Michael Doyle is a financial advisor with Capital Analysts in Amherst, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Lincoln Investment and The Nathan Agencies. Doyle serves on the Board of Directors for Amherst Cinema and Northampton Community Music Center, where he holds leadership roles involving strategic planning and community outreach. He is also involved in music production as a project manager and recording artist with Galaktik Audio. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm utilizes an in-house Investment Management & Research team to drive investment decisions and maintains affiliations with Lincoln Investment and custodial partners such as Pershing/BNY.

Nathaniel Danforth is a financial advisor with Empower Advisory Group in Easthampton, MA. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Empower Advisory Group, he worked at KeyBank and Infinex Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning approach.

Ruth Francis is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at ShorePoint Advisory Group and Curran and Keegan Financial, and spent two years at Felicity Hardee Law Practice. Francis is also the owner of Eleven 15, LLC, a company created to hold real estate, currently a shell entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Adam Krol is a financial advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Eagle Strategies since 2021 and with various New York Life entities since 2020. Outside of his advisory role, Krol serves as Vice President of the Pioneer Valley Estate Planning Council and volunteers as a head baseball coach for Northampton Legion Post 28. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Marianne Bannan is a CFP® professional with 30 years of experience in the financial services industry. She is currently with Commonwealth Financial Network and previously worked at Wells Fargo Clearing and Sophia Wealth Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform offering managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Justin Golec is a financial advisor with Eagle Strategies (New York Life) in South Hadley, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Eagle Strategies and its affiliates since 2018 and is associated with Mahoney Financial Organization, LLC and Retiree Financial & Insurance Services. Outside of his advisory roles, Golec volunteers with the Northampton High School lacrosse team. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Kathleen Collins is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. She has been with Kestra Advisory since 2016 and also operates Collins Wealth Management, where she provides registered representative and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, with services including fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Brian Keigan is a financial advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including over 16 years at Park Avenue Securities and Guardian Life Insurance Company. Keigan owns Executive Financial Solutions Group, LLC, which operates to sell New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Katherine Newman is a financial advisor with Eagle Strategies (NY Life) in Northampton, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Eagle Strategies since 2016 and also operates under the DBA Ostberg & Associates Financial Services and Insurance for selling New York Life products. Newman serves as a board member for Cutchins Programs for Children and Families. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional sponsors, and corporate clients. The firm delivers customized advice through various program types and focuses heavily on non-discretionary assets under management within an integrated New York Life affiliate structure.

Joshua Abrams Sanborn is a financial advisor with Eagle Strategies (New York Life) based in Northampton, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in public education for several years and held positions at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and fiduciary responsibilities, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cole Frederick is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alexandra Collins Anderson is a financial advisor with Kestra Advisory, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she completed law school at Suffolk University and worked at the United States Bankruptcy Court for the District of Massachusetts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, and serves a client base that includes large institutional investors such as sovereign wealth funds.

Harriett Barnes is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has operated H B Financial Group, LLC since 2005, where she serves as sole member and manager. Barnes is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, allowing advisors discretion in portfolio construction and access to multiple program structures.

Robert Pryor Jr. is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, where he has worked since 2020. His prior experience includes roles at Money Concepts Capital Corp and Total Business Care, LLC. Outside of advisory work, he owns a tax planning and preparation business and works as a contractor for life, health, disability, and LTC annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers a range of advisory services including custom portfolios and access to third-party managers.

Melody Foti is a CFP® professional with 26 years of experience in the financial industry. She is currently with Commonwealth Financial Network and also owns Sophia Wealth Strategies, LLC, a private entity that facilitates securities, advisory, and insurance business. Outside of her advisory work, she is an author who sells a self-published book of watercolor paintings and poetry. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment options.

Ryan Ferriter is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Paper City Management, and TRI Construction Company Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Kashawn Sanders is a financial advisor with Eagle Strategies (New York Life) in Northampton, MA, holding a Series 66 designation and five years of industry experience. He previously worked at Callaway Golf Company and Dymotek and operates under the DBA Ostberg & Associates Financial Services and Insurance. Outside of his advisory role, Sanders is the founder, president, and chairman of the board at Follow My Steps Inc., a nonprofit providing guidance and resources to low-income students and their families. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christina Couzelis is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has worked at Commonwealth since 2018, with prior experience at HB Financial Group, LLC. Christina is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custody services.

Lucia Shah is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has previously worked with Hart & Patterson Financial Group and Carl P. Sherr & Co., among others. Outside of advisory services, she is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager‑of‑managers approach, utilizing a proprietary focus list and combining active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Mark Goggins is a financial advisor with Eagle Strategies (NY Life) in Northampton, MA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Eagle Strategies since 2019 and is also associated with NYlife Securities LLC and New York Life Insurance Company. Outside of his advisory role, Goggins serves as a board member for Nonotuck Resource Associates, which provides shared living for intellectually challenged individuals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.