James Kelleher is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals, families, and business owners to help align their financial decisions with their long-term goals. He collaborates directly with clients to develop personalized strategies that address their short-, mid-, and long-term financial objectives. Kelleher has expertise in various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Fairfield University. Outside of his professional activities, Kelleher is involved with the Torrington Fish and Game community.

Edward Benecchi III is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for the State of Connecticut and the Town of Plymouth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

James Mapplethorpe is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jason Hicklen is a CFP® professional with 30 years of industry experience, currently affiliated with Edward Jones since 2012. He holds Series 63 and Series 66 licenses and practices in Longmeadow, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering 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.

Michael Soto is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Prudential, Voya Financial Advisors, and New York Life. Outside of his advisory work, he serves as a test proctor for Morris and McDaniel, Inc., administering exams for police and fire departments. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of program options including model portfolios, third-party managers, and bespoke strategies across multiple custodial relationships.

Samuel Toskin is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked with Mass Mutual and its affiliated firms since 2007 and is a principal of Advisor Collective LLC, a consulting financial services business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and structured planning engagements.

Brian Caine is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he works as a broker providing life, disability, long-term care, health insurance, and fixed annuities through various carriers. MML Investors Services, LLC 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 analyze client goals and provide written recommendations.

Michael Poggi is a financial advisor with LPL Financial, holding CFP® certification and Series 63, 65, and 66 licenses. He has 27 years of industry experience, having worked at LPL Financial since 2010 and previously at Private Portfolio Partners, LLC for 11 years. Poggi is also an adjunct professor at Western New England University and serves as CEO and co-owner of Innovative Capital Partners, a patent licensing company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from both internal and third-party sources.

Ronald Loftus is a Wealth Management Advisor at Merrill Lynch Wealth Management in Springfield, Massachusetts. He has been serving clients since 1981, bringing over four decades of experience in financial planning and portfolio management. Ronald holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), the Chartered Retirement Plan Specialist™ (CRPS), and the Personal Investment Advisor (PIA) credentials. He earned a bachelor's degree from Western New England University. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Ronald is recognized for his commitment to exceptional customer service and building enduring relationships with clients. He resides near Belchertown, Massachusetts, on part of his family's farm with his wife and their two dogs. Outside of work, he enjoys hiking the Holyoke Range and is actively involved in community volunteering, including land conservation efforts with organizations such as the Kestrel Land Trust, as well as aviation projects alongside his son.

Charles Bonatakis is a financial advisor with Raymond James & Associates in Springfield, MA, holding a Series 63 designation and 45 years of industry experience. He has served at Raymond James since 2009. Outside of his advisory role, he is on the Endowment Committee for St Luke Church in East Longmeadow, where he oversees the church’s investment funds. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Norman Cotteleer is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2022, following seven years at Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Geoffrey Moore is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michelle Wright is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

David Samuelsen is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2017 before joining MML Investors Services LLC and Massachusetts Mutual Life Insurance Company in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

Heather Le Compte is a financial advisor at Mass Mutual Investors Services with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at MassMutual and Northwestern Mutual, and she was involved with Big Green Clean from 2012 to 2018. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a variety of investment and planning programs.

Siobhan Passmore is a Financial Advisor at Merrill Lynch Wealth Management. She works with clients to uncover their priorities and develop strategies to pursue their financial goals. She holds the Professional Investment Advisor (PIA) designation and has a Master's Degree from the University of the Witwatersrand.

James Convery is a financial advisor with Mass Mutual Investors Services in Simsbury, CT, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Johnson Brunetti LLC, JB Capital, LLC, and E*Trade Financial and its affiliates. 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 develop collaborative, annual financial plans.

Daniel Goggins is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Chelsea Financial Services, Davinci Capital Management, and MetLife. Outside of his advisory role, he is involved in an educational seminar business focused on insurance product sales. 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 financial planning and advisory programs, along with retirement plan consulting and brokerage services, supporting both discretionary and non-discretionary management with diversified and alternative investment strategies.

Austin Shuttleworth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent and its affiliated entities since 2018 and previously worked at American International College and Set-In-Concrete. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Christopher Alvanos is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Ameriprise and Bha Select Network, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.