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.

Brian McGuinness is a financial advisor with Hightower Advisors, holding a Series 66 credential and over 21 years of industry experience. His prior roles include positions at Cmg Financial Planning Ltd., Equitable Advisors, and Axa Advisors, LLC. Outside of his advisory work, he is involved in music production through Coronado Records and operates a music technology company called Felix BPM, which focuses on registering tempo and sound levels in studio environments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities extending to international exposures and alternative investments.

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.

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 at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and United Planners Financial Services. Outside of his advisory role, he has served on the Hancock School Committee and been involved with Berkshire Families and Individual Resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with a variety of advisory platforms, investment strategies, and operational tools.

Robert Segall is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at MassMutual since 1997, as well as at Lenox Advisors since 2007. In addition to his advisory role, Segall is a writer and speaker. MassMutual Investors Services 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, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

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.

Sean Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2003 and has been associated with Adams Community Bank for 17 years. Outside of his advisory role, he operates under DBAs including Union Capital Partners, LLC, and Adams Community Investment Services. 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 portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

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.

Taylor Smoak is a financial advisor with LPL Financial, holding a Series 66 designation and based in Pittsfield, MA. Smoak has been with LPL Financial and Greylock Federal Credit Union since 2022 and has prior experience at Klarisana, Trader Joe's, and Chuze Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and operational technology.

Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.

Arthur Francis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years and Wells Fargo Clearing for 5 years. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Michael Fazio is a financial advisor with LPL Financial based in Pittsfield, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Greylock Federal Credit Union since 2008, where he serves as Senior Vice President. 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 other institutions, offering a range of financial planning and investment management solutions.

Craig Strassell is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in managing residential real estate properties in Pittsfield. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors.

Thomas Curtin is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His work history includes positions at Retirement and Benefit Partners, Inc. and Asset & Financial Planning, Ltd. He also works as an independent insurance agent specializing in life, disability, long-term care, and fixed annuities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.