brokerage.

Andrew Bellak is a Series 65 licensed financial advisor with 18 years of industry experience. He is currently with Perigon Wealth Management, LLC and has previously worked at Stakeholders Capital, Inc. and Team Wealth Planning and Management, Inc. Bellak serves on several nonprofit boards and committees, including as an advisory board member of Elateq, LLC, and as a volunteer managing endowments for organizations such as First Congregational Church UCC Amherst and Common Good, LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs, with a notable focus on serving banking and thrift institutions.

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.

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.

Erica Graham is a Series 65-licensed financial advisor with Perigon Wealth Management, LLC, based in Greenfield, MA, and has eight years of industry experience. She previously worked at Bolton Global Asset Management, Bessemer Trust Company, and Twin Focus Capital Partners. Outside of her advisory role, she is also involved in real estate as a licensed Realtor, assisting clients with property transactions. 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 utilizing independent managers or turnkey asset management programs while maintaining oversight and proxy-voting responsibilities.

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.

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.

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.

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.

Corie New is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. She has been affiliated with Commonwealth Financial Network since 2011 and also works with ShorePoint Advisory Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. 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/clearing services.

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.

Ruth Francis is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at ShorePoint Advisory Group and Curran and Keegan Financial, and spent two years at Felicity Hardee Law Practice. Francis is also the owner of Eleven 15, LLC, a company created to hold real estate, currently a shell entity. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Marianne Bannan is a CFP® professional with 30 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has prior experience with Sophia Wealth Strategies and Wells Fargo Clearing. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Cole Frederick is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.