Allen Harris is a financial advisor at Berkshire Money Management, Inc. with 22 years of industry experience. He holds the Series 65 credential and has been with Berkshire Money Management since 2001. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm uses macroeconomic indicators to guide asset allocation and primarily employs no-load mutual funds and ETFs alongside individual bonds and equities, typically managing accounts under discretionary authority with regular reviews.

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.

Lauren Beckett is a financial advisor at Berkshire Money Management, Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked at Berkshire County ARC and UMASS Amherst. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services. The firm serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses, employing a personalized investment approach guided by macroeconomic indicators and a mix of mutual funds, ETFs, bonds, and equities.

Elizabeth Ariazi is a financial advisor with Eagle Strategies (New York Life) based in Pittsfield, MA, holding Series 63 and Series 65 licenses and accumulating 18 years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2008 and with Eagle Strategies since 2021. Outside of her advisory role, she manages rental of her primary residence through Airbnb. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Thomas Perrea is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth Financial Network since 2005, with a brief period at Berkshire Bank from 2002 to 2017. Outside of finance, he is involved in a floral business, Jodi's Seasonal. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including wealth management and retirement plan consulting, while enabling advisors to construct client portfolios with access to discretionary model portfolios and various program structures.

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.

Kollin Allard is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Atlas Private Wealth Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines long-term, tax- and fee-sensitive portfolio construction with a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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. He holds the Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Woodbury Financial Services and ongoing service as a firefighter for the City of Pittsfield. Couper is also involved in nonprofit financial education and financial literacy organizations, as well as serving as treasurer for Faith 2 Faith Ministries. J.W. Cole Advisors operates a large network of investment adviser representatives, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment approaches, including fundamental and technical analysis, and offers access to multiple third-party managers and digital advice platforms.

Brian McGuinness is a financial advisor with Hightower Advisors, holding a Series 66 credential and over 21 years of industry experience. His prior roles include positions at Cmg Financial Planning Ltd., Equitable Advisors, and Axa Advisors, LLC. Outside of his advisory work, he is involved in music production through Coronado Records and operates a music technology company called Felix BPM, which focuses on registering tempo and sound levels in studio environments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities extending to international exposures and alternative investments.

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.

Robert Chapman is a financial advisor with Edward Jones in Pittsfield, MA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Shaun Heimann is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 17 years before joining LPL Financial. Heimann also operates Heimann Wealth Management Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Baker is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, Kelly worked for six years at Wells Fargo Advisors and has experience in entertainment and food service sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alex Kastrinakis is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and United Planners Financial Services. Outside of his advisory role, he has served on the Hancock School Committee and been involved with Berkshire Families and Individual Resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with a variety of advisory platforms, investment strategies, and operational tools.

Henry Ouellette Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporations and Berkshire Investment Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Sean Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2003 and has been associated with Adams Community Bank for 17 years. Outside of his advisory role, he operates under DBAs including Union Capital Partners, LLC, and Adams Community Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Brian Astorino is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Greylock Federal Credit Union and LPL Financial since 2008, following four years at Merrill. Astorino is also involved with Greylock Investment Group, a DBA associated with Greylock Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.