Jeffrey Sajdak is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding the ChFC® designation and Series 66 license, with 22 years of industry experience. He has been associated with MassMutual and its affiliates since 2018 and currently serves as an adjunct professor at Elms College, teaching undergraduate and graduate business courses including risk management and economics. MassMutual 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 emphasizes collaborative, goal-oriented planning with a range of programs including estate and employer-sponsored planning.

Vincent Winans is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017 and previously worked at Financial Vision Advisory Services, LLC and Securities Service Network, Inc. from 2015 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements supported by firm-approved analytical tools and delivers recommendations primarily focused on investment categories and strategies.

Joseph Salemi is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at IP Financial Advisory Services LLC, Innovation Partners LLC, and NuPro. Outside of his advisory duties, he is an associate at PV Financial Group in Ludlow, MA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews, risk profiling, and firm research.

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 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2012. Outside his advisory role, he operates Harten Financial Group, which also conducts non-variable insurance activities including life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services that include discretionary and non-discretionary portfolio management supported by internal and third-party research.

Mark Teed is a financial advisor with Raymond James & Associates in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at Colony Club from 2012 to 2019. Outside of his advisory role, he serves as chair of the Investment Committee at Glenmeadow and acts as a bookkeeper for a local social organization called The Club. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a focus that includes public finance and municipal work.

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 at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he was affiliated with Freedom Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Adam Lattarulo is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Eagle Strategies (NY Life) and New York Life for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, delivering both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

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 previously worked at Cetera Advisor Networks LLC from 2013 to 2017 before joining LPL Financial. Mcqueeney is involved with FR Investment Group LLC in a capacity related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Brendan Mcmahon is a financial advisor with Merrill based in Springfield, MA, holding a Series 66 designation and 14 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2012. Mcmahon serves on the Finance & Investment Committee of the University of Massachusetts Alumni Association, contributing to the organization's fiscal and investment policies. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, pension plans, charitable organizations, and corporate fiduciaries.

Kenneth Huffine is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Liong View Wealth Management and Securities America Advisors. Huffine is also involved with Long View Wealth Management, LLC, an affiliated business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management, as well as research and model portfolios from internal and third-party resources.

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.