Jeffrey Sajdak is a financial advisor with MassMutual Investors Services holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has worked with firms including Voya Financial Partners and Flourish Financial LLC. He also serves as an adjunct professor at Elms College, where he teaches various undergraduate and graduate business courses such as managing risk and insurance and economics. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and delivers written recommendations within ongoing, collaborative planning relationships.

Ellen Giampaolo is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes incorporating firm-approved tools and market simulations.

Timothy Wright is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having eight years of industry experience. He previously worked at MetLife Securities Inc. for eleven years and has been with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Wright is active as an insurance agent, licensed to sell individual life, property/casualty, health, group life and health insurance, fixed annuities, and SP indexed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, using firm-approved software to analyze client goals and offering event-driven planning programs including divorce, estate-settlement, and employer-sponsored planning.

John Harten III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2012. Outside his advisory role, he operates Harten Financial Group, which also conducts non-variable insurance activities including life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services that include discretionary and non-discretionary portfolio management supported by internal and third-party research.

Mark Teed is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Colony Club for seven years. Outside of his advisory role, he serves as chair of the Investment Committee at Glenmeadow and is a bookkeeper for The Club, a social organization for men. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Miguel Acevedo Jr. is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 designation and over 26 years of industry experience. His career includes positions at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc. from 2004 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to provide written recommendations through collaborative annual planning engagements.

Michael Switchenko is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Orlando Zayas is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at LeaderOne Financial, Polaris Home Loans, and Golden Years Home Care Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial product offerings than many large institutional advisers.

Jack Vadnais is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he was affiliated with Freedom Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from various sources.

David Caruana is a Series 66 licensed financial advisor at Stifel with six years of experience, including five years at Landscape Capital. He has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Clara Asensio is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Brian Mcqueeney is a financial advisor with LPL Financial in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC from 2013 to 2017 before joining LPL Financial. Mcqueeney is involved with FR Investment Group LLC in a capacity related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Brendan Mcmahon is a financial advisor with Merrill in Springfield, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Mcmahon serves on the Finance & Investment Committee of the University of Massachusetts Alumni Association, helping manage fiscal and investment policies for the organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Briggs is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and has prior experience with MassMutual Life Insurance Company and Next Financial Group, Inc. Outside of advising, he owns an interior design business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Robert Oliver III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Peter Cote is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to LPL, he worked at Cetera Advisor Networks LLC from 2013 to 2017. He is also an author of a financial guide titled "A Consumer's Guide to Finding a Financial Advisor." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

Adrian Levsky is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Joseph Miller is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Miller is based in Springfield, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

James Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent over two decades with Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his advisory work, Martin serves as an ordained minister and provides notary public services as well as coaching and consulting through a separate business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and retirement planning services with a broad selection of investment options and third-party managed account solutions.

Rob Tarantino is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1995 and is based in South Windsor, Connecticut. Rob graduated from Rensselaer Polytechnic Institute and brings nearly three decades of experience helping families manage their financial affairs, following in the footsteps of his father, Richard. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and working with women and wealth. He has particular experience assisting medical professionals and their families with their business and personal financial needs, offering services such as cash management, liability management, asset and risk management, retirement, and succession planning. Rob holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rob is active in professional and community organizations including the Rensselaer Polytechnic Institute Alumni Association, Habitat for Humanity, and youth lacrosse. Outside of work, he enjoys boating, fishing, skiing, and tennis.