Brendan Burke is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fred Alger & Company and IFS Financial Services. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services and specialized programs for small businesses, supported by a broad affiliate network and municipal finance capabilities.

Jedediah Liebert is a CFP® with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2025 and previously spent 14 years at Commonwealth Financial Network combined with managing Liebert Investment Management since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple custody platforms.

Todd Walker is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models, with an advisory approach that emphasizes client responsibility for plan implementation and updates.

Jeffrey Carlson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Rochelle Forrest is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services, Avantax Investment Services, and Stifel. Outside of her advisory role, she is involved with Forrest Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers, supporting discretionary and non-discretionary strategies across multiple program structures.

Robert Morin is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial planning and portfolio management to clients’ goals and risk tolerances.

Steven Bradway is a CFP® professional with 35 years of experience in the financial services industry, currently affiliated with LPL Financial since 2003. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with BFP Associates, Inc., a firm providing retirement plan administration, employee benefits, and group insurance brokerage services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Francis Petrangelo is a financial advisor at Edelman Financial Engines with 29 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Fidelity Investments and Citizens Securities. Outside of his advisory work, he is involved in managing real estate development projects. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.

Jennifer De Leon is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 10 years of industry experience. She has worked at MML Investors Services, MassMutual, Northwestern Mutual Wealth Management Company, and Designer Shoe Warehouse. 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 provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structures planning as annual collaborative engagements.

Jason Cutler is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also provides financial planning services through The Jamrog Group LLC, a business he operates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs detailed client information and firm-approved analytical tools to develop collaborative, goal-focused planning relationships.

Patricia Metcalf Shermeta is a CFP®-designated financial advisor at OSAIC with 11 years of industry experience. She previously worked at FSC Securities Corp and has been self-employed since 2007. Outside of her advisory role, she provides tax preparation and business consulting services through Mindful Financials, LLC. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and third-party managers to construct diversified portfolios across multiple asset classes.

Kevin Murray is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at TD Bank N.A., Money Concepts Capital Corp, and work with the Department of the Treasury. He has also operated Murray Tax Services, a tax-related business, for 15 years. 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 and emphasizes collaborative, goal-focused planning without discretionary investment authority.

Claire Kelly is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and previously worked at MassMutual Life Insurance Company and Educational Experiences Abroad LLC. She was also involved with the Greater Northampton Chamber of Commerce. 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, wrap and money-manager programs, and educational seminars.

Alison Donnelly is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS from 2016 to 2018 before joining Raymond James in 2018. Outside of her advisory role, she is the owner and managing partner of Legacy Private Wealth, a support company for a Raymond James independent contractor branch office. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, and government entities. The firm offers tailored, typically non-discretionary advisory services and operates programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Dustin Mc Connell is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he held various roles in healthcare organizations and completed his education in 2019. He serves on the Longmeadow Capital Planning Committee, which reviews and recommends capital funding requests for the town of Longmeadow, Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances. The firm operates across multiple financial services, including trading, underwriting, and wealth management, providing a broad range of institutional and retail solutions.

Emma Szalay is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, preceded by three years at Ameriprise. Outside of finance, she has experience with community-oriented roles such as involvement in the Team Osan Spouses Club and the USO. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in portfolio management.

Jared Rollins is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group LLC and LPL Financial LLC. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ronald Briggs is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He previously worked at NEXT Financial Group, Inc for 21 years before joining LPL Financial in 2025. 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, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Donald Giguere is a financial advisor at Cetera with 30 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes nearly two decades at Investors Capital Corp. and over 25 years providing accounting and tax services through his CPA firm. Giguere also serves as CFO and parish accountant for St. Michael’s Church and provides bookkeeping services for a local charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Steven Crespo is a financial advisor at Edward Jones in Ludlow, MA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.