Norman Cotteleer is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, with prior roles at Ameriprise Financial Services and LPL Financial. He is based in Holyoke, MA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Geoffrey Moore is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large 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 institutional fiduciary solutions.

Michelle Wright is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Damon Accardi is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021, following roles at First Allied Advisory Services and First Allied Securities. He also operates Accardi Financial Group, Inc., a registered investment advisory business. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

David Samuelsen is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2017 before joining MML Investors Services LLC and Massachusetts Mutual Life Insurance Company in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved analytical tools.

Heather Le Compte is a financial advisor at Mass Mutual Investors Services with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at MassMutual and Northwestern Mutual, and she was involved with Big Green Clean from 2012 to 2018. MassMutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a variety of investment and planning programs.

Siobhan Passmore is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients uncover what matters to them and their families in order to create strategies to pursue their financial goals. Siobhan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned a Master's Degree from the University of the Witwatersrand.

James Convery is a financial advisor with Mass Mutual Investors Services in Simsbury, CT, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Johnson Brunetti LLC, JB Capital, LLC, and E*Trade Financial and its affiliates. Mass Mutual 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, using firm-approved software to develop collaborative, annual financial plans.

Daniel Goggins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His career includes roles at firms such as Mass Mutual Investors Services, METLIFE, and Davinci Capital Management. Outside of his advisory work, he is involved in Alpine Wealth Partners, where he conducts educational seminars and sells 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and operational technology.

Diane Kelly is a financial advisor with Cetera, holding ChFC® and securities licenses Series 63 and Series 66, and has 51 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and currently manages financial services through Kelly and Company Wealth Partners. Outside her advisory role, she serves on the finance committee of Saint Teresa of Calcutta School and is involved as an executive operations manager at Kelly Family EyeCare. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a national network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and unaffiliated managers across multiple program structures.

Tomas Cern is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and related entities since 2013, with prior experience at Compton Capital Management. Outside of advising, he is also an independent insurance agent with Windrush Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm delivers customized investment solutions through a network of independent professionals and provides access to proprietary and unaffiliated strategies with both discretionary and non-discretionary management options.

Austin Shuttleworth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent and its affiliated entities since 2018 and previously worked at American International College and Set-In-Concrete. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Andrew Spremulli is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and prior experience in marketing and gymnastics-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Christopher Alvanos is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Manulife Investment Management, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee insights as part of its process.

Kyle Jarvis is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior work includes roles at Merrill and Voya Financial, among others. He has been with Mass Mutual Investors Services since 2019. Mass Mutual 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 and asset management services, utilizing firm-approved software tools and conducting collaborative, annual planning engagements.

Alyssa Ranney is a financial advisor at Edward Jones in Enfield, CT, holding a Series 66 registration and three years of industry experience. She has been with Edward Jones since 2012. Alyssa is a co-owner of Wil-Ril Fishing Adventures LLC, a fishing charter business, though she does not have active responsibilities in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Raymond Lukas is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes long tenures at Investacorp, Inc. and Securities America, Inc., as well as recent roles at OSAIC and LPL Financial. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jennifer Frick is a financial advisor at Cetera with 27 years of industry experience and holds the Series 66 designation. She previously worked at Voya Financial and its affiliated entities from 2014 to 2021 before joining Cetera Wealth Services and later Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Matthew Beggs is a financial advisor at Edward Jones in Enfield, CT, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Stateline Senior Services and several other firms before joining Edward Jones in 2022. Beggs serves as a member of the Town of Somers Economic Development Commission, which focuses on supporting local businesses and business owners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Heather Kane is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including USI Securities, Hooker & Holcombe Investment Advisors, and GWFS Equities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans based on clients’ goals and risk tolerances.