Henry Ouellette Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He worked at National Planning Corporations for 12 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, utilizing a range of model portfolios and research resources.

Sean Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked with LPL Financial since 2003 and has been affiliated with Adams Community Bank since 2009. 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 retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Astorino is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at Greylock Federal Credit Union and LPL Financial since 2008. Astorino is also involved with Greylock Investment Group, a business affiliated with Greylock Federal Credit Union. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Taylor Smoak is a financial advisor with LPL Financial and holds a Series 66 designation. Taylor has been with LPL Financial and Greylock Federal Credit Union since 2022. Prior work experience includes roles at Klarisana, Trader Joe's, and Chuze Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Arthur Francis is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 17 years. He operates the Francis Investment Consulting Group as an outside business activity. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Michael Fazio is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has served as Senior Vice President at Greylock Federal Credit Union since 2008. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Craig Strassell is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in a real estate business focused on buying, renovating, and renting apartment units. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Karen Kettles is a financial advisor at Edward Jones with 34 years of industry experience. She has been with Edward Jones since 1995. Outside of her advisory role, she serves as an elected trustee for the Adams Free Library in Adams, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

William Kirby is a CFP® with 50 years of experience in the financial industry, currently serving at Raymond James Financial Services Advisors Inc. He previously worked for Wells Fargo Advisors for 12 years. Kirby is chair of the investment committee for the Berkshire Community College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs.

Darrell Colvin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has prior experience with Prudential Insurance Company of America, Guardian Life, and Wayfair L.L.C. Colvin volunteers with the Berkshire Theatre Group in Pittsfield, MA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Regina Gray is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Haley Ward, Inc. and Geosyntec Consultants, Inc. She is based in Adams, Massachusetts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

David Rice is a CFP®-certified financial advisor with Raymond James & Associates in Pittsfield, MA, with 22 years of industry experience. He has been with Raymond James & Associates since 2016. Rice serves on the board and finance committee of Child Care of the Berkshires, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm offers financial planning and investment consulting through a range of portfolio management styles, supporting tailored, non-discretionary client relationships.

Stephen Nesbit is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2019, following 13 years at Wells Fargo. Outside of his advisory role, he is also an operations manager at Keator Group LLC in Lenox, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through a municipal advisor affiliation.

Gregory Dieterich is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with LPL Financial since 2020 and also works with Greylock Federal Credit Union, where he has served since 2017. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by LPL Research and third-party subadvisors.

Elie Elsaddik is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also operates a CPA practice focused on accounting and tax preparation, and is the owner of Berkshire Payroll, Inc., a payroll processing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures, model portfolios, and third-party managers.

Carter Matthews is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles in education, legal services, and business operations, including positions with Pittsfield Public Schools and Berkshire Law Group. He has also been involved with the Country Club of Pittsfield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is recognized for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI-driven research tools.

Anthony Clement is a financial advisor at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2002 and holds Series 63 and Series 65 designations. Clement operates a DBA under his name in Pittsfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by model portfolios and research.

Quinlan Matthews is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Matthews held positions at Delaware North and Education First. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Marissa Main is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2022 and has been affiliated with Greylock Federal Credit Union since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Kenneth Whitestone is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he participates in a local social group called the Saturday Evening Club, where members present topics for discussion monthly. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.