Joseph Pantuosco is a financial advisor with Ameriprise in Longmeadow, MA, holding a Series 63 designation and over 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering with New York Life Insurance and Annuity Company. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

David Ricci is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Westfield Bank, Santander Securities, and PNC Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various advisory platforms.

Douglas Mc Intosh is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 66 and Series 63 designations. His prior work history includes roles at Prudential and Empower. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Joseph Accardi is a financial advisor with LPL Financial who holds a Series 63 designation and has 45 years of industry experience. He has worked in various advisory roles since 1992, including at First Allied and his own firm, Accardi Financial Group. Accardi serves as a board member for the Taylor's Point Improvement Association, a nonprofit organization in Bourne, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by research and technology tools.

Brendan Burke is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Fred Alger & Company, LLC, IFS Financial Services, and Touchstone Advisors Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

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® with 35 years of industry experience, currently serving as an advisor at LPL Financial since 2003. He is involved with BFP Associates, Inc., a firm that provides retirement plan administration, employee benefits, and group insurance brokerage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants, utilizing a variety of investment strategies and technology tools.

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.

Robin Marble is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial and Lamothe & Associates Financial Associates Inc. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizes various asset-allocation tools, and offers access to third-party money managers and managed-account solutions.

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.

Marilyn Zarkos is a financial advisor with LPL Financial in Enfield, CT, holding a Series 66 designation and nine years of industry experience. Her career includes roles at M&T Bank, Citizens Securities, Inc., and Edward Jones. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 an independent contractor branch office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and emphasizes comprehensive risk profiling and outcome modeling in its approach.

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.