Jessica Holloway is a CFP® and ChFC® with 19 years of experience in financial advisory. She is currently a partner and COO at The Jamrog Group LLC and has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2019. Prior to that, she spent several years with Northwestern Mutual in financial planning and investment management roles. Holloway also serves as a partner and COO in an outside insurance business focused on life, property and casualty, long-term care, and fixed annuities. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers collaborative, annual planning engagements.

Daniel Kelly is a Series 66-credentialed financial advisor with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Ryan Allen is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for five years at the City of Holyoke Department of Public Works and served eight years on the Holyoke City Council. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peter Cassell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and offering 37 years of industry experience. He has been with Mass Mutual Investors Services since 1988 and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he serves as trustee of a family trust and is the managing partner of a non-insurance brokerage specializing in group life and health insurance. MassMutual Investors Services, LLC 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 uses firm-approved software tools to analyze client goals and delivers written recommendations through ongoing planning engagements.

Timothy Hogan serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 2013 with Bank of America and joined Merrill in 2016. In his role, Timothy focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. He works closely with clients on financial planning, utilizing proprietary software Personal Wealth Analysis to stress test portfolios to ensure alignment with clients' near and long-term objectives. Additionally, he leads the Value investment management strategy alongside Ron Loftus. Timothy holds a Bachelor's Degree from Western New England College and a Master of Business Administration from American International College. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). His client focus areas include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Timothy is involved with the East Longmeadow Football community, where he volunteers as a coach. He enjoys staying active through activities such as walking his dog Loki, playing golf, cooking, hiking, reading, and watching movies. His experience in football has influenced his philosophy by emphasizing discipline, accountability, hard work, and time management.

Keith Tatlock is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2020. His prior experience includes four years at Commonwealth Financial Network and a 23-year career with the U.S. Air Force Air National Guard. He is also a board member of the Ludlow Community Center/Randall Boys and Girls Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Christopher Smith is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work history includes roles at MassMutual Trust Company and Fisher Investments. He is also a member of Beacon Ridge Properties, LLC, where he manages bookkeeping and insurance for the real estate business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with services that include event-driven planning such as divorce and estate-settlement planning.

Peter Longo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Charles Bonatakis III is a financial advisor at Raymond James & Associates. He holds the Series 66 designation and has been working in the industry since 2023. Prior to joining Raymond James, he worked at MFS for one year and was a high school student from 2015 to 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional investors, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Timothy Denehy is a CFP® professional with 11 years of industry experience currently serving at Advocacy Wealth Management, LLC since 2012. He is also involved as an agent with Forge Consulting, LLC, a general insurance agency that provides annuity and life products integrated into client plans. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, offering wealth management services to its clients.