Thomas Adams is a financial advisor with Stifel, holding a Series 63 designation and 49 years of industry experience. He has been with Stifel since 2007. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

James Harmon is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has prior experience at Sagepoint Financial, Inc. In addition to his advisory role, Harmon works part-time as a delivery driver for Door Dash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Derek Waslick is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior experience includes roles at Fidelity Institutional Wealth Adviser LLC and various Fidelity Investments affiliates. Mass Mutual Investors Services 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 offers collaborative, goal-focused planning engagements supported by advanced analytical tools and a range of investment programs.

Richard Caplan is a financial advisor with LPL Financial in Bloomfield, CT, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and previously at WS Griffith Securities, Inc. from 1999 to 2004. Caplan is also involved as an independent insurance agent, selling life, health, long-term care, and disability insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisers with model portfolios and technology tools.

Peter Alminas is a CFP® professional with 16 years of industry experience, currently serving at UBS Financial Services since 2009. He holds the Series 66 designation and is based in Springfield, MA. He is a member of the Board of Directors for the East Longmeadow High School Athletic Hall of Fame. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, 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 and banking offerings.

Heather Motyka is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016, previously working at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul Tsatsos is a financial advisor with Cetera, holding a Series 63 designation and 39 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades and has operated his own CPA practice since 1980. Outside of financial advising, he is involved in a window tinting business where he provides capital and accounting services. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across numerous program structures.

Alexander Goodkind is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

John Peterson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using approved tools and data models, managing approximately $2.74 trillion in client assets.

David Havican is a financial advisor with Cambridge Investment Research Advisors in Wilbraham, MA, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and is also president and owner of Havican Wealth Strategies Inc. In addition to his advisory role, he works as an independent insurance agent specializing in life and health insurance. 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 provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering various portfolio management and model-based solutions tailored to client objectives.

Brady Noniewicz is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and one year of industry experience. His prior work includes roles at MassMutual, Brady Performance Lab, and Performance Optimal Health, as well as teaching positions at Southern Connecticut State University and the University of Connecticut. Outside of finance, he has been involved with Brady Performance Lab, a business focused on health and performance. 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 employs a structured, collaborative annual planning process using firm-approved software and offers specialized event-driven planning programs.

Lucille Germain is a financial advisor at Edward Jones in Springfield, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in education-related roles, including positions as an educational consultant and teacher at multiple schools and organizations. Outside of her advisory work, she operates a personal life coaching business, InspiredbyLucille, where she coaches individuals on their personal goals. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets, supported by a large network of advisors and branch offices nationwide.

Mark Wolverton is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2015 and has accumulated 10 years of industry experience. Outside of his advisory role, he owns and operates a rental property business under Woll LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Anthony Geary is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Berkshire Bank and Dick's Sporting Goods, as well as operating a small business, Anthony's Lawn Care, from 2014 to 2017. He currently serves as a financial advisor focusing on insurance and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, technology-supported approaches to develop tailored financial strategies and offers a range of planning services including divorce, estate settlement, and employer-sponsored planning programs.

Joseph Zambo is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, iHeartMedia, and Barnes and Noble College Stores. 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 affiliated brokerage and investment management capabilities.

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.