Thomas Perrea is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth Financial Network since 2005, with a brief period at Berkshire Bank from 2002 to 2017. Outside of finance, he is involved in a floral business, Jodi's Seasonal. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including wealth management and retirement plan consulting, while enabling advisors to construct client portfolios with access to discretionary model portfolios and various program structures.

Tyler Wilmot is a Series 66 licensed advisor with Primerica Advisors who has four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third‑party investment strategies and supports a range of account types, including discretionary and non‑discretionary management options.

Russell Gorman is a CFP® and CFA® with 19 years of experience in financial advising. He has worked at Integrated Wealth Concepts LLC since 2021, following prior roles at LPL Financial, LLC and Lincoln Financial Advisors. In addition to his advisory work, he is involved in tax preparation and accounting activities on a part-time basis. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, emphasizing customized portfolios and a primarily long-term investment approach.

Mark Ferrer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Commonwealth in 2023, he worked for Raymond James Financial for 14 years. He also serves as a trustee for a charitable remainder unitrust. Commonwealth Financial Network supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing both discretionary and nondiscretionary investment solutions.

Zhivago Velasco is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Lincoln Financial Group, MMl Distributors, LLC, and MassMutual Financial Group. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its extensive client base.

Richard Gingras is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 30 years of industry experience. He has operated Gingras Financial Services since 2001 alongside his role at Commonwealth. Outside of finance, he is a certified spinning instructor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, trading, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Michael Mancivalano is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital, J.P. Morgan Chase Bank, J.P. Morgan Securities, Edward Jones, and Strategic Financial Solutions. Outside of his advisory role, he owns Fam-All, a business focused on analyzing rental properties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kevin O'Donnell Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Beacon Investment Services. His prior work includes tenures at UBS Financial Services, Merrill, Quick & Reilly, Banc of America Investment Services, and Berkshirebanc Investment Services. He is also involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with a variety of managed-account programs, access to third-party asset managers, and custody and clearing services.

Jonathan Couper is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.W. Cole Advisors in 2023, he worked at Woodbury Financial Services. Outside of his advisory role, he serves as a firefighter for the City of Pittsfield and is involved in several nonprofit organizations focused on financial education and community support. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Adam Kirby is a financial advisor at Raymond James Financial with 25 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years before joining his current firm in 2026. Kirby holds a Series 63 designation and is a 50% owner of Kirby Investment Strategies, LLC, an investment-related business based in Pittsfield, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and specialized services.

Sherry De Celle is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Lakeview Aviation, LLC, which holds an aircraft for leisure and certification purposes, and serves as a general board member for Driftwood Shores Community Associations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Robert Chapman is a financial advisor with Edward Jones in Pittsfield, MA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Shaun Heimann is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 17 years before joining LPL Financial. Heimann also operates Heimann Wealth Management Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Kelly Baker is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, Kelly worked for six years at Wells Fargo Advisors and has experience in entertainment and food service sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alex Kastrinakis is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and United Planners Financial Services. He has served on the Hancock School Committee since 2016 and operates Alex Kastrinakis Financial Services, which involves selling health, life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Katherine Reisfeld is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2009 to 2018. Outside of her advisory work, she is the owner of Ashtanga Yoga Great Barrington, where she hosts yoga classes. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and maintains specialized services, including municipal advisory capabilities and SIMPLE IRA consulting.

Daniel Morin is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Penn State University and Xavier High School. Morin is also engaged in travel-related activities outside of his advisory role. Ameriprise offers a retirement-income planning service targeted at individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its centralized service, which supports advisors in delivering tailored retirement-income advice.

Henry Ouellette Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporations and Berkshire Investment Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Scott Reisfeld is a financial advisor with Raymond James Financial in Barrington, MA, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he operated his own independent advisory practice. Outside of his advisory role, he operates a small business buying and selling used books and vinyl records online. 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, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support its recommendations.

Brian Astorino is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Greylock Federal Credit Union and LPL Financial since 2008, following four years at Merrill. Astorino is also involved with Greylock Investment Group, a DBA associated with Greylock Federal Credit Union. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.