Dale Breault is a financial advisor with Capital Analysts based in Feeding Hills, MA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Lincoln Investment Planning since 2013. Outside of his advisory work, he serves on the Finance Counsel for Saint John the Evangelist Catholic Church and is a board member of Mission Driven Catholic, a nonprofit organization focused on empowering Catholic educators. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and model portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes and offer a range of advisory services including custom portfolios and ERISA retirement plan advice.

Kelly Selkirk is a CFP® and Series 65 licensed financial advisor with St. Germain Investment Management in Springfield, MA, where she has worked since 2018. She has seven years of industry experience, including four years at the Jewish Community Centers of Greater Boston prior to joining St. Germain. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.

Matthew Smith is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. He has worked at Santander Securities since 2014 and is also affiliated with Santander Bank, NA. In addition to his advisory role, Smith is an adjunct faculty member for the MBA program at Elms College. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and integrates third-party investment managers through its FMAX managed-account platform, delivering discretionary portfolio management supported by ongoing compliance and suitability oversight.

Thaddeus Welch is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at St. Germain Investment Management since 2015. He previously worked at St. Germain Securities, Inc. from 2015 to 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Richard Bleser is a financial advisor at St. Germain Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Germain since 2015. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs model-based asset allocation utilizing both quantitative and qualitative analysis, focusing on long-term investment strategies with continuous portfolio monitoring.

Paul Marchese is a financial advisor with St. Germain Investment Management in Springfield, MA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at D.J. St. Germain Co., Inc. since 2002 and was also affiliated with St. Germain Securities, Inc. from 2002 until its FINRA registration withdrawal in 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis, with an emphasis on long-term investment strategies and continuous portfolio monitoring.

Daniel Kates is a financial advisor with United Capital Financial Advisors in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Goldman Sachs, Cetera Advisor Networks, Mid Atlantic Financial Management, and Gaudreau Wealth New England. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory, consulting, and technology services through its FinLife Partners platform, supporting customized investment strategies and a broad affiliate network.

Michael Diotalevi is a financial advisor at United Capital Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company L.P./Mercer Allied and Secure Energy Solutions. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers a technology platform supporting independent advisors, customizable portfolios including ESG and faith-based options, and operates affiliated legal and trust entities along with lending and referral services.

Mark Hugo is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with StoneX Advisors since 2015 and has held various roles across affiliated StoneX entities. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes multiple account structures and model-based solutions, working through independent advisors and an in-house Private Client Group.

Russell Morris is a financial advisor with AlphaStar Capital Management holding a Series 66 designation and five years of industry experience. Prior to joining AlphaStar, he worked at firms including Charthouse Wealth Management, Connecticut River Wealth Management, LPL Financial, and Ameriprise Financial. In addition to his advisory role, he is an insurance agent at Charthouse Wealth Management and serves as a notary. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and quantitative tactical strategies, utilizing subadvisers and exchange-traded products.

Brendan Begley is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at multiple firms including Avantax Insurance Agency and LPL Financial LLC, and has also served as a director at First National Bank of Suffield. Outside of his advisory work, he serves as a board member for The Arthur G. Russell Company Incorporated and Fox Hollow Gun Club, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans through modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets with a team of about 70 advisors and focuses on tailored planning and fiduciary portfolios rather than corporate clients.

Tatyana Shut is a financial advisor at St. Germain Investment Management with nine years of industry experience. She holds a Series 65 designation and has been with St. Germain since 2017. Outside of her advisory role, she serves as an accountant for the Gordon Cross Corporation and works as a consultant for Vozik LLC. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets across about 6,461 clients, using a long-term, asset-allocation-driven approach that combines quantitative and qualitative analysis.

David Modzelewski is a Series 65-licensed financial advisor with three years of industry experience, currently with St. Germain Investment Management. He has previously worked at Florence Bank, Putnam Investments, and Merrimack. He serves as a volunteer member of the Finance Committee for the YWCA of Western Massachusetts. St. Germain Investment Management offers discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets using model portfolios that combine quantitative and qualitative analysis with a long-term, asset-allocation-driven approach.

Timothy Suffish is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at St. Germain Investment Management since 2010. He previously worked at St. Germain Securities Inc. for 20 years. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, with a focus on long-term investment horizons and ongoing portfolio monitoring.

Maurice Bowerman is a financial advisor at St. Germain Investment Management with three years of industry experience. He previously worked at NBT Bank and Salisbury Bank & Trust. Outside of advisory work, he is also an independent insurance agent specializing in property and casualty insurance. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, and institutions. The firm employs model-based asset allocation with both quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.

Patrick Fortunato is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Sequent Planning, Primerica Financial Services, Legal Shield, and Global Financial NetworX. Outside of advisory work, he is active as an insurance agent and sales representative for Legal Shield, spending time each month selling insurance products and legal and identity theft services. Portfolio Medics primarily serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management and financial planning services that incorporate diversified investments and multiple analytical strategies, with a client focus on retail and small-business relationships.

Martin Hairston is a financial advisor with John Hancock Personal Financial Services, LLC and holds Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at various John Hancock entities as well as MassMutual and Prudential. In addition to his advisory role, he serves as a Retirement Consultant providing educational services to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model that delivers written, non-security-specific recommendations, with implementation decisions made by clients.

Jeffrey Leone is a financial advisor at Portfolio Medics, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual Wealth Management Company and PSL Life Group, where he is also an independent insurance agent transacting in insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management and employs a combination of fundamental, technical, and cyclical analysis in its investment strategies.

Shawn Devillier is a financial advisor at B. Riley Wealth Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Winslow, Evans & Crocker, Inc. and National Securities Corporation. He is also licensed as a fixed insurance agent with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Agnieszka Valenta is a CFP® with seven years of industry experience, currently affiliated with Sound Income Strategies, LLC. She has held roles at Morgan Stanley Private Bank and H&R Block, and serves as a Managing Director and Client Acquisition Advisor at Scranton Financial Group. Sound Income Strategies is a fee-based adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans with a focus on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis. The firm offers integrated portfolio management, insurance planning, and educational workshops through affiliated entities.