Ronald Phillis is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ivernia Capital, LLC and Laurel Wealth Advisors. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a mix of internal and third-party management strategies.

Jeffrey Hannett is a financial advisor with Key Investment Services LLC in Hudson, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Key Investment Services in various roles since 2016 and previously worked at KeyBank. In addition to advising, Hannett is a financial education instructor at Kaplan North America’s College for Financial Planning, where he teaches and develops curriculum. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers model-based advisory products with multi-provider platform support and integrates with KeyCorp affiliates to provide a range of investment and advisory 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.

Katherine Reisfeld is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Rhinebeck Wealth Advisors since 2018 and previously was with Wells Fargo Clearing from 2016 to 2018. Outside of financial advising, she is the owner of Ashtanga Yoga Great Barrington, where she hosts yoga classes. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporate and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations within the industry.

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.

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.

Caden Gidarakos is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Lee Bank and involvement with Stonehill College and the Berkshire South Regional Community Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to registered investment companies, and use of algorithmic methods including AI in its investment process.

Terrence Webb is a financial advisor with RBC Capital Markets in Great Barrington, MA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with RBC Wealth Management since 2008. Outside of his advisory role, he is a shareholder in Merlin Technologies, Inc., a pharmaceutical company. RBC Wealth Management serves individual and institutional clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm utilizes a mix of in-house and third-party investment managers and provides access to alternative investments and integrated banking solutions.

James Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2008. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Scott Levine is a financial advisor with Equitable Advisors in Hudson, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including a period when the firm operated as AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and discretionary management options.

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.

Jessica Morris is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of her advisory work, she has engaged in small-scale furniture making as a sole proprietor and contributes to a home renovation business by assisting with website development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Colin Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 21 years of industry experience and has been with Mass Mutual Investors Services since 2017. Prior to that, he worked at MetLife Securities Inc. and has been a partner at Smith, Watson & Company, LLP, a CPA and tax preparation firm, since 1997. Outside of his advisory work, he is involved in insurance brokerage and tax services through his partnership and also manages a short-term rental business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Mark De Celle is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the boards of the Great Barrington Rotary and local community associations and teaches a financial planning course at Berkshire Community College. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Dimenstein is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. since 2019 and spent ten years with Fsc Securities Corporation. Dimenstein is also co-president of The Feingold Companies, where he has been involved since 1991, and serves as a trustee on multiple employee benefit plans. Outside of his advisory work, he participates as a committee member of the Worcester Chamber Music Society. 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 offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies delivered via multiple platform arrangements tailored to client objectives.

Richard Emerson is a financial advisor with LPL Financial in Great Barrington, MA. He holds a Series 66 designation and has 15 years of experience in the industry, all with LPL Financial. Outside of his advisory role, he is also the president and business owner of Emerson Contractors Inc., a construction company he has overseen since 1988. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Mark Levy is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2018, following a two-year tenure at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Shebna Olsen Shillibeer is a financial advisor at Equitable Advisors with 34 years of industry experience. She previously worked at JPMorgan Securities LLC and HSBC Securities (USA) Inc. She serves as an advisory board member for the UConn School of Business Student Managed Investment Fund, mentoring students in career development, and is also treasurer of the Copake Lake Conservation Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers customized investment solutions through a network of advisors and third-party programs, offering a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Allison Guzman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Raymond James since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management strategies.

Jodi Hills is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2008. Outside of advising, Hills is involved in construction management through Hills Construction Management, Inc., and serves as a Notary Public in New York State. 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. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a wide range of investment options.