Corinne Mc Fadden is a Series 66-licensed financial advisor with Edward Jones in Greenfield, MA, and has seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Scott Farm/Landmark Trust and Windham Northeast Supervisory Union. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nathaniel Hussey is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Brattleboro Development Credit Corporation, Second Wind Consultants, and Greenfield Public Schools. Outside of his advisory work, he serves as Chief Systems Officer and principal of Neatline Consulting, a spatial and data analysis company based in Greenfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Brandon Mc Fadden is a financial advisor at Edward Jones in Greenfield, MA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Bradley Baker is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at OSAIC and American Portfolios Financial Services, Inc. In addition to his advisory work, he is employed as a personal care assistant. 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 portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Francis Sobieski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has owned and operated Sobieski Financial, LLC and Sobieski CPA Firm, LLC since 2016 and has served as a board member for the Town of Deerfield since 2014. Additionally, he acts as a co-trustee for a fiduciary appointment. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authority across various program structures.

Richard Gaudreau is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previous work experience at Boston Financial Investment Management and in education-related roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Cetera Advisors LLC and has owned Clear Sailing Investment Group since 2009. Outside of advisory work, he owns real estate ventures including TC Legacy LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Denise Govoni is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, she assists individuals and families in managing financial complexities and developing actionable plans aligned with their goals through a collaborative and educational process. Prior to her current position, Denise served as a Wealth Management Advisor at TIAA from 2014 to 2020. Her experience includes guiding clients in building and preserving wealth while focusing on clarity and confidence throughout their financial journey. Outside of her professional work, Denise engages in activities such as biking, gardening, hiking, and spending time with family and pets.

Matthew Ramon is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he operates Ramon Financial Services as an independent licensed insurance broker, offering insurance products and advice to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes and investment strategies.

Aimee Marden is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at UMassFive College Federal Credit Union and CUSO Financial Services, Lp. Marden is also involved in UMassFive Wealth Management, a business associated with her LPL practice. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various technology tools and multiple investment strategies.

William Breault is a Series 66-licensed financial advisor with 11 years of industry experience. He previously worked at Commonwealth Financial Network from 2014 to 2025 before joining Cambridge Investment Research Advisors in 2025. He serves as a volunteer committee member for the Town of Millbury. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent financial professionals utilizing a range of portfolio management approaches and model strategies.

Michael Johnson is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Raymond James Financial Services and Greenfield Cooperative Bank. Outside of his advisory work, he owns a business that buys and sells vintage watches and jewelry. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset managers.

Angela Streeter is a Series 66-credentialed advisor at Raymond James Financial with eight years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously spent 16 years at Wells Fargo Clearing. Outside of advisory roles, she holds a position as Client and Office Manager at Falcon Financial Corp., providing administrative support and trade processing. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Matthew Sheridan is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at infinex Investments, Inc. and Greenfield Savings Bank for 16 years. 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 through a large network of representatives and provides access to various portfolio management and retirement platforms.

Gordon Christiansen is a financial advisor at Edward Jones in Greenfield, MA, holding a Series 66 designation with 16 years of industry experience, all of which has been at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jedediah Liebert is a CFP® and holds a Series 66 license, with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Commonwealth Financial Network, Liebert Investment Management, and Wells Fargo Advisors. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms and includes proprietary strategies under the Founders Gate Capital brand as well as access to unaffiliated strategists.

Jeffrey Carlson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Kevin O'Neil is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in the architecture and design sector for nearly a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Jameson Burns is a financial advisor with Edward Jones in Greenfield, MA, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at IBM from 2017 to 2022. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at American Portfolios for 16 years, as well as at Money Concepts Capital Corp and OSAIC. Baker serves on the board of a nonprofit organization in Leyden, Massachusetts. 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, institutions, and retirement plan participants. The firm offers a range of investment programs and utilizes a variety of strategies, supported by operational tools and extensive platform capabilities.