Jeffrey Whyte is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles at firms including Investors Capital Corp., Banc of America Investment Services, and Quick & Reilly, Inc. In addition to his advisory work, he manages commercial real estate properties through the S. William Whyte Trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a comprehensive multi-manager platform.

Samuel Einzig is a financial advisor with LPL Financial in Springfield, MA, holding the Series 66 designation and four years of industry experience. His prior roles include positions at UMassFive College Federal Credit Union and CUSO Financial Services. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and extensive resources.

James Hammel is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Granby, CT. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of investment advisory services and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Wesley Warren III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 10 years of industry experience. He has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Wesley is involved in wedding and event planning as a partner at Everlasting Affairs, LLC, and provides bookkeeping, accounting, and business strategy services through his own firm, Warren Advisors. 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, with a structured approach that uses firm-approved tools and emphasizes collaborative annual planning relationships.

Kyong Cruz is a financial advisor with Ameriprise in Wilbraham, MA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, Cruz serves on the board of directors for a local organization and is involved with Brannigan & Associates LLC in a non-investment-related capacity. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on tax-aware withdrawal strategies and dependable income sources.

Nicholas Alvanos is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley, he worked at Ameriprise from 2014 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

John Carty Jr. is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Carty serves as a board member and finance committee member for the Boys and Girls Club of Springfield. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a broad range of investment products and services.

Daniel Lawson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His focus areas include college education planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Siena College and carries the Personal Investment Advisor (PIA) designation. He is involved in professional organizations such as 2Way North Lacrosse Club and Glastonbury High School Mens Lacrosse, and he volunteers with the Hillcrest Area Neighborhood Outreach Center. Outside of work, Daniel enjoys cooking, football, golfing, ice hockey, skiing, spending time with his family, and watching movies.

Barbara Turcotte is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Aurigemma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1987 and joined Merrill Lynch in 1997. Thomas uses a disciplined investment process to deliver a consistent yet customized wealth management experience. He takes the time to understand clients’ individual and professional priorities before making financial recommendations. Drawing upon the resources of Total Merrill™, he helps clients establish objectives and develop strategies based on risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. He also conducts regular reviews to monitor progress and adjust strategies as life circumstances change. His client focus areas include education planning, family wealth management, legacy planning, liquidity management, retirement planning, tax minimization, and special needs planning strategies. Thomas holds a Bachelor’s degree from the New York Institute of Technology and is a Personal Investment Advisor (PIA). He has resided in Ashfield, Massachusetts since 1999. Outside of work, he enjoys fishing, ice hockey, baseball, football, and golf.

Joseph Pantuosco is a financial advisor with Ameriprise in Longmeadow, MA, holding a Series 63 designation and over 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering with New York Life Insurance and Annuity Company. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

David Ricci is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Westfield Bank, Santander Securities, and PNC Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various advisory platforms.

Douglas Mc Intosh is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Prudential for 18 years and Empower for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Joseph Accardi is a financial advisor with LPL Financial who holds a Series 63 designation and has 45 years of industry experience. He has worked in various advisory roles since 1992, including at First Allied and his own firm, Accardi Financial Group. Accardi serves as a board member for the Taylor's Point Improvement Association, a nonprofit organization in Bourne, MA. 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 portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Brendan Burke is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Fred Alger & Company, LLC, IFS Financial Services, and Touchstone Advisors Inc. 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, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Timothy Brunson is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously served in the US Army for eight years. His professional background also includes roles at Transfer Enterprises and Goosetown Communications. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Todd Walker is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models, with an advisory approach that emphasizes client responsibility for plan implementation and updates.

Rochelle Forrest is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services, Avantax Investment Services, and Stifel. Outside of her advisory role, she is involved with Forrest Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers, supporting discretionary and non-discretionary strategies across multiple program structures.

Robert Morin is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial planning and portfolio management to clients’ goals and risk tolerances.

Jared Huckle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Primerica Financial Services since 1998 and a position at the University of Connecticut. Outside of advising, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trading.