Barbara Davis is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its predecessor entities since 2013. Outside of her advisory role, she is involved with The Halpin Company as an RP Delegate, supporting supervision of financial advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice, delivering non-discretionary recommendations through a centralized consulting team.

Michael Mc Geoghan is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and CFA® designations and over 13 years of industry experience. His career includes roles at MassMutual, Origin Financial, McGeoghan Wealth Management and Financial Planning, and Northwestern Mutual Investment Services LLC. Outside of finance, he works as a package handler at FedEx. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved analytical tools, with additional services including estate-settlement and employer-sponsored planning programs.

Brennan Collins is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. He previously worked at Bank of America and Merrill. He serves on the investment committee of Springfield Schools Volunteers, a nonprofit supporting academic resources for Springfield public school students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Vincent Diana is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Pacific Life and AIG Capital Services. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Joseph Salemi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. His prior experience includes roles at IP Financial Advisory Services LLC and Innovation Partners LLC. Outside of his advisory work, he is an associate at PV Financial Group in Ludlow, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ellen Giampaolo is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes incorporating firm-approved tools and market simulations.

Timothy Wright is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having eight years of industry experience. He previously worked at MetLife Securities Inc. for eleven years and has been with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Wright is active as an insurance agent, licensed to sell individual life, property/casualty, health, group life and health insurance, fixed annuities, and SP indexed annuities. 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 to analyze client goals and offering event-driven planning programs including divorce, estate-settlement, and employer-sponsored planning.

John Harten III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2012. 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 portfolios, and institutional platforms, with a combination of proprietary research tools and third-party strategies.

Mark Teed is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Colony Club for seven years. Outside of his advisory role, he serves as chair of the Investment Committee at Glenmeadow and is a bookkeeper for The Club, a social organization for men. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Miguel Acevedo Jr. is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 designation and over 26 years of industry experience. His career includes positions at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc. from 2004 to 2017. 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 provide written recommendations through collaborative annual planning engagements.

Peter Mowry is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as treasurer for a local non-profit affiliated with a church in East Granby, CT, responsible for monthly financial reporting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and affiliated financial services. The firm manages over $1 trillion in assets through a national network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Michael Switchenko is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

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.

Robert Fry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mutual of Omaha and The Prudential Insurance Company of America. Outside of his advisory role, he is a managing member of Cloud Hill Farm LLC, where he assists with financial decision-making. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction.

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.