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.

Kenneth Foisie is a financial advisor with LPL Financial in Avon, Connecticut, holding the Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked at LPL Financial during two periods, from 1998 to 2005 and from 2017 to the present, with an interim 12-year tenure at National Planning Corporation. 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 broad range of advisory services, including financial planning, model portfolio access, and institutional platforms, supported by both proprietary and third-party investment strategies.

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. His work history includes roles at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY LLC, and Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Martin is a CFP® with 27 years of experience in the financial services industry. He is currently with OSAIC, having joined in 2023, after previously working at Lincoln Financial Advisors Corporation and SagePoint Financial, Inc. Martin also serves as an ordained minister and occasionally performs wedding ceremonies, and he provides coaching and consulting on non-securities aspects of running a financial services practice through his own LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that emphasizes portfolio optimization and risk management, supported by a complex platform of affiliated broker-dealers, asset managers, and alternative investment options.

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.

Elizabeth Hodgman is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS, Merrill, and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management and alternative product distribution.

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.

Lori Vengruskas is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets resources.

Patrick Donnelly is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services Inc. from 2008 to 2018 and has been a member of the U.S. Army National Guard since 2018. Outside of his advisory role, he occasionally works as a background actor in motion pictures and television. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Colleen Duffy is a financial advisor at Edward Jones in Collinsville, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she worked in various roles at organizations including the Broad Institute and Tufts Medical Center. 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 discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Thomas Oakley is a Series 66 credentialed financial advisor with Edward Jones in Vernon Rockville, CT, bringing one year of industry experience. He has prior experience working with Wilbraham Parks and Springfield Public Schools, and has been involved with nonprofit organizations such as The Literacy Lab and Catholic Charities Archdiocese of Hartford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dakota Johnson is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked across multiple Cetera entities since 2021, as well as at Voya Financial Advisors and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.