Lisa Calcavecchia is a financial professional at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 designations. Calcavecchia has worked with Cetera and its affiliates since 2015 and is also involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Antonio Bastos is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has previously worked with firms including Commonwealth Financial Network and Raymond James Financial Services. Bastos is also involved as an agent in a community financial services business focused on fixed insurance products. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and analyses.

Damian Kusnierz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, M&T Bank, and several companies across different sectors. He has also worked in education and small business settings. 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, and institutional investors.

Paul Rizzio is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advanced Advisor Group and Cambridge Investment Research Advisors Inc. Outside of his advisory work, he has experience working with local ice skating facilities. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations through a structured, collaborative planning process.

Maria Robbins is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor strategies to client goals.

Jonathan Brice is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience, including prior roles at Securities America Advisors and BlackRock. Outside of his advisory work, he is involved with ProEast Asset Management, LLC, which includes non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools while overseeing substantial discretionary assets through an extensive network of advisors.

Daniel Richardson is a CFP® professional with eight years of industry experience, currently advising at Edward Jones in Bloomfield, CT. His prior work includes roles at Lawton Floor Design, New Chapter, and Quinnipiac University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and additional financial services through a large nationwide network.

Brett Singer is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as treasurer for the Springfield Technical Community College Foundation and is the owner of a garage band based in Westfield, MA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling techniques.

Timothy Patterson is a CFP® with 37 years of experience in the financial industry. He has been with Edward Jones since 1991. Outside of his advisory role, he occasionally manages a vacation property listed on Airbnb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Ana Reid is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Richard Ryall is a financial advisor with Merrill in Suffield, CT, holding Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with Merrill since 2006, as well as working at Bank of America since 2009. He serves as a committee member of the Springfield Library and Museums, a nonprofit organization in Massachusetts. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Mary Mattke is a financial advisor with Osaic Wealth, Inc. She holds a Series 63 designation and has 48 years of industry experience. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors for 24 years. Outside of her advisory role, she provides coaching services focused on helping individuals identify their dreams, purpose, mission, and vision. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

John Pappas is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the board and finance committee of Helix Human Services, a Springfield-based children and youth nonprofit, and is a past president of its board of directors. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but typically does not include individual security recommendations in standalone plans.

Denise Koran Klisiewicz is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley, where she has worked since 2015. Outside of her advisory role, she owns a sole proprietorship creating and selling handmade jewelry and crafts, and she serves as a member of the Town of Monson Agriculture Commission. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment platforms.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at the University of Delaware for four years and held roles at Sweet Frog and South Windsor High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, using a combination of proprietary research, third-party data, and algorithmic tools.

Robert Tedoldi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 35 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation and over two decades with Infocus Financial Group LLC and Tedoldi Financial. Outside of advisory work, he owns IS Life Brands, LLC, a company selling direct logoed merchandise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on discretionary and non-discretionary bases.

Kenrich Marte Perez is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, and several other organizations across the healthcare and financial sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Phyllis Puckette is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She is based in Canton, CT, and has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Douglas Morash is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MMA Securities LLC, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. He serves as an appointed commissioner on the City of Westfield Park and Recreation Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets across a broad range of portfolios.

Roy Caso Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 35 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. In addition to his advisory work, he consults with athletes regarding salary negotiations and contract stipulations through Post Game Financial and owns Post Game Realty, LLC, which operates an office in East Longmeadow, MA. MassMutual Investors Services 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 and collaborative planning processes to deliver written recommendations and offers specialized planning services, including divorce and estate-settlement planning.