Rory Brown is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Income Research + Management for eight years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He serves on the investment committee for the Richard Salter Storrs Library Trustees in Longmeadow, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee guidance.

Christine Santos is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer and Officer for the School Centered Decision Making Team at Mary A Dryden Veterans Memorial Elementary. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Jonathan Williamson is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides access to a broad range of investment products and capital markets services.

Kyle Schmutte is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Mass Mutual, he worked at Citizens Bank and Citizens Securities in various roles between 2017 and 2024. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Ayesha King Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and totaling two years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2023 and previously served in roles at American Income Life and local church organizations. Outside of her advisory work, she is a co-owner of Aaron and Ayesha Associates, an independent artist business, and DC Star Realty. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-driven investment strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Robert Mackey is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked previously at Invest Financial Corp. for 12 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved as an agent with Dowd Financial Services, an insurance agency. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Sylvester Jr. is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Pioneer Valley Financial Group, Commonwealth Financial Network, and Edward Jones. In addition to his advisory work, he advises clients and other firm advisors on fixed insurance products. 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, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical modeling to support client goals.

Timothy Corwin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Smith Barney. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

William Brice is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Polaris Advisory Services Inc. Brice serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of financial services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives and supports diverse investment strategies, including model portfolios, third-party asset management, and customized approaches.

Cindy Belmore is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been associated with MassMutual and its affiliated entities since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools and also delivers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning services.

Shannon Hotchkiss is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cetera since 2025 and also has a longstanding affiliation with Rubman & Associates, where she has been involved for over two decades. Additionally, she has experience in tax preparation and accounting through her work with Rubman & Associates and Innovest Financial Services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Steven Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cambridge in 2018, he worked at Morgan Stanley Distribution, Inc. from 2015 to 2018. Howard is involved in multiple other business activities, serving as president and owner of several advisory firms and financial enterprises. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, providing a range of portfolio management options and proprietary and third-party investment strategies.

Nicholas Zucco is currently a Branch Leader at Fidelity Investments, a role he has held since 2026. Prior to this, he served as Vice President and Financial Consultant at Fidelity Investments from 2025 to 2026. His progression at Fidelity includes positions as Financial Consultant from 2022 to 2025 and Investment Consultant from 2019 to 2022. Before joining Fidelity Investments, Nicholas worked as a Financial Advisor at MassMutual from 2017 to 2019. Nicholas's approach is centered on creating an environment where both clients and advisors can thrive. He emphasizes intentional coaching, authentic leadership, and a commitment to fostering each advisor's growth to ensure clients receive high-quality service.

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.

Brian Marois is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Tumolo Wealth Management, Infinex Investments, Ion Investments, Key Investment Services, and United Bank. He is also the owner of Impact Financial, LLC, an independent business activity unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of 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.

Phillip Dimond is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His prior roles include positions at Securities America and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.