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.

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.

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.

Jay Rubman is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Investment Services, Inc. and operated Rubman & Associates. Rubman is also involved with Innosure Insurance LLC as an insurance sales agent specializing in property and casualty insurance. 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 financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

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.

Seth Smith is a financial advisor with Mass Mutual Investors Services in Enfield, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual in 2024, he held various roles including multiple positions at Six Flags New England and the University of Connecticut. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools to develop collaborative annual financial plans.

James Mclaughlin is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at MetLife Securities Inc. and Tower Square Securities, Inc. before joining Mass Mutual’s entities. Mass Mutual Investors Services, LLC 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 through collaborative, annual planning engagements using firm-approved analytical tools.

Donald Giguere is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 30 years of industry experience. He has been with Cetera Advisors LLC since 2016 and currently serves clients through Cetera. Outside of advisory work, he operates an accounting and tax firm, holds a role as CFO and parish accountant at St. Michael's Church, and provides bookkeeping services for a local charitable organization. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services, supported by a nationwide network of over 10,000 advisors.

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.

Larrat Williams is a Series 66 licensed financial advisor with four years of industry experience. He is currently affiliated with LPL Financial and has previously worked at American Eagle Financial Credit Union, Edward Jones, Newport Mutual, and Hartford Steam Boiler. Outside of financial advising, Williams owns and manages a golf driving range and snack bar in Leeds, Massachusetts, and founded a nonprofit organization dedicated to maintaining local land and supporting artists and musicians. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm delivers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by both internal and third-party research.

Sidney Starks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2013 and also works as a freelance voice-over talent for WTNH-TV. Outside of his advisory role, he serves as a state committeeman in political campaigns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diversified investment strategies.

Theodore Boulay Jr. is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at True North Financial Group LLC and VOYA Financial Advisors. Outside of his advisory work, he is self-employed in home improvement and carpentry and serves as a board member for the Quaboag Valley Business Assistance Corp., a nonprofit supporting small businesses, as well as a member of the Town of East Brookfield Cemetery Commission. 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 emphasizes collaborative, annual financial planning engagements that use firm-approved software to analyze client goals and typically recommend investment categories and strategies rather than specific products.

Amy Jamrog is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and bringing 29 years of industry experience. She previously worked at Northwestern Mutual in various roles from 1999 to 2019. Outside of advising, she is involved in coaching and consulting for financial advisors through her own firm, Four Wings Consulting, LLC, and serves on the boards of Dietz & Company ESOP and FINSECA. She is also an author and delivers talks on accountability, marketing, and sales. Mass Mutual Investors Services 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 provides collaborative, annual planning engagements using firm-approved analytical tools and supports event-driven planning services such as divorce and estate settlement.

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.

Brenda Kantor is a CFP®-certified financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Westfield, MA. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining detailed research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports in partnership with clients’ advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lea Walsh is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2024, she worked six years at Merrill Lynch, Pierce, Fenner & Smith Incorporated/BOA. She has also been involved with the Springfield Symphony and AmeriCorps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.