Orlando Zayas is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at LeaderOne Financial, Polaris Home Loans, and Golden Years Home Care Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial product offerings than many large institutional advisers.

Jack Vadnais is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 27 years of industry experience. His career includes roles at Freedom Credit Union and Cuso Financial Services, with a current tenure at LPL Financial since 2018. 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 access to third-party asset management, supported by a large network of investment adviser representatives.

Adam Lattarulo is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Prior to entering the financial services industry, he was involved with Kahan O'Neill Realty and Ticket Network/Eventvest. 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, third-party asset management, and institutional platforms.

David Caruana is a Series 66 licensed financial advisor at Stifel with six years of experience, including five years at Landscape Capital. He has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Clara Asensio is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Brian Mcqueeney is a financial advisor with LPL Financial in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously at Cetera Advisor Networks and Tower Square Securities. Mcqueeney is involved part-time as a non-variable insurance agent with FR Investment Group LLC. 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, model portfolios, and institutional platforms, employing various investment strategies supported by research and technology tools.

Brendan Mcmahon is a financial advisor with Merrill in Springfield, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Mcmahon serves on the Finance & Investment Committee of the University of Massachusetts Alumni Association, helping manage fiscal and investment policies for the organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Huffine is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at firms including Long View Wealth Management and Securities America. Huffine is involved with Long View Wealth Management, LLC, a business entity related to his LPL practice. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Michael Briggs is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and has prior experience with MassMutual Life Insurance Company and Next Financial Group, Inc. Outside of advising, he owns an interior design 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Robert Oliver III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Martin Mc Mahon is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He is based in Windsor, CT, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Mc Mahon is a partner and owner of DKNK Enterprises, a real estate business planning to house four advisors in a new building, and serves on the Windsor Historical Society Board of Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Peter Cote is a CFP® professional with 36 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held positions at Cetera Advisor Networks, Tower Square Securities, and Veravest Investment Advisors. He is also the author of *A Consumer's Guide to Finding a Financial Advisor*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of solutions including financial planning, third-party asset management, and institutional platforms.

Adrian Levsky is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Joseph Miller is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Miller is based in Springfield, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

James Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent over two decades with Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his advisory work, Martin serves as an ordained minister and provides notary public services as well as coaching and consulting through a separate business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and retirement planning services with a broad selection of investment options and third-party managed account solutions.

Rob Tarantino is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1995 and is based in South Windsor, Connecticut. Rob graduated from Rensselaer Polytechnic Institute and brings nearly three decades of experience helping families manage their financial affairs, following in the footsteps of his father, Richard. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and working with women and wealth. He has particular experience assisting medical professionals and their families with their business and personal financial needs, offering services such as cash management, liability management, asset and risk management, retirement, and succession planning. Rob holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rob is active in professional and community organizations including the Rensselaer Polytechnic Institute Alumni Association, Habitat for Humanity, and youth lacrosse. Outside of work, he enjoys boating, fishing, skiing, and tennis.

Sophie Miller is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Equitable Advisors. Before entering the financial industry, she worked in education and community organizations such as Northampton Public Schools and the People's Institute. 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, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.

Christopher Scuderi is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, VP Distributors LLC, Virtus Investment Partners, John Hancock, and Merrill. He is also involved in insurance-related activities through Charter Oak Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Gregory Williams is a Series 66-registered financial advisor at OSAIC with 24 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. He is also the owner of KMA Wealth Management, LLC, which offers variable life and annuity products. Outside of financial services, he holds a leadership role as president of Prospect Physician Enterprise, overseeing physician and medical group operations. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

Mack Hicklen is a financial advisor at Edward Jones in Longmeadow, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked briefly at Innovative Wealth Management and has experience in healthcare research and education. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.